• INVITES
  • GROUPS
  • AUDIT
  • HUMAN

How to manage user onboarding and access with your AI

Connect Delio to your AI client to handle investor invitations and permission setups through a single chat interface.

Ask AI about this page

Short answer

How can I use my AI to onboard new investors?

Your AI uses Delio to send invites, check user details, and organize people into specific groups. You get full control over who has access to your investment data. Here is how it works.

Access control outcomes

Where access changes land

These are the results of your requests.

INVITES

New user entry

The AI sends out invitations to new investors. You get confirmation once the request is sent.

GROUPS

Permission mapping

Your agent assigns users to specific groups. This keeps your investor data organized and secure.

AUDIT

User verification

The AI pulls current user lists and profiles. You can quickly verify who is currently in your system.

HUMAN

Manual review

You decide which specific users get invited or moved. The AI only acts on your direct commands.

The workflow

What your AI does when you request access changes.

The AI translates your natural language into specific Delio actions.

  1. Identify users

    The AI looks up existing people in your Delio instance to ensure you are targeting the right accounts.

    list_users

  2. Check group structure

    It scans your current group settings to see where a person belongs or where a new group should be.

    list_user_groups

  3. Send invitations

    Once you confirm the details, the AI triggers the invite process for the new investor.

    invite_user

  4. Verify permissions

    The AI pulls specific profile data to confirm the user is correctly placed in the right group.

    get_user

Try it

Copy these to start.

Use these prompts to trigger the Delio tools.

Starting points

Swap out the names in brackets for your actual investor names or group titles.

Delio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/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 — Delio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "delio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1V5LTdYsmvNt4Y4v5Cqlbqcp0IU0eI4yMRYiUnGE/mcp"
    }
  }
}
Copy into chat04

  • Invite Sarah Jenkins to the platform.

  • Show me all the users currently in the High Net Worth group.

  • List all the user groups available in Delio.

  • Check the details for the user with the email alex.rivera@example.com.

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

Start here

Connect Delio once, then ask.

One connection links your AI to your Delio data. Your login stays encrypted and secure on our side.

Connect Delio to your AI

FAQ

How the Delio Connector behaves

  • 01

    Can the AI delete users from Delio?

    No. The AI can only invite, list, and retrieve user information.

  • 02

    Does the AI automatically assign groups?

    No. You must tell the AI which group to use or ask it to check existing groups first.

  • 03

    Can I invite someone using just their name?

    It is better to provide an email address to ensure the AI targets the correct person.

  • 04

    Will the AI change my existing group names?

    No. The AI can list and view groups, but it cannot rename or delete them.

  • 05

    How do I know if an invite was successful?

    The AI will confirm the action once the tool successfully processes the request.

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

Connect Delio to Claude, Cursor, ChatGPT & more