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.

Clustdoc MCP Server for Pydantic AI 8 tools — connect in under 2 minutes

Name: Clustdoc
Availability: InStock
Author: Vinkius

ai.pydantic.dev/mcp

Built by Vinkius GDPR 8 Tools SDK

Pydantic AI brings type-safe agent development to Python with first-class MCP support. Connect Clustdoc through Vinkius and every tool is automatically validated against Pydantic schemas. catch errors at build time, not in production.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerHTTP

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    server = MCPServerHTTP(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")

    agent = Agent(
        model="openai:gpt-4o",
        mcp_servers=[server],
        system_prompt=(
            "You are an assistant with access to Clustdoc "
            "(8 tools)."
        ),
    )

    result = await agent.run(
        "What tools are available in Clustdoc?"
    )
    print(result.data)

asyncio.run(main())

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Clustdoc MCP Server

Connect your Clustdoc account to any AI agent and take full control of your client onboarding and document collection through natural conversation. Streamline how you manage complex applications and workflows natively.

Pydantic AI validates every Clustdoc tool response against typed schemas, catching data inconsistencies at build time. Connect 8 tools through Vinkius and switch between OpenAI, Anthropic, or Gemini without changing your integration code. full type safety, structured output guarantees, and dependency injection for testable agents.

What you can do

Template Oversight — List and retrieve details for all onboarding workflow templates configured in your account natively
Dossier Intelligence — Access and monitor individual client applications (dossiers) and their current progress flawlessly
Application Lifecycle — Launch new onboarding sessions for clients using pre-defined templates securely
Invitation Logistics — Trigger automated portal invitation emails to clients directly from your chat interface flawlessly
Team Management — List all teams and members within your Clustdoc account to manage access flawlessly
integrated Visibility — Retrieve detailed application metadata including status and contact information directly within your workspace

The Clustdoc MCP Server exposes 8 tools through the Vinkius. Connect it to Pydantic AI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Clustdoc to Pydantic AI via MCP

Follow these steps to integrate the Clustdoc MCP Server with Pydantic AI.

Install Pydantic AI

Run pip install pydantic-ai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 8 tools from Clustdoc with type-safe schemas

Why Use Pydantic AI with the Clustdoc MCP Server

Pydantic AI provides unique advantages when paired with Clustdoc through the Model Context Protocol.

Full type safety: every MCP tool response is validated against Pydantic models, catching data inconsistencies before they reach your application

Model-agnostic architecture. switch between OpenAI, Anthropic, or Gemini without changing your Clustdoc integration code

Structured output guarantee: Pydantic AI ensures tool results conform to defined schemas, eliminating runtime type errors

Dependency injection system cleanly separates your Clustdoc connection logic from agent behavior for testable, maintainable code

Clustdoc + Pydantic AI Use Cases

Practical scenarios where Pydantic AI combined with the Clustdoc MCP Server delivers measurable value.

Type-safe data pipelines: query Clustdoc with guaranteed response schemas, feeding validated data into downstream processing

API orchestration: chain multiple Clustdoc tool calls with Pydantic validation at each step to ensure data integrity end-to-end

Production monitoring: build validated alert agents that query Clustdoc and output structured, schema-compliant notifications

Testing and QA: use Pydantic AI's dependency injection to mock Clustdoc responses and write comprehensive agent tests

Clustdoc MCP Tools for Pydantic AI (8)

These 8 tools become available when you connect Clustdoc to Pydantic AI via MCP:

get_application_status_details

Get detailed status and progress for a specific client dossier

get_my_clustdoc_profile

Retrieve information about the authenticated user

get_workflow_configuration

Get detailed configuration for a specific onboarding template

launch_new_onboarding

Launch a new onboarding application for a client

list_client_dossiers

List all active and completed client applications (dossiers)

list_clustdoc_teams

List all teams and members in the Clustdoc account

list_onboarding_templates

List all onboarding workflow templates

send_onboarding_invitation

Send the portal invitation email to the client for a specific dossier

Example Prompts for Clustdoc in Pydantic AI

Ready-to-use prompts you can give your Pydantic AI agent to start working with Clustdoc immediately.

"List all active client dossiers in Clustdoc."

"Launch a new 'Standard Business Onboarding' for john@example.com."

"What is the status of the dossier for 'TechFlow Inc'?"

Troubleshooting Clustdoc MCP Server with Pydantic AI

Common issues when connecting Clustdoc to Pydantic AI through the Vinkius, and how to resolve them.

MCPServerHTTP not found

Update: pip install --upgrade pydantic-ai

Clustdoc + Pydantic AI FAQ

Common questions about integrating Clustdoc MCP Server with Pydantic AI.

How does Pydantic AI discover MCP tools?

Create an MCPServerHTTP instance with the server URL. Pydantic AI connects, discovers all tools, and generates typed Python interfaces automatically.

Does Pydantic AI validate MCP tool responses?

Yes. When you define result types as Pydantic models, every tool response is validated against the schema. Invalid data raises a clear error instead of silently corrupting your pipeline.

Can I switch LLM providers without changing MCP code?

Absolutely. Pydantic AI abstracts the model layer. your Clustdoc MCP integration works identically with OpenAI, Anthropic, Google, or any supported provider.