Production readyBusinessv1.0.0 · updated Jun 29, 2026
CP

Open Source Client Portal Template

Secure client spaces for files, updates, invoices, and approvals.

A polished portal foundation for agencies, consultants, and service businesses that need private client workspaces.

Runnable Agent-ready Install-ready Deploy-ready
foundationbase.app/demo/client-portalOpen full demo →

This is the real app, not a mockup. Whatever you enter in the demo stays in your browser and belongs to nobody.

What you get

One zip. Everything to own it.

Client Portal is a practical business foundation for turning scattered email threads into a calm shared workspace. It includes client areas, file references, project updates, approvals, permissions, and notification templates with a structure an AI agent can extend without guessing.

  • Client workspaces and invitations
  • File and link sharing
  • Project updates and approval states
  • Message threads and notification templates
  • Permission model ready for customization
client-portal.zipMIT
client-portal/├── app/the running Next.js app├── agent/START_HERE, PROJECT_MAP, RULES, RECIPES, TESTS, DEPLOY├── CLAUDE.mdread automatically by Claude Code├── AGENTS.mdread automatically by Codex├── .cursor/rules/loaded automatically by Cursor└── README.mdrun it, then make it yours

Inside the app

What the running app actually looks like
Client Portal: Client workspace
Client workspaceA private portal for project status, links, files, and next decisions.

Customize with AI

Your agent already knows this codebase.

The agent package documents the portal modules, permissions, email templates, and common customization paths.

CodexClaude CodeCursor

Prompts written against this app

Change the branding, copy, and layout for my Client Portal app.
Add or remove fields so it matches my workflow.
Add export and import for my business data.
Add optional sync later without changing the local-first default.

Run it

5 min to your own copy.

  1. 01Create your editable app copy and unzip it.
  2. 02Run npm install.
  3. 03Run npm run dev and open http://localhost:3000.
  4. 04Read /agent/START_HERE.md before customizing.
  5. 05Swap the local-first storage boundary for your own backend when ready.
Full walkthrough, including deploy and install →
Where your data lives

Client Portal data stays in this browser by default.

No account, backend, or cloud sync is included in the current package.

An agent can add optional sync later while preserving the local-first default.

Honest limitation

This package is standard-ready for Create My App and AI customization.

A full app-only PWA install route is not enabled yet for this app.

Verification receiptchecked Aug 2, 2026 at c11c184 · v1.0.0
Demo renderscaptured 2026-07-26, 30 KBpassed
Package installs and buildsinstalled, typechecked and built in 58s on node v24.13.0passed
Source package complete31 files, 51 KBpassed
Agent instructions included5 handoff files presentpassed
No network calls in app sourcestatic scan clean: no network calls, eval, or secrets in app sourcepassed
License matches the packageMIT, matching the file in the packagepassed

If this isn’t quite right

All Business foundations →

Take Client Portal and make it yours.

Free, MIT, 5 min to running. The demo above is exactly what lands in your folder.