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Senior Claude / Agentic AI Architect for Swiss SME We are a small Swiss company looking for an experienced Claude / Agentic AI specialist to support us in building an AI-driven working environment. Our goal is not traditional workflow automation. We want to use Claude and AI agents as digital team members across Sales, Operations, Booking, Marketing and Management. What we are looking for We are looking for a senior freelancer who can advise, design and implement, while enabling us to understand and manage the system ourselves over time. Strong experience in: - Claude and the Anthropic ecosystem - Claude Code - AI Agents / Agentic AI - Model Context Protocol (MCP) - Anthropic API and tool calling - AI agent architecture - Knowledge management / RAG - Microsoft 365 and SharePoint integration - APIs, OAuth and system integrations - Human-in-the-loop workflows and approval processes - Security, permissions and access management - Python and/or TypeScript Experience working with small and medium-sized businesses is highly valued. We are particularly interested in someone who understands business processes and practical implementation, not only software development. Our environment Our current systems include: Microsoft 365 / SharePoint, Outlook, Claude, TrekkSoft, bexio, Brevo and Wix. The objective is to make Claude our central AI workspace and gradually develop specialised agents for: Sales - Operations - Booking - Marketing - Management Where possible, we want to use Claude's native capabilities before introducing additional automation platforms or unnecessary custom software. Working approach We are looking for a long-term sparring partner and AI architect, rather than an agency-style implementation. The first step would be a small paid pilot project. If the collaboration works well, we would gradually expand the system together. An important part of the assignment is knowledge transfer. The company owner wants to understand the architecture and eventually be able to create, modify and manage many of the agents independently. We therefore value someone who is comfortable building with us, not just for us. Location & Language Preferred location, in this order: Switzerland -> Germany -> Austria -> other European countries Remote collaboration is absolutely possible. German language skills are a significant advantage, but not mandatory for an outstanding candidate. English is required. Ideal profile You are a good fit if you combine: AI architecture + hands-on implementation + business understanding + coaching We are not looking for someone who simply builds a chatbot or a collection of Make/n8n automations. We want someone who can help us build a practical, scalable and maintainable Claude-native agentic working environment for a small business, while keeping the architecture as simple as possible.
Project ID: 40738284
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213 freelancers are bidding on average $51 USD/hour for this job

You’re not looking for another chatbot build or a pile of disconnected automations—you want Claude to become a practical working layer across sales, operations, booking, marketing, and management. The real challenge here is keeping that architecture simple, secure, and teachable while still making it powerful enough to grow with your business. I’d start with a pilot that maps one high-value workflow first, defines human approval points, and uses Claude-native capabilities before adding extra tooling. I’ve worked on AI automation and integration projects where the important part was not only connecting systems, but designing something the business owner could actually understand and manage later. Your stack—Microsoft 365/SharePoint, Outlook, Wix, Brevo, TrekkSoft, and bexio—fits well with an architecture-first approach using APIs, permissions planning, knowledge access, and phased agent rollout. A small pilot with documentation and knowledge transfer makes sense here, and I can structure it that way from day one. - Which workflow do you want to pilot first: sales, booking, operations, marketing, or management? - Do you already have a preferred place for knowledge retrieval, such as SharePoint only, or should Claude pull from multiple sources? - Is German-language collaboration preferred for documentation and training, or is English fully fine?
$50 USD in 40 days
9.8
9.8

Hello Good Day As a seasoned AI Engineer with sound experience in Claude, I am confident that I have the right set of skills and knowledge you are looking for. My expertise includes Claude ecosystem, AI Agents/Agentic AI, knowledge management, integration and much more. Having worked with various SMEs across Europe, including Switzerland, Germany and Austria, I understand your unique challenges and requirements. Moreover, my proficiency in using Microsoft 365/SharePoint, Claude, bexio and other platforms applied in your systems will enable efficient communication and understanding throughout the project. What sets me apart from others is not only my deep technical know-how but also my ability to blend business strategies with technology solutions. This aligns perfectly with your expectations of an AI architect who comprehends not just the software aspect but also the real-world business operations. In addition to this, I have an excellent grasp of Python and TypeScript that give me flexibility in working with multiple languages. My commitment remain not only to build and implement but also to actively engage in knowledge sharing ensuring that you're empowered to independently manage and expand the system in future. I believe in delivering tailor-made solutions that meet clients' unique needs while maintaining simplicity whenever possible Kind regards Rinsad
$50 USD in 40 days
9.8
9.8

