Setup Wizard

Overview

The Ready setup wizard guides you through creating your business’s agent presence. No technical knowledge required — just answer questions about your business.

ezForge Ready is currently in development. This page describes the planned setup experience.

Steps

Connect Google Business Profile (optional)

Import your existing Google Business Profile to pre-fill your business name, address, phone, hours, and description automatically. You can skip this step and enter details manually in Step 2.

Business basics

Enter your business name, address, phone number, website, and hours of operation.

Verify phone (optional)

Verify your business phone number via SMS to earn a phone-verified badge visible to AI agents.

Choose your vertical

Select your business type (Restaurant, Salon & Spa, or Home Services) and customize the template with your offerings. The fields shown depend on your vertical — see the sections below.

Deploy

Review your settings and deploy your MCP server. Your server is live in minutes with a URL you can share with AI platforms.

Vertical: Restaurant

When you select Restaurant in Step 4, the wizard collects:

Cuisine type

Select your cuisine type from the dropdown (e.g. Italian, Mexican, Japanese). This helps AI agents match your restaurant to cuisine-specific queries. Add individual menu items to your catalog. For each item, provide:

Field	Required	Description
Name	Yes	The item name (e.g. Margherita Pizza)
Category	Yes	One of: Appetizers, Soups & Salads, Entrees, Sides, Desserts, Beverages, Specials, Kids Menu, or Other
Price ($)	No	Displayed price — stored as `priceCents` (integer cents)
Description	No	Short description of the dish (up to 500 characters)
Dietary tags	No	Checkboxes: Vegetarian, Vegan, Gluten-free, Dairy-free, Nut-free, Halal, Kosher, Spicy — stored in `catalog.items[].metadata.dietary_tags`
Allergens	No	FDA major allergens: Milk, Eggs, Fish, Shellfish, Tree nuts, Peanuts, Wheat, Soybeans, Sesame — stored in `catalog.items[].metadata.allergens`

Up to 200 menu items can be added per restaurant. When at least one menu item is provided, the menuBrowsing and onlineOrdering feature flags are automatically enabled in EZFORGE_READY_CONFIG. Optionally enter a free-text description of specials, seasonal dishes, or other information not covered by the structured catalog (up to 2000 characters). Stored in business.metadata.menuNotes.

Business hours override

Optionally enter a plain-text hours string (e.g. Mon–Sat 11am–10pm, Sun 12–9pm) to override the hours entered in Step 2. Stored in business.metadata.hoursOverride.

Vertical: Salon & Spa

When you select Salon & Spa in Step 4, the wizard collects:

Services

Add one or more services to your catalog. For each service, provide:

Field	Required	Description
Name	Yes	The service name (e.g. Women’s Haircut)
Category	Yes	Service category: Hair, Color, Nails, Skin, Massage, Waxing, Lashes & Brows, or Other
Duration (min)	Yes	Service duration in minutes — used to generate appointment time slots
Price ($)	No	Displayed to clients as the fixed price

Services are packaged into the EZFORGE_READY_CONFIG environment variable and exposed through the search_services and get_service_details MCP tools.

Stylists

Optionally add stylists to your directory. For each stylist, provide:

Field	Required	Description
Name	Yes	Stylist’s full name
Specialties	No	Comma-separated list (e.g. color, highlights, balayage)
Accepting bookings	No	Whether this stylist is currently available for new bookings

Stylists are stored in business.metadata.stylists and exposed through the salon://stylists resource.

Cancellation policy

Optionally enter your cancellation and rescheduling policy in plain text. This is surfaced by the get_cancellation_policy MCP tool when clients ask AI agents about cancellations.

Vertical: Home Services

When you select Home Services in Step 4, the wizard collects:

Services

Add one or more services to your catalog. For each service, provide:

Field	Required	Description
Name	Yes	The service name (e.g. Water Heater Installation)
Category	Yes	Service category (e.g. Plumbing, Electrical, HVAC)
Description	No	Short description of the work performed
Price range (min/max)	No	Price range in cents — displayed to clients as an estimate
Urgency levels	Yes	One or more of: `emergency`, `same_day`, `scheduled`

Services are packaged into the EZFORGE_READY_CONFIG environment variable and exposed through the get_services and request_quote MCP tools.

Service area

Define where you accept jobs. Provide at least one of:

Field	Required	Description
Zip codes	No	List of zip codes you serve (up to 100)
Cities	No	List of city names you serve (up to 50)
Radius (miles)	No	Optional radius around your address (1–500 miles)

Service area data is used by the check_service_area MCP tool to confirm whether a client’s location is within your coverage zone.

Credentials

Add your contractor license(s) and insurance information. For each credential, provide:

Field	Required	Description
License number	Yes	Your contractor license number (e.g. MI-PLB-12345)
License type	Yes	The license classification (e.g. Master Plumber, General Contractor)
Insurance provider	Yes	Name of your liability insurance carrier
Expiration date	Yes	License expiration date — shown to clients via `verify_credentials`

Credentials are stored in HomeServicesCredential[] within EZFORGE_READY_CONFIG and surfaced by the verify_credentials MCP tool when clients ask about your qualifications.

Google Business Profile import

Ready can import your existing Google Business Profile to pre-fill 60%+ of your setup fields, including:

Business name, address, and phone number
Hours of operation
Business category / vertical
Photos and description

Verification

After setup, verify your business to build trust with AI agents. Tiers are strictly ordered — each level requires the previous one.

`VerificationLevel`	Display label	How it is awarded
`unverified`	Unverified	Default for all new accounts — no action required
`phone_verified`	Phone Verified	User-initiated: click Verify phone in Ready settings and enter the SMS code — tier is awarded automatically on confirmation
`business_verified`	Business Verified	Automatic: account is ≥ 30 days old and phone-verified — no action required (Google Business Profile cross-reference in Beta)
`premium_verified`	Premium Verified	Manual review by ezForge team — apply from your Ready settings page

For full details on earning each tier and what the verification badge shows in your dashboard, see Business Verification.

Post-setup configuration

After your server is deployed, you can update your business settings at any time from the Business page:

Edit your business name, description, address, phone, and website
Configure structured business hours by day of week
(Salon) Add or remove services and stylists
(Home Services) Add or remove services, update your service area, and manage credentials

Changes you save will trigger an automatic redeploy of your MCP server so AI agents always see your latest information.

Ready

Agent Guides

Overview

Steps

Vertical: Restaurant

Cuisine type

Menu items

Additional menu notes

Business hours override

Vertical: Salon & Spa

Services

Stylists

Cancellation policy

Vertical: Home Services

Services

Service area

Credentials

Google Business Profile import

Verification

Post-setup configuration

​Overview

​Steps

​Vertical: Restaurant

​Cuisine type

​Menu items

​Additional menu notes

​Business hours override

​Vertical: Salon & Spa

​Services

​Stylists

​Cancellation policy

​Vertical: Home Services

​Services

​Service area

​Credentials

​Google Business Profile import

​Verification

​Post-setup configuration

Overview

Steps

Vertical: Restaurant

Cuisine type

Menu items

Additional menu notes

Business hours override

Vertical: Salon & Spa

Services

Stylists

Cancellation policy

Vertical: Home Services

Services

Service area

Credentials

Google Business Profile import

Verification

Post-setup configuration