OpsBlox
Consultancies · Agencies · Advisory firms

Give every AIyour company'scontext.

Connect Notion, Drive, and email once. OpsBlox cleans, structures, and governs your firm’s knowledge — then serves it to Claude, ChatGPT, or any MCP-capable AI, with citations and permissions built in. Built in South Africa for consultancies, agencies, and advisory firms.

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1
Context layer. Every AI plugs in
12
MCP tools out of the box
100%
Answers cited back to source
0
Memory writes without human approval

§ 01 — The problem

Three reasons

01

AI with amnesia

Your team already pays for Claude and ChatGPT. Every chat starts from zero — your clients, projects, and history aren't in the room.

02

Copy-paste context

The real context lives in Notion, Drive, and inboxes. People paste fragments into prompts — stale, partial, and gone by the next session.

03

Nobody's watching the answers

Sensitive documents end up in prompts, nothing is cited, and there's no record of what the AI saw. Useful, until it's a liability.

§ 02 — The layer

OpsBlox sits between your company’s sources and the AI tools your team already uses. Three jobs: structure the knowledge, map the business, and govern what every AI gets to see.

Knowledge

sync → clean → classify → embed

Every document in the company, cleaned and structured once.

  • Syncs Notion, Drive, and email on a schedule
  • Cleans, classifies, and summarises every document
  • Sensitivity and freshness scored on every record
  • Semantic search across everything, instantly

Connects to

NotionGoogle DriveGmailUploads

Graph + Memory

entities · relationships · evidence

Your business as entities and relationships — not a pile of files.

  • Extracts people, clients, projects, and products
  • Maps how they relate, with evidence attached
  • Proposes memories from real conversations
  • A human approves every memory — no silent writes

Extracts

PeopleClientsProjectsProducts

Interaction layer

12 tools · intent → resolve → retrieve → pack

Tools that work the data over MCP — not a passive pipe to it.

  • Retrieval router: graph + vectors + memory in one pass
  • Entity resolution — “WestCape” becomes the client record
  • Context packs assembled server-side, in one call
  • Permission-checked, cited, audit-logged — every call

Serves

ClaudeChatGPTCursorAny MCP client
One source of truth. Claude Desktop, ChatGPT, an IDE — every AI your team uses reads from the same governed layer. Stop re-explaining your business to every chat window.

§ 03 — Deployment

Same layer, same governance, same MCP endpoint — pick where it lives. Most teams start in the cloud and move to on-prem when compliance asks for it.

Start here

Cloud Portal

Sign up with your work email. Connect your first source and plug in Claude the same day.

  • Isolated tenancy — your own Postgres + pgvector partition
  • Hosted in South Africa (AWS Cape Town, af-south-1)
  • 15-min incremental syncs · MCP clients from day one
  • Encrypted at rest · monthly subscription, scale up or down
Start free with your work email

On-prem Box

The same layer, on a box in your office. Your documents never leave the building.

  • Mac mini installed on-site, managed remotely by us
  • Air-gapped option for regulated workflows
  • Local models or Claude API — your call
  • We handle install, updates, and connector tuning
Talk to us about a box

Same admin, same connectors, same MCP endpoint — moving from cloud to on-prem is a switch, not a rebuild.

§ 04 — In action

One layer, every client

Ask Claude. It asks OpsBlox.

Your consultant asks Claude about a client. Claude calls the OpsBlox MCP server, retrieval is permission-checked, and the answer comes back grounded in your real documents — with sources, confidence, and an entry in the audit trail.

01
Connect

Add OpsBlox to Claude, ChatGPT, or your IDE. One MCP config — no plugin per tool.

02
Ask

Plain questions in the AI you already use. OpsBlox resolves entities, searches knowledge, graph, and memory.

03
Trust

Every result carries its source, confidence, and sensitivity. Restricted documents never leave the layer.

