PALM (Personified Agent-assisted Lifecycle Marketing) helps Iterable teams understand their campaign performance. It pulls your data, builds an interactive dashboard with health scores and charts, and packages it all into a single file you can share with anyone.
Built by Modular Marketing -- lifecycle marketing specialists.
- Pulls your workflows, campaigns, and engagement data from Iterable
- Builds an interactive dashboard with health scores, data quality flags, and charts across six tabs
- Packages everything into a single HTML file that works offline -- no server, no internet needed
- Branded and ready to share in meetings, over email, or in Dropbox
Health Radar -- see your lifecycle program health at a glance across 8 dimensions:
Engagement Analytics -- send volume trends, channel mix, and campaign type breakdowns:
Performance Trends -- track click rates, open rates, and other engagement metrics over time:
PALM runs inside Claude Code, Anthropic's AI coding tool. Claude Code is a terminal-based tool -- you'll open your terminal once to install PALM, then you won't need the terminal again.
If you don't have it yet, follow the Claude Code install guide.
- Mac: Open the Terminal app (search "Terminal" in Spotlight)
- Windows: Open Command Prompt or PowerShell
Open Claude Code by typing claude, then paste this prompt:
Clone https://github.com/modularmarketing/palm-public.git to ~/palm-public, run npm install, and copy the three skill folders from ~/palm-public/.claude/skills/ into ~/.claude/skills/.
This downloads PALM and installs three skills globally. Claude Code will ask for permission to run some terminal commands -- just approve them. You only do this once.
Close and reopen Claude Code. The PALM skills load on startup and persist across all your sessions.
Type /palm:get-metrics to pull your Iterable data, then /palm:dashboard to build your dashboard.
See SETUP-CLAUDE-CODE.md for a detailed walkthrough.
Just talk to Claude naturally -- it knows how to use the PALM tools.
Pull your metrics:
"Pull my Iterable metrics for Acme Corp."
Generate a dashboard:
"Build me a dashboard from the Acme Corp data."
Learn what PALM does:
"What can PALM do?"
Troubleshooting:
"I'm getting an error about a missing API key. How do I set that up?"
- Claude Code -- install guide (includes Node.js, which PALM needs)
- Iterable API key -- log in to Iterable, go to Settings > API Keys, and copy your key. A read-only key works fine.
- Metrics extraction -- PALM connects to the Iterable API and pulls your workflows, campaigns, and engagement metrics. Everything is saved locally.
- Dashboard generation -- PALM reads your data, calculates health scores, and generates a single HTML file with interactive charts and professional typography.
- Fully offline -- the dashboard works without an internet connection. All charts, fonts, and brand assets are embedded in the file. Open it in any browser from Finder or File Explorer.
If you prefer Claude Desktop over Claude Code, PALM is also available as a pre-compiled binary. This path is more technical -- it involves downloading a binary, editing a JSON config file, and setting environment variables.
Download the binary for your platform from Releases:
| Platform | File |
|---|---|
| macOS Apple Silicon (M1/M2/M3/M4) | palm-mcp-darwin-arm64 |
| macOS Intel | palm-mcp-darwin-x64 |
| Windows | palm-mcp-windows-x64.exe |
See SETUP-CLAUDE-DESKTOP.md for full instructions.
Issues and pull requests welcome. Please open an issue before starting large changes.
Apache License 2.0 -- see LICENSE and NOTICE.
Created and developed by Jon Uland (@jonstermash) at Modular Marketing. For a full Lifecycle Health Check, contact us.