# Clustdoc MCP for AI Agents AI Agent Connect

> Clustdoc MCP lets you manage the entire client onboarding lifecycle through your AI agent. You can create new onboarding sessions, track dossier progress, and send portal invitations without leaving your chat interface. It connects your Clustdoc account to tools like Claude or Cursor so you can monitor applications and manage team access instantly.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/ai-agent-connect
- **Tags:** client-onboarding, document-collection, intake-workflows, application-tracking, secure-file-sharing, automation

## Description

Managing client onboarding usually means jumping between tabs to check if a client has uploaded their ID, if a contract is signed, or if a new dossier needs to be launched. This Connector changes that by putting the entire Clustdoc dashboard directly into your chat. Instead of hunting for information, you just ask your agent where a specific client stands or if a new onboarding needs to start. It handles the heavy lifting of document collection and workflow oversight. You can pull up template details, see who's on which team, and trigger invitation emails on the fly. Because Vinkius hosts this Connector, you can plug it into your existing workflow and stop treating onboarding as a manual checklist. It's about moving from checking on things to doing things in one place.

## Tools

### create_application
Pass data as a JSON string.

Create a new application

### get_application_details
Get specific application details

### list_applications
List all client applications

### list_workflows
List all onboarding workflow processes

### list_team_members
List all team members

### list_webhooks
List all configured webhooks

## Prompt Examples

**Prompt:** 
```
Show me the status of the 'Acme Corp' dossier.
```

**Response:** 
```
Checking the status for **Acme Corp**...

| Item | Status |
| :--- | :--- |
| Business License | ✅ Uploaded |
| Signed Contract | ❌ Missing |
| ID Proof | ✅ Uploaded |

**Overall Progress:** 80%
The client has uploaded most documents, but we are still waiting on the signed contract.
```

**Prompt:** 
```
Launch a 'Standard Business' onboarding for new_client@example.com.
```

**Response:** 
```
I've started that for you.

*   **Action:** New dossier created for `new_client@example.com`.
*   **Template:** Standard Business Onboarding.
*   **Next Step:** I can send the portal invitation email now if you'd like.
```

**Prompt:** 
```
Who is on the 'Legal' team?
```

**Response:** 
```
Here are the members currently assigned to the **Legal** team:

*   Sarah Jenkins
*   Marcus Thorne
*   Elena Rodriguez
```

## Capabilities

### Launch new client onboarding sessions
Create a new dossier for a client using your pre-defined templates.

### Check progress on specific client dossiers
See the current completion percentage and missing documents for any application.

### Send portal invitation emails
Trigger an automated invitation for a client to join their onboarding portal.

### List all active and completed applications
Get a full list of all client dossiers currently in your account.

### View onboarding template configurations
Access the specific details and settings for your workflow templates.

### Manage team and member access
View all teams and members within your Clustdoc account for permission management.

### Pull user profile information
Retrieve the profile details for the authenticated user.

## Use Cases

### Checking stuck applications
An Onboarding Manager needs to know why a deal is stuck. They ask the agent for the status of 'TechFlow Inc' and get a breakdown of missing docs using get_application_status_details.

### Launching a new client session
A Success Rep is on a call and needs to start a new client. They ask the agent to launch a 'Standard' onboarding for a new email address using launch_new_onboarding.

### Auditing dossier progress
A Legal lead needs to audit progress. They ask the agent to list all active dossiers to see which ones are nearing completion using list_client_dossiers.

### Verifying team permissions
An Ops lead needs to check permissions. They ask the agent to list all teams to verify who has access to specific workflows using list_clustdoc_teams.

## Benefits

- Stop switching tabs by using list_client_dossiers to see every application status in one chat.
- Speed up intake with launch_new_onboarding to start a client's journey immediately.
- Automate communication by using send_onboarding_invitation to get clients into the portal faster.
- Get instant clarity on blockers with get_application_status_details to see exactly what's missing.
- Maintain oversight of your setup with list_onboarding_templates and list_clustdoc_teams for easy auditing.

## How It Works

The bottom line is you get a conversational interface for your entire Clustdoc onboarding workflow.

1. Subscribe to the Clustdoc MCP on the Vinkius Marketplace.
2. Enter your Clustdoc API Token from your Team Settings.
3. Ask your agent to list dossiers, check statuses, or launch new sessions.

## Frequently Asked Questions

**Can the Clustdoc MCP help me track client documents?**
Yes, it allows your agent to check the progress of any dossier and identify exactly which documents are still missing.

**How do I send portal invites with Clustdoc MCP?**
You can simply ask your agent to send an invitation for a specific client, and it will trigger the portal email automatically.

**Can I see all my onboarding templates?**
Yes, your agent can list all the workflow templates configured in your account so you can see what's available.

**Does Clustdoc MCP work with Cursor?**
Yes, it works with any MCP-compatible client, including Cursor, Claude, and Windsurf.

**How do I check if a client has finished onboarding?**
You can ask your agent to check the status of a specific dossier to see if it's complete or what percentage is finished.

**Can I manage my team access via Clustdoc MCP?**
Yes, you can use it to list all teams and members within your account to help manage permissions and visibility.

**Can I see if a client has finished their onboarding dossier?**
Yes! Use the `get_application_status_details` tool with the dossier ID. The agent will return the current progress percentage and list any pending tasks or documents.

**How do I invite a new client to start an application?**
First, use `launch_new_onboarding` to create the dossier for the client. Then, use the `send_onboarding_invitation` tool to trigger the welcome email with their portal link.

**Where do I find my Clustdoc API Token?**
Log in to Clustdoc, navigate to **Team Settings**, and select **Developer**. You can generate and copy your API token from the API section.

**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.