• ACTIVE
  • PENDING
  • SUCCESS
  • HUMAN

How to request documents from clients with your AI

Connect Collect once to let your agent handle the back-and-forth of gathering files. It manages the requests and keeps everything organized in your chat.

Ask AI about this page

Short answer

How can I use my AI to get documents from clients?

You tell your agent what you need, and it triggers a formal request to the client. The agent then monitors the status and notifies you when files arrive. You get a clear view of what's missing and what's been turned in.

The outcomes.

Where your requests land.

The agent handles the heavy lifting of tracking, leaving you to focus on the content.

ACTIVE

Live requests

The agent uses the list tool to show you every pending document request currently out in the field.

PENDING

Waiting on clients

See exactly which clients haven't responded yet so you know who to follow up with manually.

SUCCESS

Completed submissions

Once a client uploads a file, the agent updates the request status so you can move to the next step.

HUMAN

Review required

If a client submits the wrong file, you decide whether to accept it or ask the agent to trigger a new request.

The workflow

What your AI does when a request is needed.

The agent moves from drafting the request to monitoring the response.

  1. Trigger the request

    You tell the agent what files are needed for a specific client, and it sends the formal request.

    create_request

  2. Check status

    The agent looks up the current state of all your active document requests to see what's outstanding.

    list_requests

  3. Monitor progress

    The agent pulls the specific details of a single request to see if the client has uploaded the files.

    get_request

  4. Inspect files

    When a file is submitted, the agent looks at the specific metadata of the uploaded element.

    get_element_details

Try it

Copy these to start.

Use these prompts to kick off the process in your chat interface.

Starting points

Swap out the bracketed text for your actual client names or specific document types.

Collect Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_cGfti9grLuvlsqvJ748lXVYHL1gIq3lESf4zD6bl/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 — Collect capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "collect-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cGfti9grLuvlsqvJ748lXVYHL1gIq3lESf4zD6bl/mcp"
    }
  }
}
Copy into chat04

  • Create a request for the signed contract from Acme Corp.

  • List all my pending document requests for the Smith project.

  • Check the status of the request I sent to Global Logistics yesterday.

  • Show me the details for the tax ID document submitted by Jane Doe.

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

Start here

Connect Collect once, then ask.

Just link the MCP to your preferred client. Your credentials stay encrypted, and you can start managing requests immediately.

Connect Collect to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the request directly to my client's email?

    The agent triggers the request through the Collect system, which then handles the delivery to the client.

  • 02

    Does the AI automatically approve documents?

    No. The agent tracks the submission, but you must review the files and decide if they meet your requirements.

  • 03

    Can the AI delete a request if I made a mistake?

    No. The current tools allow for creating, listing, and viewing requests, but they do not include a tool to delete them.

  • 04

    How do I know if a client has actually uploaded something?

    You can ask the agent to check the status of a specific request or list all requests to see which ones have moved to a completed state.

  • 05

    Can I see the actual content of the files through the AI?

    The agent can retrieve the details and metadata of a submitted element, but it doesn't open or read the raw file content itself.

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

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