· Agent Catalog

Salesforce AI Agents for Professional Services

Klient PSA has nine (9) AI agents plus one MCP server — each does one job. Each costs $1,000 — once. See full platform pricing.

✓ Human approval on every action 100% Salesforce native No subscription

PS firms don't have an AI problem — they have a coordination problem. These agents run on Klient PSA, the Salesforce PSA, and eliminate the overhead between a human decision and a project outcome.

PSA Squad

The delivery core. SCOPEY scopes the work before a single hour is logged. PLANNY tracks the plan and surfaces risk every morning and night. TIMEY captures every billable hour automatically. STAFFY puts the right person on every task before deadlines slip. Together they eliminate the coordination overhead between a human decision and a project outcome.

Requirements

SCOPEY 1

Business Analysis Agent · V1

37% scope creep rate. Projects without documented requirements fail at 3× the rate. SCOPEY writes the structured scope — clear requirements, every time, before work starts.

SCOPEY 1

You describe what you need.I write it properly. You approve it.

📥 Requirement gathering ❓ One clarifying question 📝 Scope writing 🎨 Your requirement style 🎯 Create project and task 👁️ You Review — You Approve

Learn about SCOPEY1

Status

PLANNY 1

Project Manager Agent · V1

PMs spend 3.7 hours a week rebuilding context they already had — throughout the day. PLANNY delivers the brief every morning, so the rebuilding never starts.

PLANNY 1

Your PMs spend hours rebuilding context.I deliver it before their day starts.

☀️ Morning brief 🌙 Night recap 💬 On-demand recap 🎯 Priority list 📅 Week ahead 👁️ You Review — You Approve

Learn about PLANNY1

Timesheet

TIMEY 1

Timesheet Agent · V1

Your billable hours disappear by Friday. TIMEY captures them from your Klient PSA schedule, calendar, email, and Slack — and fills your timesheet before you think about it.

TIMEY 1

Billable hours disappear by Friday.I capture them. You approve in 5 seconds.

📋 Draft timesheet ☀️ Calendar scan 📧 Email scan 💬 Slack scan 🔔 Submission alert 👁️ You Review — You Approve

Learn about TIMEY1

Resourcing

STAFFY 1

Resource Management Agent · V1

Star consultants over-allocated, bench capacity invisible, gaps found only when deadlines slip. STAFFY surfaces who has capacity, what needs resourcing, and what's at risk — then proposes the right person for every task.

STAFFY 1

Capacity is invisible until it's too late.I surface it. You decide who staffs what.

📊 Capacity scan 🔍 Staffing gaps 🎯 Match propose ⚠️ Conflict alert ➕ Action 5 (coming) 👁️ You Review — You Approve

Learn about STAFFY1

Customer Success Squad

The client-facing layer. GUIDY keeps onboarding on track without manual follow-up. TOUCHY handles meeting follow-ups and client touchpoints. CASEY manages case resolution so nothing falls through between calls.

Onboarding

GUIDY 1

Customer Onboarding Agent · V1

Onboarding fails between meetings — when no one is watching the plan. GUIDY monitors every task, nudges stalled owners, and escalates before your go-live date slips.

GUIDY 1

Onboarding slips between meetings.I watch the plan. You protect go-live.

🗺️ Track project template 📣 Owner nudge 🌟 Positive reinforcement ✅ Change task statuses 💬 On-demand status 👁️ You Review — You Approve

Learn about GUIDY1

Meeting

TOUCHY 1

Touchpoint Agent · V1

44% of meeting action items are never completed. TOUCHY preps every meeting, reads the transcript, updates the project, and sends the recap — without anyone typing a word.

TOUCHY 1

Most follow-ups never happen.I prep, recap, and update. You show up.

