Your marketing. Inside Claude.

The all-in-one marketing kit for Claude. Connect once. Say what you want. It leaves the chat as real mail, a real pen, a real ad, with the record kept.

Claude drafts the piece, shows you the preview and the exact price, and nothing ships until you say so in the conversation and then click the confirmation link we email you. Every order and every check is logged for your books and records.

What is in the kit

Shipped today

• Postcards from approved templates
• Handwritten notes, real pen on real paper
• Household banner ads to your own list of 50 or more households, from approved creative
• Compliance ledger with emailed one-click confirmation on every order
• Reviewer portal for the firm's compliance reviewer
• Firm suppression list, shared across every advisor at the firm
• Campaign calendar
• Archive journaling to the firm's archive address (Smarsh, Global Relay, or any archive that accepts email)

Coming

• Gift plus handwritten note, with the firm-wide $300 gift-cap ledgercoming
• QR review-ask kitcoming
• Seminar fill kit with hosted RSVPcoming
• Holiday and appreciation batchescoming
• NCOA-corrected mailcoming
• Charity donation in honor of a clientcoming
• Personal landing pagescoming
• Enrichment and Discovercoming

Plan

$490 a year list. Pieces a la carte.

Connect in two minutes

1. In Claude, open Settings, then Connectors, then Add custom connector.
2. Paste this URL: https://mcp.clientgen.app/mcp
3. Sign in with your ClientGen work email. We email you a code, no password.

Works in Claude today. ChatGPT next. The connector is host-agnostic, so nothing is rebuilt to get there.

Why the record matters

Every piece leaves with a write-once record: the piece exactly as produced, who approved it in their own words, the click that confirmed it, the reviewer's decision, and the list's source and permission statement behind every recipient on it. Nothing on that record can be edited or deleted afterward. Your firm's examiner package is downloadable today as a CSV from the reviewer portal; a packaged export from the admin desk is coming.

What we do not do

• We do not refer clients to you.
• We do not charge per lead or on assets.
• We do not hold your Claude conversation.
• We do not act as your archive of record. We feed it.
• We do not buy anything without your emailed confirmation.

Full details in the docs.