# Adviserry: Complete Product Documentation > Adviserry is a SaaS that turns the newsletters and YouTube channels you already subscribe to into a working advisory panel: it reads everything your experts publish, weighs it against what you are building, and drafts the specific actions worth taking, with citations back to the source. --- ## What Is Adviserry? Adviserry helps solo founders, consultants, and professionals who subscribe to the best newsletters and YouTube channels but can't retrieve the right insight at the right time, or act on it. The core problem: you subscribe to good newsletters and watch good videos, but you can't remember which issue covered pricing strategy, that video about customer acquisition is buried in your watch history, and you're paying for expertise you never turn into a next step. Adviserry solves this by automatically ingesting content from the creators you follow, weighing it against your own context (what you're building, your goals, your challenges), and drafting the concrete actions worth taking. Everything is also searchable and queryable through AI, either via a built-in chat interface or through MCP (Model Context Protocol) integration with tools like Claude Desktop, Claude Code, Cursor, or Gemini CLI. --- ## How It Works ### Step 1: Connect Your Sources Link your Gmail inbox and add your favorite YouTube channels. Adviserry automatically detects newsletter senders in your inbox and syncs everything: new newsletters and videos land in your panels without any manual work. If you'd rather not connect Gmail, every account also gets a private forwarding address that works from any provider. Supported content sources: - **Email newsletters** via Gmail (read-only OAuth access, auto-detected senders) or forwarding from any provider - **YouTube channels** (transcripts are automatically extracted for long-form content; Shorts are excluded) - **Your own documents** (upload PDF, DOCX, DOC, TXT, MD, RTF, PPTX, PPT, XLSX, XLS, CSV, JPG, PNG, XML, up to 10 MB per file) ### Step 2: Create Your Panels Group creators by topic to form focused panels. For example: - "My Marketing Panel" with Alex Hormozi, Seth Godin, and Jay Abraham - "My SaaS Panel" with Lenny Rachitsky, Jason Lemkin, and Patrick Campbell - "My AI Panel" with The Rundown AI, Ben's Bites, and AI-focused YouTube channels Each panel can contain up to 10 sources. Core includes 2 panels, Pro up to 5, and Team up to 10. Upload your own pitch deck, strategy doc, or project brief to any panel so both Action Synthesis and chat have your specific context alongside expert content. ### Step 3: Get Your Actions, or Ask Anything Adviserry's Action Synthesis reads new content from your sources, weighs it against your stated context (role, current projects, challenges, goals), and drafts the specific actions worth taking, each one citing the source it was built from. You can also chat with your panels directly using natural language, and because your experts' content and your project context are both loaded, every answer is specific to your real situation, not a generic response. Example questions: - "How would Hormozi price my SaaS?" - "What's Lenny's framework for solving my growth problem?" - "Summarize what my marketing panel said about customer acquisition this month" - "Based on my pitch deck, what would my SaaS panel recommend I change?" --- ## Key Features ### Action Synthesis Adviserry drafts concrete, ready-to-use actions from what your sources published and what you told it you're working on. Each action includes a title, a "why now" rationale, the full draft, and the sources it was built from. Cadence is tier-based: Core gets one weekly pass, on Fridays; Pro and Team get a regular pass on weekdays (Sonnet) plus a deeper pass on Fridays (Opus). A panel is only synthesized when it has new content since its last run. Feature flagged; contact support if it isn't visible on your account yet. ### Auto-Ingestion (Zero Effort) Connect your Gmail and YouTube channels once. Adviserry ingests every new newsletter and video automatically as they publish. No manual uploads, no copy-pasting. Your panels update continuously. Gmail syncs hourly; YouTube channels sync every 6 hours. ### Panels Organize creators into topic-focused panels. Tight, topic-focused context means every AI answer and every drafted action is more relevant than asking a general-purpose AI. Each panel maintains its own knowledge base that grows over time as new content arrives. ### AI Chat Ask questions directly in the Adviserry dashboard (Pro and Team plans). The AI chat is grounded in your creators' actual newsletters and video transcripts, combined with any documents you've uploaded. Responses cite specific sources so you can verify and dive deeper. ### MCP Server Adviserry provides a personal MCP (Model Context Protocol) server for each user. Connect it to Claude Desktop, Claude Code, Cursor, Gemini CLI, or any MCP client that supports bearer-token servers, using your unique API token. The server exposes 13 tools: - **search_newsletters**: Semantic search across your newsletter and video knowledge base, with optional panel filtering - **list_panels**: View all panels and their sources - **get_recent_issues**: Retrieve recent newsletter issues and video transcripts, filterable by panel and date range - **get_newsletter_summary**: Get the AI-generated summary of a specific issue - **get_topics**: Extract key topics covered across your content, filterable by panel and time range - **search_context**: Semantic search across your uploaded documents - **get_insights**: Get proactive insights (cross-source connections, trends) your panels generated - **search_actions**: