Integration

Middesk integration

Middesk verifies US businesses (KYB). Create a business from its name and address (TIN optional) and Middesk checks it against Secretary of State, IRS and other records; then read its status, review tasks, registrations, formation, TIN match flags, watchlist summary, liens, bankruptcies, litigations, industry classification, website analysis and risk assessments, place more orders, score businesses with Signal, monitor them for changes, approve or reject them through actions, and autocomplete or prefill business identities. Personal data is not returned: people, officers, registered agents, addresses, phone numbers, emails, TIN values, lien debtors and secured parties, litigation parties, watchlist hit records, criminal records and PEP and adverse-media screenings are withheld from every answer; the business address, phone numbers and TIN you send to create or update a business are inputs only, and people are not sent. Left out as well: KYC and people-focused orders, the report PDF and batch CSV downloads, document download links, UCC lien filing (create, batch, termination, continuation), webhook creation and update with their payload schemas, the Entity Management partner routes (registration requests, applications, companies, jurisdictions, questions, registered-agent mail), AI agent threads and runs, and sub-accounts with their API keys. Authentication is a Middesk API key sent as a Bearer token, with the host matching the key: a live key (mk_live_) on api.middesk.com, a test key (mk_test_) on api-sandbox.middesk.com. API access is sold by contract (contact Middesk sales); each key may make 20 requests per second, and a sandbox account may create 120 businesses per minute. The sandbox host does not serve every route: risk assessments, the timeline, policy results, connections, TIN match availability, an order or a business batch read by id alone and webhook event schemas answer 404 there.

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When this happens, do that in Middesk.Built from the 43 Middesk tools below, on the connection you add once.

What you can do with Middesk

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Business, 5 operations

create_businessCreate businessPOSTCreates a business and starts its verification for real, billed under your Middesk contract. Without orders Middesk adds a Business Verification - Verify order (and Website if a website is sent). Poll get_business until status leaves pending.
get_businessGet businessGETGets one business by id (from list_businesses or create_business): status, review tasks, registrations, formation, TIN match flags, watchlist summary, liens, bankruptcies, litigations, industry classification, website and orders.
list_businessesList businessesGETLists the businesses in your Middesk account with status, tags, review tasks, website and latest orders, as one page (Middesk documents no paging parameters here; has_more says if more exist). Pass an id to get_business.
prefill_businessPrefill businessPOSTLooks up a business from its name and address, TIN, website URL or an autocomplete result id and returns its names, entity type, industry classifications and website, to prefill a form. Reads only.
update_businessUpdate businessPATCHUpdates a business for real; only the fields you send change. status may be set to in_review, approved or rejected; phone numbers already on the business are ignored. Limited to 5 calls per 15 seconds per business.

Monitor, 5 operations

bulk_disable_monitorsBulk disable monitorsPOSTDisables monitoring for real on every business in your account for the monitor types you list, processed asynchronously; returns no body. Optionally emails a notice when done.
create_monitorCreate monitorPOSTStarts monitoring a business for real for the event types you list; Middesk updates the business and sends webhook events when it detects a change. Monitoring may be billed under your Middesk contract.
delete_monitorDelete monitorDELETEDeletes the monitor of a business for real: Middesk stops watching it for changes.
get_monitorGet monitorGETGets the monitor of a business: each monitored event type with its status (active, pending, unavailable) and when it was enabled. Answers 404 when the business has no monitor.
update_monitorUpdate monitorPUTUpdates, for real, the event types an existing monitor watches to the list you send (create_monitor starts a monitor; get_monitor shows the current types).

Order, 5 operations

create_orderCreate orderPOSTPlaces a new order on a business for real, billed under your Middesk contract: product picks what Middesk runs. Most products need a business_verification_verify order on the business first. Poll get_order with the returned id.
get_business_orderGet business orderGETGets one order of a business by its id (from list_orders or create_order): product, subproducts, status (created, pending, audited, completed, approved, rejected) and completion time.
get_orderGet orderGETGets one order by its id alone (from list_orders or create_order): product, subproducts, status (created, pending, audited, completed, approved, rejected), monitoring flag and completion time.
list_ordersList ordersGETLists the orders placed on a business (business_id from list_businesses), with product, subproducts, status and completion time; filter by packages and page through with page and per_page.
update_orderUpdate orderPUTChanges an order's assignee or status for real; only the fields you send change. Returns the updated order.

Action, 3 operations

create_actionCreate actionPOSTPerforms an action for real on a business or watchlist result: approve or reject (decision), add sources or attributes, mark the TIN verified, or dismiss a watchlist hit. All its effects apply together or not at all.
get_actionGet actionGETGets one action by id (from list_actions or create_action), given the object it belongs to: type, note, effects and actor types.
list_actionsList actionsGETLists the actions performed on a business or a watchlist result (decisions, added sources or attributes, TIN verifications, dismissals), with their effects and actor types.

