• AUTOMATED
  • ACCURATE
  • READY
  • HUMAN

How to onboard new customers with your AI

Connect HiFlow to your AI client once. After that, you just tell your agent who the new client is and it handles the setup.

Ask AI about this page

Short answer

How do I onboard new customers with my AI?

Give your agent the client's name and contact info, and it uses create_customer to build their profile in HiFlow. You'll get a ready-to-use client record without typing into forms. Here is the breakdown of how it works.

The results of your request.

Where your new clients land.

Once your agent processes the info, these outcomes happen.

AUTOMATED

Instant profile creation

The AI uses create_customer to build the record. Your HiFlow dashboard updates without you opening a browser.

ACCURATE

Clean data entry

Your agent maps the info from your chat directly to the fields. This stops typos and missing data.

READY

Immediate availability

The new client is live in the system. You can start assigning work or billing right away.

HUMAN

Manual review needed

The AI creates the profile, but you should still check the details in HiFlow to make sure everything is correct.

The workflow

What your AI does when the details arrive.

The AI takes your chat input and turns it into a structured entry in HiFlow.

  1. Extract details

    Your agent pulls names, emails, and company info from your message or an attached file.

    create_customer

  2. Build profile

    The agent sends the structured data to HiFlow to generate the new record.

    create_customer

  3. Confirm setup

    The AI uses the tool to ensure the profile was successfully created.

    create_customer

  4. Notify you

    The agent tells you the profile is live and ready for use.

    create_customer

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

These are opening lines. Swap out the names and emails with your actual client data.

HiFlow Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_mYOyEtQMk17vfrK6dYIBkK9k8U6pgHkco3usloU8/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 — HiFlow capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "hiflow-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mYOyEtQMk17vfrK6dYIBkK9k8U6pgHkco3usloU8/mcp"
    }
  }
}
Copy into chat04

  • Create a new client in HiFlow for Acme Corp with contact person Jane Doe at jane@acme.com.

  • Onboard a new customer named Global Logistics. The primary email is info@globallogistics.com.

  • Set up a HiFlow profile for our new client, Solar Tech, using the contact details in this email.

  • Add a new customer to HiFlow for River Valley Inc. Use contact@rivervalley.com as the main email.

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

Start here

Connect HiFlow 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 HiFlow to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete existing customers?

    No. This MCP only has the capability to create new customers.

  • 02

    Does the AI need me to fill out a form first?

    No. You can just give the information in plain text in your chat.

  • 03

    Can the AI update an existing client's address?

    No. The current tools are limited to creating new profiles.

  • 04

    Will my HiFlow login be shared with the AI model?

    No. Your credentials are encrypted and managed by Vinkius; the AI only uses the tools provided.

  • 05

    Can I onboard multiple clients at once?

    Yes. You can provide a list of clients in your chat and ask the agent to create them one by one.

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

Connect HiFlow to Claude, Cursor, ChatGPT & more