Connect Documentation Request Plan to ChatGPT and Claude
Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Automate the entire lifecycle of claim document gathering.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Your AI does the work. We keep it safe and sound.
No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.
Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

Each Connector runs inside its own sealed environment.
Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.
One switch stops every agent. Instantly.
One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.
Spending limits that pause instead of surprise.
Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.
Three controls, built into the layer your AI connects through.
Complete set · 4 capabilities
The complete Documentation Request Plan capability set.
These are the exact actions your AI can choose when you ask it to work with Documentation Request Plan.
01-04
4 capabilities in this set.
Part of 4 available through Documentation Request Plan.
- 01
Assign document owners
This capability maps specific claim requirements to the most appropriate document holders.
- 02
Compose request messages
This capability generates the actual text content for requests sent to document holders.
- 03
Identify unavailability contingencies
This capability finds requirements at risk due to unavailable holders and suggests alternative evidence paths.
- 04
Generate request plan
This capability creates a structured schedule of communications and follow-up dates.
One connector, every AI
Documentation Request Plan works with the most popular AI clients.
These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding your own app? The connector is yours to use.
You don't need a client to put Documentation Request Plan to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 4 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Documentation Request Plan, so you can see the experience inside your AI.
It does not authenticate your account with Documentation Request Plan. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Documentation Request Plan Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_CPilSHffFk8Ux9J7Tr7sPWobMSD0haYNaE6oZa6I/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Documentation Request Plan capabilities are ready to use.
{
"mcpServers": {
"documentation-request-plan-mcp": {
"url": "https://edge.vinkius.com/vk_preview_CPilSHffFk8Ux9J7Tr7sPWobMSD0haYNaE6oZa6I/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
Guided setup for Claude? How to give Claude access to Documentation Request Plan
Who it's for
Built for the work Documentation Request Plan owners hand off.
This MCP is built for professionals managing high volumes of documentation in insurance or legal environments.
- 01
Claims Adjusters
They hand off the task of tracking missing evidence and scheduling follow-ups to the MCP.
- 02
Legal Assistants
They use the MCP to organize document requests and identify alternative evidence paths.
- 03
Insurance Operations Managers
They use the MCP to oversee the automated document gathering lifecycle.
FAQ
Questions Documentation Request Plan owners ask.
- 01
How does this MCP help with missing documents?
It identifies which requirements are at risk and suggests alternative ways to find the necessary evidence.
- 02
Can I use this with Claude or Cursor?
Yes, you can connect this MCP to any compatible client including Claude, Cursor, and Windsurf.
- 03
Does it write the emails for me?
Yes, the compose_request_messages capability drafts the actual text content for the requests.
- 04
How does it handle follow-ups?
The generate_request_plan capability creates a specific schedule of communication dates and reminders.
- 05
Do I need to host the MCP myself?
No, Vinkius hosts and manages the MCP so it is ready to use immediately after connection.
- 06
How does the capability assign document owners?
The assign_document_owners capability maps each claim requirement to the most appropriate holder based on the provided list of known documents and available holders.
- 07
What happens if a document holder is unavailable?
You can use identify_unavailability_contingencies to find alternative paths, such as requesting secondary evidence or digital forensic copies, when a primary holder is unreachable.
- 08
Can I automate the follow-up process?
Yes, generate_request_plan creates a complete schedule of initial requests and subsequent chase dates to ensure deadlines are met.
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Connect Documentation Request Plan to Claude, Cursor, ChatGPT & more
