• AUTOMATION
  • COMPLIANCE
  • OVERSIGHT
  • HUMAN

How to onboard new customers with your AI

Connect ZeroHash to your agent once. From there, your AI handles the account setup and identity data for every new participant.

Ask AI about this page

Short answer

How can I automate customer onboarding with my AI?

Your AI uses ZeroHash to create participant accounts and manage KYC data directly. You get a way to handle identity verification and account setup through your agent. Here is how the process works.

Onboarding outcomes

What your AI delivers

These are the results of running onboarding tasks through your agent.

AUTOMATION

New account creation

The AI uses ZeroHash to set up participant profiles. You don't have to manually enter user details into the system.

COMPLIANCE

KYC data management

Your agent handles the identity information required for compliance. This keeps your participant records organized and ready for audit.

OVERSIGHT

Participant lists

The AI can pull a full list of everyone in your system. You get a clear view of your current user base at any time.

HUMAN

Manual review

If a KYC check fails or looks suspicious, the AI flags it. You step in to handle the final decision on those specific users.

The workflow

What your AI does when a new user arrives.

Your agent acts as the interface between your instructions and the ZeroHash platform.

  1. Check existing users

    The AI looks through your current participant list to see if the person is already registered.

    list_participants

  2. Register the user

    The AI sends the identity and KYC details to ZeroHash to build the new account.

    create_customer

  3. Verify registration

    The agent confirms the new participant was successfully added to the system.

    list_participants

  4. Manage data

    The AI ensures the KYC information is correctly associated with the new profile.

    create_customer

Try it

Copy these to start.

Use these prompts to trigger the ZeroHash tools.

Starting points

These are opening lines. Swap the names and email addresses for the real people you need to onboard.

ZeroHash Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_xIj5f11jKQx0H286WMvZcI0F049fBE64dWzj6HYK/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 — ZeroHash capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zerohash-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xIj5f11jKQx0H286WMvZcI0F049fBE64dWzj6HYK/mcp"
    }
  }
}
Copy into chat04

  • Create a new participant account for Sarah Jenkins with the email s.jenkins@example.com.

  • List all participants currently in the ZeroHash system.

  • Check if there is already a customer registered under the email mike.ross@provider.net.

  • Onboard a new user named David Chen using the KYC details from this chat.

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

Start here

Connect ZeroHash once, then ask.

Link your account once and your credentials stay encrypted. You can then use any compatible client to run these tasks.

Connect ZeroHash to your AI

FAQ

How this task behaves

  • 01

    Can my AI delete a participant?

    No. The current tools only allow you to create and list participants.

  • 02

    Can the AI update an existing user's KYC data?

    No. The available tools are limited to creating new customers and listing existing ones.

  • 03

    Can I see a list of all my users?

    Yes. Your AI can pull a full list of participants using the list_participants tool.

  • 04

    Does the AI handle document uploads?

    No. The AI manages the data through the create_customer tool, but it does not handle file uploads.

  • 05

    Can the AI approve a user on its own?

    No. The AI processes the data you provide, but you must handle any manual approvals or rejections.

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

Connect ZeroHash to Claude, Cursor, ChatGPT & more