• INVENTORY
  • AUDIT
  • RECONCILE
  • HUMAN

How to manage document workspaces with your AI

Connect Affinda to your AI client to audit your document containers and available parsing models using natural language.

Ask AI about this page

Short answer

How can I manage my Affinda workspaces with AI?

You can ask your AI to list your active workspaces and the specific document types available for parsing. This lets you audit your setup and find the right models without clicking through the Affinda dashboard. You'll see exactly what's available in your account.

Where your data lands

What you get from your AI

Your agent handles the heavy lifting of scanning your account structure.

INVENTORY

List all workspaces

The AI pulls a full list of your document containers. You get a clear view of your current workspace organization.

AUDIT

Check parsing models

Your agent identifies which document types are ready for processing. This ensures you're using the right tools for your files.

RECONCILE

Verify container contents

Compare your expected document types against what the system actually supports. This helps catch configuration gaps.

HUMAN

Manual adjustments

The AI cannot create or delete workspaces. You'll need to log in to Affinda to change your account structure.

The workflow

What your AI does when you ask about your data.

The AI acts as a bridge between your chat interface and your Affinda account.

  1. Scan your account

    Your agent looks through your Affinda account to find every active workspace you have set up.

    list_workspaces

  2. Identify document types

    Once it knows your workspaces, the AI checks which specific document models are available for use.

    list_document_types

  3. Map your setup

    The AI correlates your workspaces with the available parsing models to give you a complete picture.

    list_workspaceslist_document_types

  4. Report findings

    Your agent presents the list of containers and models in a clean format for you to review.

    list_workspaces

Try it

Copy these to start.

Use these prompts to begin interacting with your Affinda data.

Starting points

These are basic requests. You can swap in specific workspace names or document types to get more targeted answers.

Affinda Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_yFIGwqYMwMGDzAPprZCYJ7ppMcFfsuopOw4ljSHA/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 — Affinda capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "affinda-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_yFIGwqYMwMGDzAPprZCYJ7ppMcFfsuopOw4ljSHA/mcp"
    }
  }
}
Copy into chat04

  • Show me all my Affinda workspaces.

  • What document types can I use for parsing right now?

  • List the document types available in my 'Invoices' workspace.

  • Check if I have any workspaces set up for payroll processing.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Affinda once, then ask.

One connection gives your AI access to your Affinda data. Your credentials stay encrypted and secure on our side.

Connect Affinda to your AI

FAQ

How the workspace management works

  • 01

    Can the AI create new workspaces for me?

    No. The AI can only list existing workspaces and document types.

  • 02

    Can I delete a document type using the AI?

    No. You must manage deletions and structural changes directly in the Affinda interface.

  • 03

    Does the AI see the actual documents inside my workspaces?

    No. This connection only allows the AI to see the workspace names and the available document types.

  • 04

    How does the AI know which document types are available?

    It uses the list_document_types tool to pull the current list of supported models from your account.

  • 05

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client like Claude, Cursor, or Windsurf can use this connection once it's set up.

  • More questions about Affinda? See everything the Affinda Connector can do

Connect Affinda to Claude, Cursor, ChatGPT & more