Clustdoc MCP, Ready to Go
Use the Clustdoc MCP with Claude or Cursor to manage client onboarding, track dossiers, and automate invitations through your AI agent.
No credit card required. Experience the power of this integration risk-free.
Manage client onboarding and document collection through a conversational interface.
Works with every AI agent you already use
…and any MCP-compatible client
How fast is the Clustdoc Connector?
Average time for the server to become ready for requests over the last 14 days, measured until the initialize / tools/list handshake completes. Metrics are updated daily between 00:00 and 04:00 UTC. Create a free account, use this Connector on Vinkius Cloud, and connect it to your AI agent in seconds.
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What AI agents can do with Clustdoc MCP: 8 Tools for Client Onboarding
Use these tools to manage dossiers, launch sessions, and track onboarding progress through your AI agent.
Launch new onboarding
Starts a new client onboarding application using a specific template. Use this to move a client from 'signed' to 'active' instantly.
Get application status details
Shows the current progress and missing items for a specific dossier. This helps you identify exactly what a client still needs to upload.
Get my clustdoc profile
Shows the profile details for the currently authenticated user. Use this to verify which account your agent is currently connected to.
Get workflow configuration
Pulls the specific settings and details of an onboarding template. This is useful for checking requirements before launching a session.
List client dossiers
Shows a list of all active and completed client applications. Use this to get a bird's-eye view of your current workload.
List clustdoc teams
Lists all teams and their members within your account. Use this to manage who has access to your various workflows.
List onboarding templates
Shows all the onboarding workflow templates available in your account. Use this to see what types of onboarding you can offer.
Send onboarding invitation
Sends a portal invitation email to a client for a specific dossier. This automates the step of getting clients into the portal.
A Connector is a URL. Vinkius runs it: hosting, security, governance, observability.
You're looking at one of 5,800+ managed Connectors. The real value isn't the catalog. It's the control plane that secures, governs, audits, and manages every interaction between your agents and the tools they use.
No Shadow AI
Every agent action is visible, approved, and auditable. Nothing runs outside your governance.
Absolute agent control
Fine-grained permissions for every agent, MCP, and tool. Instantly revoke access and audit every execution.
Cost control per token
Spend broken down to the token, tool, and agent. Budgets and hard limits. No surprise invoices.
Managed & monitored infra
We operate the runtime, authentication, scaling, retries, and monitoring. Your team manages AI, not infrastructure.
Data protection, DLP by design
Sensitive data is filtered before reaching the model. Access is governed so agents receive only the information they're allowed to use.
Token optimization, real savings
Lower AI costs by delivering the right context instead of unnecessary tools. Better accuracy, faster responses, and fewer wasted tokens.
Clustdoc MCP for Automating Client Onboarding Workflows
This is for operations and success leads who are tired of manual status updates and want to manage high-volume client onboarding without the constant tab-switching.
Onboarding Manager
Checks completion rates and launches new sessions during live client calls.
Legal & Compliance Officer
Audits document collection progress across multiple dossiers to ensure regulatory compliance.
Customer Success Rep
Triggers invitations and looks up client details quickly during support interactions.
Ops Team Lead
Verifies workflow configurations and manages team permissions to keep the process organized.
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.
Your AI, connected to everything.
No credit card required · Free tier available
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