• REGISTRATION
  • BANKING
  • AUDIT
  • HUMAN

How to onboard new business entities with your AI

Connect Column to your AI client to handle entity registration and account opening. Your agent manages the data entry and setup tasks directly.

Ask AI about this page

Short answer

How can I use AI to onboard new businesses?

Your AI uses Column tools to register KYC profiles and set up new bank accounts. This moves the data from your chat directly into Column's system. You get a structured list of active entities and ready-to-use accounts.

The onboarding outcomes.

Where your data lands.

Once your AI executes these steps, your business data is live in Column.

REGISTRATION

New KYC profiles

The AI creates the necessary entity profiles in Column. You get a registered business ready for compliance checks.

BANKING

Active bank accounts

Your agent triggers account creation once the entity is set up. You end up with functional accounts for your business.

AUDIT

Entity oversight

The AI pulls a full list of your existing entities. You can verify everything is correctly registered in the system.

HUMAN

Manual review

The AI handles the data entry, but you must verify the final KYC status. You decide when an entity is fully cleared.

The workflow

What your AI does when the request arrives.

The AI translates your natural language instructions into specific Column API calls.

  1. Identify existing entities

    The AI checks your current Column setup to see if the business already exists. This prevents duplicate registrations.

    column_list_entities

  2. Register the business

    The AI submits the required business details to create a new KYC profile. It handles the heavy lifting of the registration data.

    column_create_entity

  3. Open the account

    After the entity is created, the AI initiates the bank account setup. It links the new account to the specific entity profile.

    column_create_bank_account

  4. Confirm setup

    The AI verifies the new account and entity are visible in your dashboard. It provides you with a confirmation of the new state.

    column_list_entities

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

Swap the bracketed info for your actual business names and account types.

Column Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_M1mnX3EpzDjLLuuyAkyikMSsuVYdvibWES2F4klJ/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 — Column capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "column-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_M1mnX3EpzDjLLuuyAkyikMSsuVYdvibWES2F4klJ/mcp"
    }
  }
}
Copy into chat04

  • List all the business entities currently in my Column account.

  • Create a new entity for [Business Name] in Column.

  • Open a new bank account for [Entity Name] in Column.

  • Check if [Business Name] is already registered in Column.

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

Start here

Connect Column once, then ask.

You only need to link your Column credentials once. After that, your AI client handles all the entity and account tasks.

Connect Column to your AI

FAQ

How this task behaves.

  • 01

    Can the AI approve KYC checks automatically?

    No. The AI can create the entity profile, but the actual compliance approval remains a human-led process in Column.

  • 02

    Can the AI delete existing bank accounts?

    No. The current tools only allow for listing, creating entities, and creating bank accounts.

  • 03

    Does the AI need my Column login every time?

    No. You connect the Column MCP once via Vinkius, and your AI client uses that secure connection for all future tasks.

  • 04

    Can I use this to update existing entity details?

    No. The available tools are limited to listing, creating entities, and creating bank accounts.

  • 05

    Will the AI create accounts without my permission?

    No. The AI only executes the tools when you explicitly give it a command to do so in your chat interface.

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

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