Case Studies

Forge — our own growth engine

Forge is the internal platform we built to run Codifyany's growth marketing. It does two jobs for each client: an outbound engine that discovers and qualifies leads, audits their sites and drafts approval-gated outreach; and client reporting that tracks a client's own web health and demand over time. It is a working example of the custom internal software we can build for you.

The pipeline

Two jobs for every client

The outbound engine moves through a fixed sequence — find, qualify, audit, write, approve, send — and each step writes its result to the database before the next runs, so the whole pipeline is inspectable and every email that goes out is one a person signed off. The reporting side is ongoing: connect a client's Google accounts once, then watch traffic, calls and audit trends over time and re-run audits whenever you need a fresh picture. Forge is multi-client — every page is scoped to the client selected in the sidebar.

How it's built

How data flows into Forge

Everything Forge shows is pulled live from external sources, processed by one of the engines in the middle, persisted to Postgres, and then surfaced in the dashboard, pushed out to Slack and Resend, or read back into Claude through the MCP connector. The animated lines show the direction data travels.

EXTERNAL SOURCESFORGEWHERE IT GOESCSV uploadApollo / manual exportsBrave Search APIweb search for the AgentLead websitesscraped live (cheerio)Google APIsPageSpeed · Safe BrowsingWikipedia APIbrand presence checkNEXT.JS ON VERCELAgent — discoveryClaude Haiku + web search loopQualifierClaude agent loop + scrape_url toolAudit engine~40 pillar checks, parallel fetchesEmail writerClaude Haiku — 4 drafts, admin approvedPostgresleads · audits · drafts · runsDashboardreview · approve · exportSlackhot & warm lead alertsResenddaily cron sends approved emailscal.comqualified leads book a callClaude · MCP connectorOAuth 2.1 · read-only tools
  • Grey lines (inbound) — raw data being pulled in: search results, scraped websites, Google API responses, CSV rows.
  • Gold lines (outbound) — processed results leaving Forge: dashboard views, Slack alerts, approved email sequences, and read-only pulls into Claude through the MCP connector.
  • Nothing flows right without passing through Postgres first — every lead, audit and draft is persisted before anyone acts on it, so there is always an audit trail. The MCP connector reads from that same store, scoped to the signed-in user.

Two ways Forge works with Claude

Forge is built by an AI company, so it treats a large language model as part of the product — but always behind sign-in, scoped access and a person's approval where it counts.

A secure MCP connector

Forge runs its own Model Context Protocol server, so you can add it to Claude Desktop or claude.ai and ask for a client's audit history or their Google Analytics and Business Profile numbers in plain language. Sign-in is the normal Forge login over OAuth 2.1 with PKCE — no API key to paste or leak. Every tool call is re-checked against your role and client access on the spot, the tools are strictly read-only, and revoking a connection from Settings kills its tokens on the server immediately.

Merlin, the built-in AI assistant

Merlin is Forge's own AI chat assistant — the wizard button in the corner of every page. Ask it to tighten an ICP, rewrite the day 1 to day 14 outreach prompts or flip an auto-nurture setting, and it makes the change and tells you exactly what it changed. It can read your leads, but it never sends an email, deletes a record or touches a credential — those stay behind an explicit human action.

A small, boring stack that stays up

Forge is a Next.js app on Vercel with a Postgres database. Lead discovery and qualification run Claude in an agentic loop with a web-search tool and an in-house scraper; the audit engine fires around a dozen network checks in parallel and pulls real data from Google PageSpeed, Safe Browsing and the Wikipedia API. Outbound email goes through Resend on a daily schedule.

Two rules shape the whole thing. Every external call has a hard timeout, so a slow third-party site produces a skipped check rather than a failed run. And anything that can't be measured directly is marked as skipped, never estimated — no invented authority scores, no fake numbers.

Inside the tool

Screens from Forge

Lead discovery & qualification

Forge lead agent screen showing discovered leads with scores and tiers
The agent finds companies against the ICP, then scores each one with pain points, platform and contacts. Hot and warm leads surface for review.

SEO & GEO website audit

Forge website audit report showing web presence, SEO and GEO pillar scores
Every check states its data source and returns a pass, warn or fail with a fix hint. The GEO pillar measures how well AI models can read and cite the site.

Live analytics

Forge analytics screen showing Google Analytics 4 traffic and conversion data
Real Google Analytics and Business Profile data per client — sessions, channels, conversions and calls — pulled live, nothing estimated.

What we can build for you

Forge is the kind of software we build for clients too — internal tools that replace a pile of spreadsheets and manual steps with one dependable app.

Internal dashboards

One place for work that is currently spread across spreadsheets, tabs and disconnected apps.

Lead & pipeline tools

Capture, scoring, funnel tracking and alerting built around how your team actually qualifies work.

Audit & reporting engines

Automated checks against a website, an account or a dataset, turned into a shareable report with fix guidance.

Workflow automation

Multi-step processes with approval gates, scheduled jobs and integrations to the services you already use.

AI features that are honest

LLM steps where they help — drafting, classifying, summarising — with a person in the loop and no invented numbers.

Client-scoped multi-tenant apps

One tool, many clients or locations, each with isolated data and its own configuration.

Have a manual process to replace?

Tell us what your team does by hand.

Book a free 30-minute call. Describe the spreadsheets, the copy-paste and the tabs, and we will tell you honestly whether a custom tool is worth building.