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Clustdoc MCP Server

Name: Clustdoc
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR ToolsFree for Subscribers

Manage client onboarding and workflows via Clustdoc — track dossiers, monitor applications, and automate invitations directly from any AI agent.

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What is the Clustdoc MCP Server?

The Clustdoc MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Clustdoc via 8 tools. Manage client onboarding and workflows via Clustdoc — track dossiers, monitor applications, and automate invitations directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (8)

get_application_status_detailsget_my_clustdoc_profileget_workflow_configurationlaunch_new_onboardinglist_client_dossierslist_clustdoc_teamslist_onboarding_templatessend_onboarding_invitation

Tools for your AI Agents to operate Clustdoc

Ask your AI agent "List all active client dossiers in Clustdoc." and get the answer without opening a single dashboard. With 8 tools connected to real Clustdoc data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

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Clustdoc MCP Server capabilities

8 tools

get_application_status_details

Get detailed status and progress for a specific client dossier

get_my_clustdoc_profile

Retrieve information about the authenticated user

get_workflow_configuration

Get detailed configuration for a specific onboarding template

launch_new_onboarding

Launch a new onboarding application for a client

list_client_dossiers

List all active and completed client applications (dossiers)

list_clustdoc_teams

List all teams and members in the Clustdoc account

list_onboarding_templates

List all onboarding workflow templates

send_onboarding_invitation

Send the portal invitation email to the client for a specific dossier

What the Clustdoc MCP Server unlocks

Connect your Clustdoc account to any AI agent and take full control of your client onboarding and document collection through natural conversation. Streamline how you manage complex applications and workflows natively.

What you can do

Template Oversight — List and retrieve details for all onboarding workflow templates configured in your account natively
Dossier Intelligence — Access and monitor individual client applications (dossiers) and their current progress flawlessly
Application Lifecycle — Launch new onboarding sessions for clients using pre-defined templates securely
Invitation Logistics — Trigger automated portal invitation emails to clients directly from your chat interface flawlessly
Team Management — List all teams and members within your Clustdoc account to manage access flawlessly
integrated Visibility — Retrieve detailed application metadata including status and contact information directly within your workspace

How it works

1. Subscribe to this server
2. Enter your Clustdoc API Token (obtained from Team Settings > Developer > API)
3. Start managing your client onboarding from Claude, Cursor, or any MCP-compatible client

Who is this for?

Onboarding Managers — monitor application volumes and completion rates using natural language
Legal & Compliance — audit document collection progress and dossier statuses without opening the dashboard
Customer Success — quickly look up client application details and trigger invitations straight from their chat interface
Ops Teams — verify workflow configurations and monitor team member activity

Frequently asked questions about the Clustdoc MCP Server

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.