Cloud or on-prem — the MCP surface is identical.

mcp://opsblox · inspector · live
claude → opsblox.search_company_knowledge
{ query: "WestCape Holdings engagement" }
permission check · lerato@firm.co.za — pass
5 chunks · avg confidence 0.91 · sources attached
2 restricted docs excluded from retrieval
claude → opsblox.get_entity_context
{ entity: "WestCape Holdings" }
3 entities · 7 relationships · evidence linked
claude → opsblox.search_memory
1 approved memory · invoice follow-up pattern
context pack → claude · cited brief assembled
audit entry #4821 · who asked, what was read
12 tools·permission-aware·every answer cited·full audit log

§ 05 — The toolset

MCP is the protocol; the product is what we built inside it. Every question your AI asks is routed — entity resolution first, then graph, vectors, and memory in parallel, assembled into a context pack. These are the tools doing that work.

intent → resolve entity → graph + vector + memory → context pack

search_company_knowledgeRetrieval

Semantic search across every document. Returns chunks with source, confidence, and sensitivity — never an unattributed answer.

get_context_packRetrieval

The headline act: one call assembles documents, graph context, and approved memory on a topic into a single structured pack.

get_document_summaryRetrieval

The short version of any document, with a pointer back to the full source.

resolve_entityGraph

Turns “WestCape” into the canonical client record — so every other call starts from the right entity.

get_entity_contextGraph

Everything connected to a person, client, project, or product: documents, relationships, and the evidence behind them.

get_procedureGraph

How-we-do-things, served as structured steps — your firm's methods, not the model's improvisation.

search_memoryMemory

Approved memory only — semantic, episodic, and procedural. What the company has agreed to remember.

submit_conversation_fragmentMemory

The AI proposes something worth remembering. It lands in the approval queue — it never writes memory directly.

approve_memory / reject_memoryMemory

The human gate, exposed as tools — review what the AI wants to keep, accept or decline with one call.

list_pending_memoriesMemory

Everything awaiting review, in one queue.

list_sourcesGovernance

What's connected, how many documents, and when each source last synced.

audit, built inGovernance

Not a tool you call — a record you get. Every retrieval logs who asked, what was read, and what was returned.

Structured JSON in and out — your AI writes the prose, the layer guarantees what it’s based on. Custom tools for your firm’s workflows are an Enterprise conversation.

§ 06 — In your week

Nine things your team can do once its AI has real company context — in Claude, ChatGPT, or any MCP client, all cited back to source.

Knowledge

sync → clean → classify → embed

01

Your AI answers from your actual documents.

Client brief

Ask Claude for the full history on any client — pulled from Notion, Drive, and email, with sources.

Grounded proposals

Proposals drafted from your actual past work and pricing — not the model's imagination.

Instant doc answers

“Where's the latest scope for X?” — answered with the document, not a guess.

See it in your AI

Graph

entities · relationships · evidence

02

Your AI knows how the business connects.

Entity lookup

Who connects to what — people, clients, projects, products — with the evidence attached.

Relationship map

See how a supplier touches three projects before you walk into the renegotiation.

Context packs

One call assembles everything an AI needs on a topic: documents, entities, memory.

See it in your AI

Governance

approval queue · filters · audit log

03

Your AI is on the record, every time.

Memory approval

The AI proposes what to remember; a human approves it. Nothing writes itself.

Sensitivity filters

Restricted documents are excluded from retrieval — by classification, not by hope.

Audit trail

Every retrieval logged: who asked, what was read, what was returned.

See it in your AI
Source we don’t cover yet? Custom connectors are available on Enterprise — built for your CRM, your ERP, or that one system nobody else has.

§ 07 — How it works

01

Connect your sources

Point OpsBlox at Notion, Drive, and email — or upload documents directly. The first sync backfills everything, then stays incremental.

oauth connect · full backfill · 15-min incremental sync

02

We structure everything

Every document is classified, summarised, chunked, and embedded. Entities and relationships are extracted into your company graph, with evidence linked back to source.

classify → summarise → chunk → embed · postgres + pgvector

03

The interaction layer works the data

Not a passive pipe. Twelve purpose-built tools resolve entities, route each question across graph, vectors, and memory, and assemble context packs — permission-checked, with citations.

intent → resolve entity → graph + vector + memory → context pack

04

Plug in your AI

Add one MCP config to Claude, ChatGPT, or your IDE. Every teammate's AI now answers from the same governed context — structured data in, cited answers out.

mcp://opsblox · structured json + citations · audit-logged

§ 08 — Pricing

One subscription for the whole company — priced by sources and documents, not seats. Bring it on-prem when compliance asks for it.

