How to Use the Documo MCP in Claude

Q: How do I connect the Documo MCP Server to Claude Desktop?

Open your claudedesktopconfig.json file and add the server configuration under the mcpServers key. Once you save and restart Claude Desktop, your agent will have immediate access to your fax records.

Q: How does Claude Desktop handle Documo account limits?

Your agent runs getdocumoaccountmetadata to check your current rate limits and usage. It then adjusts its query frequency to make sure you don't hit API throttling.

Q: Can I see who is sending faxes in my team?

You can ask the agent to run listdocumousers to see all registered members in your organization. This helps you track which team member is associated with specific outbound transmissions.

Manage your Documo digital faxes directly inside Claude Desktop using this dedicated MCP Server.

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Connect Documo MCP to Claude Desktop

Create your Vinkius account to connect Documo to Claude Desktop 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 Documo with Claude Desktop

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Audit Documo transmissions in Claude Desktop

Run a complete check on your transmission history by letting your AI client query your organization's records. Claude Desktop calls `quick_fax_volume_audit` to pull success rates and volumes, while `list_latest_fax_transmissions` shows you exactly what went out and what came in over the last few hours. You don't have to log into the mFax portal to see if a document cleared. Just ask your agent to run these tools locally or via your remote web connection, giving you immediate visibility into your queue.

Track failed deliveries and numbers

When a critical document fails to send, your Claude Desktop agent uses `list_failed_fax_deliveries` to flag the failure instantly. It cross-references the problematic transmission with your active lines using `list_assigned_fax_numbers` to verify if you are using the correct outbound number. This MCP integration lets your agent inspect the specific failure state and helps you correct the recipient details before trying again. This means you can troubleshoot routing issues during a conversation without opening a terminal.

Search and inspect fax details

Dig into specific records with surgical precision. Your Claude Desktop agent invokes `search_faxes_by_recipient` to find specific files and then calls `get_fax_details` to retrieve the exact status, timestamp, and metadata of that document. It can also retrieve all incoming files using `list_received_digital_faxes` or look at the broader list with `list_digital_faxes`. This gives you a fast, conversational way to locate any document in your Documo system.

Setup guide

Set up Documo MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Documo MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Documo MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under documo-mcp.

json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Documo. 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 Documo MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the server configuration under the `mcpServers` key. Once you save and restart Claude Desktop, your agent will have immediate access to your fax records.

Yes, you can ask your agent to find specific documents. The agent will run `search_faxes_by_recipient` or `list_received_digital_faxes` to pull the exact files you need directly into your chat.

Your agent runs `get_documo_account_metadata` to check your current rate limits and usage. It then adjusts its query frequency to make sure you don't hit API throttling.

You can ask the agent to run `list_documo_users` to see all registered members in your organization. This helps you track which team member is associated with specific outbound transmissions.

This MCP Server runs inside a secure, ephemeral V8 Isolate Sandbox on Vinkius. Your digital faxes, transmission logs, and recipient numbers are never stored on Vinkius servers, keeping your HIPAA-regulated data completely isolated.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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