ClientGen for Claude · $490/year
Say it in Claude. Reach goes out.
Add the connector to Claude and ask for the send. A postcard, household banner ads, a gift or note, a branded landing page. ClientGen drafts it from your brand assets, in your voice, and holds it until you approve.
$490/yr, standalone ·No platform required ·Nothing sends until you approve
- PostcardHouseholds that booked a reviewSEP 12
- NoteThank-you after the meetingSEP 14
- Landing pageYear-end review, shareableSEP 16
The connector in Claude, autoplay muted loop: ask, link, the postcard itself, approve pending. Demo firm only, no real client on screen, side panel closed throughout.
Connect
One URL is the whole install.
ClientGen for Claude is a connector, not an app to download and not a plugin to maintain. You add it once in Claude, sign in to ClientGen, and Reach is available in your next message.
Connector URL
https://mcp.clientgen.app/mcpPaste this into the custom connector field in Claude.
Open connectors in Claude
Go to settings and choose to add a custom connector.
Paste the URL
The connect URL is the only thing you enter.
Sign in and approve
Authorize ClientGen once. The connector is live in the next message.
Nothing changes about how you work. You stay in the same chat window you were already in.
In the chat
Ask in the chat. A proof comes back.
You do not learn a new tool. You describe the send in plain language. ClientGen drafts the piece from your brand assets, in your voice, and returns a proof in the conversation. Change it in the same thread. Nothing is queued, printed, or placed until you approve it.
The connector, in a Claude chat · real captures
F4 · Preview and price
Draft order #37, recipient, price, and a link to the front/back proof.
Real Claude captures, ClientGen Demo Firm and seeded sample people only. Side panel closed.
Real proof from the connector. Sample firm, nothing mailed.
Order 27 · Approved, sample firm brand
Phase 1
Four ways to reach a household.
This is what the connector deploys today. Enrichment and Discover are coming soon.
- PostcardsA proof comes back, front and back, in your brand. Approve it and it prints and mails.Live
Household banner adsPut banner ads in front of the households on your list. Bring a list of 50 or more.Live- Gifts and notesThank-yous, check-ins, and handwritten notes, sent on the day you say.No artifact yet · studio slot F13Live
Branded landing pagesStand up a page in your brand from the same conversation.Live
Reach · Studio proofs, sample firm brand
F9 · Postcard, desk proof
Front and back, approved, sample firm.
F7 · Postcard front
4×6 card front, in the sample firm's brand.
F8 · Postcard back
Message, disclosure block, and recipient address, styled.
F10 · Household banner ad, 300×250
Firm logo and brand color, list of 50 or more households.
F11 · Household banner ad, 728×90
Leaderboard size, same list and brand.
F12 · Branded landing page
Hosted page preview, not a live client site.
Approval and supervision
Nothing goes out that you have not approved.
Every piece stops at you. Where your broker-dealer requires sign-off, that gate is enforced in the workflow instead of left to memory. Approved sends land in a ledger with what went out, to whom, and when, so the record exists before anyone asks for it.
Approval gates · Audit trail · Suppression · Kill switch
- Drafted from your brand assetsSEP 16, 09:12
- Held for your approvalSEP 16, 09:12
- Approved by youSEP 16, 14:40
- Released to printSEP 16, 14:41
Approval is a gate, not a setting.
It cannot be switched off to move faster.
Suppression is enforced at the send.
A household you removed stays removed.
Pause is instant.
One switch stops everything in flight.
Pricing
A standalone product, not an add-on.
ClientGen for Claude is $490 a year, billed annually. It sits next to the ClientGen platform at $2,388 a year. It is not a tier of it, and it is not bundled into it. Buy either one on its own.
ClientGen for Claude
Say it in Claude. Reach goes out.
- Postcards
- Household banner ads, lists of 50 or more
- Gifts and notes
- Branded landing pages
- Approval before anything sends
ClientGen Platform
Your entire market, and everything you need to reach it.
- Discover, find high-fit prospects in your market
- Enrich, verified contacts and net-worth context
- Engage, email, LinkedIn, and direct mail tooling
- Monitor, money-in-motion alerts across your book
No platform subscription is required to use the connector.
See the full breakdownFAQ
Questions advisors actually ask
- Do I need the ClientGen platform?
- No. ClientGen for Claude is standalone at $490 a year. The platform is a separate product at $2,388 a year. Neither one requires the other.
- Do I need to be prospecting with ClientGen?
- No. Bring your own list. The connector works against the households you already have.
- What do I install?
- Nothing to download. In Claude, add a custom connector, paste https://mcp.clientgen.app/mcp, and sign in to ClientGen once.
- Can it send something without me?
- No. Every piece holds for your approval, and the approval gate cannot be turned off.
- What can it produce today?
- Postcards, household banner ads, gifts and notes, and branded landing pages. Enrichment and Discover are coming soon.
- Where does the creative come from?
- You give ClientGen your brand assets. Drafts come back in your voice, and they go out only after you approve them.
Say the next send in Claude.
Add the connector, ask for the piece, approve the proof. That is the entire workflow.
https://mcp.clientgen.app/mcp · $490/year, standalone