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Adviserry

Adviserry turns the newsletters sitting in your Gmail and the YouTube channels you already follow into a searchable advisory panel, then drafts the specific move worth making this week for solo founders, operators and consultants.

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Overview

What is Adviserry?

Adviserry is a web application published by Casson Technologies Inc, a Delaware company trading under the Adviserry name, and it goes after a very specific kind of waste: the expert content you pay for and never act on, the 47 read-later tabs, the Watch Later queue that only grows. Rather than another reader, it builds an advisory panel out of the people you already follow.

Setup connects Gmail in read-only mode, detects newsletter senders and lets you approve them one by one, then adds YouTube channels picked from your own subscriptions. Creators are grouped into thematic panels. The pricing section and the homepage structured data describe up to five panels of ten sources each, while a FAQ answer and the publisher's own product page say three: the vendor has not resolved that contradiction. You can also upload your own context in PDF, DOCX, DOC, TXT, MD or RTF, up to 10 MB per file.

Four blocks carry the product. Action Drafts distil each new piece into an executable move for the current week, copy-and-paste ready and sourced. Cross-Source Synthesis merges positions when several experts hit the same subject in the same week. Working Memory keeps track of your projects, what you have tried and what worked. Insights While You Sleep scans hourly against your stated goals and sends a daily digest.

Underneath, newsletter extraction runs in three layers: Readability handles roughly 70% of issues, dedicated Substack, Beehiiv, ConvertKit, Mailchimp and Ghost parsers another 20%, and a gpt-4o-mini fallback the remainder. YouTube transcripts are pulled through several methods, converted to markdown, summarised and embedded. Search relies on text-embedding-3-small vectors of 1,536 dimensions in pgvector, cosine similarity and optional Cohere re-ranking. Gmail syncs hourly, YouTube every six hours, with 25 historical episodes per channel on first sync.

The distinctive piece is the personal MCP server: nine tools over JSON-RPC 2.0 with Bearer authentication, documented for Claude Desktop, Claude Code, Cursor, Gemini CLI, OpenClaw and ChatGPT, and capped at 20 requests an hour. Security rests on a Google CASA Tier 2 assessment run with TAC Security.

What it does

  • Receive a written action draft each week: one specific move to make, with the sources it came from
  • Ask your whole reading archive a question in plain English and get an answer that cites the issue or video behind it
  • Connect Gmail and a handful of YouTube channels once, then let the ingestion run on its own
  • Group creators into thematic panels such as Marketing, SaaS or AI so answers stay in the right context
  • Upload your pitch deck, strategy doc or project brief so the advice is written against what you are actually building
  • Query the same archive from Claude Desktop, Claude Code, Cursor, Gemini CLI, OpenClaw or ChatGPT through a personal MCP server
  • Get a daily email digest of what your panels published, delivered at the hour you choose
Audience

When to use Adviserry / When not to

A quick filter to help you decide if Adviserry is the right fit.

When to use Adviserry

  • Professionals subscribed to six or more expert newsletters who never get round to mining them
  • Solo founders and bootstrappers who want a sounding board but cannot justify a 50,000 USD-a-year advisory board
  • Claude Desktop, ChatGPT or Cursor users who would rather query their reading archive from inside the AI client they already work in
  • People whose long-form YouTube subscriptions have quietly become a Watch Later graveyard
  • Operators who need to trace advice back to its origin, since every answer cites the newsletter issue or video it came from
  • Consultants who want a written next move each week rather than one more summary to read

When not to use Adviserry

  • Anyone whose newsletters land outside Gmail: Outlook and the rest are listed as planned for a future update, not supported today
  • Teams looking for a permanent free tier, since the only free access is a seven-day trial before the single 49 USD plan
  • Large reading libraries: the ceiling is five panels of ten sources according to the pricing section, and only three panels according to a FAQ answer
  • Agentic workflows that hammer the MCP endpoint, capped at 20 requests per hour with HTTP 429 beyond that
  • Organisations bound by EU data-residency requirements, as hosting runs exclusively in the United States on Supabase and Vercel
  • Research built on podcasts or RSS feeds: only email newsletters, YouTube channels and your own uploads are ingested
Get started

How to use Adviserry

A typical end-to-end flow, from setup to results.

