persona-core-workflow-a

name	persona-core-workflow-a
description	Build a complete KYC verification flow with Persona inquiries and embedded UI. Use when implementing identity verification, building KYC onboarding, or integrating Persona's hosted flow into your application. Trigger with phrases like "persona KYC flow", "identity verification", "persona inquiry workflow", "onboarding verification".
allowed-tools	Read, Write, Edit, Bash(npm:*), Grep
version	1.4.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","persona","kyc","verification","onboarding"]
compatibility	Designed for Claude Code, also compatible with Codex and OpenClaw

Persona Core Workflow A — KYC Inquiry Flow

Overview

Build a complete KYC onboarding flow: create an inquiry from a template, embed the Persona verification UI in your web app, handle completion callbacks, and store verification results.

Prerequisites

• Completed persona-install-auth setup
• Inquiry Template configured in Persona Dashboard
• Web application with a frontend (React, HTML, etc.)

Instructions

Step 1: Backend — Create Inquiry Endpoint

// server.ts — Express endpoint to create inquiries
import express from 'express';
import axios from 'axios';

const app = express();
app.use(express.json());

const persona = axios.create({
  baseURL: 'https://withpersona.com/api/v1',
  headers: {
    'Authorization': `Bearer ${process.env.PERSONA_API_KEY}`,
    'Persona-Version': '2023-01-05',
  },
});

app.post('/api/verify', async (req, res) => {
  const { userId, email } = req.body;

  const { data } = await persona.post('/inquiries', {
    data: {
      attributes: {
        'inquiry-template-id': process.env.PERSONA_TEMPLATE_ID,
        'reference-id': userId,
        'fields': {
          : { : , : email },
        },
      },
    },
  });

  res.({
    : data..,
    : data..[],
  });
});