📊 Pre-meeting brief 📣 Attendee reminder 🎙️ Transcript read 🔄 Project updated 📩 Recap email 👁️ You Review — You Approve

Learn about TOUCHY1

Case

CASEY 1

Customer Support Agent · V1

Every customer has a support project. When a case needs work, CASEY creates the task, assigns it, and escalates priority — via Chatter, Email, and Slack — until the SLA is met.

CASEY 1

Go take your coffee.I'll close a few cases for you!

🏗️ Support project created 📋 Routing rules read ✅ Task created & assigned 🔍 Case helper 📊 Confidence level 👁️ You Review — You Approve

Learn about CASEY1

Knowledge & Dev Squad

The build and knowledge layer. DEVY picks up approved scoped tasks and writes the code. KNOWWY keeps the knowledge base accurate and current. The MCP Servers open the data layer — connecting any AI tool your team uses to live Klient PSA data.

Development

DEVY 1

Software Development Agent · V1

Developers spend only 16% of their day writing new code. DEVY reads the requirement, writes the implementation, runs it against acceptance criteria, and hands it to a human for review.

DEVY 1

Developers should build, not do admin.I write the code. You review and ship.

📥 Implementation plan read 🔌 Claude Code connected ⚙️ Development dispatched 💬 Headless AI discussion 📤 Results retrieved 👁️ Outcome Review — You Approve

Learn about DEVY1

Knowledge

KNOWWY 1

Knowledge Agent · V1

Only 14% of support issues get resolved in self-service — because the articles don't exist. KNOWWY finds the gap, pulls case history, and drafts the article. Nothing publishes without approval.

KNOWWY 1

Missing articles cost you cases.I find the gap and write the fix.

🔍 Search Knowledge Base 💡 New vs existing 📝 Create & adjust 📥 Initial import 🎨 Document style 👁️ You Review — You Approve

Learn about KNOWWY1

MCP Servers

MCP

Klient PSA MCP Servers

The attended copilot layer. Connect Claude, Cursor, or Copilot to your live Klient PSA data — under your own login. Three servers: Data, Admin, and Knowledge.

MCP

Any AI. Live Klient PSA data.Attended copilots for your power users — everything lands in Salesforce.

⚡ MCP1 Data — run projects 🛡️ MCP1 Admin — onboard & diagnose 📚 MCP1 Knowledge — article lifecycle 🔐 Your Salesforce login 💲 $1,000 one-time · per company 🔒 Runs locally, in your org

Explore MCP Servers

PSA Squad

Requirements

SCOPEY 1

Business Analysis Agent · V1

📥 Requirement gathering ❓ One clarifying question 📝 Scope writing 🎨 Your requirement style 🎯 Create project and task 👁️ You Review — You Approve

Scope creep and unclear requirements are the top two causes of project overrun.Nothing moves until a human approves.

Learn more $1,000 · One-time

Status

PLANNY 1

Project Manager Agent · V1

☀️ Morning brief 🌙 Night recap 💬 On-demand recap 🎯 Priority list 📅 Week ahead 👁️ You Review — You Approve

PMs spend 3.7 hours a week rebuilding context they already had — throughout the day.PLANNY delivers the brief every morning, so the rebuilding never starts.

Learn more $1,000 · One-time

Timesheet

TIMEY 1

Timesheet Agent · V1

📋 Draft timesheet ☀️ Calendar scan 📧 Email scan 💬 Slack scan 🔔 Submission alert 👁️ You Review — You Approve

Your billable hours disappear by Friday.TIMEY captures them from your Klient PSA schedule, calendar, email, and Slack — and fills your timesheet before you think about it.

Learn more $1,000 · One-time

Resourcing

STAFFY 1

Resource Management Agent · V1

📊 Capacity scan 🔍 Staffing gaps 🎯 Match propose ⚠️ Conflict alert ➕ Action 5 (coming) 👁️ You Review — You Approve

Capacity is invisible until a deadline slips.STAFFY reads your live Klient PSA projects and tasks, surfaces who has capacity and what's at risk, and proposes the right resource for every staffing gap.

