Local / Desktop reference architectureResearch and benchmarking
A Local / Desktop reference architecture for research and benchmarking in Professional Services. Triggered by new client intake or status checkpoint, Padiso orchestrates 3 specialist agents on Claude Code + Ollama, on your machines, reaching professional services automation (psa) tool and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.
Local / DesktopRuntime: Claude Code + Ollama, on your machinesTrigger
New client intake or status checkpoint
Professional Services
Orchestration
Padiso Orchestrator
goals · tasks · heartbeat
Governance
budgets · approvals · audit
Runtime & agents
Agent runtime
Claude Code + Ollama, on your machines
Delivery agent
agent
Research agent
agent
Client ops agent
agent
Integrations · MCP
MCP gateway
Your systems
Professional Services Automation (PSA) tool
CRM
Document repository
How the data flows
Trigger: New client intake or status checkpoint
- 1
Client-ops agent collects intake details and sets up the project
- 2
It compiles a status update from project data
- 3
Schedules checkpoints and chases outstanding inputs
- 4
Anything off-track is flagged to the engagement lead
Agent team
- Delivery agent
- Research agent
- Client ops agent
Integrations
Reached through the Model Context Protocol, scoped and governed.
Runtime & data
Claude Code + Ollama, on your machines
Professional Services Automation (PSA) tool
CRM
Document repository
Security & operational considerations
- Scoped access per client
- Approvals on scope or timeline changes
- Audit trail on status reporting
Local / Desktop deployment
Self-hosted: agents and models run on your machines, so regulated data and credentials never leave your network. Best when data residency is non-negotiable.
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