• READY
  • ACTIVE
  • REVIEW
  • SYNCED

How to start new client onboarding with your AI

Connect Clustdoc to your AI client once. From then on, you just tell your agent which client needs onboarding and it handles the setup.

Ask AI about this page

Short answer

How do I start new client onboarding with my AI?

Tell your agent to start a process using your existing templates. It will find the right workflow and build the necessary client files for you. You'll get a complete setup ready for review.

Onboarding outcomes.

Where your work lands.

The AI handles the file creation and process triggering.

READY

New client files

The AI builds the specific files needed for the client. You'll find these waiting in your workspace.

ACTIVE

Live workflows

The AI triggers the onboarding processes you've already set up. These flows start running immediately.

REVIEW

Human check required

The AI stages the files before they go live. You'll need to look them over to ensure accuracy.

SYNCED

Template consistency

The AI uses your established templates for every new file. This keeps your client data organized and uniform.

The workflow

What your AI does when you request onboarding.

The AI turns your text command into a staged client setup.

  1. Identify templates

    Your agent looks through your available onboarding setups to find the right match for the new client.

    list_workflows

  2. Generate files

    The AI creates the specific client application or file based on your instructions.

    create_application

  3. Populate data

    The AI fills in the new files using the logic from your existing templates.

    create_application

  4. Prepare for launch

    The AI stages the new client record so you can verify everything before it officially starts.

    create_application

Try it

Copy these to start.

Use these prompts to trigger the Clustdoc MCP.

Starting points

These are opening lines. Swap out the bracketed text for your actual client names or template titles.

Clustdoc Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_n96ZRyO7dU7B6UamNQDRtQIWyLrHTLTCyEIGMyxJ/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 — Clustdoc capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clustdoc-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_n96ZRyO7dU7B6UamNQDRtQIWyLrHTLTCyEIGMyxJ/mcp"
    }
  }
}
Copy into chat04

  • Start a new onboarding process for [Client Name] using the [Template Name] template.

  • Create a new client file for [Client Name] based on my standard onboarding workflow.

  • Set up a new application for [Client Name] using the existing onboarding templates.

  • Look at my onboarding workflows and start one for [Client Name].

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

Start here

Connect Clustdoc once, then ask.

Click the link to connect. Your login stays encrypted on our side, and you can find the full walkthrough on the Connector page.

Connect Clustdoc to your AI

FAQ

How Clustdoc behaves

  • 01

    Can the AI delete my existing templates?

    No. The AI can only read your workflows and create new applications.

  • 02

    Does the AI send files to clients automatically?

    No. The AI sets up the files and triggers the process, but you decide when to send them.

  • 03

    Can I use this to edit old client files?

    No. This tool is for starting new onboarding processes and creating new files.

  • 04

    What if the AI picks the wrong template?

    The AI stages the application first. You can review and correct the file before it goes live.

  • 05

    Can the AI create entirely new templates?

    No. The AI can only use the templates and workflows that already exist in your account.

  • More questions about Clustdoc? The Connector page answers them. See everything the Clustdoc Connector can do

Connect Clustdoc to Claude, Cursor, ChatGPT & more