• CLIENT
  • BILLING
  • READY
  • REVIEW

How to onboard new clients with your AI agent

Connect NeetoInvoice to your agent to automate client setup. Once linked, you can build out your billing profiles just by describing them in chat.

Ask AI about this page

Short answer

How can I onboard new clients using my AI?

Tell your agent to create a client and a billing recipient using the details you provide. The agent handles the data entry in NeetoInvoice, leaving you with a complete billing profile. You'll see the specific steps and prompts needed to get this done below.

The outcomes.

Where your data lands.

This is what happens once your agent processes the client information.

CLIENT

New client profile

The agent builds a new client record in NeetoInvoice. This keeps your database updated without manual typing.

BILLING

Recipient setup

A billing recipient is created for the client. This ensures invoices go to the right person immediately.

READY

Billing-ready state

The client and recipient are linked and ready for use. You can start billing as soon as the agent confirms the task.

REVIEW

Human verification

You check the NeetoInvoice dashboard to ensure the names and email addresses match your records before you send anything.

The workflow

What your AI does when the request arrives.

Your agent acts as the bridge between your chat and your billing data.

  1. Create client profile

    The agent takes the company name and contact details you provide to build the primary record.

    create_client

  2. Add billing recipient

    The agent sets up the specific person or entity responsible for paying the invoices.

    create_recipient

  3. Link recipient to client

    The agent ensures the new recipient is correctly attached to the client profile.

    create_clientcreate_recipient

  4. Confirm setup

    The agent notifies you once the client and recipient are live in the system.

    create_client

Try it

Copy these to start.

Use these prompts to trigger the onboarding workflow.

Starting points

Swap out the names and email addresses in these examples with your actual client data.

NeetoInvoice Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_K5ZA0WCN37YtlDLyPIudPq6a4PfmqkunTKyAToHR/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 — NeetoInvoice capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "neetoinvoice-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_K5ZA0WCN37YtlDLyPIudPq6a4PfmqkunTKyAToHR/mcp"
    }
  }
}
Copy into chat04

  • Create a new client named Acme Corp and set up billing for contact@acme.com.

  • Onboard Globex Inc. The billing recipient is jane.doe@globex.com.

  • Add a client called Stark Industries and create a recipient for pepper.potts@stark.com.

  • Set up a new client profile for Wayne Enterprises with billing sent to bruce@wayne.com.

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

Start here

Connect NeetoInvoice once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start using these tools in your preferred AI client.

Connect NeetoInvoice to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a client if I make a mistake?

    No. The AI only has tools to create clients and recipients. You must handle deletions manually in NeetoInvoice.

  • 02

    Will the AI send the invoice automatically?

    No. The AI only sets up the client and the recipient. You still need to trigger the actual invoice sending yourself.

  • 03

    Does the AI need my NeetoInvoice password?

    No. You connect via Vinkius, which manages the connection securely. Your agent never sees your login credentials.

  • 04

    Can I onboard multiple clients at once?

    Yes. You can provide a list of client details in a single prompt, and the agent will process them one by one.

  • 05

    What happens if the email address is invalid?

    The tool will return an error if the data doesn't meet NeetoInvoice's requirements, and your agent will tell you what went wrong.

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

Connect NeetoInvoice to Claude, Cursor, ChatGPT & more