MCP use case · Client onboarding · Claude

Set up your next client
with Claude.

Add a client, refine their business profile with your AI assistant and create their site in Onsomble, ready to set up AI visibility tracking.

Connect OnsombleSee the workflow
Step-by-step guide

Set up the client and their site

Before you start: Connect your Onsomble agency account and have the client’s name and website ready.

  1. Ask your assistant to check whether the client or website is already in your account.
  2. Work through what the business offers, who it serves and where it operates. Review the proposed business profile.
  3. Confirm the available site capacity and approve the client and site setup.
  4. Ask your assistant to read back the saved profile and confirm that the site belongs to the right client.

What you’ll have: A client and site in Onsomble, ready to choose the questions you want to track.

Onsomble workflow
You: Add Davanti Consulting (davanti.consulting) as a client in Onsomble, then help me set up their site.
Claude:

Davanti Consulting is now set up as a client in Onsomble. Next, let’s review the business profile for their site:

Business
Davanti Consulting
Website
davanti.consulting
Industry
Business and technology consulting
Customers
Large organisations across New Zealand and Australia
Services
Strategic advisory, customer experience, AI-enabled innovation, Salesforce and technology delivery, and organisational change

Creating the site uses one of your available site slots. Does this profile look right, and shall I create it under the Davanti client?

You: Yes, that profile looks right. Create the site under Davanti.
Claude:

Done. Davanti Consulting is now a site under the Davanti client, with its business profile saved.

The scan strategy is still empty. Next, let’s work through the products, audiences and buying journey we want to track.

Connect Claude to Onsomble

Use Claude on the web or desktop with access to custom connectors. In a Team or Enterprise workspace, an owner or someone with connector permissions must add Onsomble before you can connect it. Claude account requirements

Open Customize → Connectors. On an individual account, choose Add custom connector and enter the server address below. In a workspace, select the Onsomble connector your organisation has added. Sign in to Onsomble, approve access and enable it in your conversation.

https://mcp.onsomble.ai/mcpClaude connection guide

Try this prompt

Connect your Onsomble agency account, then replace the client name and website below.

Help me add [client name] and their website [URL] to my Onsomble agency account. Check whether the client or site already exists before creating anything. Help me prepare a business profile covering what they do, their products and services, customers and operating markets. Use their website and the context I give you, explain your suggestions and work through any gaps with me. Show me the proposed client and site setup. After I approve it, create the client if needed. Confirm the site capacity before creating their site, then save the agreed profile under the correct client and read back what was created. Once the client and site are set up, help me plan the scan configuration. Leave prompts and scan execution for the next step.

What you can do

Bring a new client into Onsomble through a conversation.

Explore Onsomble MCP

Client onboarding starts with understanding the business: what it sells, who it serves and where it operates. Give your assistant the client’s name and website, along with anything you already know. It can help research the business and turn that context into a profile you review together.

Use Onsomble MCP to create the client in your agency account, then prepare its site. Ask your assistant to explain the proposed profile and adjust anything that doesn’t reflect the business. Once you’re happy with it and have confirmed the available site capacity, your assistant can create the site under that client.

You now have the client and its website set up in Onsomble, with the business profile saved. Creating the site doesn’t add tracking prompts or start a scan. Continue the conversation to choose the audiences, products, markets and buyer questions that will shape the client’s AI visibility scan.

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