What to ask a client before you start a website, e-commerce, branding, or app project — checklists, email templates, and a client intake checklist you can reuse on every job.
A web design brief checklist by category, plus the goals, audience and budget questions to ask before design starts.
Everything specific to selling online that a client needs to supply before an online store can launch, grouped by category, with the reason and timing for each.
A logo brief that skips positioning, usage and file formats produces revision after revision. Here is what to ask before any concept work starts.
Everything a client needs to hand over before an app gets built — store accounts, branding, API keys, legal pages — grouped with a reason and timing.
Clients ignore vague requests buried in a busy inbox. These five copy-paste templates — request, two reminders, an escalation, a thank-you — fix that.
A free client intake form template for any agency or freelancer — contact, project, goals, content, access, and budget fields, as a checklist and PDF.
Save an intake's items as a template once, then start each similar project from it: define_intake or the dashboard fills the list and you adjust it per client.
The fastest way to collect files or documents from clients is one list, sent once, with a deadline and a fixed reminder schedule.
What text a website needs, who should write each piece, how to ask a client for it with a word count and a deadline, and what to do when it doesn't arrive.
Sending logins by email or WhatsApp leaves a permanent password in a chat log. Here are safer options, ranked worst to best, plus what to do after.
Clients rarely withhold a logo or photos on purpose — they stall from being overwhelmed, an unclear ask, no deadline, or no one owning it on their end.
BriefGate MCP lets a Cursor agent collect a client's logo, copy, and credentials through a tracked portal instead of stalling mid-build.
MCP elicitation asks whoever is running the agent, in the same session. An answer from a client who isn't there needs an asynchronous channel instead.
Every coding agent hits the same wall: the code is ready to go, and the client's logo, copy, or login isn't — and there's no good way to hand it over.
Connect BriefGate's MCP server to OpenAI Codex so it can request a client's files, text, and logins — BriefGate emails them and follows up automatically.
BriefGate is one MCP server that works the same way across every MCP-capable AI assistant — see the setup guide and confirmed status for each client.
How to use ChatGPT as an MCP client for BriefGate, so a chat that's scaffolding client work can ask the client for a file or a login directly.
Gemini CLI reads MCP servers from settings.json — point it at BriefGate's hosted endpoint to collect client assets straight from the terminal.
Windsurf's Cascade agent reads MCP servers from mcp_config.json — connect it to BriefGate's hosted endpoint to collect client assets with an API key.
Add BriefGate's MCP server to VS Code so Copilot's agent mode can request a client's logo, copy, and logins — and get them back without leaving the editor.
Connect Claude Desktop to BriefGate as a remote connector or a local MCP server — both give you the same 13 tools for client intake from a chat.
claude.ai connects to BriefGate as a custom connector — no install, no API key to copy, sign in once from your browser.
A tool-agnostic guide to automating the four steps between a signed deal and a full project folder — dashboard, Zapier, n8n, or your own code against the API.
The moment a client finishes an intake, the files, copy, and credentials you asked for already exist — typed, validated, ready to read.
BriefGate does not route files into Drive, Dropbox or Slack itself — it gives Zapier, n8n or your own script everything needed to do that routing for you.
Your client gets an email, taps a link on their phone, and is looking at a page asking for their logo files.
Almost every project needs a password at some point — here's exactly how BriefGate encrypts and stores client credentials like logins and API keys.
On 17 September 2026 a Bing Webmaster Tools site scan of briefgate.dev flagged two pages for a missing H1.
The point of a reminder is that materials show up without you having to remember to ask again.
How to get a client's API key to your coding agent without pasting it into chat: a BriefGate secret item, one-time reveal, and where to store it next.
What happens when a client uploads the wrong file in BriefGate: how request_revision flags the item in the portal, and how to prevent it with constraints.
An agent can run a BriefGate intake end to end, yet a few moments still need a person: what an API key can never do, and where using it well is a judgment call.