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ClientGen Reach

Claude connectorCommunity

Prepare advisor postcards, handwritten notes and hosted personal pages with real proofs, prices and your firm's compliance review.

View in Claude directory
Tools
41

exposed by this connector

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ClientGen Reach helps financial advisors prepare marketing from their firm's approved templates: printed postcards, handwritten notes, and hosted personal pages for booking, RSVP or replies. Every piece starts as a draft with a complete proof and an exact price, and runs an automated SEC Marketing Rule and FINRA 2210 pre-check, which is not a compliance review; firms can route drafts to their own compliance reviewer from Claude. Claude never places an order or spends money. When you are ready, ClientGen emails you a confirmation link that opens a preview; the order is placed only when you press the confirmation button on that page. Reach supports marketing preparation; it does not provide investment advice.

Tools

  • add_recipients
  • apply_shared_style
  • approve_kit
  • approve_order
  • cancel_kit
  • cancel_order
  • complete_setup
  • confirm_brand_brief
  • create_brand_brief_draft
  • draft_brand_brief_from_website
  • draft_handwritten_note
  • draft_page
  • draft_postcard
  • get_archive_record
  • get_brand_brief
  • get_brand_profile
  • get_campaign_calendar
  • get_kit
Show all 41
  • get_order
  • get_page_design
  • get_postcard_design
  • get_recipient
  • get_review_status
  • get_setup_status
  • get_template
  • list_archive
  • list_kits
  • list_orders
  • list_page_responses
  • list_reviews
  • list_templates
  • log_activity
  • plan_kit
  • propose_brand_from_website
  • remove_recipients
  • revise_page
  • revise_postcard
  • search_recipients
  • submit_for_review
  • update_brand_brief_draft
  • update_recipient
Categories
Made by
ClientGen LLC · Website
Sign-in
Required
Connector URL
https://mcp.clientgen.app/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 1, 2026
More info