Clustdoc MCP Server for Windsurf 8 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Clustdoc through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
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.
{
"mcpServers": {
"clustdoc": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple Clustdoc tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your 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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the Clustdoc MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Clustdoc
Open Cascade and ask: "Using Clustdoc, help me...". 8 tools available
Why Use Windsurf with the Clustdoc MCP Server
Windsurf provides unique advantages when paired with Clustdoc through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 8 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Clustdoc + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Clustdoc MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Clustdoc and generate models, types, or handlers based on real API responses
Live debugging: query Clustdoc tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Clustdoc and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Clustdoc data with Cascade's code generation to scaffold entire features in minutes
Clustdoc MCP Tools for Windsurf (8)
These 8 tools become available when you connect Clustdoc to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting Clustdoc to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Clustdoc + Windsurf FAQ
Common questions about integrating Clustdoc MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Clustdoc with your favorite client
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Connect Clustdoc to Windsurf
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.