• DATA
  • STATUS
  • ACTION
  • HUMAN

How to automate business onboarding with your AI

Connect Middesk to your agent to handle the heavy lifting of client setup. Once connected, your AI manages the data entry and verification triggers.

Ask AI about this page

Short answer

How can I automate business onboarding with my AI?

Your agent uses Middesk to pull official business details and initiate verification steps. This removes the need to manually type in company info or chase down verification status. You get a clean, verified pipeline of new clients.

The outcomes.

Where your data lands.

The AI handles the data movement and flags the exceptions.

DATA

Prefilled client profiles

The agent pulls official records to populate your system. You get accurate business details without typing a single character.

STATUS

Verified business records

The AI checks the status of business entities. You see exactly which companies are cleared and which are pending.

ACTION

Triggered verification

The agent kicks off the necessary verification requests. This keeps the onboarding flow moving automatically.

HUMAN

Manual review needed

If a business fails verification or data is missing, the AI flags it for you. You step in only when there is a conflict to resolve.

The workflow

What your AI does when a new client arrives.

The agent takes the raw input and turns it into a verified record.

  1. Pull business details

    The agent takes a company name or ID and fetches the official registration data.

    prefill_business

  2. Check existing records

    The agent looks up the business in the system to prevent duplicate entries.

    get_business

  3. Create the profile

    The agent sets up the new business entity in your database using the fetched data.

    create_business

  4. Verify the entity

    The agent uses the prefilled data to trigger the next stage of the verification process.

    prefill_business

Try it

Copy these to start.

Use these prompts to kick off the onboarding process.

Starting points

Replace the bracketed text with your specific company names or database IDs.

Middesk Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_2kOW079kAkgcNiPSTSpA4d1yU780ta9QUcxDHAZB/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 — Middesk capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "middesk-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2kOW079kAkgcNiPSTSpA4d1yU780ta9QUcxDHAZB/mcp"
    }
  }
}
Copy into chat04

  • Use Middesk to prefill the details for Acme Corp.

  • Check if the business entity 'Global Logistics LLC' already exists in my records.

  • Create a new business profile for 'Riverside Tech' using the data from Middesk.

  • Get the business details for the entity with ID 12345 and start the verification.

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

Start here

Connect Middesk once, then ask.

Log in to Middesk through the Vinkius interface. Your credentials stay encrypted, and you can immediately start giving commands to your agent.

Connect Middesk to your AI

FAQ

How the onboarding automation works

  • 01

    Can the AI change business registration details?

    No. The AI can only pull existing data or create new records based on what it finds.

  • 02

    Does the AI handle the actual legal verification?

    No. The AI triggers the verification requests through Middesk, but the final legal determination is handled by the service.

  • 03

    Can I manually override a prefilled business?

    Yes. The AI provides the data, but you retain full control over your records.

  • 04

    Will the AI delete business records?

    No. There are no tools available to delete business data.

  • 05

    Can the AI verify a business without a name or ID?

    No. The agent needs a specific business name or identifier to use the prefill or get tools.

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

Connect Middesk to Claude, Cursor, ChatGPT & more