Bring Client Onboarding
to LlamaIndex
Create your Vinkius account to connect Clustdoc to LlamaIndex and start using all 8 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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
How it works
- Subscribe to this server
- Enter your Clustdoc API Token (obtained from Team Settings > Developer > API)
- Start managing your client onboarding from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Onboarding Managers — monitor application volumes and completion rates using natural language
- Legal & Compliance — audit document collection progress and dossier statuses without opening the dashboard
- Customer Success — quickly look up client application details and trigger invitations straight from their chat interface
- Ops Teams — verify workflow configurations and monitor team member activity
Built-in capabilities (8)
Get detailed status and progress for a specific client dossier
Retrieve information about the authenticated user
Get detailed configuration for a specific onboarding template
Launch a new onboarding application for a client
List all active and completed client applications (dossiers)
List all teams and members in the Clustdoc account
List all onboarding workflow templates
Send the portal invitation email to the client for a specific dossier
Why LlamaIndex?
LlamaIndex agents combine Clustdoc tool responses with indexed documents for comprehensive, grounded answers. Connect 8 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Clustdoc tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Clustdoc tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Clustdoc, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Clustdoc tools were called, what data was returned, and how it influenced the final answer
Clustdoc in LlamaIndex
Why run Clustdoc with Vinkius?
The Clustdoc connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 8 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Clustdoc using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Clustdoc and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Clustdoc to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Clustdoc for LlamaIndex
Every request between LlamaIndex and Clustdoc is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Clustdoc tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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