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Creating your organization

Portal onboarding has four steps: Organization, Persona, Plan, and Review.

  1. Enter the organization name.
  2. Choose the persona that best matches the business.
  3. Choose Core, Growth, or Scale.
  4. Review and create the organization.

Creation calls Portal’s authenticated createOrganization mutation with name and persona. The new organization becomes the active tenant. Portal then attempts to create a billing checkout session for the selected tier and redirects to the returned URL; if checkout is unavailable, it falls back to Portal Billing.

This ordering matters: the tenant may exist even when checkout redirect fails. If that happens, open Billing for the newly active tenant rather than creating a duplicate organization.

Cancelling onboarding returns to an existing organization when one is available. The current MCP catalog does not expose organization creation as a public tool.