Business batch, 3 operations

create_business_batchCreate business batchPOSTCreates businesses in bulk for real from a base64-encoded CSV: each row becomes a business and starts its verification, billed under your Middesk contract. In sandbox each row counts toward 120 business creations per minute.
get_business_batchGet business batchGETGets one business batch by id (from list_business_batches or create_business_batch): file name, business_count and completed_business_count.
list_business_batchesList business batchesGETLists your business batches (bulk CSV uploads) with their business count and how many have completed; page through with page and per_page.

Risk assessment, 3 operations

get_latest_risk_assessmentGet latest risk assessmentGETGets the latest scored risk assessment of a business: level, 0-100 score (0 lowest risk), title, narrative and per-dimension scores with their top contributing factors.
get_risk_assessmentGet risk assessmentGETGets one risk assessment of a business by id (from list_risk_assessments or the business's risk.latest_assessment_id): level, score, title, narrative and dimensions.
list_risk_assessmentsList risk assessmentsGETLists the risk assessment history of a business: each assessment's level, 0-100 score, title, narrative and per-dimension scores with top factors. Filter to one order with order_id.

Signal, 3 operations

create_signalCreate signalPOSTScores a business for real with Middesk Signal and returns at once its score and reason codes, billed under your Middesk contract. Send the business name and at least one address; TIN optional.
get_signalGet signalGETGets one Signal score by id (from list_signals or create_signal): score, model, business and the reason codes that explain it.
list_signalsList signalsGETLists Signal scores you have run, with score, model and reason codes; filter by search text, external id, dates, batch, model or reason codes, and page with page and per_page.

Webhook, 3 operations

delete_webhookDelete webhookDELETEDeletes a webhook endpoint for real: Middesk stops sending it events.
get_webhookGet webhookGETGets one webhook endpoint by id (from list_webhooks): subscribed event types and event schema overrides (its URL is not returned by this integration).
list_webhooksList webhooksGETLists the webhook endpoints of your account with their subscribed event types and event schema overrides (endpoint URLs are not returned by this integration); page with page and per_page.

Document, 2 operations

get_documentGet documentGETGets one document's metadata by id (from list_documents): type, file name, MIME type, size, filing date and source. Download links are not returned by this integration.
list_documentsList documentsGETLists the documents Middesk retrieved for a business (Articles of Incorporation, Certificates of Good Standing, filings), with type, file name, MIME type, size and source. Download links are not returned.

Webhook event schema, 2 operations

get_webhook_event_schemaGet webhook event schemaGETGets one event schema override of a webhook: its namespace and GraphQL selection set.
list_webhook_event_schemasList webhook event schemasGETLists the active event schema overrides of a webhook: for each event namespace (business.created, business.updated), the GraphQL selection set that shapes the delivered data.object.

Business identity, 1 operation

autocomplete_businessesAutocomplete businessesPOSTSearches business identities by partial name (3 characters or more) and returns suggestions with their names and entity type; pass a result id to prefill_business. Reads only.

Connection, 1 operation

list_connectionsList connectionsGETLists businesses connected to a business, by confidence, with the businesses that link them; page with page and per_page. Connecting people and addresses are not returned by this integration.

Lien, 1 operation

list_liensList liensGETLists the liens on a business (UCC and tax): type, state, status, filing and lapse dates, collateral and amounts. Debtor and secured-party details are not returned by this integration.

Policy result, 1 operation

list_policy_resultsList policy resultsGETLists the policy results of a business (outcomes of your Middesk Policies rules for enabled policy versions), with each result, whether it matched and executed, and the actions it ran.

Registration, 1 operation

add_international_registrationAdd international registrationPOSTSubmits a known international registration (registry file number and country) of a business for real, so Middesk looks it up; needs the International Business Verification package, billed under your Middesk contract.

Review, 1 operation

get_reviewGet reviewGETGets the review of a business: its review tasks (name, address, TIN, SOS, watchlist, industry and other checks) with status success, warning or failure, label, message and sub label. Empty until the business reaches in_review.

Timeline event, 1 operation

list_timeline_eventsList timeline eventsGETLists the timeline of a business, newest first: Secretary of State changes Middesk observed (registration, address, person and name events) with when each occurred. Needs the timeline feature on your account.

Tin match, 1 operation

get_tin_match_availabilityGet tin match availabilityGETTells whether the IRS TIN matching service Middesk relies on is available right now (available true or false), useful before ordering a TIN check.

Website analysis, 1 operation

get_website_analysisGet website analysisGETGets the website analysis of a business: status (online, offline, unknown), title, domain creation and expiry dates, redirects, parked flag, category, analyzed page URLs, names found on the site and quality indicators.

Use Middesk from Claude Code, Cursor or Codex

Connect Middesk in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Middesk operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Middesk

Create your workspace
Sign up free. Nothing to install.
Connect Middesk once
Add your Middesk connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.