• PROVISIONED
  • ACTIVE
  • READY
  • HUMAN

How to onboard new B2B customers with your AI

Connect Salesbricks to your AI client once. After that, you can set up new accounts and billing plans just by talking to your agent.

Ask AI about this page

Short answer

How can I automate B2B onboarding with my AI?

You tell your AI the details of a new client, and it executes the account creation and subscription setup for you. This removes the need to manually enter data into your billing dashboard. You get a fully provisioned customer ready for service.

The onboarding outcomes

Where your new clients land.

This is what happens after you give the command.

PROVISIONED

New customer profile

The AI creates a unique record for the business. You get a clean entry in your database without typing names or emails.

ACTIVE

Subscription setup

The AI attaches a specific billing plan to the new profile. The account moves from pending to active immediately.

READY

Immediate service

Since the profile and plan are linked, the customer is ready to use your product right away. No manual sync is required.

HUMAN

Manual review needed

If you provide incomplete details, the AI will stop and ask you for the missing info. You decide when the setup is final.

The workflow

What your AI does when the command arrives.

The AI translates your natural language into specific database actions.

  1. Parse client data

    Your agent extracts the company name, contact info, and chosen plan from your chat message.

    create_customer

  2. Create the profile

    The AI sends the extracted details to your system to build the new business entity.

    create_customer

  3. Assign the plan

    Once the profile exists, the AI links the selected subscription tier to that specific customer.

    create_subscription

  4. Confirm completion

    The AI tells you the customer is live and summarizes the plan they are on.

    create_subscription

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

Swap out the bracketed info with your actual client names and plan types.

Salesbricks API Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_XwPkxs38fu1JFe44lDZCwwSYetdCHZLZ2RHPGaWz/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 — Salesbricks API capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesbricks-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_XwPkxs38fu1JFe44lDZCwwSYetdCHZLZ2RHPGaWz/mcp"
    }
  }
}
Copy into chat04

  • Create a new customer for Acme Corp with the Enterprise plan.

  • Onboard Globex Inc using the monthly Pro subscription.

  • Set up a new account for Stark Industries on the basic tier.

  • Add Wayne Enterprises as a customer and start their annual subscription.

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

Start here

Connect Salesbricks once, then ask.

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

Connect Salesbricks to your AI

FAQ

How the onboarding works

  • 01

    Can the AI delete existing customers?

    No. This Connector only has tools to create new customers and subscriptions.

  • 02

    Does the AI handle credit card processing?

    No. The AI creates the subscription record, but it does not interact with payment gateways.

  • 03

    What happens if I forget to mention the plan?

    The AI will ask you which subscription plan you want to assign before it finishes the setup.

  • 04

    Can I use this with Claude?

    Yes, any MCP-compatible client like Claude or Cursor can use these tools once connected.

  • 05

    Will the AI change my existing subscription prices?

    No. The tools are limited to creating new records, not modifying existing ones.

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

Connect Salesbricks API to Claude, Cursor, ChatGPT & more