Semantic search across your drafted actions, returning the full draft - **get_actions**: List your most recent drafted actions, newest batch first - **get_action**: Get one action in full, with every source it was built from - **update_action_status**: Mark an action shipped, dismissed, read, or unread - **get_user_context**: Read your context profile (role, projects, challenges, goals) - **update_context**: Append to or replace a field of your context profile (destructive edits require a confirmation step) The MCP server uses Bearer token authentication via the Authorization header, and is rate-limited to 500 requests per rolling hour per user. ### Context Uploads Upload your own documents to provide personal context alongside expert content. Supported formats: PDF, DOCX, DOC, TXT, MD, RTF, PPTX, PPT, XLSX, XLS, CSV, JPG, PNG, XML (up to 10 MB per file). When you upload a pitch deck and then ask your marketing panel a question, or Action Synthesis runs, both consider the expert content and your specific situation. ### Daily Summaries Automated email digests summarize what's new across your panels: which newsletters arrived, which videos were published, key takeaways, and links to dive deeper. You choose your preferred delivery time (stored in UTC, displayed in local time). ### Dashboard A visual overview of all your panels, sources, recent content, drafted actions, and sync status. --- ## Content Processing Pipeline ### Newsletter Extraction Adviserry uses a three-layer fallback system to extract content from newsletter emails: 1. **Readability** (Mozilla @mozilla/readability + jsdom), targets roughly 70% of emails 2. **Platform Parser**, specialized parsers for Substack, Beehiiv, ConvertKit, Mailchimp, and Ghost, targets roughly 20% 3. **LLM Fallback** (OpenAI gpt-4o-mini), handles the remaining roughly 10% After extraction, each newsletter issue is converted to clean Markdown, summarized by AI (gpt-4o-mini), embedded as a 1536-dimension vector (text-embedding-3-small), and stored in Supabase Storage. ### YouTube Transcript Processing YouTube videos are processed through a similar pipeline: transcript extraction with a multi-tier fallback (InnerTube API, Supadata API, HTML scraper), markdown conversion with structured metadata (title, channel, publish date, duration), AI summarization using the same pipeline as newsletters, and vector embedding for semantic search alongside newsletter content. Adding a channel fetches its 50 most recent long-form videos (Shorts under 61 seconds are excluded); a manual historical sync can pull up to 1,000 videos per channel, and additional blocks of 25 episodes are available for $5. YouTube sources and newsletter sources share the same search, chat, and MCP infrastructure. All content types are queryable through a single interface. ### Vector Search All content is embedded using OpenAI's text-embedding-3-small model (1536 dimensions) and stored in pgvector. Retrieval unions two levels: one vector per issue built from its title and summary, plus overlapping chunk-level vectors over the full body (so a claim made well into a long transcript is still retrievable). Search uses cosine similarity via custom Postgres functions, with optional Cohere re-ranking for improved relevance. --- ## Pricing Every plan is billed monthly and starts with a 14-day free trial. 14 days free, no card needed to start. Add one when the trial ends to keep going. ### Adviserry Core: $14.99/month (14-day free trial) The archive, the MCP server, and a weekly set of drafted actions: - Auto-ingestion of Gmail newsletters and YouTube videos - 2 panels, 10 sources per panel - Action Synthesis: drafted actions once a week, on Fridays - Dashboard with panel management - MCP Server (connect to Claude Desktop, Claude Code, Cursor, Gemini CLI, or any MCP client that supports bearer-token servers) - Context/Document uploads for personalized context - Up to 5 proactive insights per panel per day - Daily email summaries (insights are not included in the email) - Not included: AI chat and memory - Your data stays yours ### Adviserry Pro: $24.99/month (14-day free trial) Everything in Core, plus: - Up to 5 panels, 10 sources per panel - Action Synthesis: drafted actions on weekdays plus a deeper Friday pass - Built-in AI Chat directly in the dashboard - Memory: your archive learns from every conversation - Unlimited proactive insights, included in the daily email summary ### Adviserry Team: $99.99/month One shared archive for a team, billed monthly only: - 5 seats included (the owner counts as one seat), extra seats $15/month each - The owner connects and manages sources; members get read access to shared panels plus digest, chat, and MCP - Everything in Pro, shared across the team ### Episode Block Purchases For YouTube sources, adding a channel fetches its 50 most recent long-form videos automatically. A manual historical sync can pull up to 1,000 videos per channel; additional blocks of 25 episodes beyond the free historical sync are available for $5 each. There is no free plan. The old one-time Core lifetime purchase is no longer offered; existing Core-lifetime holders keep their access. --- ## Privacy and Data Security ### Email Access Adviserry only accesses newsletter emails, never personal messages. Gmail OAuth grants read-only access. Users control which newsletter senders are added to their panels. If you'd rather not connect Gmail, forwarding a newsletter to your private Adviserry address works the same way from any provider. ### Encryption All Gmail OAuth tokens are encrypted with AES-256-GCM before storage. Token format: `aes256gcm:{iv}:{authTag}:{ciphertext}` (all base64 encoded). ### Row-Level