Understand
Agent
works out the real outcome behind the request and keeps the people, records, dates, and limits in view.
How Agent works
worksYou ask. Agent gets the whole job done in 
, with you in charge.
Start with the outcome you need. Agent gathers the full story from iMIS®, explains it, builds or changes what is needed, and checks the result. It keeps the context as the work moves from one step to the next.
Choose the AI app and model that fit the work.
A model supplies the reasoning. An agent app supplies the working space, tools, and MCP connection. AgentZ supplies the safe working methods for iMIS. Select a logo to visit that product’s website. Use the setup links below when you are ready to connect AgentZ.
ClaudeAgent apps and models
CodexAgent app, OpenAI models
OpenCodeAgent app, many models
Grok BuildAgent harness and Grok models
Google AntigravityAgent harness and Gemini models
Hermes AgentAgent harness, many models
OpenClawAgent runtime and MCP
CursorIDE and command-line agent
Local modelsThrough a suitable agent appExamples only. These marks belong to their owners and do not imply endorsement. A model or chat product is not automatically an AgentZ client. The chosen agent app must support MCP, and the complete setup must pass the AgentZ connection and security checks.
What happens when you ask
Agent works like a capable colleague who also shows their working.
It does not stop at a plausible answer. It follows the job through to a useful and checked result.
Investigate
It looks across the relevant parts of iMIS®, brings the evidence together, and explains what it found.
Do the work
It can build, update, register, record, report, publish, or prepare a clear handoff, depending on the task and the user’s access.
Check
It reads the result back, makes clear what is live and what is still a draft, and records the activity.
The parts behind it
Five parts work together, each with one clear job.
Most people only need to know that they choose the AI app, sign in through Agent, and continue to use their normal iMIS® permissions.
1 · AskA person
Describes the outcome and remains responsible for the decision.
2 · ThinkChosen AI app
Keeps the conversation, files, plan, and progress together.
3 · WorkAgent
Brings the iMIS® knowledge and the safe ways to carry out each task.
4 · Sign inAgent desktop app
desktop appHolds the local iMIS® sign-in and shows the browser, connection, and activity.
5 · Record
EMS
EMSRemains the source of truth and applies the signed-in user’s access rights.
Your password stays out of the AI chatYou sign in to iMIS in the AgentZ desktop app. The AI app receives an access token, not your username or password.
Your iMIS access still appliesIf you cannot see or change something in iMIS, AgentZ cannot do it for you.
Important choices stay with peopleAgentZ stops and asks before work that needs a decision or explicit approval.
You can see what happenedAgentZ checks the result and records the work in its activity feed.
How it reaches iMIS®
Agent uses the best supported route for the task.
You do not have to choose the route. Agent does that work and makes the result visible.
Direct system connection
Use iMIS system connections when they can do the job.
For most work, Agent talks directly to supported iMIS® services. This is how it can read records, run reports, and make permitted changes. Agent chooses the right service, uses the signed-in session, and checks the answer. The AI app never receives open-ended access to the iMIS® API.
Visible browser route
Use the iMIS browser when the work needs the screen.
Some iMIS® work belongs in the visible website or Staff site. The Agent desktop app has a browser that the agent can use for supported steps while the person can see the route and take over when needed. This is what ‘agentic browser’ means here. It does not bypass iMIS® permissions.
What Agent adds
addsThe experience, working methods, and checks that the AI app does not have on its own.
This is why Agent is a full working suite rather than a simple connector.
It knows association work
It understands members, subscriptions, money, events, fundraising, learning, communications, websites, reports, data quality, and the ways those records connect.
It knows how to do the job
It checks this client’s iMIS® first, chooses a proven route, shows the plan, and hands over cleanly when iMIS® requires a person to use the website or Staff site.
It shows its working
It turns the records into a useful answer or result board, makes clear what changed, and verifies the final state.
One request can become a complete piece of work
Agent keeps the thread when the job grows.
A useful result often needs more than one report or one screen.
“Show the board what is happening with renewals, and give the team a way to keep watching it.”
Agent can find the relevant membership, invoice, payment, and activity records; explain what the numbers do and do not show; build a reusable IQA query; turn it into a dashboard; place that dashboard on a staff page; write the plain-English commentary; and check the rendered result. It can keep the same question and evidence in view throughout, instead of making the person start again at every step.
What this means for people
Less time translating a need into a set of steps.
People continue to decide what matters. Agent carries more of the accurate, permitted work between that decision and the result.
For an association
Staff can start with the member or outcome.
A membership manager can ask why a member looks lapsed. An event lead can ask who has not paid. A director can ask for a board view. Agent finds the right iMIS® records and carries the work forward.
For a consultant
Take a client question from discovery to a tested answer.
A consultant can understand a new client system, prepare the query, dashboard, page, or change, explain the evidence, and carry out approved work. The client’s authority and the consultant’s responsibility stay clear.
The person still owns the purpose and the decision. AgentZ can search, build, explain, and act. The association or consultant still gives the authority, reviews important work, and remains responsible for the outcome.
Continue
Read the other parts of the Agent AI guide.
Each page answers a different question without requiring technical knowledge.
AI options for
Focused native features and the full AgentZ working suite.
Understand the differenceOur approach to AI
How to choose an AI app or model without rebuilding the connection to iMIS.
Read the approachHow Agent works
How Agent turns a request into checked work in iMIS® while the person stays in charge.
White papers
Executive and technical guides to governed, verifiable and recoverable AI action.
Choose a reading pathNext step
Show us the work your team actually needs to get done.
Bring something real: member service, renewals, an upcoming event, reporting, data quality, or a staff dashboard. The demo is where we work out the fit, and the rest follows from there.
