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 VS Code Copilot 8 tools — connect in under 2 minutes

Name: Clustdoc
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 8 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Clustdoc and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

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.

GitHub Copilot Agent mode brings Clustdoc data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 8 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the Clustdoc MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Clustdoc

Ask Copilot: "Using Clustdoc, help me...". 8 tools available

Why Use VS Code Copilot with the Clustdoc MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Clustdoc through the Model Context Protocol.

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Clustdoc + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Clustdoc MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Clustdoc MCP Tools for VS Code Copilot (8)

These 8 tools become available when you connect Clustdoc to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting Clustdoc to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Clustdoc + VS Code Copilot FAQ

Common questions about integrating Clustdoc MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.