How to Use the Clustdoc MCP in Claude Code

Q: How do I add the Clustdoc MCP Server to Claude Code?

Run the command claude mcp add --transport http clustdoc-mcp -- in your terminal. This registers the MCP to your local config.

Q: Can I automate onboarding invitations from a shell script?

Yes, Claude Code can trigger sendonboardinginvitation programmatically. You can pipe dossier IDs directly to the agent to send invitations in bulk.

Q: Does Claude Code support exporting Clustdoc templates?

Yes, the agent can call listonboardingtemplates and write the output to a local file. This is perfect for backing up your workflow configurations.

Pipe Clustdoc dossier data and manage onboarding workflows directly from Claude Code.

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Create your Vinkius account to connect Clustdoc to Claude Code 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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Setup Clustdoc with Claude Code

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Audit client dossiers from the shell

Active and completed applications are output directly to your terminal by the `list_client_dossiers` tool. Claude Code can pipe this raw list into grep, awk, or local files to generate quick, headless reports using this MCP. To drill down into a specific client, the agent calls `get_application_status_details`. This returns the precise progress of their documents, allowing you to check status updates without opening a browser.

Launch client onboarding via CLI

The `launch_new_onboarding` tool allows you to initiate new client portals straight from a terminal prompt. Claude Code takes the client parameters you pass in and executes the setup instantly. Following the launch, the agent runs `send_onboarding_invitation` to dispatch the portal email. This makes it easy to script onboarding triggers as part of your deployment or database migration pipelines.

Export templates with this MCP Server

All active workflow templates configured in your account are retrieved by the `list_onboarding_templates` tool. Claude Code can dump these configurations to JSON files for backup or analysis. Using `get_workflow_configuration`, the agent inspects the exact requirements of any template. This lets you verify document checklists and step sequences directly from your command line.

Setup guide

Set up Clustdoc MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see clustdoc-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Clustdoc transactions." It will automatically discover and invoke the available Clustdoc tools.

Terminal

claude mcp add --transport http clustdoc-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
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

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "clustdoc-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Clustdoc MCP in Claude Code

Run the command `claude mcp add --transport http clustdoc-mcp -- ` in your terminal. This registers the MCP to your local config.

Yes, Claude Code can trigger `send_onboarding_invitation` programmatically. You can pipe dossier IDs directly to the agent to send invitations in bulk.

Yes, the agent can call `list_onboarding_templates` and write the output to a local file. This is perfect for backing up your workflow configurations.

Run a quick prompt asking Claude Code to check your profile. It will call `get_my_clustdoc_profile` to return your account details.

Absolutely. Vinkius runs this MCP Server in an ephemeral, zero-trust sandbox. Your client dossier details and onboarding files are never cached on our servers, ensuring total privacy.

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