Learn more $1,000 · One-time

Customer Success Squad

Onboarding

GUIDY 1

Customer Onboarding Agent · V1

🗺️ Track project template 📣 Owner nudge 🌟 Positive reinforcement ✅ Change task statuses 💬 On-demand status 👁️ You Review — You Approve

Onboarding fails between meetings — when no one is watching the plan.GUIDY monitors every task, nudges stalled owners, and escalates before go-live slips.

Learn more $1,000 · One-time

Meeting

TOUCHY 1

Touchpoint Agent · V1

📊 Pre-meeting brief 📣 Attendee reminder 🎙️ Transcript read 🔄 Project updated 📩 Recap email 👁️ You Review — You Approve

54% of workers leave meetings without clear next steps.TOUCHY preps every meeting, reads the transcript, and sends the recap — without anyone typing a word.

Learn more $1,000 · One-time

Case

CASEY 1

Customer Support Agent · V1

🏗️ Support project created 🏗️ Support project created 📋 Routing rules read ✅ Task created & assigned 🔍 Case helper 📊 Confidence level 👁️ You Review — You Approve

Every customer has a support project. CASEY creates tasks, assigns them, and escalates priority via Chatter, Email, and Slack.Go take your coffee. I'll close a few cases for you!

Learn more $1,000 · One-time

Knowledge & Dev Squad

Development

DEVY 1

Software Development Agent · V1

📥 Implementation plan read 🔌 Claude Code connected ⚙️ Development dispatched 💬 Headless AI discussion 📤 Results retrieved 👁️ Outcome Review — You Approve

Developers spend only 16% of their day writing new code.DEVY reads the requirement, writes the implementation, runs it against acceptance criteria, and hands it to a human for review.

Learn more $1,000 · One-time

Knowledge

KNOWWY 1

Knowledge Agent · V1

🔍 Search Knowledge Base 💡 New vs existing 📝 Create & adjust 📥 Initial import 🎨 Document style 👁️ You Review — You Approve

Only 14% of support issues get resolved in self-service — because the articles don't exist.KNOWWY finds the gap, pulls case history, and drafts the article. Nothing publishes without approval.

Learn more $1,000 · One-time

MCP Servers

MCP

Klient PSA MCP Servers · Data · Admin · Knowledge

⚡ MCP1 Data 🛡️ MCP1 Admin 📚 MCP1 Knowledge 🔐 Your Salesforce login 🔒 Runs locally

Connect any AI to live Klient PSA data.Three attended-copilot servers — Data, Admin, Knowledge — under your own login, all auditable in Salesforce.

Learn more $1,000 · One-time

PSA Squad

Scope creep and unclear requirements are the top two causes of project overrun. SCOPEY writes the structured scope.

📥 Requirements ❓ Clarifying Q 📝 Scope writing 🎯 Create task 👁️ You approve

Requirements

SCOPEY 1

PMs spend 3.7 hours a week rebuilding context — throughout the day. PLANNY delivers the brief every morning, so it never starts.

☀️ Morning brief 🌙 Night recap 💬 On-demand 🎯 Priority list 👁️ You approve

Status

PLANNY 1

Your billable hours disappear by Friday. TIMEY captures them from your Klient PSA schedule, calendar, email, and Slack automatically.

📋 Draft sheet ☀️ Calendar 📧 Email scan 💬 Slack scan ✅ 5-sec approval

Timesheet

TIMEY 1

Capacity is invisible until a deadline slips. STAFFY surfaces who has capacity, what needs resourcing, and what's at risk — then proposes the right resource.

📊 Capacity 🔍 Gaps 🎯 Match ⚠️ Conflict 👁️ You approve

Resourcing

STAFFY 1

Customer Success Squad

Onboarding fails between meetings. GUIDY monitors every task, nudges stalled owners, escalates before go-live slips.