  1. Create an account with your email, name and a password, and start the seven-day trial from the signup page
  2. Connect Gmail through read-only Google OAuth: newsletter senders are detected automatically and you approve the ones worth following
  3. Add YouTube channels chosen from your own subscription list
  4. Create thematic panels and sort your creators into them
  5. Upload context documents such as a pitch deck, a strategy note or a project brief onto the relevant panel
  6. Fill in your context profile: role, live projects, current struggles and goals
  7. Optional: copy your token from Settings > MCP Server Access to connect Claude Desktop, Claude Code, Cursor, Gemini CLI, OpenClaw or ChatGPT
  8. In Claude Desktop, add an mcpServers block pointing at the MCP endpoint with an Authorization: Bearer header, then restart the client
  9. Read the daily digest and work through the queue of action drafts it feeds
  10. Ask follow-up questions in the dashboard chat or from your AI client, and keep your context current with the update_context tool
Quick read

Pros & Cons

Pros

  • One legible price at 49 USD a month, with no tier matrix to decode
  • Native MCP access, so the archive is queryable from Claude Desktop, Claude Code, Cursor, Gemini CLI and ChatGPT, which is rare at this price
  • Output framed as a move to make this week rather than yet another summary, with sources cited every time
  • Google access is strictly read-only and revocable: sending, deleting and editing are impossible by design
  • Unusually detailed privacy documentation covering scopes, subprocessors, encryption, retention and user rights
  • Third-party Google CASA Tier 2 security assessment carried out with TAC Security against the OWASP ASVS baseline
  • Low evaluation cost: a seven-day trial, an interactive demo and two free tools that need no signup

Cons

  • Gmail only: Outlook and every other email provider are unsupported
  • No permanent free plan, and no mobile or desktop application
  • United States hosting with no EU residency option, no published DPA, no Article 27 EU representative and no named data protection officer
  • The vendor contradicts itself on capacity, with five panels in the pricing section and the structured data against three in a FAQ answer and on the publisher's product page
  • No SOC 2 or ISO 27001 certification is claimed: the security evidence stops at CASA Tier 2
  • A very young operation, with the domain registered on 06/01/2026, a first Wayback capture on 11/04/2026, no public social presence and no officer named anywhere
  • Tight limits with paid escape hatches: 20 MCP requests an hour, 25 YouTube episodes per channel on first sync then 5 USD per extra block of 25, and no published price for the Team Plan the terms mention
Pricing

Pricing & Plans

Adviserry offers no permanent free plan. A single paid tier, Adviserry Pro, is billed at 49 USD per month and opens with a seven-day free trial that costs nothing if it is cancelled before it ends. Additional YouTube history is charged separately, at 5 USD per block of 25 episodes beyond the 25 included per channel on first sync. A Team Plan is referred to in the terms of service, described as a monthly subscription with several seats sharing one archive, but no price for it is published. Legacy Core plans, lifetime purchases included, and the Pro founding-member rate are no longer sold and are honoured for existing customers only. Payment runs through Stripe, fees become non-refundable once billing has started, and the rate is locked for as long as the subscription stays active, with increases reserved for new customers and announced 30 days in advance. The revision of 31 July 2026 replaced the former 14-day money-back guarantee with the free trial.

Plan 1
Adviserry Pro
  • 49 USD per month
  • seven-day free trial - written weekly actions
  • Gmail and YouTube ingestion
  • AI chat
  • MCP server
  • document uploads
  • panel memory
  • daily digests and proactive insights
Plan 3
Legacy Core, lifetime purchases included, and Pro founding-member
  • no longer sold
  • maintained for existing customers
Plan 4
YouTube episode add-on
  • 5 USD per additional block of 25 episodes
Special offers — Seven-day free trial on any new subscription, cancellable at no cost · Interactive demo on the homepage with five free questions per panel, no signup required · Two free tools open to everyone without an account: the Newsletter Stack Audit and the Operator Archetype Quiz · A sample action unlocked for free, with a playbook PDF sent by email · Price locked for as long as the subscription stays active
Prices and plans listed above may evolve. Always check the official pricing page before subscribing.
Trust & Privacy

Data, GDPR & hosting

A consolidated view of how Adviserry handles your data.

GDPR overview

The privacy policy, last revised on 31 July 2026, carries a dedicated European Economic Area (GDPR) section listing the rights of access, rectification, erasure, restriction, portability and objection, exercised by writing to support@cassontech.com with a stated 30-day response time. A separate CCPA section covers California residents, with a right to know, a right to delete, non-discrimination and a statement that no data is sold. On international transfers the wording is direct: data is stored and processed in the United States, at Supabase and Vercel, and continued use of the service counts as consent to that transfer. What is absent is just as clear. No Article 27 EU representative is named, no data processing agreement is published or offered on request, and no data protection officer is designated. The governing law is that of the United States and the State of Delaware.

Who owns the data?

