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How to Use the Clustdoc MCP in Windsurf

Use the Clustdoc MCP Server to manage client onboarding directly inside your Windsurf workspace.

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Windsurf

Connect Clustdoc MCP to Windsurf

Create your Vinkius account to connect Clustdoc to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Automate client intake with Windsurf

Cascade pulls your current project context to trigger `create_application` without you leaving the editor. Just define the JSON payload, and the agent handles the submission to Clustdoc. It removes the need to jump between your browser and the IDE. You save minutes on every new client entry.

Track document progress in Windsurf

Query your existing client pipeline using `list_applications` to see who submitted what. Cascade reads the status updates directly from your dashboard. Stop digging through emails for document status. The agent brings the data to your terminal window.

Map team tasks via this MCP Server

Use `list_team_members` to check who is assigned to which client file. Windsurf maps these users to your current task list automatically. This keeps your internal team data synced with your external document intake. No more manual lookups.

Setup guide

Set up Clustdoc MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.

  2. 2

    Add the Clustdoc MCP

    Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Refresh MCPs

    Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.

  4. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my Clustdoc payment history." If connected, Cascade will call the Clustdoc tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json
{
  "mcpServers": {
    "clustdoc-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clustdoc. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

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place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Clustdoc MCP in Windsurf

Open your Windsurf settings and locate the Cascade MCP panel. Paste the server URL provided by Vinkius to sync your tools.
Yes. Cascade reads your project requirements and calls the appropriate tools to start an onboarding process.
Vinkius runs this in an ephemeral sandbox. Your sensitive client document metadata never touches your local machine.
The server returns a specific error message. You can read this in the Windsurf chat pane to fix your JSON format.
It only accesses metadata like application status and team assignments. Raw personal files remain encrypted on the Clustdoc servers.

Start using the Clustdoc MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 6 tools

We've already built the connector for Clustdoc. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 6 tools are live and waiting. You're up and running in seconds.

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