Bring Client Onboarding
to Mastra AI
Learn how to connect Clustdoc to Mastra AI and start using 6 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clustdoc MCP Server?
Connect your Clustdoc account to any AI agent and take full control of your professional client onboarding and automated document collection workflows through natural conversation.
What you can do
- Application Orchestration — List and manage all active client applications programmatically, including monitoring completion percentages and real-time status changes
- Document Architecture — Organize and track the collection of critical business documents (KYC, contracts, IDs) by initializing high-fidelity application folders directly from your agent
- Workflow Intelligence — Access your directory of onboarding processes (templates) to ensure every new client follows the perfect perfectly coordinated legal and operational path
- Team Coordination — Retrieve directories of organization users and monitor team activities to oversee high-volume onboarding pipelines efficiently
- Operational Monitoring — Check active webhooks and retrieve specific application metadata directly through your agent for instant auditing and reporting
How it works
1. Subscribe to this server
2. Retrieve your API Token (Bearer) from your Clustdoc dashboard (Settings > API)
3. Start managing your client pipeline from Claude, Cursor, or any MCP client
No more manual following up on missing files or digging through student/client folders in the portal. Your AI acts as your dedicated onboarding specialist and document coordinator.
Who is this for?
- Account Managers & Legal Teams — instantly retrieve application summaries and check document completion using natural language commands
- Operations Specialists — automate the creation of new client files and track progress without leaving your communication tools
- Real Estate & HR Leads — monitor incoming tenant or employee applications and retrieve finalized PDFs through simple AI queries
Built-in capabilities (6)
Pass data as a JSON string. Create a new application
Get specific application details
List all client applications
List all team members
List all configured webhooks
List all onboarding workflow processes
Why Mastra AI?
Mastra's agent abstraction provides a clean separation between LLM logic and Clustdoc tool infrastructure. Connect 6 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Clustdoc without touching business code
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Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
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TypeScript-native: full type inference for every Clustdoc tool response with IDE autocomplete and compile-time checks
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One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Clustdoc in Mastra AI
Clustdoc and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clustdoc to Mastra AI through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Clustdoc in Mastra AI
The Clustdoc 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. All 6 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Mastra AI only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Clustdoc for Mastra AI
Every tool call from Mastra AI to the Clustdoc MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Clustdoc API Token?
Log in to your account, navigate to Settings > API, and generate or copy your unique Bearer Token.
Can I start a specific onboarding process via AI?
Yes! The create_application tool allows you to specify a process_id to trigger the exact workflow template you need.
How do I check document completion status?
Use the get_application_details tool with an application ID to retrieve high-fidelity metadata including the current step and completion progress.
How does Mastra AI connect to MCP servers?
Create an MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.
Can Mastra agents use tools from multiple servers?
Yes. Pass multiple MCP clients to the agent constructor. Mastra merges all tool schemas and the agent can call any tool from any server.
Does Mastra support workflow orchestration?
Yes. Mastra has a built-in workflow engine that lets you chain MCP tool calls with branching logic, error handling, and parallel execution.
createMCPClient not exported
Install: npm install @mastra/mcp