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Onboarding Guide

First time using CorpusIQ? This guide walks you through everything you need to get started.

Choose Your Path

CorpusIQ has two access methods. Pick the one that matches your workflow:

I want to... Start here Time
Chat with AI about my business AI Chat Onboarding 5 minutes
Connect my AI agent via MCP AI Agent Onboarding 10 minutes

AI Chat Onboarding

Step 1: Sign Up

Go to demo.corpusiq.io and sign in with your email. No credit card required.

Step 2: Connect Your First Data Source

  1. Click "Add Connection" in the dashboard
  2. Choose your first source (Stripe, Shopify, or Quickbooks recommended)
  3. Follow the OAuth flow to authorize access
  4. Wait for the initial data sync (~30 seconds)

Step 3: Ask Your First Question

Type a natural language question. Examples:

  • "What was our revenue last month?"
  • "Show me orders from the last 7 days"
  • "Which customers haven't purchased in 30 days?"

Step 4: Add More Sources

Connect additional data sources for cross-source insights:

  • HubSpot for customer data
  • GA4 for web analytics
  • Klaviyo for email marketing
  • Meta Ads for campaign performance

Step 5: Explore Advanced Features

AI Agent Onboarding

Step 1: Get Your CorpusIQ Account

Sign up at demo.corpusiq.io if you haven't already. Connect at least one data source in the dashboard.

Step 2: Configure Your Agent

Add CorpusIQ to your agent's MCP configuration. See supported agents for exact config blocks.

Generic MCP config: 

{
  "mcpServers": {
    "corpusiq": {
      "url": "https://www.corpusiq.io/mcp/direct-connection"
    }
  }
}

Step 3: Authenticate

Your agent will prompt you with a device code. Complete verification once and the agent receives a persistent token.

Device login takes approximately 45 seconds.

Watch the demo video

Step 4: Verify Connection

Ask your agent: "What data sources are connected to CorpusIQ?"

It should list all your connected sources with available query tools.

Step 5: Start Using It

Your agent now has access to 36 business data sources. Use it for:

  • Revenue analysis from Stripe
  • Order management from Shopify
  • Financial reporting from Quickbooks
  • Customer intelligence from HubSpot
  • Marketing analytics from Meta Ads and GA4

Step 6: Explore Advanced Agent Usage

What's Next?

Frequently Asked Questions

Q: How do I choose between AI Chat and AI Agent onboarding?
A: Choose AI Chat if you want to chat with AI about your business data at demo.corpusiq.io (5-minute setup). Choose AI Agent if you want to connect an MCP-compatible AI agent like Claude or Cursor (10-minute setup).

Q: What data source should I connect first?
A: Start with Stripe (revenue), Shopify (orders), or QuickBooks (financials). These give immediate value. Then add HubSpot (CRM), GA4 (analytics), and Klaviyo (marketing) for cross-source insights.

Q: How long does the device login take for AI agents?
A: Device login takes approximately 45 seconds from start to finish. Your agent receives a device code, you verify once via browser or mobile, and the agent gets a persistent refresh token for ongoing access.

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