How to Use the Clustdoc MCP in Mastra AI

Q: Can I branch my workflow based on Clustdoc template configurations?

Yes. Use getworkflowconfiguration to read the template requirements, then use Mastra's conditional steps to route the client down different paths.

Build automated onboarding pipelines with Mastra AI and Clustdoc to handle failed submissions and retry invites automatically.

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Connect Clustdoc MCP to Mastra AI

Create your Vinkius account to connect Clustdoc to Mastra AI 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 Mastra AI

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Autonomous dossier tracking with Mastra AI

The `list_client_dossiers` tool feeds your Mastra workflow with active application statuses. Your agent monitors these dossiers, triggering follow-up actions whenever a client's status changes. If the agent detects a stuck application, it calls `get_application_status_details` to pinpoint the missing documents. Mastra then routes this data to a custom notification step.

Smart workflow initiation and retries

The `launch_new_onboarding` tool lets your agent kick off a new client portal. If the API call fails due to rate limits, Mastra automatically backs off and retries the operation. Once the portal is ready, `send_onboarding_invitation` fires the email. Mastra's branching logic ensures that if the invitation bounces, your agent flags the team immediately.

Team distribution using this MCP Server

Fetching available staff members is simple with the `list_clustdoc_teams` tool. Your agent uses this list to assign new dossiers to the correct account manager via this MCP Server. By querying `get_my_clustdoc_profile`, the agent verifies the active member's capacity before routing the workload. This keeps your internal team assignments balanced.

Setup guide

Set up Clustdoc MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Clustdoc tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "clustdoc-mcp-client",
  servers: {
    "clustdoc-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Clustdoc Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Clustdoc tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Clustdoc transactions"
);
console.log(result.text);

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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 Mastra AI

Mastra uses an automatic retry engine with exponential backoff. If `launch_new_onboarding` hits a limit, the framework pauses and retries without crashing your pipeline.

Yes. You can configure Mastra's tool approval guardrails to pause the workflow before it calls `send_onboarding_invitation`, giving you a chance to review.

Instantiate the client using your Vinkius endpoint URL. Then, pass the registered tools directly into your Mastra agent's tool array.

Yes. Use `get_workflow_configuration` to read the template requirements, then use Mastra's conditional steps to route the client down different paths.

Mastra executes locally or on your cloud of choice, meaning client file metadata and application progress details are processed in your own environment. Vinkius secures the transport layer with isolated, ephemeral MCP connections.

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