Local / Desktop reference architectureCustomer onboarding
A Local / Desktop reference architecture for customer onboarding in SaaS & Tech. Triggered by new customer signs up, Padiso orchestrates 3 specialist agents on Claude Code + Ollama, on your machines, reaching product / provisioning api 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 customer signs up
SaaS & Tech
Orchestration
Padiso Orchestrator
goals · tasks · heartbeat
Governance
budgets · approvals · audit
Runtime & agents
Agent runtime
Claude Code + Ollama, on your machines
Onboarding agent
agent
Support agent
agent
Lifecycle agent
agent
Integrations · MCP
MCP gateway
Your systems
Product / provisioning API
Billing
CRM
How the data flows
Trigger: New customer signs up
- 1
Onboarding agent provisions the workspace and walks the customer through setup
- 2
It configures defaults from the plan and pulls relevant docs
- 3
Tracks activation milestones and nudges on stalls
- 4
At-risk or enterprise accounts are handed to a CSM
Agent team
- Onboarding agent
- Support agent
- Lifecycle agent
Integrations
Reached through the Model Context Protocol, scoped and governed.
Runtime & data
Claude Code + Ollama, on your machines
Product / provisioning API
Billing
CRM
Security & operational considerations
- Least-privilege scopes on provisioning
- Approvals on plan or entitlement changes
- Activity logged per account
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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