• NEW
  • UPDATE
  • SEARCH
  • MANUAL

How to onboard new customers with your AI

Connect Moloni to your AI client once. After that, you just tell your agent the client's details to handle the registration.

Ask AI about this page

Short answer

How can I use AI to register clients in Moloni?

You provide the NIF and address in a chat, and your agent creates the customer record in Moloni. It can also look up existing clients or update their information. You get a clean client list without manual typing.

The results of your requests.

Where your data lands.

Your agent performs specific actions in Moloni based on what you say.

NEW

Fresh client records

The AI creates a new entry in Moloni using the NIF and address you provided. Your database stays updated automatically.

UPDATE

Modified client info

If a client changes their address, just tell your agent. It updates the existing profile in Moloni for you.

SEARCH

Existing client lookups

Ask for details on a specific business. The AI pulls the current data from Moloni so you can verify it.

MANUAL

Human intervention

If the NIF is missing or the data is invalid, the AI will stop. You'll need to provide the correct details yourself.

The workflow

What your AI does when you provide client info.

Your agent translates your natural language into direct actions in Moloni.

  1. Check for existing clients

    The agent looks up the NIF in your Moloni account to see if the client is already there.

    get_customer_by_vat

  2. Create new profiles

    If the client is new, the AI sends the NIF and address to Moloni to build the record.

    create_customer

  3. Update client details

    When you mention a change to an existing client, the AI modifies the specific fields in Moloni.

    update_customer

  4. Confirm the entry

    The AI lets you know once the data is saved or if it couldn't complete the request.

    create_customerupdate_customer

Try it

Copy these to start.

Use these lines to trigger the Moloni MCP.

Starting points

Replace the bracketed info with your actual client details.

Moloni Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_hxnMtCz4H6ArLrBAjMnwit9uQXvHNtfVFdnIJYsA/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 — Moloni capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "moloni-cloud-invoicing-fiscal-management-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hxnMtCz4H6ArLrBAjMnwit9uQXvHNtfVFdnIJYsA/mcp"
    }
  }
}
Copy into chat04

  • Register a new client in Moloni with NIF [NIF] and address [Address].

  • Find the details for the client with NIF [NIF] in Moloni.

  • Update the address for the client with NIF [NIF] to [New Address].

  • Add a new customer to Moloni: [NIF] at [Address].

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

Start here

Connect Moloni once, then ask.

Connect your account with one click. Your login stays encrypted, and you can start managing clients through your agent immediately.

Connect Moloni to your AI

FAQ

How the task behaves

  • 01

    Can the AI delete a customer?

    No. The AI can only create, update, or retrieve customer data.

  • 02

    Can I onboard a client without a NIF?

    No. The tool requires a NIF to identify or create a customer in Moloni.

  • 03

    Will the AI change my invoice templates?

    No. The AI only interacts with customer profile information.

  • 04

    Does the AI need me to use specific commands?

    No. You can use plain, natural language to tell your agent what to do.

  • 05

    Can the AI create invoices?

    No. This specific task is limited to managing customer profiles.

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

Connect Moloni to Claude, Cursor, ChatGPT & more