• IDENTITY
  • PROVISIONING
  • COMPLIANCE
  • HUMAN

How to automate customer onboarding with your AI

Connect BoxyHQ to your AI client once. From there, your agent handles the heavy lifting of enterprise identity setup for every new client you sign.

Ask AI about this page

Short answer

How can I automate customer onboarding with my AI?

Your AI uses BoxyHQ to instantly configure SAML SSO and SCIM provisioning for new enterprise customers. This replaces manual identity management with direct commands to your agent. You get fully provisioned clients without touching an admin console.

The onboarding outcomes.

Where every client lands.

What happens when your agent takes over the identity setup.

IDENTITY

Instant SAML setup

The AI uses add_connection to link your app to a client's identity provider. This establishes the SSO trust immediately.

PROVISIONING

Automated user sync

Your agent uses create_directory to set up SCIM. This keeps user identities in sync between the client and your app.

COMPLIANCE

Standardized access

Every new client follows the same security pattern. Your AI ensures no manual configuration errors break the connection.

HUMAN

Review and approve

The AI handles the technical execution, but you decide when a client is ready to go live. You stay in control of the final handoff.

The workflow

What your AI does when a new client arrives.

The AI moves from receiving client requirements to executing the technical identity handshake.

  1. Identify requirements

    Your agent parses the client's SSO and provisioning needs from your chat. It identifies the specific metadata needed for the connection.

    add_connection

  2. Establish SSO

    The AI executes the connection request to link the client's identity provider to your application. This creates the SAML bridge.

    add_connection

  3. Sync users

    The agent sets up the SCIM directory to automate user lifecycle management. This ensures users are added or removed automatically.

    create_directory

  4. Verify setup

    The AI checks the connection status to ensure the identity provider and your app are talking correctly. It reports the success back to you.

    add_connectioncreate_directory

Try it

Copy these to start.

Direct commands to trigger the onboarding process.

Starting points

Swap out the bracketed text with your actual client details like their domain or SSO provider.

BoxyHQ Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_mklve50aPp8ZWYnoHIPytmbMOI56yquxuMIE9WQ1/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — BoxyHQ capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "boxyhq-enterprise-sso-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mklve50aPp8ZWYnoHIPytmbMOI56yquxuMIE9WQ1/mcp"
    }
  }
}
Copy into chat04

  • Set up a new SAML connection for Acme Corp using their Okta domain.

  • Create a SCIM directory for Globex Inc to handle user provisioning.

  • Add a new SSO connection for the client at acme.com.

  • Provision a new SCIM directory for the new enterprise account at globex.com.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect BoxyHQ once, then ask.

One connection gives your AI the tools it needs. Your credentials stay encrypted and secure while you work.

Connect BoxyHQ to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing user directories?

    No. The AI only has tools to add connections and create new directories.

  • 02

    Does the AI manage my actual user passwords?

    No. The AI manages the connection and the directory structure, but it does not handle individual user credentials.

  • 03

    Can I use this to fix broken SSO connections?

    The AI can use add_connection to set up new links, but it cannot troubleshoot or repair existing third-party identity provider issues.

  • 04

    Will the AI automatically onboard every new user I sign?

    The AI performs the technical setup when you tell it to. It doesn't monitor your sales pipeline unless you prompt it to act on new data.

  • 05

    What happens if the SAML metadata is wrong?

    The AI will attempt the connection using the data you provide. If the metadata is incorrect, the connection will fail, and you will need to provide the right details.

  • More questions about BoxyHQ? See everything the BoxyHQ Connector can do

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