You keep ownership of everything you put into Adviserry: the panels you build, the documents you upload, the chat messages you write. The terms grant Casson Technologies Inc a limited, non-exclusive licence to process, store and display that content for the sole purpose of running the service, and the privacy policy adds that user-generated content is never accessible to anyone but its owner, Adviserry staff included. The newsletter and video material itself remains the intellectual property of the creators who published it, and respecting their rights is your responsibility. The platform, its code, algorithms, design and branding belong to the publisher.

Reuse rights

Google access is strictly read-only. The scopes requested are gmail.readonly, userinfo.email and youtube.readonly, so Adviserry cannot send, delete or alter an email, and the YouTube scope only lists your subscriptions. Only senders you have approved are processed, and the privacy policy states it plainly: We do not access, read, or store personal emails, messages from contacts, or any non-newsletter content. From each newsletter it keeps the subject line, the raw HTML, a markdown version, an AI summary, the key topics and a vector embedding. The named subprocessors are Supabase, Google APIs, OpenAI, Anthropic, Stripe, Resend, Cohere (optional) and Vercel. OpenAI does not train on data sent through its API and retains it for at most 30 days for abuse monitoring; Anthropic likewise does not train on data submitted through its API. Nothing is sold, and nothing reaches ad networks or data brokers, the policy being explicit that We do not use Google user data for advertising purposes. Cookies are limited to the essential Supabase authentication session, with no analytics and no advertising trackers. OAuth tokens are encrypted with AES-256-GCM, passwords are hashed, traffic runs over TLS and rows are isolated with row-level security. Payments go through Stripe, which is PCI DSS compliant, and only the customer and subscription identifiers are stored. The publisher also declares compliance with the Google API Services User Data Policy, Limited Use requirements included.

Data retention & training

Retention summary
Newsletter content and panel data are kept for as long as the account stays active, up to five years. Ask for deletion at support@cassontech.com and everything is permanently removed within 30 days. An account left dormant for more than two years may be deleted after 30 days' notice by email. Several deletions are self-service: disconnecting Gmail removes the OAuth tokens and stops the sync, while panels and uploaded documents can be deleted individually. On the subprocessor side, OpenAI retains API data for up to 30 days for abuse monitoring without training on it. Chat history is only stored when a Pro user explicitly turns that option on.
Trains on customer data
No
Subprocessors disclosed
Yes
GDPR contact

Hosting summary

All user data is stored and processed on servers located in the United States, through two infrastructure providers: Supabase for the database, authentication and file storage, and Vercel for application hosting and server logs carrying request metadata. The privacy policy says it directly: Your data is stored and processed on servers located in the United States via our infrastructure providers (Supabase and Vercel). For anyone outside the United States this amounts to an international transfer, treated as consented to by using the service, and no alternative hosting region is offered. Protection measures are documented: OAuth tokens encrypted with AES-256-GCM, hashed passwords, HTTPS/TLS in transit, Postgres row-level security, and administration keys never exposed on the client side. A Google CASA Tier 2 assessment was carried out with TAC Security and verified through their ESOF platform, against the OWASP ASVS baseline. One caveat on public lookups: the site resolves to 216.150.1.1, an anycast node announced under AS16509 Amazon.com Inc and geolocated to Walnut, United States, which is a CDN edge and not a storage location.

Hosting countries
🇺🇸 United States
Hosting regions
North America
Watch-outs

Things to keep in mind

Risks and trade-offs to weigh before adopting Adviserry.

  • Adviserry drafts the moves and you approve them; the site's own line, that you decide what ships, is worth taking literally rather than shipping a draft unread
  • Gmail is mandatory: without a Gmail account there is no newsletter ingestion at all
  • No data residency outside the United States, no published DPA and no Article 27 EU representative, so European professional use has to be arbitrated case by case
  • The panel allowance contradicts itself across the vendor's own pages, five in the pricing section against three in the FAQ and on the publisher's product page
  • Fees are non-refundable once billing starts, which makes the seven-day trial the only exit window
  • The MCP quota of 20 requests an hour should be checked against any intensive agentic use
  • Extra YouTube history costs 5 USD per block of 25 episodes on top of the subscription, and the publisher is a very young structure running several products from a single Dover, Delaware address
Setup

Setup & Integrations

Technical difficulty

Low for the core product. The vendor advertises three steps and about five minutes, with no code involved: create the account, authorise Google OAuth in a few clicks, then approve the newsletter senders it has detected on its own. Grouping creators into panels and uploading a document are ordinary web-app actions. The only genuinely technical step is optional: wiring up the MCP server means editing a JSON configuration file in your AI client, adding an Authorization: Bearer header with your personal token and restarting that client. Skip it and nothing else about the product gets harder.