Hi — Elias here from Miami. I understand you're looking for an expert in Claude and Agentic AI for your Swiss SME. You need a solution that meets current needs while positioning you for future growth. The real challenge often lies in ensuring seamless integration across your existing systems while maintaining a flexible architecture. What usually matters most is the ability to scale as your user base grows, along with reliable automation and effective data management. The tricky part is managing the interplay between AI agents and existing workflows, which requires careful consideration of permissions and state management. My approach would focus on building a robust backend that prioritizes maintainability and future-proofing. By leveraging PHP and Python, I would design a system that integrates well with Microsoft 365 and SharePoint, ensuring a smooth user experience. I have worked on similar AI-driven projects, successfully navigating complex integrations and optimizing performance. A few questions to better understand the scope: Q1 – What specific functionalities are you envisioning for the AI agents? Q2 – How do you plan to handle user roles and permissions? Q3 – Are there existing systems you’re looking to integrate with or replace? Happy to go through the details and suggest the best technical approach. Looking forward to hearing from you.
$50 USD in 30 days
8.9
8.9

Hello, As a seasoned developer with more than a decade of experience, I can offer you a unique skillset that combines both artificial intelligence and efficient code development. My expertise in Python and AI automation aligns perfectly with your needs for building a Claude-centric agentic working environment. Couple that with my solid understanding of business processes, you can rely on me to build a practical, scalable, and maintainable solution that embraces Claude's native capabilities while minimizing unnecessary custom software. Moreover, I am a firm believer in productive collaboration and knowledge transfer. I understand the importance for you to grasp the architecture and be able to manage many of the agents independently. My approach is not just about building applications but empowering clients with the ability to effectively use them. By choosing me, you'll be gaining not only an AI architect but also a reliable long-term partner for your evolving needs. Lastly, I would like to emphasize that although I have worked extensively with large enterprises before, small and medium-sized businesses are where my skills and heart truly lie. Having prior experience with Microsoft 365, SharePoint, and other tools used in your SME's current system is an added advantage. Grant me the chance to showcase what I can do for you in a paid pilot project and together we can take your AI-driven working environment to unimaginable heights. Thanks!
$50 USD in 37 days
8.6
8.6

As a seasoned AI enthusiast with a focus on creating practical and efficient AI-driven environments, I believe my skills are tailor-made for this project. I have extensive knowledge in Claude, the Anthropic ecosystem, AI Agents/Agentic AI, MCP, and more - ensuring I bring the perfect blend of expertise needed to help your Swiss SME harness automation in sales, operations, booking, marketing, and management domains. I am confident that my commitment to exceptional service provision aligned with your needs makes me the perfect candidate for this impactful project. We can securely work remotely or ideally from Switzerland/Germany/Austria locations if required. While German language skills aren’t mandatory for an exceptional applicant like myself who’s experienced international interactions speaks volumes about our ability to easily and effectively communicate with you and deliver quality results. Let's start on a pilot suite that I am quite ready fallback long-term collaboration that forms a crucial part our project's Successful completion of a suited pilot undertaking The working relations we'll lead gradually enlarge
$50 USD in 40 days
8.5
8.5

Hi, I can help your Swiss SME build a Claude native agentic working environment where Claude acts as a digital team member for Sales, Operations, Booking, Marketing and Management instead of basic automation. We will connect your Microsoft 365, SharePoint, TrekkSoft, bexio, Brevo and Wix data sources using the Anthropic API, Model Context Protocol and custom Python scripts. For the first paid pilot, we will focus on your Booking or Sales department to test a live human in the loop workflow with clear approval steps. I will build this directly with you through screen sharing sessions so you can watch every line of code take shape and learn how to modify the agents yourself later. As a smart addition, we will set up a local testing repository so you can safely try out new prompt instructions and tool calls before deploying them to your live Microsoft 365 and SharePoint environment. We will keep the setup lean by relying on native Claude features first before adding any external code layers. Which specific department, between Sales and Booking, would you like to target for our first pilot project together? Best, Salma Noreen
$50 USD in 30 days
8.7
8.7

