How to Use the Clustdoc MCP in Claude

Q: Can I launch a Clustdoc onboarding flow directly from Claude Desktop?

Yes, you can. Your agent uses launchnewonboarding to create the dossier and then runs sendonboardinginvitation to email the client, all within the desktop window.

Q: How do I view my Clustdoc team structure in Claude Desktop?

Ask your agent to run listclustdocteams. The MCP Server queries your account and lists all team members and their roles directly in your active chat.

Q: Can Claude Desktop show me which Clustdoc documents are missing?

Yes, it can. The agent calls getapplicationstatusdetails to check the progress of a specific dossier and lists the pending files.

Q: Do I need to copy-paste template IDs to start a workflow?

No, you don't. The agent runs listonboardingtemplates to find the correct ID for you, making the setup completely hands-off.

Track Clustdoc client dossiers and run onboarding workflows directly from your Claude Desktop chat.

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Connect Clustdoc MCP to Claude Desktop

Create your Vinkius account to connect Clustdoc to Claude Desktop 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 Desktop

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Track dossiers inside Claude Desktop

This Clustdoc MCP Server exposes `list_client_dossiers` to let your agent pull active application pipelines directly into your desktop chat. You can immediately see who is stuck on their paperwork without opening another browser tab. When a client stalls, use `get_application_status_details` to pinpoint exactly which document is missing. Your agent can draft a quick follow-up based on the exact requirements they haven't completed yet.

Launch new client onboarding pipelines

The `launch_new_onboarding` tool on this MCP Server lets Claude Desktop spin up fresh applications using your pre-built setups. You don't have to click through the web UI to start a new client file. After launching, call `send_onboarding_invitation` to fire off the portal link. Your agent handles the kickoff email, letting you move to the next task immediately.

Audit your workflow setups

Use `list_onboarding_templates` to view your current active onboarding structures inside Claude Desktop. This makes it easy to verify which forms and requirements are assigned to each client type using your MCP client. The `get_workflow_configuration` tool fetches the exact requirements for any selected template. You can review and adjust your onboarding logic without leaving your chat window.

Setup guide

Set up Clustdoc MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Clustdoc MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Clustdoc MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under clustdoc-mcp.

json

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

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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 Desktop

Yes, you can. Your agent uses `launch_new_onboarding` to create the dossier and then runs `send_onboarding_invitation` to email the client, all within the desktop window.

Ask your agent to run `list_clustdoc_teams`. The MCP Server queries your account and lists all team members and their roles directly in your active chat.

Yes, it can. The agent calls `get_application_status_details` to check the progress of a specific dossier and lists the pending files.

No, you don't. The agent runs `list_onboarding_templates` to find the correct ID for you, making the setup completely hands-off.

Your dossier statuses and client emails never touch third-party databases. The integration runs through an ephemeral V8 sandbox that processes the raw API payloads securely and discards them immediately after the tool call finishes.

Use it with your favorite AI tools

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