Running Pomeroy as a service, AI Agents

Pomeroy Agency Implementation, Multi-Assistant Mac Automation

Learn how to deploy Pomeroy across client teams to connect multiple AI assistants to native macOS apps without repetitive setup. This course covers permission architecture, assistant configuration workflows, action quota management for retainer clients, and productizing Pomeroy as a managed service for agencies managing AI-driven teams.

Open the decision record for Pomeroy

What it commits you to

Published figures for this service. Blank fields are not published.

Monthly tool cost
Free tier (50 actions/week); $19 one-time per Mac for unlimited actions (vendor cost)
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Assessment

Pomeroy offers a low-cost enabler for Mac-based agencies to integrate AI assistants with client apps, but the evidence does not prove a revenue model or timeline. Agencies must invest in setup and testing to validate value.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • macOS computer with Pomeroy installed
  • AI assistant such as Claude Desktop or Cursor (must be in the supported list)
  • Pomeroy license (free tier or $19 one-time payment per client Mac)
  • Access to client's macOS permissions (e.g., Mail, Calendar) for configuration

People and inputs

  • Documentation on integrating with each AI assistant (from Pomeroy's integration list)
  • A testing environment to verify MCP connections before client deployment
  • Checklist for granting macOS permissions correctly to avoid issues

Included with the course

7 working documents for delivering this service.

  • Pomeroy Client Onboarding Checklistchecklist
  • Multi-Assistant Configuration Templatetemplate
  • Weekly Action Quota Tracking Worksheetworksheet
  • Pomeroy Permission Management SOPsop
  • Retainer Pricing Model for Pomeroy Servicesguide
  • Assistant Compatibility and Setup Guideguide
  • Client Troubleshooting and HTTP Endpoint Setupsop

Listed by name. These documents are not yet published as individual downloads.