Business account opening

Business Account Opening

Open a Vivid Business account using the vivid-mcp remote MCP server.

Integration

• Server: https://api.prime.vivid.money/mcp (remote, streamable HTTP)
• Tool: build_onboarding_link — accepts legal entity data, returns an onboarding URL
• Auth: none required — the endpoint is publicly accessible
• Install: nothing to install — the MCP server is hosted by Vivid; the client connects via the .mcp.json config in this repository

Trigger

User wants to open a business account or start business onboarding.

Flow

1. Ask for legal entity type (GmbH, UG, freelancer, etc.) if not provided.
2. Ask for country if not provided. Default: Germany.
3. Call MCP to get required fields and accepted document types.
4. If the user uploads a document, extract the fields locally in the client — the document itself is never sent to the MCP server. Summarize what was extracted; do not echo raw document contents.
5. Show the user a summary of all collected data and ask for explicit confirmation before proceeding.
6. Call build_onboarding_link with the confirmed data. The server returns an onboarding URL.
7. Present the URL to the user.

Data handling

• Documents stay local. Uploaded files are parsed by the AI client. Only structured fields (company name, address, etc.) are sent to the MCP server.
• No PII stored by the skill. The skill does not persist any data. The MCP server creates an onboarding session;
• No credentials in chat. Never ask for or accept passwords, API keys, or bank account numbers.

Rules

• Always confirm collected data with the user before calling build_onboarding_link.
• Never call the tool autonomously — require explicit user approval.
• Treat uploaded documents as sensitive — summarize only, don't echo contents.
• On error: ask for missing fields or suggest a different document.