Maverick builds its own AI tools. Ping gives them the client context to run on.
How a small business accounting firm uses Ping as the client memory behind the agents and dashboards it builds in Claude.
- The firm
- An accounting firm for small business clients, based in East Texas with clients across the country
- The stack
- Claude for just about everything, Karbon for practice management, Quo for phones, plus Google Meet, Notion and Anchor
- Where Ping fits
- Captures every client call and meeting, feeds Karbon, and powers the firm’s Claude agents through Ping’s MCP
“I use Ping’s MCP all the time.”
The problem
As Maverick’s owners handed more work to the team, client details started slipping between people. AJ might take a call, an account manager might take the next one, and another partner the one after that. There was no single place to search for what a client had asked for.
“It was really hard to gather all that information.”
How it works
- Every conversation gets captured. Maverick moved its phones from Google Voice to Quo so calls upload to Ping on their own. Google Meets are captured the same way.
- Ping turns it into client memory. Notes, to-dos and context for every client, in one searchable place.
- Ping pushes into Karbon. The work lands where the team already manages it.
- Claude uses it through Ping’s MCP. AJ and the team pull that client context into the agents and dashboards they build.
“Our big want and need was just pulling all the communication into one place.”
What Maverick builds on top of Ping
A weekly review in Claude
At the end of each week, AJ asks Claude for everything that happened and any to-dos he promised on calls. It is his number one use of Ping’s MCP.
“I take a lot of calls, promise a lot of stuff and then forget to do it in the back end.”
A sales handoff that builds itself
Another Maverick founder runs sales calls from a pre-call form. Notion takes the information from Ping and the form and builds the proposal, ready to go in Anchor.
Next: an alert for clients who are out of balance
Before tax season, AJ is building an alert that compares what a client pays with how much the firm talks to them. A client billed $4,000 a month who rarely hears from the firm is a gap. A client paying $400 a month who calls and emails constantly is another.
Why Ping is the piece they don’t build
AJ builds when it is quick to own. He recently rebuilt a client reporting package in Claude and plans to drop a $350 a month subscription. Client memory is different: it has to capture every call and email, stay current, and run on servers someone maintains.
“Same reason I don’t wash my clothes by hand and I’m not out there mowing my yard with a pair of scissors.”
He would rather spend his time with clients and their financials, and build on top of Ping instead.
For the rest of the team
The team leaves every meeting with the to-dos already written. With the phone system connected, nobody has to remember to press a button or invite a notetaker.
“It’s just there.”
What surprised AJ most
“The speed at which you guys move is I think one of your superpowers.”
AJ has asked Ping for four or five things. A couple of days later, each one was live.
AJ’s advice to firms that build
If you are one person building for yourself, go for it. With a team, you become the support desk every time something breaks. Build what makes your firm different, and let Ping handle the client context underneath.
“Ping is that admin assistant that you’ve always wanted to sit in your meetings, that’s going to take notes, make sure you’re doing things the right way, and then organize all of that information at the very end of the meeting and hand it to you on a silver platter.”