The AI Operating System for Client Work
Run projects, clients, workflows, and revenue from one system powered by shared agency context. AI agents handle the operational grind so you can focus on your clients.
From scattered work to one intelligent system.
Your agency runs on disconnected tools and complex workflows. Helm centralizes your agency work into one intelligent system.
Powered by a modular suite of interconnected tools.
CRM, projects, time, invoicing, email, calendar. One roof. One data layer. Your AI staff works across every app, no wiring up required.
CRM
Every client, contact, and conversation in one view. Searchable, shareable, always up to date.
HubSpot
Salesforce
Attio
Projects
Kanban, list, table views. Same data, your view. Milestones, owners, and ship dates baked in.
Asana
Linear
Jira
Time
Live timer or manual entry. Roll straight into invoices. No double entry, no end-of-month cleanup.
Harvest
Toggl
Invoicing
Generate, send, get paid. Stripe-powered, agent-followed. Your billing agent chases every overdue invoice.
FreshBooksHarvest
Threads attached to the project, account, or deal. Everyone on the team has the full context.
Google
Superhuman
Documents
Proposals, SOWs, briefs. Linked to the work they belong to. Sign, share, and version in one place.
Notion
AirtableGoogle Docs
Pipeline
Deals, stages, forecasts. What's actually about to land. AI keeps every deal moving forward.
HubSpot
PipedriveAttio
Forms
Intake, requests, feedback. Routed straight into projects with the right tags, owners, and follow-up.
Typeform
Google Forms
Jotform
Analytics
Revenue, utilization, project profitability. Real time. No spreadsheets, no monthly close.
Workflows
Trigger-based automation across every module. If-this-then-that, designed for agency operations.
Zapier
n8n
Calendar
Events, deadlines, agent schedules. One unified view across the team and all your client work.
Google
Estimates
Scope and quote in minutes. One click to invoice once approved. Templates baked in for repeat work.
FreshBooksHarvestThe more you work, the smarter Helm gets.
Every invoice, project, conversation, and decision builds a knowledge layer about how your business operates. No manual data entry. No CRM busywork. It accumulates as you work.
Backed by your team of autonomous AI agents.
Each agent owns a function: billing, projects, research, client success, content. They know your clients, your stack, and what's already shipped, so you don't re-brief on every conversation.
Sends invoices, chases late ones, posts the Monday reconciliation.
Drafts standups, tracks deliverables, posts client updates on schedule.
Pulls competitive intel, briefs you before the next call.
Handles intake, runs renewals, catches accounts about to slip.
Drafts briefs, ships weekly reports, owns the editorial calendar.
Accessible everywhere your team works.
Talk to your agents inside Helm with full workspace context.
Invite agents to channels. Reply to mentions. DM directly.
Agents draft, send, and follow up from your inbox.
Run Helm agents from any MCP host or your terminal.
Bring agents into your servers. Mention them, get answers.
Voice and text outreach for client-facing agents.
Designed to grow your agency.
Four levers behind every growing agency. Each one shipped by an agent that does the work, not just the tracking.
Pull our discovery call notes with Halo Studio and draft an SOW for their Q3 brand launch.
Pulled the discovery notes. Here's the SOW draft.
- Scope
- Brand, identity, launch site, social
- Value
- $48,000 · 8 weeks
- Schedule
- 50/30/20 · Aug 5 → Sept 30
Want me to send it to Halo?
Loved by developers and your existing AI agents
Helm has a CLI and an MCP server. Connect Claude Code, Cursor, or any MCP host, and your agent reads and writes your whole agency: projects, tasks, time, invoices, contacts.
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Claude
Codex
OpenClaw
HermesIntegrate the tools you already use.
300+ integrations. Your agents read and act on them like native Helm data.
StripeSlackGitHubHubSpot
ShopifyQuickBooksGoogle
Figma
KlaviyoJiraSalesforceNotionLinear
MailchimpAirtable
WordPressI ran an agency for ten years. Ten tools, none talking. People hired to keep them running. Every Friday I promised myself I'd take Saturday off. Most weeks I didn't.
Helm is what I needed. One platform. AI on ops. Your afternoons back. Your revenue forward.
Questions? Answers.
Run an agency that runs itself.
Twelve apps. AI agents that ship work. A brain that compounds with every client. One platform, a smaller to-do list, and a bigger business.