📚 Polaris · Docs

Polaris — Strategic Marketing OS by Marketising. Bilingual (EN + FA) 8-node AI strategic-marketing operating system. Connect via web, Telegram, or MCP from Claude / Claude Code / Cursor / any MCP client.

What it does

Send a one-line brand brief (just a brand name is enough) → receive a complete 12-month marketing operating plan composed by 8 specialist AI roles working in sequence:

  1. 🔍 Researcher & Campaign Planner — brand audit, competitor map (typically ~15), review-sentiment synthesis, SWOT, PESTLE, hypotheses. When server env vars are configured (Brave Search, Google Places, brand-site URL in the brief), competitor and review sections become live retrieval and every claim is tagged [VERIFIED · source]; otherwise they are AI-inferred analytical drafts (see Data Integrity Note below)
  2. ♟️ Senior Strategist (Posture-Aware) — TOWS-derived posture (Offensive / Defensive / Reorientation / Diversification), Ansoff, 15-lever scorecard, 12-month calendar, bundles, quarterly OKRs, Marketing P&L with break-even client count
  3. 🎨 Creative Director (IMC · Trends) — Trend Pulse across IG/TikTok/Pinterest/Google Trends, 3-path selection (Trend-Led / Challenge-Led IMC / User-Seed), Big Idea, 3-phase rollout, slogan bank, per-channel briefs, production-ready prompts for Nano Banana / Canva / AI video / human storyboard
  4. 📈 Digital Marketing Manager — Google + Meta ads, content tiers, ROAS forecast, pixel/GTM map
  5. 💞 Customer Relations Manager — loyalty club, 9-stage lifecycle, SMS / push libraries, retargeting matrix, CRM ↔ Creative asset bridge
  6. 🤝 Affiliate & Influencer Marketer — nano/micro/mid/macro tiers, affiliate program, UTM convention, quarterly forecast
  7. 🧠 Customer Efficiency Manager + Mega Report — AI-CRM scores, win-back wave, automation map, Final Integrity Pass that flags untagged claims, executive Mega Report
  8. 🗓️ Execution Plan — 52-week run-book, RACI, cadence templates, tool stack with CAD costs, 30/60/90 onboarding, risk register, Day-1 checklist

Three discipline layers in the system prompt enforce: (1) Calendar discipline — anchor every date to the brief's start date, scale to campaign duration; (2) Strategic posture discipline — every node aligns to the chosen posture; (3) Industry-agnostic — never assume beauty/clinic; tailor to the brand's actual category.

📊 Data Integrity Note · یادداشت یکپارچگی داده
Polaris tags every claim with one of four labels — [VERIFIED · source], [USER-PROVIDED], [AI-INFERRED], [HYPOTHESIS] — and ends every node with a Confidence & Verification Map (H/M/L) the UI renders as colored chips and cells.

Competitor matrices, review sentiment, and Trend Pulse are AI-inferred analytical drafts unless the server is configured with the optional live-retrieval API keys (BRAVE_SEARCH_API_KEY for competitors, GOOGLE_PLACES_API_KEY for reviews, and a website field in the brief for live brand-site fetch via cheerio). They are designed for strategic direction, not standalone factual verification. Treat AI-INFERRED and HYPOTHESIS claims as starting points to validate before launch or before making spending decisions. Every deliverable (HTML/DOCX/PPTX) auto-includes a Source-Citation Appendix that counts every claim by category so you can audit grounding without re-reading the body.

Plan Modes — Survival / Quick-Start / Lean / Full / Enterprise

The system auto-tiers based on the brief's monthly ad budget or monthly revenue so a pre-revenue founder doesn't drown in a Harvard-library-sized plan they can't execute, and an agency gets the full enterprise depth.

ModeForTriggerNodesOutput
🌱 SurvivalPre-revenue founder, first 3 clientsbudget < $1k/mo or revenue < $3k/mo2 (Researcher + Strategist)ONE angle · ONE offer · first-3-clients plan · ZERO forecasts
🚀 Quick-StartSolo, beginnerbudget $1–2k/mo3 (Researcher + Strategist + Creative)~10 pages, action-first
📋 LeanSMB, 1–3 person teambudget $2–10k/mo5 (+ Digital + CRM)~25 pages
📚 FullGrowth stagebudget $10–50k/mo8 (all 7 main + Execution Plan)~80 pages
🏢 EnterpriseAgency / brandbudget ≥ $50k/mo8 + Enterprise Extensions~100 pages

Plus a 1-Page Summary rendered at the top of every output in every mode — posture, primary challenge, Big Idea, top-3 strategies, 3 actions this week — so beginners get the bird's-eye view without drilling into all the detail. Survival mode skips forecasts entirely by design and replaces OKRs with a first-3-clients hit-list.

1. Web app

The simplest way. No install, no auth required.

  1. Open https://polaris.marketising.ca
  2. Fill at minimum brand_name — everything else can be auto-filled with ✨ Smart-Fill
  3. (Optional) Pick Strategic Posture, Plan Mode, Campaign Duration
  4. Click ▶ Run All Nodes
  5. Watch the 1-Page Summary + each node stream in
  6. Download Word / PowerPoint / HTML / Markdown

2. MCP — Connect from Claude.ai / Claude Code / Cursor

The MCP server exposes 7 tools that any MCP-aware client can call.

Endpoint

https://polaris.marketising.ca/api/mcp (Streamable HTTP transport)

Tools

Claude.ai / Claude Code config

{
  "mcpServers": {
    "advertising-agency": {
      "transport": "streamable-http",
      "url": "https://polaris.marketising.ca/api/mcp"
    }
  }
}

If MCP_API_KEYS is set on the server, supply Authorization: Bearer <key>.

3. Telegram bot

Mobile-friendly. Send a brief, get every generated bilingual node report back as a separate message. The number of reports depends on the auto-resolved plan mode — 2 for Survival, 3 for Quick-Start, 5 for Lean, 8 for Full, 8 + Extensions for Enterprise.

  1. Open Telegram, search @newmonitoring_Xbot
  2. Send /start to see the brief format
  3. Send a brief in key: value lines, e.g.:
brand: Aurora Beauty
location: Toronto, Canada
services: HydraFacial, Laser, Botox
budget: 3000
target_audience: women 25-45, downtown Toronto
private: true   # optional — opt out of all archiving

4. REST API

MethodPathPurpose
POST/api/marketing/enrichSmart-Fill empty brief fields
POST/api/marketing/nodeStream a single node (chunked)
POST/api/marketing/build-htmlHTML report
POST/api/marketing/build-docxWord document
POST/api/marketing/build-pptxPowerPoint deck
POST/api/marketing/telegramTelegram webhook (internal)

Body schema

All endpoints accept JSON. brandBrief.brand_name is the only required field; everything else has defaults or is AI-filled.

5. CLI

From a cloned repo:

npm install
cp .env.local.example .env.local   # fill in OPENAI_API_KEY
START_DATE=2026-05-13 \
STRATEGIC_POSTURE=auto \
CAMPAIGN_DURATION_MONTHS=12 \
USE_ENRICH=1 \
BRAND_NAME="Your Brand" \
bash run-all-nodes.sh
python3 build-deliverables.py   # produces Word + PPT + HTML in outputs/deliverables

Pricing

Currently free in beta. Future tiers will likely follow: Free trial → Solo $99/mo → Agency $299/mo → Enterprise $799+/mo. See Terms for the current beta agreement.

Contact

Email: mahan.sma@gmail.com
GitHub: advertising-agency (private — request access)