AI Agents
Custom AI Agent Development
Bespoke agents wired to your ERP, CRM, and databases. Built from scratch for how your company actually works.
Free up 10 hours a week per employee. No new hires.
The difference
Chatbots talk. Agents work.
Most AI is like an employee on their first day. Smart, but clueless about your business. A Costanera agent is the one who's been there for 10 years.
Your Systems 
AI Model - Hosted on your infrastructure
- Your own storage and databases
- Full data privacy
"How many invoices are pending?"
"I can help with that! Could you share the spreadsheet or tell me which system your invoices are in?"
"Draft a PO for 20 units"
"I don't have access to your purchasing system. Here's a template you can fill in..."
"Send Paul the low stock items"
"I'm not able to send emails or access your inventory data. You could export it from your system and forward it manually."
Send the items with low stock to Paul
Done. 8 items below reorder point sent to paul@company.com. 2 are critical (less than 3 days of stock).
Draft a PO for the critical ones, use last price
PO-2847 drafted for 2 items from Supplier ABC. Total: $8,400. Waiting for your approval to submit.
Is this better than Microsoft Copilot?
I just queried your ERP, emailed Paul, and drafted a purchase order in 14 seconds. You tell me. (please don't sue us Microsoft)
Case study
BI Agent for a Mining Supply Company
Transglobal needed faster access to their business intelligence to manage operations across Peru and Chile. Their team was spending hours daily pulling reports from ERP and inventory systems.
43 tools across 4 MCP servers
Who were our top 5 clients by revenue last quarter?
✓ list_invoices247ms
Here are your top 5 clients by invoiced revenue for Q1 2026:
| Client | Invoices | Revenue |
|---|---|---|
| Southern Mining Corp. | 12 | $284,500 |
| Northern Construction Ltd. | 9 | $196,200 |
| Pacific Industries S.A. | 7 | $172,800 |
| Agro Industrial Group | 6 | $148,300 |
| Lima Transport Co. | 5 | $131,600 |
| Top 5 total: | $933,400 (68% of Q1 revenue) |
What are the top products we sold to Southern Mining Corp?
✓ list_sale_orders312ms
Top products sold to Southern Mining Corp. in Q1 2026:
Revenue by product
Lined Pump Assembly leads with $142,200 in revenue (50% of Southern Mining's total)
What materials are needed to manufacture the Lined Pump Assembly?
✓ explode_bom189ms
Bill of Materials for Lined Pump Assembly (1 unit):
| Material | Qty | Unit |
|---|---|---|
| Natural Rubber Liner NR-60 | 18.6 | kg |
| Ceramic Compound CC-4 | 4.2 | kg |
| Steel Bolt Set M12 | 12 | pcs |
| Gasket Ring GR-200 | 2 | pcs |
| Impeller Housing IH-8 | 1 | pcs |
Source: Manufacturing BOM MO-2026-0847
How much Natural Rubber Liner do we have in stock?
✓ get_stock_levels✓ stock_movements156ms
Current stock for Natural Rubber Liner NR-60:
| Warehouse | Stock | Status |
|---|---|---|
| Main Warehouse | 286 kg | OK |
| Satellite Warehouse | 64 kg | Low |
Stock level (last 6 months) -18% avg
DecJanFebMarAprMay
Total: 350 kg (enough for ~83 Lined Pump Assemblies)
Export Excel
Results
30 minutes of report building, replaced by a single prompt.
- 35+
- active daily users
- 43
- tools across 4 data sources
- 5
- roles with isolated access
- 3 wks
- from kickoff to production
Our approach
From your systems to a working agent.
We don't build a demo and hand it off. We build with your team until the agent is part of daily operations.
-
01
Integrate your tools and data
We connect every system the agent needs. ERP, CRM, databases, spreadsheets, APIs. If your team uses it, the agent can read it.
Optional: data cleanup and warehouse setup
-
02
Build the knowledge base
Client context, business rules, edge cases, naming conventions, the way your team actually thinks about the data. This is what turns a generic LLM into an agent that understands your business.
-
03
Build tool services
Queries and actions, built one by one. Each tool is tested against real data before it goes live. Deterministic where we can be, so the agent isn't guessing when it doesn't have to.
-
04
Iterate, iterate, iterate
Your team uses the agent. We watch what works, what doesn't, what they wish it could do. Then we ship it.
New features land in a day, not weeks.
Capabilities
What an agent can do.
Not a search bar. A teammate that reads, writes, and reasons across every system you use.
Query anything
- Top 10 clients by revenue YTD
- What's our margin on the Titan 3000 after freight and duties?
- Unpaid invoices over $5k past 30 days
- How many units did warehouse B ship last week vs the week before?
Take action
- Draft a PO for 20 units of NR-60 compound, use last price
- Update Invoice 2026-1799 to paid
- Send the low-stock items list to Paul via email
- Create a quote for Meridian Corp, same spec as their last order plus 8%
Cross-system reasoning
- Do we have enough materials to cover the open backlog?
- Compare what we ordered from Zhengli vs what actually arrived this quarter
- Which clients have open quotes but haven't placed an order in 90 days?
Reports and exports
- Build me a sales deck for the board meeting, break it down by region
- Export the full AR aging report to Excel, flag anything past 60 days
- Generate a PDF summary of this week's production output with charts
Visualize
- Graph revenue vs expenses, last 12 months
- Show me supplier lead times trending over Q1. Are any getting worse?
- Pie chart of production output by product line this quarter
Monitor and alert
- Flag anything below 2 weeks of stock based on current burn rate
- Ping me when a client's balance crosses $50k
- Every morning: what shipped yesterday, what's behind schedule
Security & access control
Every role sees only what it should.
Each user gets a scoped tool set based on their role. The agent physically cannot access tools outside their permission boundary. Not filtered after the fact. Never loaded in the first place.
Select a role
- get_facturado
- list_invoices
- accounts_receivable
- get_stock_levels
- search_products
- stock_movements
- list_sale_orders
- get_backlog
- get_cotizaciones
- list_purchase_orders
- get_po_detail
- analyze_suppliers
- list_mrp_orders
- get_pending_prod
- forecast_materials
- generate_excel
- generate_pptx
- search_knowledge
AdminFull access to all systems
accessiblerestricted
Isolated by design
Each role gets its own sandboxed environment. The agent for a sales user literally cannot see manufacturing tools.
Smart routing
Ask anything in plain language. The system figures out which data sources to query and pulls answers from the right places.
Easy to configure
Need a new role or want to change what someone can see? Update it in the admin panel. No code changes needed.
Is this right for you?
Three Conditions for Success
When these apply, custom agents beat generic AI. When they don't, standard tools work fine.
- 1
You have considerable amounts of structured data
Custom objects, hundreds of thousands of rows, live systems. Too much for a file upload or context window.
- 2
Your process is mature
Data flows, reporting needs, and business objects are settled. The agent learns a stable system.
- 3
Your team will actively contribute
Claude and GPT are already good. A custom agent only beats them when your team actively uses it and helps shape it.
We can't help with number 3, but if you're looking for help with 1 and 2 see what else we build
Ready to build your agent?
30-minute scope call. We look at your systems, find the leverage, and quote a fixed price.
Book a Scope CallNo commitment required
- 30
- min call
- Fixed
- price quote
- 3-4
- weeks to MVP
Or explore our other services