Deployment

Web appAPI

Integrations

Gmail YouTube Claude Desktop Claude Code ChatGPT Cursor Gemini CLI OpenClaw Substack Beehiiv ConvertKit Mailchimp Ghost Stripe

Supported languages

English
Company

Behind Adviserry

Company name
Casson Technologies Inc
Founded
11/04/2026
Country of origin
🇺🇸 United States
Headquarters
8 The Green #11476, Dover, DE 19901
US office
8 The Green #11476, Dover, DE 19901
UBO
INFORMATION_NOT_FOUND
UBO country
INFORMATION_NOT_FOUND
Domain registrar country
🇺🇸 United States
Legal contact
Support contact
Official links

Resources

All the official URLs gathered for verification and reference.

FAQ

Frequently asked questions

What exactly is Adviserry?
It turns your newsletter subscriptions and the YouTube channels you follow into a searchable AI knowledge base, organised into thematic panels. You question it through a chat interface or from your own AI client via MCP, and every answer points back to the issue or video it came from.
Which sources can Adviserry ingest?
Email newsletters arriving in Gmail, with senders detected automatically and approved by you; YouTube channels, whose transcripts are extracted; and your own documents in PDF, DOCX, DOC, TXT, MD or RTF, up to 10 MB per file.
Does it work with Outlook or another email provider?
Not today. Gmail is the only supported mailbox. The vendor lists Outlook and other providers as planned for a future update, without giving a date.
How many panels and sources am I allowed?
The pricing section and the homepage structured data state up to five panels of ten sources each, while a FAQ answer and the publisher's own product page say three panels. Both figures are published by the vendor, so it is worth confirming with support before subscribing.
What does it cost, and is there a free trial?
There is one plan at 49 USD per month, with a seven-day free trial and no permanent free tier. The homepage also runs an interactive demo giving five free questions per panel without any signup.
Does Adviserry read my personal emails?
No. Access is read-only and limited to the newsletter senders you approve. The privacy policy states that personal emails and messages from contacts are neither accessed nor stored, and the scopes granted make sending, deleting or editing an email impossible.
Is my data used to train AI models?
The vendor says no. OpenAI does not train on data sent through its API and keeps it for at most 30 days for abuse monitoring, and Anthropic does not train on data submitted through its API either. User content is described as inaccessible to anyone but its owner, Adviserry staff included.
How long is my data kept, and can I delete it?
Newsletter content and panel data are retained for as long as the account is active, up to five years. Deletion requested at support@cassontech.com is completed within 30 days, and an account dormant for two years may be removed after 30 days' notice. You can also disconnect Gmail, delete panels or remove uploads yourself at any time.
How does the MCP server work, and what are its limits?
Each account gets a personal MCP server exposing nine tools over JSON-RPC 2.0. You take your token from Settings > MCP Server Access, add it as an Authorization: Bearer header in Claude Desktop, Claude Code, Cursor, Gemini CLI, OpenClaw or ChatGPT, and restart the client. The quota is 20 requests per hour, resetting on the hour, with HTTP 429 beyond that.
Where is my data hosted, and how is it protected?
On servers in the United States, at Supabase and Vercel, with no alternative region on offer. OAuth tokens are encrypted with AES-256-GCM, passwords are hashed, traffic runs over TLS and Postgres row-level security isolates each account. A Google CASA Tier 2 assessment was carried out with TAC Security.
Conclusion

Should you pick Adviserry?

Adviserry has a narrow remit and sticks to it: taking the expert content you already consume and converting it into a written move for the week ahead. Its clearest strength is the native MCP server. Being able to interrogate your own reading archive from Claude Desktop, Cursor or ChatGPT is uncommon at 49 USD a month, and the documentation behind it is precise about tools, parameters and quotas. Transparency is above average too: scopes, subprocessors, encryption, retention periods and user rights are all written down, and a third-party CASA Tier 2 assessment backs the security claims.

The structural weaknesses are equally plain. Gmail is the only supported mailbox, hosting is United States only with no DPA and no Article 27 representative, and the product is young, the domain dating from January 2026 and the first archived capture from April 2026. Governance deserves a look before any serious commitment: the publisher is a tiny structure, the Dover, Delaware address has the shape of a registered-agent box rather than an operating office, and no officer is named publicly. The vendor also contradicts itself on how much you actually get, five panels in one place and three in another, which is worth clarifying with support before paying.

Against all that, the cost of finding out is low. Seven days of trial, a demo that needs no account and two free tools are enough to test whether your newsletter stack really yields anything actionable. For a solo founder, consultant or operator buried in unread expert content and already working inside an AI client, it is a reasonable bet. For anyone needing EU data residency, a non-Gmail mailbox or contractual guarantees for corporate use, it is not there yet.