🗺️ Track project template 📣 Owner nudge 🌟 Positive reinforcement ✅ Change task statuses 💬 On-demand status

Onboarding

GUIDY 1

44% of meeting action items are never completed. TOUCHY preps, recaps, and updates — without anyone typing a word.

📊 Pre-meeting 🎙️ Transcript 🔄 Project updated 📩 Recap email 📣 Reminders

Meeting

TOUCHY 1

Every customer has a support project. CASEY routes cases, creates tasks, surfaces similar cases and KB articles, and packages a confidence-scored response for your team to review and send.

🏗️ Support project 🎫 Case assessed ✅ Task created 📣 Multi-channel ⏱️ SLA watch

Case

CASEY 1

Knowledge & Dev Squad

Developers spend only 16% of their day writing new code. DEVY reads, writes, tests, and hands it to a human for review.

📥 Req read 💻 Code written 🔁 Tests run 📊 Task updated 👤 Human review

Development

DEVY 1

Only 14% of support issues get resolved in self-service. KNOWWY finds the gap, pulls case history, and drafts the article.

🔍 KB query 🕳️ Gap found 📝 Draft written 🔔 Review notify 🔄 Article updated

Knowledge

KNOWWY 1

Connect any AI to live Klient PSA data, under your own login. Three attended-copilot servers — everything lands in Salesforce.

⚡ MCP1 Data 🛡️ MCP1 Admin 📚 MCP1 Knowledge 🔐 Your login 🔒 Runs locally

MCP Servers

MCP

Autonomous Project Delivery

How Do the Agents Work Together?

SCOPEY — scopes the work → PLANNY — tracks the plan → TIMEY — captures the hours

SCOPEY receives the work and scopes it before a single hour is logged — one clarifying question, one structured requirement, one approved task. PLANNY keeps every project honest throughout delivery — surfacing risk before it becomes a missed deadline. TIMEY starts from your planned schedule and layers in what actually happened, so budget health reflects reality. Together, that is Autonomous Project Delivery.

Learn how Autonomous Project Delivery works →

Klient PSA AI agents — frequently asked questions

How many AI agents does Klient PSA have?

Klient PSA has nine (9) AI agents — SCOPEY1, PLANNY1, TIMEY1, STAFFY1, GUIDY1, TOUCHY1, CASEY1, DEVY1 and KNOWWY1 — plus one MCP server. Every agent runs on Salesforce Agentforce and requires human approval before any output ships.

What are the names of the Klient PSA AI agents?

The nine agents are SCOPEY1 (business analysis), PLANNY1 (project management), TIMEY1 (timesheets), STAFFY1 (resource management), GUIDY1 (customer onboarding), TOUCHY1 (touchpoints), CASEY1 (customer support), DEVY1 (software development) and KNOWWY1 (knowledge). MCP1 is a headless MCP server, not a tenth agent.

How much do the Klient PSA AI agents cost?

Each Klient PSA AI agent is $1,000 one-time, per company — no subscription and no per-query fee. The Klient PSA platform itself starts at $39/user/month.

Are the Klient PSA AI agents autonomous?

The agents work autonomously on Salesforce Agentforce, but every output passes through a mandatory human approval gate before it ships. Humans lead; agents deliver.

9 agents. 1 Salesforce org. $1,000 each — once.

Every agent ships complete. Human approval on every output.

Book a Demo Contact Sales

$39/user/mo 3 wks go-live 100% Salesforce native

Humans lead. Agents deliver the scope, the brief, and the hours.

SCOPEY1, PLANNY1, and TIMEY1 are Salesforce Agentforce agents that run inside Klient PSA. Each costs $1,000 one-time. Each has a mandatory human approval gate built in.

In the demo, you'll see a request scoped by SCOPEY into a Klient PSA task, PLANNY's morning brief, and a TIMEY draft timesheet — live in a real org.

Book a Demo → See Autonomous Project Delivery →