[ Cloud Portal · monthly ]

Starter

R399/ month

Solo founders & small teams getting started

  • 2 source connectors (Notion + Drive)
  • Up to 1,000 documents
  • Full MCP toolset · 3 connected AI clients
  • Citations + audit log included
Start free
Most teams start here

Growth

R999/ month

Most growing SMEs · 10–30 staff

  • All connectors, incl. email
  • Up to 10,000 documents
  • Unlimited AI clients across the team
  • Knowledge graph + memory approval queue
  • Priority email + chat support
Start free

Full Stack

R1,999/ month

Companies running everything through it

  • Unlimited documents and sources
  • 1 custom connector slot
  • Priority sync (sources fresh within 15 min)
  • SLA on retrieval latency
  • Dedicated account contact
Start free

[ On-prem Box · Enterprise ]

From R30,000 setup · R10,000 / month

Mac mini installed on-site, your documents never leave the building. Includes hardware, install, connector setup, and ongoing tuning. 12-month minimum on the retainer.

Talk to us

§ 09 — For consultancies

Already advising SMEs?Bring OpsBlox to your clients.

You're the most credible referrer your clients will ever meet. Run the context layer on your own practice. Introduce it where it fits. We pay 10% on year-1 revenue.

Become a referral partner
You

A 3-line intro. That's it.

We

Discovery, demo, proposal, install, ongoing — all ours.

Paid

10% on year-1 revenue. Cloud Growth ≈ R1,200 · Full Stack ≈ R2,400 · On-prem Box ≈ R15,000+.

§ 10 — Questions

What people ask before they buy.

What is OpsBlox actually doing day to day?

It's the context layer between your company's knowledge and the AI tools your team already uses. It syncs your sources (Notion, Drive, email, uploads), cleans and classifies every document, builds a graph of your entities and relationships, and serves all of it to Claude, ChatGPT, or any MCP client — with citations, permissions, and an audit log on every answer.

Which AI tools does it work with?

Anything that speaks MCP (Model Context Protocol — the open standard for connecting AI tools to data). Claude Desktop and Claude Code today; ChatGPT, Cursor, and other clients as they ship MCP support. Connecting a tool is one config entry — there's no plugin to build per tool.

Where does my company data go in the cloud version?

Into your isolated tenancy, hosted in South Africa (AWS Cape Town). Each org has its own data partition — not shared across customers, encrypted at rest, and only your authenticated team's AI clients can query it. LLM processing runs on Anthropic's Claude API (no training on your data). For regulated workloads, the on-prem Box keeps everything inside your network.

What does “governed” actually mean here?

Four concrete things. Every document carries a sensitivity classification, and restricted ones are excluded from retrieval. Every answer carries citations back to its sources, with confidence. AI-proposed memories sit in an approval queue until a human accepts them — the AI never writes its own memory. And every retrieval is logged: who asked, what was read, what was returned.

What's under the hood, technically?

A TypeScript service in front of Postgres. pgvector handles semantic search (1536-dimension embeddings); entities and relationships live in lightweight graph tables — no separate graph database to operate. Claude does the document enrichment (classification, summaries, extraction). On top sits the interaction layer: an MCP server exposing twelve tools, with a retrieval router that resolves entities first, then queries graph, vectors, and memory in parallel and assembles a context pack. Everything in and out is structured JSON with citations — your AI writes the prose.

How is this different from uploading files to ChatGPT?

A file upload gives one person, one session, partial context. OpsBlox is shared infrastructure: one cleaned, structured, permission-aware layer that every AI client in the company reads from — plus a knowledge graph and an approved memory that compound over time. Upload-and-chat can't do any of that, and it can't tell you what the AI saw.

Can I move from cloud to on-prem later?

Yes. Same admin, same connectors, same MCP endpoint — switching is a deployment change, not a rebuild. We migrate your documents, graph, and approved memory across.

How long until it's useful?

The first sync runs a full backfill of your sources — a few hours for a typical workspace. After that it stays incremental, re-syncing every 15 minutes. Your team's AI is answering from real company context the same day you connect.

What happens if I cancel?

Cloud: month-to-month, cancel anytime; we export your documents, graph, and audit trail before closing the tenancy. On-prem: the box and everything on it stay yours — we just turn off remote management. 12-month minimum on the on-prem retainer to make the install economics work.

§ 11 — Get started

Start free. No deck.

Drop your work email. We'll provision your tenancy, connect your first source, and hand you an MCP config for Claude. Your AI knows your business by the end of the day.

Or book a 30-min call directly →