• STATUS
  • GAP ANALYSIS
  • AUDIT
  • HUMAN

How to monitor client document completion with your AI

Connect Clustdoc to your AI client to track application progress. You'll see exactly what's missing without logging into the dashboard.

Ask AI about this page

Short answer

How can I see which client files are still missing?

Your AI pulls a list of active applications and inspects the specific requirements for each. You get a clear view of submitted versus pending files for any client. This breakdown shows you exactly where the gaps are.

The outcomes

What you can track

The AI pulls data from Clustdoc to give you these specific views.

STATUS

Application progress

The AI pulls a list of all active applications. You'll know which ones are active and which are stalled.

GAP ANALYSIS

Missing file lists

By looking at specific application details, the AI identifies exactly which documents a client hasn't uploaded yet.

AUDIT

Submission verification

The AI confirms which files have successfully landed in the system so you don't have to double-check manually.

HUMAN

Client outreach

The AI identifies the gaps, but you decide when and how to nudge the client for the missing paperwork.

The workflow

What your AI does when the request arrives.

Your AI acts as a bridge between your chat interface and your Clustdoc data.

  1. Find applications

    The AI scans your Clustdoc account to find the relevant applications you want to check.

    list_applications

  2. Inspect requirements

    Once it finds the right application, the AI looks deep into its specific file requirements.

    get_application_details

  3. Compare submissions

    The AI compares what the application requires against what the client has actually provided.

    get_application_details

  4. Report gaps

    The AI presents a clear list of what is finished and what is still outstanding.

    list_applications

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are starting points. Swap out the application names or client names with your actual data.

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

  • List all my current applications in Clustdoc.

  • Which documents are still missing for the Smith onboarding application?

  • Check the status of the Jones application and tell me if it's complete.

  • Show me a list of all applications that have pending documents.

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

Start here

Connect Clustdoc once, then ask.

Follow the link to connect your account. Your credentials stay encrypted and secure, and you can start asking questions immediately.

Connect Clustdoc to your AI

FAQ

How this task behaves

  • 01

    Can the AI upload files for my clients?

    No. The AI can only read the status and details of existing applications.

  • 02

    Can the AI change the status of an application?

    No. The AI only has permission to list and get details. You must change statuses in Clustdoc yourself.

  • 03

    Does the AI see all my client data?

    The AI only sees the data from the applications you specifically ask it to look at.

  • 04

    Can I ask about a specific document by name?

    Yes, as long as that document is part of an application the AI can access.

  • 05

    Will the AI notify my clients when they are missing files?

    No. The AI identifies the gaps, but it does not send notifications or emails to clients.

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

Connect Clustdoc to Claude, Cursor, ChatGPT & more