• PENDING
  • COMPLETE
  • ACTION
  • ACTIVE

How to track application progress with your AI

Connect Clustdoc to your AI client once. From there, you can run audits on your entire application queue without manual checking.

Ask AI about this page

Short answer

How can I see which clients haven't finished their paperwork?

Your AI pulls your current application list and checks the specific requirements for each one. It identifies exactly who is missing documents so you can follow up. You'll get a clear breakdown of pending items.

Application status outcomes.

Where your data lands.

The AI organizes your application status into these categories.

PENDING

Missing documents

The AI identifies clients who haven't uploaded everything. You get a list of names and the specific files they still owe.

COMPLETE

Ready for review

These are the applications where every required file is present. You can move these straight to the next stage of your process.

ACTION

Human intervention needed

The AI flags applications with errors or conflicting data. You'll need to step in and manually verify these specific cases.

ACTIVE

Ongoing submissions

This shows applications that are currently in progress. It helps you see the volume of work moving through your pipeline.

The workflow

What your AI does when the request arrives.

The AI handles the heavy lifting of scanning through your files and status updates.

  1. Fetch the queue

    The AI pulls a full list of every active application currently in Clustdoc.

    list_applications

  2. Inspect requirements

    It looks into each individual application to see what has been submitted and what is missing.

    get_application_details

  3. Identify gaps

    The AI compares the submitted files against the required document list for each client.

    get_application_details

  4. Report status

    The AI presents you with a clean summary of who is finished and who needs a nudge.

    list_applications

Try it

Copy these to start.

Use these prompts to trigger the audit immediately.

Starting points

These are basic ways to start the conversation. Swap out the specific client names or application IDs to match 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_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 all active applications and tell me which ones are missing documents.

  • Check the status of the application for Smith Corp and see if they submitted their tax forms.

  • Which clients have completed all their required document submissions?

  • Audit the application for ID-9928 and list any missing files.

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

Start here

Connect Clustdoc once, then ask.

Just click to connect. Your credentials stay encrypted, and you can immediately start asking your AI about your application data.

Connect Clustdoc to your AI

FAQ

How this task behaves.

  • 01

    Can the AI upload documents for me?

    No. The AI can only read application data and check what has been submitted. You must handle all file uploads manually.

  • 02

    Can the AI change the status of an application?

    No. The AI can only report on the current status. It cannot move an application from 'pending' to 'complete' for you.

  • 03

    Does the AI see all my client data?

    The AI only sees the data it needs to answer your specific question via the provided tools.

  • 04

    How does the AI know what is missing?

    It compares the list of files actually present in an application against the required document list for that specific type of application.

  • 05

    Can I ask the AI to email clients who are missing files?

    No. This MCP only provides tools to read application details. It does not have the capability to send emails or messages.

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

Connect Clustdoc to Claude, Cursor, ChatGPT & more