# Collect MCP for AI Agents AI Agent Connect

> Collect MCP lets your AI agent manage data collection campaigns, send requests to clients, and track submission statuses through the Collect platform. It handles the heavy lifting of KYC, onboarding, and compliance workflows so you don't have to manually move data between platforms. Use it to send nudges, pull campaign reports, and manage your entire document collection pipeline from a single chat interface.

## Overview
- **Category:** document-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_cGfti9grLuvlsqvJ748lXVYHL1gIq3lESf4zD6bl/ai-agent-connect
- **Tags:** kyc, onboarding, data-collection, compliance, document-requests, workflow-automation

## Description

Imagine you're drowning in emails from clients asking for their tax documents or KYC IDs. Instead of logging into a dashboard to check every single status, you can just ask your agent to tell you what's pending. This Connector lets your agent take over that middleman work. You can have it send out new data requests to specific clients, follow up with those who haven't responded yet, or pull detailed reports on how a specific onboarding campaign is moving along. It turns a messy web of manual follow-ups into a conversation. By connecting this through the Vinkius catalog, you get access to a library of thousands of tools while keeping your agent's connection simple. It's about getting the documents you need without the constant context-switching between your chat app and the dashboard. You no longer need to keep multiple tabs open to track who has submitted their paperwork and who is still stuck on the same page. Your agent handles the status checks, the nudges, and the data gathering, letting you focus on the actual work that requires a human touch. This integration removes the friction of manual data entry and the headache of repetitive follow-up emails. It makes the entire lifecycle of document collection feel like a single, cohesive conversation with your agent.

## Tools

### send_message
Send a specific message to a recipient about a request. Use this to nudge clients who haven't finished their paperwork.

### create_request
Send a new data collection request to a recipient. This starts the process for a new client or project.

### get_campaign
Retrieve detailed information about a specific campaign. Use this to see the high-level stats of a collection drive.

### get_element_details
Retrieve details of a specific field or block in a request. This helps your agent understand exactly what data is needed.

### get_request
Retrieve details of a specific data request. Use this to see the status of a single client's submission.

### get_team_info
Retrieve information about your team in Collect. This helps manage internal permissions and visibility.

### get_user_info
Retrieve information about the currently authenticated user. Use this to verify who is interacting with the system.

### list_campaigns
Retrieve a list of all data collection campaigns. This gives your agent a bird's-eye view of all active work.

### list_messages
Retrieve a list of messages sent through Collect. Use this to audit the communication history with clients.

### list_requests
Retrieve all data requests for a specific campaign. This lets you see every pending item for a specific project.

## Prompt Examples

**Prompt:** 
```
Which clients in the 'Tax 2025' campaign haven't submitted their documents yet?
```

**Response:** 
```
Here are the pending requests for the **Tax 2025** campaign:

| Client Name | Request ID | Status |
| :--- | :--- | :--- |
| Jane Smith | req-9921 | Pending |
| Bob Johnson | req-9925 | Missing Docs |
| Alice Vance | req-9930 | Pending |

Would you like me to send a nudge to any of these clients?
```

**Prompt:** 
```
Send a reminder to John Doe that his KYC documents are still missing.
```

**Response:** 
```
Sent! I've sent a reminder to **John Doe** regarding his missing KYC documents. He will receive an email with a secure link to upload his files.
```

**Prompt:** 
```
Give me a summary of our current onboarding campaigns.
```

**Response:** 
```
You have **3 active onboarding campaigns**:

*   **New Hire 2024**: 85% complete (17/20 requests)
*   **Contractor Intake**: 40% complete (8/20 requests)
*   **VIP Onboarding**: 100% complete (5/5 requests)

Let me know if you'd like to see details on any of these.
```

## Capabilities

### Send new data requests
Your agent can trigger new data collection requests to clients instantly.

### Follow up on pending items
The agent can send personalized nudges to clients who haven't finished their paperwork.

### Monitor campaign progress
Get real-time completion percentages and status updates for all active collection drives.

### Check individual request details
See exactly what a specific client has submitted or what they are missing.

### View team and user profiles
Retrieve information about team members and authenticated users within the platform.

### Inspect specific form elements
Your agent can pull details on specific fields or blocks within a request.

### Audit all sent messages
View a full history of all messages sent through the platform to keep a clear audit trail.

## Use Cases

### KYC Compliance Tracking
A compliance officer asks the agent to check if the High Risk campaign is done. The agent uses list_campaigns to show completion percentages.

### HR Onboarding Nudges
An HR manager asks to send a reminder to a new hire. The agent uses send_message to nudge the employee who missed their ID upload.

### Accounting Document Audits
An accountant asks for all requests in the Tax 2025 campaign. The agent uses list_requests to provide a full list of pending clients.

### Form Requirement Mapping
A user wants to know what's in a form. The agent uses get_element_details to explain the specific fields a client needs to fill out.

## Benefits

- Stop manual status checking by using list_campaigns to get real-time progress on every active collection drive.
- Reduce email fatigue by using create_request to trigger automated data requests for new clients instantly.
- Speed up onboarding by using send_message to send personalized nudges to clients with missing documents.
- Get better visibility into project blockers by using list_requests to see every pending item in a single campaign.
- Simplify your audit trail by using list_messages to keep a complete history of all communications with clients.

## How It Works

The bottom line is you get a hands-off way to manage document collection and client onboarding.

1. Add the Collect MCP to your AI client's configuration.
2. Enter your API Key from the Collect Settings menu.
3. Ask your agent to manage campaigns or send requests in plain English.

## Frequently Asked Questions

**Can the Collect MCP help with KYC?**
Yes, it allows your agent to manage KYC requests, send reminders to clients, and track completion status automatically.

**Can I use this to manage HR onboarding?**
Absolutely. You can use it to send new data requests to new hires and monitor their progress through the chat.

**Does the Collect MCP send emails to my clients?**
Yes, it triggers the official data requests and messages through the Collect platform directly to your clients' inboxes.

**How does the Collect MCP handle multiple campaigns?**
You can list all active campaigns and query specific requests for any of them using natural language.

**Is it possible to see the history of messages?**
Yes, your agent can pull a list of all messages sent through the platform to help you audit client communications.

**Can my agent see specific form details?**
Yes, it can retrieve details for specific elements within a request so you know exactly what information is being collected.

**Where do I find my Collect API key?**
In the Collect dashboard, go to **Settings > Integrations > API** and generate a key. Copy it and paste it below.

**Which authentication method does this use?**
This integration uses Basic Authentication with your API Key as the password.

**Can I export requests as PDF?**
The API supports PDF exports. While this integration focuses on data management, you can retrieve the metadata needed to trigger an export.