In the first AI Live chat on LinkedIn, Kelsey interviews CIT President and CEO Kyle about how he uses Claude Code as an agent-based executive assistant running locally on his MacBook. Kyle describes building MCP connectors into business systems like Halo (ticketing/PSA), NetSuite (financials), email, and team chats, plus using “skills” that load only when needed to save tokens and cost. He explains how he prompts in plain language while the AI helps build the setup, and shares examples like generating daily “morning” and end-of-day recaps, creating customer health summaries, and quickly producing spreadsheets to identify inactive customers by correlating invoicing and support data. They discuss rapid shifts in AI-assisted coding, data quality checks, ROI, and how AI may transform roles more than replace them.

00:00 Welcome And Setup