• NEW PAYER
  • ACTIVE STATUS
  • DATA SYNC
  • HUMAN REVIEW

How to onboard new bank payers with your AI

Connect GoCardless to your agent to handle customer setup and mandate verification through a simple chat interface.

Ask AI about this page

Short answer

How can I onboard new bank payers using my AI?

Your AI uses GoCardless tools to create customer profiles and pull mandate details directly in your chat window. This lets you verify authorizations and set up new payers without leaving your conversation. You'll see the specific outcomes of each setup step immediately.

The results.

Where your data lands.

The AI handles the technical setup and verification, leaving you with clear status updates.

NEW PAYER

Customer profiles created

The AI uses the customer tool to register new bank payers in GoCardless. You get a confirmed customer ID to use for future billing.

ACTIVE STATUS

Mandates verified

Your agent checks existing authorizations to ensure they are valid. You'll know exactly which payers are ready to pull funds.

DATA SYNC

Mandate details pulled

The AI fetches specific authorization info for any payer. This gives you the exact details needed to confirm a setup is complete.

HUMAN REVIEW

Manual oversight needed

The AI cannot authorize a mandate or change bank details. You must review the final status before initiating any actual fund transfers.

The workflow

What your AI does when a new payer arrives.

The AI manages the data entry and verification steps so you don't have to log into the GoCardless dashboard.

  1. Register the customer

    Your agent takes the name and contact info you provide and registers them as a new entity in your GoCardless account.

    create_new_customer

  2. Check existing setups

    The AI looks through your current list of active authorizations to see if the payer already has a valid mandate.

    list_active_mandates

  3. Verify mandate specifics

    If a mandate exists, the AI pulls the granular details to confirm it meets your specific requirements.

    get_mandate_details

  4. Report status

    The AI summarizes whether the payer is fully onboarded or if further action is required from your side.

    list_active_mandates

Try it

Copy these to start.

Use these prompts to kick off the onboarding process.

Starting points

These are basic starting lines. Swap out the names and contact info with your actual customer data.

GoCardless Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_dswxEi19Iyr6kuoNDdTVZzkc9hmgPkEUrJgcx9WG/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 — GoCardless capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "gocardless-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dswxEi19Iyr6kuoNDdTVZzkc9hmgPkEUrJgcx9WG/mcp"
    }
  }
}
Copy into chat04

  • Create a new GoCardless customer for John Doe at example.com.

  • List all my active mandates to see who is currently authorized.

  • Get the details for the mandate associated with the customer 'Acme Corp'.

  • Check if there is an active mandate for the customer I just created.

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

Start here

Connect GoCardless once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can start managing payers immediately through your preferred AI client.

Connect GoCardless to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create a mandate for me?

    No. The AI can create customers and check existing mandates, but it cannot generate or sign new mandate authorizations.

  • 02

    Can the AI delete a customer from GoCardless?

    No. There are no tools available to delete or remove customers or mandates.

  • 03

    Does the AI see my bank account details?

    No. The AI only interacts with the specific customer and mandate data provided by the tools.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Will the AI automatically pull money?

    No. The AI only manages the setup and verification of the payers. You must trigger payments through your usual billing process.

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

Connect GoCardless to Claude, Cursor, ChatGPT & more