Bring Client Onboarding
to Windsurf
Learn how to connect Clustdoc to Windsurf 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 Windsurf?
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 6 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 6 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Clustdoc in Windsurf
Clustdoc and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clustdoc to Windsurf 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 Windsurf
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 Windsurf 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 Windsurf
Every tool call from Windsurf 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 Windsurf discover MCP tools?
Windsurf reads the 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?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.