Q: Automated agency onboarding via API or MCP
Hello ,
I would like to automate our client onboarding after a Stripe payment.
Can your API or Agency MCP automatically:
- Create a new agency project;
- Invite the client;
- Create their location;
- Retrieve or construct their personal review-page URL;
- Notify Make or Pabbly when the setup is complete?
We understand that the client must personally accept the invitation and authorize their Google Business Profile through OAuth.
Could you confirm which steps can currently be automated and which must still be completed manually?
Kind regards,
George
scottvayner
Oct 18, 2026A: Hi, if you write into support I will work with you on building what's missing. But here's what you can and cannot do right now:
Can be automated today:
- Create a new agency client project (Agency API or Agency MCP)
- Invite the client by email (Agency API or Agency MCP; resend invite supported)
- Create locations (Project API; a default location is created when the project is created)
- Build the review page URL from the project slug returned at creation, plus optional location slug from List Locations
- Retrieve that project's API key via Agency API for further Project API calls
- Adjust project limits and feature flags via Agency API overrides
- Notify Make or Pabbly when your automation finishes (your scenario after the last successful API call)
Cannot be automated today:
- Client accepting the portal invitation on their own account
- Google Business Profile connection and OAuth (someone with Google access must complete this)
- A single API field that returns the full public review page URL (you construct it from slug and your domain setup)
- A platform webhook for project created or onboarding complete (webhooks only cover reviews and messages)
- Provisioning new agency projects from the in-app Stripe integration (Stripe in MGR is per project for customers and review requests; use your Stripe webhook plus Agency API for new clients)
- Creating locations or managing reviews and customers using only Agency API or Agency MCP (use Project API or Project MCP for that)
I definitely want to improve the agency flow via MCP, so I'll start on some new endpoints and skills to do so.
thank you for your quick reply