With over a decade of experience in AI architecture and digital transformation, I specialize in Claude, agentic AI, and the Anthropic ecosystem. My expertise in Claude Code, AI agent architecture, and Model Context Protocol (MCP) enables me to design practical AI solutions tailored to your business needs. I strongly value knowledge transfer and collaborative project development. Rather than simply implementing a solution and stepping away, I prefer building alongside clients and creating a foundation they can understand, manage, and scale. This approach aligns well with your goal of establishing a long-term working relationship. I also have extensive experience supporting small and medium-sized businesses, including Microsoft 365 and SharePoint integrations. Beyond the technical side, I focus on understanding business processes and helping teams adopt practical solutions that improve efficiency. My approach is to maximize native platform capabilities first, introducing custom development or additional dependencies only when genuinely necessary. This helps keep solutions maintainable, scalable, and cost-effective. With advanced English and German skills and an understanding of European business environments, I can bring both technical expertise and practical business perspective to your Swiss SME. I'd welcome the opportunity to collaborate on building a sustainable AI-driven working environment.
$50 USD in 40 days
8.1
8.1

CLUADE AI /PYTHON EXPERT Exactly----->> I will Complete this proejct as per the given scope of work You will get clear communication, creative thinking, and reliable delivery without constant follow-ups. I am Passionate PHP /Full stack developer having rich experience with so many successful Tasks. Please ping me to get started and provide you great results. Thanks
$50 USD in 40 days
8.2
8.2

⭐⭐⭐⭐⭐ Build Your AI-Driven Workspace with Expert Claude/Agentic AI Solutions ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project needs and see you're looking for a Senior Claude/Agentic AI Architect. You don't need to look any further; Zohaib is here to help you! My team has successfully completed over 50 similar projects in AI architecture and implementation. I will work closely with you to design and build an effective AI-driven environment that enhances your operations across Sales, Marketing, and Management. My approach will focus on knowledge transfer, ensuring you can manage the system independently over time. ➡️ Why Me? I have 5 years of experience in AI architecture, specifically with Claude and the Anthropic ecosystem. My expertise includes AI agent design, API integration, and creating efficient workflows. I also have a strong grip on Microsoft 365 and SharePoint integration, ensuring a seamless experience for your team. ➡️ Let's have a quick chat to discuss your project in detail. I would love to show you samples of my previous work and how I can assist you in building a robust AI system. Looking forward to our chat! ➡️ Skills & Experience:
$50 USD in 40 days
8.1
8.1

Hello, The outcome you’re aiming for is clear: a Claude-powered digital team that can take meaningful work off your plate across Sales, Operations, Booking, Marketing, and Management, while remaining secure, maintainable, and under your control. I can help turn that vision into a practical system using Claude/Anthropic API, Claude Code, MCP, agent architecture, RAG, Microsoft 365/SharePoint, APIs/OAuth, and human-in-the-loop workflows. I’d start with a focused paid pilot, prove one high-value use case end-to-end, document the architecture, and coach you so you can confidently build and manage future agents yourself. Happy to discuss your first priority use case and pilot scope. Best, Niral
$50 USD in 40 days
8.0
8.0

Hi, I have extensive experience with Claude/Anthropic API, Agentic AI, MCP, RAG, Python/TypeScript, Microsoft 365/SharePoint and API integrations. I can help you build a practical Claude-native environment with specialized agents for Sales, Operations, Booking, Marketing and Management. I have also built RAG systems for document and knowledge-based AI workflows, including SharePoint and SQL-based solutions: https://www.freelancer.com/projects/php/Sharepoint-RAG-SQL-GPT-agent/reviews https://www.freelancer.com/projects/php/SQL-RAG-GPT-Agent-with/details https://www.freelancer.com/projects/gpt-agent/Data-Analyst-Required/reviews I’d suggest starting with a small paid pilot around one high-value use case, then expanding gradually. I’ll also document the architecture and work alongside you so you can eventually manage and create agents independently. Pilot timeline: 1–2 weeks. Best, Ludiac
$50 USD in 40 days
7.7
7.7

