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Connect Estate Document Review Calendar to your AI

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. Keep your legal documents current and organized.

Ask AI about this Connector

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.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

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.

How Vinkius works: one connection, every tool, in any AI
V8 Isolate01

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.

Kill Switch02

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.

FinOps per User03

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.

Curated set · 4 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-04

4 capabilities in this set.

Part of 4 available through Estate Document Review.

  1. 01

    Generate appointment checklist

    This capability creates a specific checklist for your upcoming professional document review meetings. It helps you prepare by listing what needs to be verified.

  2. 02

    Get document access map

    This capability maps out where your documents are stored and identifies who is authorized to access them. It links files to physical or digital locations.

  3. 03

    Get review calendar

    This capability provides a list of upcoming review dates based on set time intervals or recent life changes. It tells you exactly when a document needs attention.

  4. 04

    Record document update

    This capability maintains a historical log of every change made to a document. It ensures you have a clear audit trail of all updates.

Real work

What teams actually run

01

Periodic Review Management

Set a 3-year interval for your Will and have your agent alert you when it is time to update.

02

Life Event Response

Trigger a document review when a major life change occurs to ensure your plan remains valid.

03

Meeting Readiness

Generate a checklist before meeting with an attorney to ensure all beneficiaries and executors are verified.

04

Access Auditing

Quickly identify which authorized contacts can access specific legal documents in your digital vault.

One connector, every AI

Estate Document Review 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.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Estate Document Review 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.

Observed, not estimated

1010ms average. Fast in production.

Estate Document Review is checked daily against the live service.

Daily averagePeak 1308ms
Sep 28Today
Fastest day
912ms
Slowest day
1308ms
14-day trend
Improving-20%

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 Estate Document Review, so you can see the experience inside your AI.

It does not authenticate your account with Estate Document Review. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Estate Document Review Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ixuVjfSKqRx4susObEpGPttXiJOJgxQZ8d2ZIOba/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Estate Document Review capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "estate-document-review-calendar-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ixuVjfSKqRx4susObEpGPttXiJOJgxQZ8d2ZIOba/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? Set up Estate Document Review in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Estate Document Review owners hand off.

This MCP is built for individuals and professionals managing complex estate plans and legal documentation.

  • 01

    Estate Planners

    Use the MCP to track client document lifecycles and review schedules.

  • 02

    Legal Assistants

    Hand off document location mapping and meeting prep to your AI agent.

  • 03

    Individuals

    Manage personal Wills and Trusts by tracking necessary updates and storage locations.

FAQ

Questions Estate Document Review owners ask.

  • 01

    How does the MCP track when to review my documents?

    The MCP uses set time intervals or specific life changes to trigger review events in your calendar.

  • 02

    Can I use this with Claude or Cursor?

    Yes, you can connect this MCP to any MCP-compatible client including Claude, Cursor, and Windsurf.

  • 03

    What information is stored in the document update log?

    The capability records a historical log of all updates made to your documents to maintain a clear audit trail.

  • 04

    Does this MCP store my actual legal documents?

    No, this MCP manages the metadata, locations, and schedules for your documents, such as where they are stored and who can access them.

  • 05

    How do I prepare for a meeting with my lawyer using this capability?

    You can ask your AI client to generate an appointment checklist, which will provide a list of items to verify, such as beneficiaries and executor details.

  • 06

    How do I know when my documents need updating?

    You can use the get_review_calendar capability to see upcoming review dates triggered by your defined intervals or specific life events.

  • 07

    Can I prepare for a meeting with my lawyer using this capability?

    Yes, the generate_appointment_checklist capability creates a structured list of tasks and goals to help you prepare for professional reviews.

  • 08

    Where can I find my document locations?

    The get_document_access_map capability provides a mapping of your documents to their storage locations and the authorized contacts who can access them.

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