# Clustdoc MCP for AI Agents AI Agent Connect > Clustdoc lets you manage client onboarding and document collection through your AI agent. It handles application tracking, folder organization, and team oversight so you don't have to manually check statuses or hunt for missing KYC files. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_n96ZRyO7dU7B6UamNQDRtQIWyLrHTLTCyEIGMyxJ/ai-agent-connect - **Tags:** client-onboarding, document-collection, intake-workflows, application-tracking, secure-file-sharing, automation ## Description Imagine you're managing dozens of new clients at once. Usually, that means jumping between browser tabs, checking who sent their ID, and chasing down missing contracts. With this Connector, you just talk to your agent to get the full picture. You can ask who's stuck on a specific step or have your agent spin up a new onboarding folder for a new lead in seconds. It turns your AI into a dedicated coordinator that knows exactly where each file is. Because Vinkius makes it so easy to plug this into your existing setup, you can move from manual data entry to oversight mode instantly. You're not just looking at a list; you're getting a live pulse on your entire pipeline without ever leaving your chat interface. You can see which team members are active and which webhooks are firing, giving you a complete view of your operations. Instead of digging through a portal to find a specific document, you just ask your agent to pull up the details for a specific application. It takes the friction out of the administrative side of your business, letting you focus on the actual work of moving clients forward rather than the overhead of tracking them. ## Tools ### list_applications Get a full list of every client application currently in your pipeline. Use this to see a high-level view of all active work. ### list_workflows See all the different onboarding processes and templates you have set up. This helps you verify the paths clients are taking. ### list_team_members View the directory of people in your organization who have access. It helps you see who is assigned to specific tasks. ### list_webhooks Check which webhooks are currently active and sending data. Use this to audit your automated notifications. ### create_application Spin up a new client application by passing in the necessary JSON data. This creates the folder and starts the process. ### get_application_details Pull up the specific data and status for a single client application. This is your go-to for deep dives into one client. ## Prompt Examples **Prompt:** ``` Who is currently stuck on the KYC step? ``` **Response:** ``` I've checked your active applications. Here are the clients currently stuck on the KYC phase: | Client Name | Status | Last Action | | :--- | :--- | :--- | | **Alice Brown** | 25% Complete | Missing ID Upload | | **TechCorp** | 10% Complete | Awaiting Signed Contract | | **John Doe** | 0% Complete | No documents received | Would you like me to send a reminder to any of these clients? ``` **Prompt:** ``` Create a new onboarding file for Sarah Jenkins using the standard workflow. ``` **Response:** ``` Application created! Sarah Jenkins has been successfully initialized in your workspace using the standard onboarding template. **Next Steps:** - You can share her personal portal link to begin document collection. - I'll monitor the folder for new uploads. [Portal Link: https://clustdoc.com/portal/sarah-jenkins] ``` **Prompt:** ``` Show me the list of all onboarding team members. ``` **Response:** ``` I've pulled the team directory for you. Here are the members currently overseeing your applications: - @admin (Administrator) - @sarah (Onboarding Lead) - @mike (Support) Would you like me to check who is assigned to a specific client? ``` ## Capabilities ### Create new client applications Pass data to your agent to spin up a new client folder and onboarding path instantly. ### Track submission progress See exactly how far along each client is in your specific onboarding workflow. ### View all active applications Get a full list of every client currently in your pipeline with a single request. ### Retrieve application details Pull up specific metadata and status for any individual client on demand. ### Manage onboarding workflows See your full directory of templates to ensure every client follows the right path. ### Monitor team activity Check your directory of organization users to see who is handling the pipeline. ### Audit active webhooks Verify which automated triggers are currently active and sending data. ## Use Cases ### KYC Compliance Tracking A legal lead asks the agent to identify which clients have not yet uploaded their IDs. The agent uses list_applications to flag the specific missing documents. ### Real Estate Tenant Onboarding A property manager tells the agent to create a new file for a tenant. The agent uses create_application to initialize the lease workflow immediately. ### Operations Pipeline Audit An ops head asks for a summary of all active applications. The agent pulls the data to show which files are over 50% complete. ### Team Activity Oversight A manager wants to see who is active. The agent uses list_team_members to show the current directory of people handling the applications. ## Benefits - Stop hunting for files by using list_applications to see exactly what is missing from each client submission. - Standardize your intake with list_workflows to ensure all clients follow the exact same legal and operational path. - Speed up your onboarding by using create_application to build folders and start the process in seconds. - Keep your team aligned by using list_team_members to see who is currently overseeing your high-volume pipeline. - Audit your system easily with list_webhooks to verify that your automated data triggers are still running correctly. - Get instant status updates on any client by calling get_application_details for a real-time progress report. ## How It Works The bottom line is you get a conversational interface for your entire onboarding pipeline. 1. Subscribe to the Clustdoc MCP on Vinkius. 2. Grab your Bearer API Token from your Clustdoc dashboard under Settings. 3. Connect your agent and start asking for application updates or creating new files. ## Frequently Asked Questions **How does Clustdoc help with KYC compliance?** It tracks exactly which documents have been uploaded for each client. You can ask your agent to pull a list of everyone missing their IDs or contracts, making it much easier to stay compliant. **Can I use Clustdoc for real estate tenant applications?** Yes. It's great for real estate leads who need to track tenant applications. You can create new files for tenants and see their progress through the lease signing process. **Can my AI agent create new client folders for me?** Yes, it can. By using the create_application tool, your agent can spin up a new folder and start the onboarding path as soon as you give it the client's name and details. **How do I see my team's progress on onboarding?** You can ask your agent to list the team members and then check the status of the applications they are managing. It gives you a bird's eye view of everyone's workload. **Does Clustdoc automate document collection?** It manages the workflows that guide document collection. Your agent can see which files are missing and which are finished, so you don't have to manually check folders. **Is Clustdoc good for high-volume intake?** Yes, it's designed for professional services that need to handle many clients at once. It helps you keep everything organized without the manual overhead of a spreadsheet. **How do I find my Clustdoc API Token?** Log in to your account, navigate to **Settings** > **API**, and generate or copy your unique Bearer Token. **Can I start a specific onboarding process via AI?** Yes! The `create_application` tool allows you to specify a `process_id` to trigger the exact workflow template you need. **How do I check document completion status?** Use the `get_application_details` tool with an application ID to retrieve high-fidelity metadata including the current step and completion progress.