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Briefcase Client GPT

Creator & ArchitectAI Systems · RAG Pipeline · MCP

What's Q2 status on Kali Media?💼Who's leading the TikTok launch?💼Pull Q1 ROAS across all accounts💼Next call with Jordan Park?💼What's Q2 status on Kali Media?💼Who's leading the TikTok launch?💼Pull Q1 ROAS across all accounts💼Next call with Jordan Park?💼

What did we pitch to Beiersdorf?💼When does Nike's deal renew?💼Q3 media budget breakdown?💼Summarize last client call💼What did we pitch to Beiersdorf?💼When does Nike's deal renew?💼Q3 media budget breakdown?💼Summarize last client call💼

Which accounts renew this month?💼Who approved the Nike brief?💼Which accounts renew this month?💼Who approved the Nike brief?💼

The Problem

Knowledge was fragmented across Asana, email threads, and individual drives. An agency-wide survey I ran found 61% of participants named "centralize client knowledge" as their top pain point. Context got lost. Work quality was inconsistent across departments.

System architecture diagram – MCP pipeline connecting Asana, Google Drive, and multiple LLM interfaces

The Approach

Most AI tools at agencies fail for the same reason: they ask people to switch. Briefcase runs on Model Context Protocol — it lives inside Claude, ChatGPT, and Gemini. Whatever your team already opens in the morning, Briefcase is already there. Supabase vectorizes the knowledge base, Railway hosts the pipeline, and each user gets scoped access so client data never crosses.

How It Works

Four sources in. One index. Any interface out.

Asana

Google Drive

Meeting Notes

Media Plans

Briefcase

MCP · RAG

Claude

ChatGPT

Gemini

22 Tools. Not a Chatbot. A Platform.

Briefcase exposes 22 MCP tools grouped by verb. Anything an agency team actually does — retrieving context, triggering a sync, prepping for a call, logging a task — is a single call away.

briefcase.mcp · 22 tools · 4 verbs

ASK

list_clients──→ List all available clients

ask_client──→ Search one client's knowledge

search_all_clients──→ Search the full roster

get_signed_contracts──→ Find SOWs & agreements

get_document──→ Pull full content by URL

list_documents──→ Indexed docs with filters

SYNC

trigger_sync──→ Pull the latest for a client

get_sync_status──→ Check what's running

list_recent_changes──→ Moved in the last week

get_problem_files──→ Surface sync issues

retry_sync_file──→ Reset a failed file

PREP

generate_onboarding_brief──→ Full brief: team, services, links

prep_for_call──→ Live metrics + context brief

get_client_performance──→ Live ROAS, spend, CTR

get_client_info──→ Details, status, doc counts

generate_report──→ Structured summaries

ACT

create_asana_task──→ Log a task in client's project

submit_feedback──→ Submit bug or improvement

get_document_stats──→ Counts by type & source

get_sync_trends──→ Health over time

get_system_health──→ Overall system status

get_query_volume──→ Usage patterns

One Tool. Any Interface.

Because Briefcase runs on MCP, it doesn't care which LLM you use. Ask the same question in Claude, ChatGPT, or Gemini. Same data. Same cited answer.

Claude

What's the Q2 status for Kali Media?

Kali Media's Q2 search campaign is tracking at 3.2× ROAS on a $18,500/mo budget, approved March 15th. Next check-in is April 22nd at 2pm — Jordan Park (Director of Growth) is your main contact.

ChatGPT

What's the Q2 status for Kali Media?

Kali Media's Q2 search campaign is tracking at 3.2× ROAS on a $18,500/mo budget, approved March 15th. Next check-in is April 22nd at 2pm — Jordan Park (Director of Growth) is your main contact.

Gemini

What's the Q2 status for Kali Media?

Kali Media's Q2 search campaign is tracking at 3.2× ROAS on a $18,500/mo budget, approved March 15th. Next check-in is April 22nd at 2pm — Jordan Park (Director of Growth) is your main contact.

Results

215+Client accounts loaded

22MCP tools shipped

60+Survey participants

1Solo builder — PRD to production

Production-deployed on Railway. Rolling out agency-wide with enablement sessions teaching ICs how to plug Briefcase into Webflow, SEMRush, and the ad platforms they already use.

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