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Connect with your normal OnboardMe login. There are no API keys to copy or share.
OnboardMe MCP server
Run OnboardMe from your
AI assistant.
OnboardMe now works inside Claude, ChatGPT and Copilot. Set up clients, chase payments and find answers without switching tabs. Just ask.
- Free for every OnboardMe customer
- Sign in with OnboardMe, no API keys to copy
- Your team’s permissions still apply
Works withClaudeChatGPTCopilot
Why use it
Your whole business, one question away.
Everything OnboardMe does, now available from wherever your team is already working, in the words they’d use with a colleague.
Several jobs, one request
Ask for a proposal, an onboarding and an upfront bill together, and your assistant sets up all three.
“Create a proposal and onboarding for Vance Refrigeration, and bill them upfront for New Entity Setup
Answers in seconds
Ask who owes you, what’s waiting on clients or what came in last month, then act on the answer in the same conversation.
“How much did we collect last month, and who’s still overdue?
Right where you’re working
Writing an email or going over call notes in your assistant? Bring in client details or create the lead without leaving the chat.
“Create a lead from these call notes and save them as a note
Easy for the whole team
If your team can say what they need, they can use it. Everyone can only see and do what their OnboardMe role allows.
“What’s on my plate today?
Things you can ask
If you can do it in OnboardMe, you can ask for it.
Leads, proposals, onboardings, ID checks, bills and payments. Ask the way you’d ask a colleague.
Win new work
- “Create a lead for Jan Levinson and add a note from today’s call
- “Turn the Athlead lead into a client
- “Create a proposal for Schrute Farms from our bookkeeping template
- “Renew last year’s proposal for Vance Refrigeration
Onboard clients
- “Start an onboarding for Poor Richard’s Pub
- “Send ID verification to the new directors at Vance Refrigeration
- “Which onboardings haven’t been completed yet?
- “Send our new client eForm to Bob Vance
Bill and get paid
- “Who owes us money from more than 60 days ago?
- “Send Schrute Farms a payment reminder
- “Get me a payment link for invoice 1042
- “How much did we collect last month?
Run your day
- “What’s on my plate today?
- “Show my unread notifications
- “Add Pam Beesly as a new user in our Scranton office
- “Download all the documents from Bob Vance’s onboarding
More than a chat window
Your assistant’s skills, with OnboardMe’s data.
Your assistant can already read files, write and summarise. With OnboardMe connected, it can put all of that to work on your real clients, proposals and services.
Import your price list
Drop in a spreadsheet of services and prices. Your assistant checks it with a dry run, then imports the lot.
Turn a Word letter into terms
Paste your existing engagement letter and get it back as an OnboardMe terms template, merge fields included.
Meeting notes to a lead
Paste your notes from a call and your assistant creates the lead, sets the details and adds the note.
Safe by design
Your data. Your rules.
The MCP server uses the same secure OnboardMe API as the rest of the platform, so an assistant never gets more access than you give it.
Read-only or read & write
Choose what the assistant can do when you connect. Read-only can look things up but never change anything.
Same permissions as the app
Every action is checked against your role, so nobody can do more through AI than they can in OnboardMe.
Switch it off any time
Revoke an assistant’s access from OnboardMe and it stops working within seconds.
FREEFor every OnboardMe customer
Connected in a couple of minutes.
No installs and nothing to configure in OnboardMe. Our setup guide has the server address and step-by-step instructions for each assistant.
- 1
Add OnboardMe as a connector
In Claude, ChatGPT or Copilot, add a custom connector using the OnboardMe server address from our setup guide.
- 2
Sign in and choose access
Log in with your OnboardMe account, pick your business and choose read-only or read & write.
- 3
Just ask
Ask about clients, proposals, onboardings or invoices in plain English, and your assistant does the rest.
- docs.onboardme.app/mcp
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
Book an OnboardMe demo with a real human. Yes, an actual one. No sales scripts, robots or pre-recordings, just answers.
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