Annalise WillerChris, Mossy wants to see creative directions before Thursday’s kickoff. Do we have anything we can send the client to steer the campaign shoot?
Manage your client agents with the type.com plugin.
Build your agency's skills and automations once, then run them for every client in Claude or Codex. Each client gets a private Space with its own tools, brand, and history.
Or have your agent set it up
- Claude
- Codex
- Muse
- Instinct
- Grok
Read https://type.com/install.md and help me set up type.comTrusted by teams at
How it works
Client work, right where your team already works
A plugin for Claude and Codex
Your team and your clients use the type.com plugin in Claude or Codex. Nothing new to adopt, log into, or learn.
Every client, one agency workspace
Manage the skills, apps, and automations you run across client accounts from one place, instead of rebuilding them client by client.
Brand guidelines per client
Each client Space keeps its own brand guidelines, context, and history, so output fits that client rather than reading as generic AI.
Get featured in the Skills Library
We feature one or two of your agency's best skills in the public type.com Skills Library, credited to your agency, so more teams discover your work.
Client work
The client work the plugin gets done
Every client Space starts with that client's brand guidelines. From Claude or Codex, type.com drafts the client reports, watches spend and pacing, keeps clients updated, and turns briefs into first drafts your team refines.
Client reporting
- Weekly client reportEvery Monday 8am
- Cross-client performance boardLive spend, revenue, and pacing by client
Meta AdsGoogle AnalyticsShopify
Campaign pacing and budgets
- Overspend and pacing alertsWhen spend drifts from plan
- Budget pacing boardLive pacing by client, channel, and flight
Meta AdsGoogle AdsSlack
Creative production
- Brief to first draftsOn new campaign brief
- Creative wins and fatigueLive top assets by client and channel
FigmaMeta AdsGoogle Drive
Client updates and recaps
- Friday client digestEvery Friday 4pm
- Call recap with next stepsAfter every client call
SlackGranolaGmail
New business and pitches
- Prospect audit and pitch draftOn new opportunity
- New business pipeline boardLive stage, owner, and next step
HubSpotLinkedInNotion
SEO and content
- Weekly rankings and traffic reportEvery Monday 9am
- Content briefs from keyword gapsWhen a gap crosses a threshold
Search ConsoleNotionSlack
Social and mentions
- Content calendar draftsEvery week for each client
- Mention and trend alertsWhen a client is mentioned
LinkedInXSlack
Retainers and scope
- Utilization and margin boardLive hours against retainer by client
- Scope creep alertsWhen hours run past the retainer
LinearGoogle SheetsStripe
Client onboarding
- Kickoff checklist and access setupOn signed statement of work
- Onboarding status boardLive checklist by client
NotionSlackGoogle Drive
Secure, managed integrations
Connect once, share with every agent and teammate, including in local Claude or Codex. Granular permissions for every integration and tool call, with encrypted credentials and no loose API keys.
1000+ integrations via OAuth, MCP, and CLI
Your CRM, ad accounts, analytics, and the tools your campaigns run on
Work with agents in Slack and email
Where your sales and marketing teams already work
SalesMarketingGrowth#sales#marketing#growth
The more you use it, the better it gets
Self-learning
Shared memory easily searchable by any AI.
Self-improving
AI that reviews its work and updates itself.
You own your data, forever
Export or delete your data at any point.
Practical guides
Go deeper with a practical guide
Step-by-step setups, copyable prompts, and guardrails for the workflows on this page.
- AI for agencies: a practical guideOne private Space per client for reporting, pacing, and brand voice.
- AI for SEO: a practical guideSearch Console reviews, briefs, technical triage, and AI search citations.
- AI for marketing teams: a practical guideSeven marketing workflows with copyable prompts and approvals.
AI agents for IT agencies and MSPs
Run each client's AI work in its own private Space, with that client's connections, skills, memory, and automations, and manage every client from one type.com workspace.
How do you keep each client's work separate?
Give each client a private Space. Only the people you add can open it, and the Space's connections, skills, memory, and threads stay with that client.
How do you connect each client's tools?
Connect each client's tools with that client's own accounts and assign those connections only to the client's Space. Adding a connection to the workspace doesn't give every Space access, and tools outside the integrations directory can connect as a custom API.
How do you reuse your playbooks across clients?
Keep onboarding checklists, monthly reports, and runbooks as organization skills, then add them to each client's Space. Every client gets the same steps, and each Space keeps its own context.
How do you run the recurring work?
Schedule each client's recurring work, such as monthly reports, account reviews, and request triage, as automations in that client's Space. Each run leaves a thread your team can read.
How do you see what each client's work costs?
Settings → Analytics shows admins AI usage and cost by Space, so you can see what each client's work costs and which automations need attention.
For the full setup, see the AI for agencies guide.
Rolling type.com out to your clients?
Join the agency partner pilot. We fund your first client rollout, and there's no exclusivity and no minimums.