Security All database tables use Supabase Row-Level Security (RLS) policies. Every query is scoped to the authenticated user's ID. Admin operations (cron jobs, webhooks) use a separate service role client. ### Data Retention Newsletter content and panel data are retained for as long as the account is active, up to 5 years. Users can disconnect Gmail, delete individual panels, or delete their entire account at any time from Settings. Account deletion permanently removes all associated data. ### OAuth Security OAuth flows use cryptographically random state tokens stored server-side with 5-minute expiry, preventing CSRF and account-linking attacks. Adviserry has completed a Google CASA Tier 2 security assessment (verified through TAC Security's ESOF platform), the bar Google sets for apps handling sensitive Gmail data. --- ## Frequently Asked Questions ### What is Adviserry? Adviserry turns the experts you already follow into a working advisory panel. It reads every newsletter and YouTube video they publish, weighs it against what you're building, and drafts the specific moves worth making, with every suggestion cited to its source. You can also ask questions across everything they've published, through the built-in chat or from Claude Desktop, Claude Code, and Cursor via MCP. ### What content sources does Adviserry support? Email newsletters via Gmail (auto-detected senders) or forwarding from any provider, YouTube channels (transcripts extracted from long-form videos), and user-uploaded documents (PDF, DOCX, DOC, TXT, MD, RTF, PPTX, PPT, XLSX, XLS, CSV, JPG, PNG, XML). ### How does the MCP server work with Claude Desktop? MCP (Model Context Protocol) is an open standard that lets AI assistants access external data sources. Go to Adviserry Dashboard > Settings, copy your MCP Server Token, add it to your Claude Desktop configuration using the Authorization: Bearer header. Once connected, Claude can search your knowledge base, list your panels, read and search your drafted actions, and read or update your context profile. ### How many panels and sources can I have? 2 panels on Adviserry Core, up to 5 on Pro, and up to 10 on Team, each with up to 10 sources (newsletter senders or YouTube channels). ### How much does Adviserry cost? Adviserry Core is $14.99/month: newsletter and YouTube auto-organization, 2 panels (10 sources each), drafted actions once a week, MCP access for Claude Desktop, Cursor, and Claude Code, context uploads, and daily summaries. Adviserry Pro is $24.99/month and adds drafted actions every weekday, built-in AI Chat, memory, unlimited proactive insights, and up to 5 panels. Adviserry Team is $99.99/month for 5 seats sharing one archive, extra seats $15/month each. Every plan starts with a 14-day free trial. ### Is my email data safe? Adviserry only accesses newsletter emails, not personal messages. Gmail OAuth tokens are encrypted with AES-256-GCM before storage. Data is never shared or sold. All content is stored with row-level security policies. ### Which email providers are supported? Gmail connects directly with automatic sender detection. Every other provider (Outlook, Yahoo, and others) works through forwarding: each account gets a private Adviserry address, and anything forwarded there lands in your archive the same way. ### Do you offer a free trial? Yes. Every plan (Core, Pro, and Team) comes with a 14-day free trial: cancel anytime before it ends and pay nothing. There is also an interactive demo on the homepage that lets you try themed panels with a limited number of free questions. --- ## Technical Overview ### Tech Stack - **Frontend**: Next.js 16 App Router, React, Tailwind CSS v4, shadcn/ui - **Backend**: Next.js API Routes, Supabase (PostgreSQL + Auth + Storage + RLS) - **AI**: OpenAI gpt-4o-mini (chat, summarization), text-embedding-3-small (embeddings, 1536 dimensions), Anthropic Claude Sonnet/Opus (Action Synthesis) - **Search**: pgvector (cosine similarity), optional Cohere re-ranking - **Payments**: Stripe (checkout, webhooks, customer portal) - **Email**: Resend (transactional and digest delivery) - **Hosting**: Vercel (deployment, cron jobs, edge functions) - **Background jobs**: Trigger.dev (document processing pipeline) - **Monitoring**: Sentry (error tracking) ### API Architecture All authenticated API routes follow a consistent pattern: cookie-based auth via Supabase server client, user ID scoping on all database queries, and structured error responses. Cron endpoints use Bearer token authentication with a shared secret. ### MCP Protocol The MCP server implements JSON-RPC 2.0 over HTTP. Authentication is via Bearer token in the Authorization header. The server uses a Supabase admin client (no user cookies in MCP requests), performs rate limiting via custom Postgres functions (500 requests per rolling hour per user), and reads/writes are scoped to the authenticated user's own data and shared panels. --- ## Contact - **Support**: support@cassontech.com - **Website**: https://adviserry.com - **Signup**: https://adviserry.com/signup --- ## Links - [Homepage](https://adviserry.com) - [Start your free trial](https://adviserry.com/signup) - [Log In](https://adviserry.com/login) - [MCP server overview](https://adviserry.com/mcp) - [MCP setup docs](https://adviserry.com/docs/mcp) - [Compare](https://adviserry.com/compare): Adviserry vs Feedly, Readwise Reader, and a Meco alternative - [Newsletter Stack Audit](https://adviserry.com/audit) - [Operator Archetype Quiz](https://adviserry.com/quiz) - [Blog](https://adviserry.com/blog) - [Terms of Service](https://adviserry.com/terms#terms-of-service) - [Privacy Policy](https://adviserry.com/terms#privacy-policy)