This is a strong fit, and I’d start with the highest-risk workflow first. You're trying to add AI into a Claude/Agentic AI Expert for European SME where the real challenge is making the AI layer reliable and the prompts survive real-world use. My approach would be to first define the input schema, generation rules, and output validation, then build the workflow around those controls so AI output stays consistent. Quick question: What real examples will define a correct AI output, and which failure cases must be blocked before launch? Also, does the first version need private data or memory, or can we validate the core workflow with a smaller stateless MVP? Best, Dr. Syafiq
$50 USD in 40 days
7.4
7.4

Hello!, I am a US-based senior software engineer, James Zappi, and this is exactly the kind of project I enjoy: turning an AI idea into a practical system that actually helps a Swiss SME save time and improve output. Your real challenge is not just “can Claude do it?” but “how do we make it work safely inside your business with SharePoint, Microsoft 365, and clear guardrails?” My approach would be: 1) define the use case and success criteria 2) design the Claude/agent architecture with MCP where useful 3) connect your internal tools securely 4) pilot, test, and refine before scaling 5) document it so it stays maintainable I’ve built production AI automations, SaaS tools, and backend systems where reliability mattered more than demos. I pay close attention to the details clients usually care about later, because that’s what keeps projects from becoming expensive experiments. Relevant work I’ve done includes: - internal AI assistant for a finance team - document automation tool with approval workflows - knowledge-base chatbot for a service company - process automation dashboard for a growing SME Could you please clarify the following questions to help me better understand the project? 1) What exact business process do you want Claude/agents to improve first? 2) Which systems must be connected on day one, especially SharePoint and Microsoft 365? 3) Do you already have preferred guardrails or security constraints for data handling? If you want, I can help define the fastest
$50 USD in 20 days
6.9
6.9

Most agent projects I've watched at SME scale start with a vector database and go nowhere useful. The work that actually pays off is wiring Claude into the systems your staff already live in: SharePoint, Microsoft 365, and that PHP app. MCP is the right choice here. It keeps tool definitions out of the prompt and lets you change models later without rewriting integrations. I've architected systems with 150+ external service integrations, which is the same problem at bigger scale: clear contracts, retries, and an audit trail so you can prove what an agent actually did. On residency, I'd keep agents on infrastructure you control rather than a US-only SaaS. I've run on-premise Kubernetes for a cruise operator at 99.9% uptime, so private deployment is something I've operated, not just drawn on a whiteboard. I also write PHP (Symfony, Laravel) and Python, so I can work inside your existing codebase instead of bolting another service onto the side of it. Which internal workflow would you want an agent handling first?
$50 USD in 7 days
6.7
6.7

Hello, I understand your Claude agent system requirements for Sales, Operations, Booking, Marketing and Management, with MCP, RAG and Microsoft 365 integration. I can develop the Claude agent architecture with Anthropic API, tool calls, OAuth and Python or TypeScript. I can also handle permissions, approval flow and owner level knowledge transfer. ✔ Tasks I Will Manage: • Claude and Claude Code agent architecture • MCP and Anthropic API tool calls • RAG with SharePoint and Microsoft 365 • OAuth, access control and approval flow • Specialist agents for core business areas FYI: I can start immediately and handle the paid pilot with a simple Claude native architecture and clear owner control. Please message me on chat to discuss the first pilot scope and current Microsoft 365, SharePoint and Claude setup. Kind regards, JP Yadav
$50 USD in 40 days
6.9
6.9

Hello, Your goal of making Claude a practical digital team member across Sales, Operations, Booking, Marketing, and Management closely matches the systems I build. I would start with one focused paid pilot that proves a complete workflow while establishing reusable architecture, permissions, documentation, and operating patterns for future agents. First, I would map the selected process, its decisions, source systems, approval gates, failure paths, and measurable outcome. Then I would design a Claude-native agent using the Anthropic API, tool calling, and MCP only where it adds clear value. The knowledge layer would connect securely to Microsoft 365 or SharePoint, with grounded retrieval, role-based access, auditability, and human approval for sensitive actions. My experience includes Python AI systems, RAG assistants, API and OAuth integrations, agent workflows, and human-in-the-loop automation. I work from both product and operations perspectives, so your team would receive a maintainable system rather than opaque scripts or a loose collection of automations. For the pilot I suggest choosing a process with the clearest measurable benefit and fewest risky dependencies. Which area creates the most manual work today? How is SharePoint knowledge currently structured, and which actions must always require approval? The rate, weekly allocation, milestones, and schedule will be discussed and finalized after the pilot scope and access requirements are clarified. Best, Hammad
$50 USD in 40 days
6.7
6.7

