How to Use the Clustdoc MCP in Windsurf

Q: How do I connect the Clustdoc MCP Server to Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the MCP Server configuration under the mcpServers key. Alternatively, use the Settings UI under Cascade to add the endpoint, then click refresh.

Q: Can Cascade send invitations to my clients automatically?

Yes, Cascade can trigger emails. It uses sendonboardinginvitation to email the portal link to the client as soon as a dossier is created.

Q: How does Windsurf manage Clustdoc workflow templates?

Cascade queries listonboardingtemplates and getworkflowconfiguration to read your setup. It uses this context to choose the right workflow when launching a new client dossier.

Q: Can I check my own profile details?

Yes, the getmyclustdocprofile tool lets Cascade fetch your user details to verify permissions. This ensures you are operating under the correct account before initiating workflows with this MCP.

Run your entire Clustdoc onboarding pipeline end-to-end with Cascade in Windsurf.

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Connect Clustdoc MCP to Windsurf

Create your Vinkius account to connect Clustdoc to Windsurf 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 Windsurf

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Spin up new dossiers with Windsurf

Initiating a fresh onboarding process is handled by the `launch_new_onboarding` tool directly inside your editor. Cascade reads your chat context, grabs the client's raw details, and kicks off the onboarding flow using this MCP. Once the dossier is live, Cascade can automatically chain the next step. It pulls the template configuration and triggers `send_onboarding_invitation` to get the client into their portal.

Track application progress in real time

The `get_application_status_details` tool retrieves the exact progress of any active client dossier. Instead of leaving your IDE to check what documents are missing, Cascade queries the API directly. You can ask Cascade to list pending files or highlight roadblocks. It combines this with `list_client_dossiers` to give you a clean, updated list of your entire pipeline right in the terminal panel.

Audit workflows using this MCP Server

Your current workflow configurations are exposed directly to your workspace via the `list_onboarding_templates` tool. Your agent reads these templates to understand what documents or steps each client segment requires. By running `list_clustdoc_teams` alongside it, Cascade identifies which team members are assigned to specific pipelines. This lets you reassign tasks or update configurations without manually digging through settings.

Setup guide

Set up Clustdoc MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Clustdoc payment history." If connected, Cascade will call the Clustdoc tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

Open your ~/.codeium/windsurf/mcp_config.json file and add the MCP Server configuration under the mcpServers key. Alternatively, use the Settings UI under Cascade to add the endpoint, then click refresh.

Yes, Cascade can trigger emails. It uses `send_onboarding_invitation` to email the portal link to the client as soon as a dossier is created.

Cascade queries `list_onboarding_templates` and `get_workflow_configuration` to read your setup. It uses this context to choose the right workflow when launching a new client dossier.

Yes, the `get_my_clustdoc_profile` tool lets Cascade fetch your user details to verify permissions. This ensures you are operating under the correct account before initiating workflows with this MCP.

Your dossier data and client details stay secure through Vinkius's sandboxed environment. We route all API calls through an isolated runtime, meaning your sensitive onboarding files and client emails are never stored or exposed.

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