• SYNCED
  • VERIFIED
  • LISTED
  • HUMAN

How to register new business clients with your AI

Connect Bsale to your AI client once. After that, you can onboard customers just by chatting.

Ask AI about this page

Short answer

How do I add a new business client to Bsale using AI?

Give your AI the client's RUT and business details through a chat. Your agent handles the data entry into Bsale for you. You'll see the new client in your records immediately.

The results

Where your data lands

The AI handles the entry and checks the work.

SYNCED

New client created

The AI uses create_client to push the RUT and business details directly into your Bsale account.

VERIFIED

Data is accurate

Your agent checks the details you provided against the required Bsale fields to ensure the entry is valid.

LISTED

Client list updated

The AI can use list_clients to confirm the new record is visible in your existing database.

HUMAN

Manual review needed

If the RUT is missing or the business details are incomplete, the AI will ask you for the missing info before finishing.

The workflow

What your AI does when the details arrive.

The AI acts as a bridge between your conversation and the Bsale database.

  1. Collect details

    Your agent asks for the RUT and business name if you haven't provided them yet.

    list_clients

  2. Create the record

    The AI sends the business information to Bsale to set up the new account.

    create_client

  3. Verify the entry

    The agent checks your current client list to make sure the new entry was added correctly.

    list_clients

  4. Confirm completion

    The AI tells you the client is ready to use in Bsale.

    list_clients

Try it

Copy these to start.

Use these prompts to begin onboarding.

Starting points

These are ways to kick off the process. Swap out the placeholder names with your actual client info.

Bsale Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wz9vkSqwH10g0rAVG4g1Va0JmDMZXpskGsSb5o1F/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 — Bsale capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bsale-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wz9vkSqwH10g0rAVG4g1Va0JmDMZXpskGsSb5o1F/mcp"
    }
  }
}
Copy into chat04

  • Register a new client in Bsale with RUT 12345678-9 and name TechCorp.

  • I have a new customer. Their RUT is 98765432-1 and they are called Global Logistics.

  • Add a new business to my Bsale account: RUT 55667788-2, name Green Energy.

  • Check my Bsale client list and then add a new client called Blue Sky with RUT 11223344-5.

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

Start here

Connect Bsale once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start using the tools in any MCP-compatible client immediately.

Connect Bsale to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a client from Bsale?

    No. The current tools only allow for listing and creating clients.

  • 02

    Do I need to open the Bsale website to add a client?

    No. Once the MCP is connected, you do everything through your AI chat.

  • 03

    What happens if I give the AI a wrong RUT?

    The AI will attempt to process it, but if Bsale rejects the data, the AI will tell you it failed.

  • 04

    Can the AI update existing client information?

    No. This connector is limited to creating new clients and viewing the current list.

  • 05

    Does the AI handle the login for me?

    Yes. You connect the MCP once, and the AI uses those secure credentials for all subsequent tasks.

  • More questions about Bsale? The Connector page answers them. See everything the Bsale Connector can do

Connect Bsale to Claude, Cursor, ChatGPT & more