As a Claude and Agentic AI specialist, I am confident that my skills, expertise, and adaptive approach make me the ideal candidate for this project. With a deep understanding of the Anthropic ecosystem and APIs, I have successfully implemented integrations with Microsoft 365, SharePoint, and various other platforms. My proficiency in Python and TypeScript ensures that coding won't be a barrier to developing your desired AI agents. Moreover, my team at Web Crest offers more than just technical proficiency; we bring a business-focused mindset to all projects. This means that as we build your AI-driven working environment, we'll ensure it aligns seamlessly with your business objectives while enhancing processes across Sales, Operations, Booking, Marketing, and Management. Given your preference for a simplified architecture without superfluous software, our approach will integrate Claude's native capabilities effectively. Furthermore, collaborating with small and medium-sized enterprises is something we truly value at Web Crest. We understand the need for long-term partnership over an agency-style implementation.
$50 USD in 40 days
6.7
6.7

Hello!⚡ Thank you for posting your Claude/Agentic AI Expert for European SME project. Building Claude-native agent setups on Microsoft 365 for small teams is exactly the kind of AI architecture I do. I recently set up Claude as the central workspace for a tour operator, with Skills, an M365 connector and custom MCP servers for booking and invoicing. How I'd approach yours: 1. Map your Sales, Ops, Booking, Marketing and Management processes to pick the pilot 2. Claude-native first: Projects, Skills and the M365/SharePoint connector as knowledge base 3. Small custom MCP servers for TrekkSoft, bexio and Brevo, with OAuth and scoped access 4. Human-in-the-loop approvals for emails, bookings, invoices and campaigns 5. Pilot one agent (e.g. Booking) end to end, then expand agent by agent 6. Coaching sessions and simple docs so you can build and edit agents yourself I'll build a simple, maintainable AI team with you, not just for you, and make this a success with you. Thanks. Hassan
$50 USD in 40 days
6.5
6.5

Drawing from our extensive experience, expertise in Claude and passion for developing AI-driven solutions, we at SoftwareLinkers are confident we can bring immense value to your ambitious project. Our proficiency in Claude Code, Microsoft 365, SharePoint as well as Python runs parallel with your requirements, equipping us with the technical firepower necessary for this undertaking. As trusted full-stack developers and infrastructure experts trusted by clients across industries, we have developed scalable and data-driven applications that have positively transformed workflows for businesses similar to yours. What distinguishes us is not only our technical competence but also our commitment to understanding your business's intricacies and leveraging AI to optimize processes. We pride ourselves on translating complex concepts into practical implementations that are comprehensible even to non-technical stakeholders, making knowledge transfer a natural part of our work process. This aligns perfectly with your preference for an "AI architect" who caters to your peculiar needs while enabling you to independently manage the system over time ─ a requirement we wholeheartedly endorse in constructible systems development.
$50 USD in 40 days
6.6
6.6

Transforming Claude from a clever tool into an embedded digital team member for your Swiss SME sounds exciting, but I see the real frustration: you want more than surface-level automation. The challenge is making AI agents central to Sales, Operations, Booking, Marketing and Management, without piling on complexity or losing clarity over how things work. You can expect a workspace where Claude and its agents actively collaborate with your team, streamlining daily tasks and decisions—while you gain the skills to adapt and manage agents yourself. We start by mapping out the most impactful use cases for agentic AI in your current Microsoft 365 and SharePoint systems. Next, I’ll design and build initial Claude-native agents, focusing on practical integration and clear knowledge transfer. Finally, we’ll review the architecture together, empowering you to iterate or expand confidently. Which part of your business do you see as the biggest opportunity for Claude-powered agents right now?
$50 USD in 40 days
6.3
6.3

Zurich, Switzerland
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₹1500-12500 INR
$750-1500 CAD
$10-30 USD
$30-250 AUD
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$30-250 USD
€750-1500 EUR
$250-750 USD
₹1500-12500 INR
₹15000-25000 INR
$250-750 USD