• READY
  • ACTIVE
  • PENDING
  • SYNCED

How to start client onboarding with your AI

Connect Clustdoc to your AI client once. After that, you can trigger specific onboarding flows just by asking.

Ask AI about this page

Short answer

How do I start client onboarding with my AI?

Your AI uses Clustdoc to find your existing onboarding templates and launch them for new clients. You'll get a list of available workflows and can immediately start a new application for any contact. Here is how the process works.

Onboarding outcomes

Where your onboarding lands.

What happens when your AI runs a Clustdoc task.

READY

Workflow selection

The AI identifies which KYC or onboarding templates you have available. You'll see a list of ready-to-use processes.

ACTIVE

New applications

The AI creates a fresh onboarding instance for a specific person. This starts the data collection process immediately.

PENDING

Human review needed

You stay in control of the final submission. The AI handles the setup, but you decide when a client's data is ready for your eyes.

SYNCED

Template alignment

The AI ensures the data requested matches your Clustdoc templates. This keeps your client data organized and consistent.

The workflow

What your AI does when the request arrives.

The AI acts as the bridge between your chat interface and your Clustdoc templates.

  1. Find templates

    The AI looks through your Clustdoc account to see which onboarding or KYC workflows you have set up.

    list_workflows

  2. Select process

    Once it finds the right template, the AI prepares to launch that specific workflow for your client.

    list_workflows

  3. Launch application

    The AI generates a new onboarding request using the chosen template and the client's details.

    create_application

  4. Confirm setup

    The AI confirms the application is live and ready for the client to complete their steps.

    create_application

Try it

Copy these to start.

Use these prompts to kick off the process.

Starting points

These are basic starting lines. Swap out the bracketed text with 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_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp"
    }
  }
}
Copy into chat04

  • List my available Clustdoc onboarding workflows.

  • Start a new KYC application for John Doe using my standard template.

  • Which onboarding templates do I have in Clustdoc?

  • Create a new client application for Acme Corp using the 'New Vendor' workflow.

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

Start here

Connect Clustdoc once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in your preferred AI client immediately.

Connect Clustdoc to your AI

FAQ

How the task behaves

  • 01

    Can the AI edit my existing Clustdoc templates?

    No. The AI can only read your existing workflows and use them to create new applications.

  • 02

    Does the AI automatically send the form to the client?

    The AI creates the application in Clustdoc. You still manage the actual communication and delivery to your clients.

  • 03

    Can I see a list of all my workflows?

    Yes. You can ask your AI to list all available workflows in your Clustdoc account.

  • 04

    Will the AI delete any of my onboarding data?

    No. This MCP does not have any tools for deleting workflows or applications.

  • 05

    Can the AI create a custom template on the fly?

    No. The AI can only use templates that already exist in your Clustdoc account.

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

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