• ACCOUNT
  • CONTACT
  • DATA
  • HUMAN

How to onboard new customers with your AI

Connect Paperless Parts to your AI client to handle account setup and contact creation through chat.

Ask AI about this page

Short answer

How can I add new customers to Paperless Parts using AI?

You tell your AI client to create a new account or contact, and it executes the setup in Paperless Parts immediately. You'll get organized buyer profiles and contact details without manual data entry.

Onboarding outcomes

Where your data lands.

The AI handles the heavy lifting of data entry.

ACCOUNT

New buyer accounts

The AI uses create_account to set up a new buyer profile. You get a fresh account ready for quoting.

CONTACT

New contact profiles

The AI uses create_contact to add specific people to your system. This links individuals to their respective accounts.

DATA

Clean data entry

Your AI parses the names and emails from your conversation. It ensures the right fields are filled in Paperless Parts.

HUMAN

Manual verification

You stay in control of the final review. The AI performs the entry, but you decide when a profile is complete.

The workflow

What your AI does when the request arrives.

The AI translates your natural language into specific Paperless Parts actions.

  1. Extract info

    Your AI reads your message to find names, emails, and company info. It pulls the necessary data for the system.

    create_account

  2. Create buyer

    The AI builds the primary account for the new customer. This establishes the company in your database.

    create_account

  3. Add contact

    The AI adds the specific person to the newly created account. This ensures you have a point of contact for quotes.

    create_contact

  4. Confirm setup

    The AI reports back that the account and contact are live. You can then proceed to quoting or other tasks.

    create_contact

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

Swap out the bracketed info with your actual customer details.

Paperless Parts Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_HwxFR9fZK5sCpVYtR1TeVh4mAzfZUsmzDCys9Dqp/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 — Paperless Parts capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "paperless-parts-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_HwxFR9fZK5sCpVYtR1TeVh4mAzfZUsmzDCys9Dqp/mcp"
    }
  }
}
Copy into chat04

  • Create a new buyer account in Paperless Parts for Acme Corp with the email sales@acmecorp.com.

  • Add a contact named John Doe to the Acme Corp account.

  • Set up a new customer profile for Globex Industries.

  • Create a contact for Jane Smith at the Globex account.

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

Start here

Connect Paperless Parts once, then ask.

One connection gives your AI access to these tools. Your login stays encrypted and secure on our side.

Connect Paperless Parts to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing customers?

    No. This MCP only has tools to create accounts and contacts, not to delete or modify them.

  • 02

    Does the AI need my Paperless Parts password?

    No. You connect through Vinkius, and your credentials stay encrypted and separate from the AI.

  • 03

    Can I update a customer's address through the AI?

    No. The current tools are limited to creating new accounts and contacts.

  • 04

    Will the AI create duplicate accounts if I ask twice?

    The AI will attempt to run the tool as requested, so it is best to verify the account exists before asking.

  • 05

    Can the AI send quotes to these new contacts?

    No. This specific task is only for account and contact creation.

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

Connect Paperless Parts to Claude, Cursor, ChatGPT & more