AI assistant · MCP

Ask your AI assistant about your onboarding.

Cliénta connects to the AI assistant your firm already uses through the Model Context Protocol (MCP), an open standard. Ask who needs chasing, what is waiting for sign-off, or what changed at Companies House, in plain English.

TRY THE FREE LOOKUP
Look up company 00445790

TESCO PLC

Active company on the Companies House register. Here are its current officers and their roles, and its persons with significant control.

Free company lookup. No Cliénta account needed.

For Cliénta firms · Growth and Enterprise

Connect your firm's own onboarding.

Once your firm is on Cliénta, your assistant can work with your live client list, in the same conversation as everything else you use it for.

A morning briefing

Ask what needs you today. See your client list and where each client is, and who is waiting on a partner to sign off.

Sign-off briefs

Before a partner reviews a client, get a short summary of that client with any gaps flagged, so the review starts in the right place.

Chasing that sounds like you

Find the clients who have stalled and draft a personal reminder for each one. Send them when you are happy with the wording.

Support for your MLRO

Pull up AML records and the inspection pack, and draft a risk assessment for your MLRO to review and approve.

Companies House changes

See the changes to review for clients you have already onboarded, such as new officers or a change of name.

Sync doctor

Ask why a client is not in Xero, QuickBooks, Sage or FreeAgent, see the reason, and retry the sync.

Your practice-management tool

Create clients from your practice-management tool or your own automations, and react when something happens in onboarding.

Workload and drop-off

See who on the team is overloaded, where clients drop off, and the median number of days it takes to onboard a client.

Built for regulated firms

Your team stays in charge.

  • People make the decisions

    The assistant reads, drafts and sends reminders. Sign-off, AML approval, overriding a check and deleting a client stay in Cliénta and are never available to it.

  • Off until you switch it on

    AI assistant access is off by default. A firm admin has to turn it on.

  • Permissions with limits

    Each connection is limited to read, remind or write, so you choose exactly what an assistant can do.

  • Everything is logged

    Every action the assistant takes is recorded in your Cliénta audit log.

  • Summaries, not documents

    Dates of birth, ID documents, NI numbers and UTRs are never passed to the assistant.

  • Data stays in the UK

    Your Cliénta data is hosted in the UK.

Switching it on

Three steps, done by a firm admin.

  1. 1

    Turn on AI assistant access

    A firm admin switches on "AI assistant access" in Company Settings.

  2. 2

    Choose how to connect

    Sign in with your Cliénta login from the assistant and approve, or create an "AI assistant (MCP)" API key on the Developers page. Either way you choose its permissions.

  3. 3

    Add Cliénta to your assistant

    Follow the steps for your assistant below, or the setup guide inside Cliénta.

Set-up guides

Connect your assistant.

The free lookup needs no Cliénta account. Get your personal link with the form above, then use it wherever these steps say "your personal link". In commands and config, swap the example address for your link.

Connecting your firm needs the Growth or Enterprise plan, and a firm admin must first switch on "AI assistant access" in Cliénta. You then either sign in with your Cliénta login and approve the connection, or use an API key created on the Developers page (type "AI assistant (MCP)"). Whichever you use, Write permission never includes sign-off, AML approval or deleting a client.

For claude.ai, Claude Desktop and the Claude mobile apps. Add the connector on the web or in Desktop and it is available in the mobile apps too. The Free plan allows one custom connector. On Team and Enterprise plans an Owner adds it under Organization settings → Connectors → Add → Custom → Web, then members choose Connect.

Free lookup

Personal link, no account

  1. 1

    Get your personal link (form above).

  2. 2

    Open Customize → Connectors, choose + Add, then Add custom connector.

  3. 3

    Name it "Cliénta lookup", paste your personal link and choose Continue.

  4. 4

    Under Authentication choose No sign in, then choose Add.

Your firm

Sign in with Cliénta

  1. 1

    Open Customize → Connectors, choose + Add, then Add custom connector.

  2. 2

    Name it "Cliénta", paste this address and choose Continue.

    https://api.clienta.co.uk/api/v1/mcp/
  3. 3

    Under Authentication pick a sign-in option (not No sign in). Under OAuth client choose Register automatically, then choose Add.

  4. 4

    Sign in to Cliénta when asked, check the permissions and choose Approve.

Free for everyone · no account needed

Look up any UK company, charity or VAT number from your assistant.

Add our free lookup to your AI assistant and check a prospect before the first call. We email you a personal link to add. No Cliénta account needed.

Look up a UK company

Search by name or company number, LLPs included. Returns the Companies House profile, the current officers with their roles, and the persons with significant control.

Look up a charity

Search by name or registered number. Returns the entry on the Charity Commission register for England and Wales, including status, charitable objects and trustees.

Check a UK VAT number

Is it valid, and whose is it? Checks the number with HMRC and returns the name of the business it is registered to.

How to add it

  1. 1Enter your email address below and we will email you a personal link.
  2. 2In Claude (claude.ai or Claude Desktop), open Customize → Connectors, choose + Add, then Add custom connector.
  3. 3Paste your personal link, choose No sign in and add it. No Cliénta account or key needed.

Get your free personal link

We'll email you a personal link to add to Claude, ChatGPT or your AI assistant. No Cliénta account needed. See our privacy notice.

Using ChatGPT, Claude Code, Cursor or another assistant? See the steps for your assistant.

Then try asking

  • “Look up company 00445790”
  • “Who are the trustees of charity 202918?”
  • “Is GB 123 4567 89 a valid VAT number?”
  • “Who are the persons with significant control of this company?”

Results come from the public Companies House and Charity Commission registers, and HMRC's VAT number check. Each link is rate limited so the lookup stays fair for everyone, and we don't keep a record of what you look up.

FREQUENTLY ASKED

QUESTIONS

AI assistant

1. Which AI assistants work with Cliénta?

Any assistant that supports the Model Context Protocol (MCP). That includes Claude (claude.ai, Claude Desktop and the mobile apps), Claude Code, ChatGPT where adding a custom MCP server is available on your plan, Cursor, VS Code with GitHub Copilot, the Codex CLI and other MCP clients. The set-up guides above have the steps for each.

2. Is my client data used to train AI models?

Cliénta never sends identity documents, dates of birth, NI numbers or UTRs to the assistant, only summaries. What the assistant provider does with your conversations depends on your firm's own plan and settings with that provider, so check those before you connect.

3. Does it cost extra?

No. Connecting your firm’s Cliénta data is included in the Growth and Enterprise plans. The company, charity and VAT lookup is free for anyone. You just need a personal link, which we email to you.

4. Can the assistant approve or sign off a client?

No. Sign-off, AML approval, overriding a check and deleting a client are never available to the assistant. Those decisions stay with your team, inside Cliénta.

5. Why do I need to give my email address for the free lookup?

So we can send you a personal link. Each link is rate limited, which keeps the service fair for everyone. You do not need a Cliénta account, and marketing emails are optional.

6. Do you keep a record of free lookups?

We keep your email address and when your link was last used. We do not keep a record of what you look up. See our privacy notice for how long we keep your details.

7. What is MCP?

The Model Context Protocol is an open standard that lets an AI assistant connect to other software. Cliénta uses it so you can work with your onboarding data from the assistant you already use.

Founding firms

Bring Cliénta into your assistant.

We are letting firms in a batch at a time. Join the waiting list for your Founding Firm number and first access.

TRY THE FREE LOOKUP