PORTAL / TOOLS & APIS

[ SETUP ]

The stack behind the system.

These are the exact tools our own agency runs on. You don't need all of them — Core is mandatory, everything else connects per-workflow when your install plan calls for it. Keys go in your .env (Phase 4 guide).

Core

required

Claude Max + Claude Code

The engine and the interface. Claude Code is the terminal your team talks to; Max is the subscription that includes it.

Max plan, per seat · site ↗

required

GitHub

Your private repository: the operating system's home. Version history for every workflow and rule.

Free org plan is enough · site ↗

required

Node.js

Runs the helper scripts (connectors, renderers). Installed once per machine in Phase 2.

Free · site ↗

required

Google Workspace

Docs, Sheets, Drive, Gmail, Calendar — where deliverables land and client folders live.

Business Starter+ · site ↗

Paid media

per-workflow

Meta Ads API

Campaign builds from briefs, deep account analysis, creative uploads, lead form creation, reporting.

Free (needs a Business Manager) · site ↗

per-workflow

Google Ads API

Search-term cleanup with auto-negatives, keyword research via Keyword Planner, campaign creation, reporting.

Free (developer token, we help set up) · site ↗

CRM & funnels

per-workflow

GoHighLevel

CRM, pipelines, booking calendars, inbound webhooks. Our default; your existing CRM can map instead.

Agency Starter+ · site ↗

alternative

HubSpot / Pipedrive / Close

If you already run one of these, we adapt the CRM-touching workflows to it during install instead of GHL.

Your existing plan · site ↗

per-workflow

Cloudflare Pages

Instant hosting for landing pages with A/B testing. Free tier covers most agencies entirely.

Free · site ↗

per-workflow

Supabase

Database behind landing-page lead capture and A/B test tracking.

Free tier to start · site ↗

Creative

per-workflow

Krea

Image generation (Nano Banana engine) for static ad creatives, with reference-image support for brand fidelity.

API plan, ~cents per image · site ↗

per-workflow

Kling

Image-to-video generation for cinematic ad clips (5-10s scenes).

API credits · site ↗

per-workflow

ElevenLabs

Voiceovers for video ads in 30+ languages, including voice cloning.

Creator+ · site ↗

per-workflow

HeyGen

Full video ads without an avatar (b-roll + kinetic text + VO) or with a presenter. Roughly $0.50 per short ad.

API (pay per video) · site ↗

optional

Creatomate

Template-based branded video rendering (Canva-style motion ads) via API.

Starter · site ↗

Research

per-workflow

Firecrawl

Web scraping that handles modern JS sites — competitor teardowns, site audits, brand research.

Hobby+ · site ↗

bundled

Playwright

Browser automation for screenshots (ad library spying, landing page captures, PDF rendering). Installs with the kit.

Free · site ↗

Outbound

per-workflow

Instantly

Cold email sending infrastructure: inboxes, warmup, campaigns, replies.

Growth+ · site ↗

per-workflow

AnyMail Finder

Finds decision-maker emails; its GeoLead endpoint turns a location + business type directly into a lead list.

Pay per found email · site ↗

per-workflow

MillionVerifier

Email verification before sending — protects your sender reputation.

Pay as you go · site ↗

optional

BounceBan

Second-stage verification that recovers deliverable catch-all addresses other verifiers throw away.

Pay as you go · site ↗

optional

Prosp

LinkedIn outreach automation (connections, DMs, voice notes).

Per seat · site ↗

Operations

per-workflow

ClickUp

Task creation from briefs and meeting summaries. Any PM tool with an API can map instead.

Your existing plan · site ↗

optional

Fathom

Call recording + AI summaries. Feeds meeting-to-tasks and sales-call scoring workflows.

Free tier works · site ↗

optional

OpenAI Whisper API

Transcription engine behind the knowledge-ingestion workflow (turn long videos/trainings into searchable notes).

Pay per minute (~$2 per 4h video) · site ↗

optional

SiteGround

Traditional hosting for full brand websites (vs landing pages on Cloudflare).

StartUp+ · site ↗