Documentation
What it does
ClientGen for Claude is a connector (an MCP server) that puts the all-in-one marketing kit inside Claude. It gives Claude access to your approved ClientGen templates, your mailing list, your campaign calendar, and your orders, and lets Claude draft postcards, handwritten notes, and digital ads for you to approve. Claude drafts for free. ClientGen does what Claude cannot: print, pen, gift, ad spend, hosted RSVP, and the write-once record.
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.
Pieces are billed only when a piece ships, a gift goes out, or an ad places. ClientGen charges per advisor seat, per piece, and per record, never per lead, per appointment, per client, or on assets.
Setup
- Claude.ai, Claude Desktop, or Claude Cowork on a Team or Enterprise plan (Pro and Max also work for the connector).
- Settings, Connectors, Add custom connector. URL:
https://mcp.clientgen.app/mcp - Sign in with your ClientGen work email and the 6-digit code we email you.
A Cowork plugin with guided workflows (/postcard, /handwritten-note, /digital-ad, /campaign-week, /marketing-compliance) is built and will be installable once its repository is public. Until then the custom connector above is the install path, and every workflow works from a plain prompt.
Where it runs
Claude today. ChatGPT next. No rebuild: the connector is host-agnostic, so the same server, the same templates, and the same record serve both.
Example prompts
- "Send a thank-you postcard to everyone from the September 10 seminar."
- "Write a handwritten note to Robert Chen thanking him for the referral."
- "Run a household banner ad for the retirement income webinar to my seminar sign-up list, starting October 1."
- "What marketing is on my calendar this month and what has gone out?"
- "Check this postcard copy before I approve it."
Demo accounts have a small monthly cap; ask ClientGen to raise it for a live pilot.
Tools
| Tool | Type | What it does |
|---|---|---|
| get_brand_profile | read | Your firm, disclosures, return address, tone rules, and the firm's gift cap. |
| list_templates, get_template | read | Approved, unexpired postcard, note, and ad templates with prices. |
| add_recipients | write | Add people from a list you provide (pasted, dictated, or a CSV), with the source of the list and your attestation that you have permission to mail them. Duplicates skipped. |
| update_recipient | write | Correct a recipient's name, address, email, phone, kind, or tags. |
| remove_recipients | write | Take people off your list. Past orders and archive records are unaffected. |
| unsuppress_recipient | write | Lifts a firm-wide suppression on a household. Firm admins only, with a reason and their own confirmation words, recorded on the compliance record. |
| search_recipients, get_recipient | read | Your list. Do-not-contact, suppressed, and removed records are never returned. |
| get_campaign_calendar | read | Planned and in-progress campaigns. |
| list_orders, get_order | read | Order history, previews, prices, status. |
| draft_postcard, draft_handwritten_note, draft_household_ad | write | Create a draft order with preview and price. Household ads need at least 50 distinct mailable households from your own list. Nothing is sent. |
| approve_order | write | Stages a draft for fulfillment and emails you a one-click confirmation link. Claude calls this only after you explicitly approve the preview and price; nothing proceeds until you click the link. |
| cancel_order | write | Cancels a draft, staged, or approved order that has not shipped. |
| submit_for_review | write | Sends a draft order to the firm's compliance review queue. The ticket is bound to the exact text. |
| get_review_status, list_reviews | read | The reviewer's decision, name, and notes, returned as data. |
| get_archive_record, list_archive | read | The write-once books-and-records entry written at every approval. |
| log_activity | write | Notes and status changes on a recipient. |
Limits
- Postcards: up to 500 recipients per order. Notes: up to 50. Ads: a minimum media budget applies, shown on the template.
- Lists return up to 50 rows per page with a cursor for the next page.
- Optional monthly budget cap per advisor, set by ClientGen.
- Sign-in: at most 5 code requests per hour for one email address, or 10 per 10 minutes from one network address (whichever is hit first), plus a short burst check against rapid-fire retries; 30 code checks per 10 minutes from one address. Any action that changes something (adding people, drafting, approving): 60 per minute per advisor.
Your brand
Every piece goes out in your name, your logo, and your colors. Self-serve brand setup is coming: you will upload the logo, pick the colors, and enter the contact details yourself, with no design desk in the loop, and an automated QA pass will check resolution, contrast, and the required disclosures before the brand goes live. Until then, ClientGen loads your brand profile for you and Claude reads it with get_brand_profile. Branding has two layers: the IMO or firm mark, and the advisor's own DBA under it, so a Pinnacle advisor's postcard carries both. Templates stay locked. Claude fills only the slots the template exposes (your message, the recipient, the date, the signature block); it cannot move, restyle, or rewrite the template itself. Branding never replaces compliance review: a branded piece goes through the same pre-check, the same reviewer queue when your firm requires it, and the same record as any other.
Your pagecoming
Every kit can include a branded personal page reached by QR code or link from the printed piece. The page does three jobs: RSVP to an event, reply to the advisor, or book a call. It follows the same rules as a printed piece: the same preview before anything goes out, the same review when your firm requires it, and the same write-once record.
Your admin desk
Sign in at /app with the same emailed code as everywhere else in the connector. From there: the activity timeline (every order, review decision, and list change, newest first) and the order page (the piece 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 that order). A compliance package export (a chosen date range of your firm's write-once records, packaged for your examiner) is coming to the admin desk; today your firm's reviewer can already pull that same range as a CSV from the reviewer portal. The admin desk is read-only. It never composes or sends anything; that stays in Claude.
Compliance
Template copy is fixed and pre-approved. Your personal message is linted for promissory and performance language at draft time, and the Cowork plugin runs a fuller SEC Marketing Rule and FINRA 2210 pre-check. An empty result from that pre-check means no automated flags found; it is not a compliance review, and it is never presented as "clear" or "passed". A dual-registrant or broker-dealer firm requires a reviewed, approved ticket before any send regardless of any other setting, and any flagged draft needs one too, at every firm. Every tool call is logged with a timestamp and a hash of its arguments. Nothing is mailed or placed without your approval in the conversation and your click on the emailed confirmation link.
The compliance ledger
- Preview token. Every draft returns a token that is a hash of the exact piece, recipients, and price, plus a one-time approval nonce issued at that same moment. Approval requires both halves, so the record proves the advisor approved what they saw, from that same session, once.
- Review queue. Firms can require review before any send (FINRA 2210 principal approval, or house policy). The reviewer signs in to the firm's review portal with an emailed code, and every decision is bound to that signed-in reviewer's own account and name. The decision comes back to Claude as data. An approval is bound to the reviewed text; change a word and it no longer applies.
- Emailed confirmation. Every order or kit, with no exceptions, needs one more step after Claude relays the advisor's approval: a one-click confirmation link emailed to the advisor's own registered address. Nothing is sent or placed until that click happens.
- Write-once archive. Every confirmed order writes a record the database refuses to update or delete. It proves four things: content integrity, meaning a hash of the piece exactly as produced; a single-use approval token issued at preview; the advisor's confirmation phrase, as relayed by Claude; and the click on the emailed link, with the time it happened. It also carries the distinct list-permission attestations behind the recipients on that order and the reviewer decisions, each bound to a signed-in reviewer. Firms can journal each record to Smarsh, Global Relay, or any archive that accepts email, and the CCO can download the firm's records as CSV for a chosen date range (up to 366 days at a time).
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.
Support
Questions: support@clientgen.com · Docs · Privacy · Terms