Guides

Client intake guides and checklists

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.

Checklists
Templates
How-to & guides
Collecting documents from clients

A repeatable process for getting logos, copy, photos, and login credentials from clients on time, plus a checklist you can copy into your next project kickoff.

Getting client logins securely

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.

Why clients don't send materials

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.

Client onboarding questionnaire

A web design onboarding questionnaire covers goals, audience, brand, content, and technical needs — asked before design starts, not discovered midway.

Ways to request files from clients

There is no single best way to request files from clients — the right pick depends on how many items you need, how often, and whether any of it is a password.

Collecting WordPress content from clients

A WordPress build usually stalls waiting on the client for copy, images, and access, not on the build itself — here is what to ask for and in what order.

Sending logins to your developer safely

Sending a website login by email or WhatsApp leaves a permanent password sitting in a chat log. Here's how to hand access to your developer safely instead.

Client intake for Cursor agents

BriefGate MCP lets a Cursor agent collect a client's logo, copy, and credentials through a tracked portal instead of stalling mid-build.

Async human input for coding agents

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.

Get client assets into your coding agent

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.

Client intake for OpenAI Codex

Codex can scaffold a booking flow in one session, then wait days for a client's gallery, price list, and booking-tool login to show up by email.

BriefGate with AI assistants

BriefGate is one MCP server — https://mcp.briefgate.dev/mcp, plus the local npx -y @briefgate/mcp package — that works the same way across every MCP-capable AI assistant: the assistant defines what it

Client intake for ChatGPT

BriefGate connects to ChatGPT as a custom MCP connector, so a ChatGPT session that is scaffolding or reviewing client work can ask the client directly for the logo, the copy, or a login, instead of yo

Client intake for Gemini CLI

Gemini CLI reads MCP servers from settings.json, and BriefGate's hosted endpoint works with it the same way it works with Claude Code: point the CLI at the URL, and Gemini's own OAuth flow handles the

Client intake for Windsurf

Windsurf's agent (Cascade) reads MCP servers from mcp_config.json. BriefGate's hosted endpoint connects the same way any remote Streamable HTTP MCP server does, with an API key as the fastest path to

Client intake for VS Code (Copilot)

VS Code's built-in MCP support (used by GitHub Copilot's agent mode, and by any other chat extension that reads the same mcp.json) connects to BriefGate's hosted endpoint with OAuth handled automatica

Client intake for Claude Desktop

Claude Desktop connects to BriefGate two ways: as a remote custom connector (no install, browser-based sign-in) or as a local MCP server via claude_desktop_config.json. Both give you the same 13 tools

Client intake for claude.ai (web)

claude.ai connects to BriefGate as a custom connector — no install, no API key to copy, sign in once from your browser.

Case studies