• CAMPAIGNS
  • REQUESTS
  • MISSING DATA
  • HUMAN ACTION

How to track document collection progress with your AI

Connect Collect to your agent once. From then on, you can check on any campaign or specific client submission without leaving your chat.

Ask AI about this page

Short answer

How can I see which documents are still missing?

Your agent pulls live status updates for specific requests or entire campaigns. You get a clear view of what's finished and what's still pending. You'll see exactly where the gaps are in the breakdown below.

The outcomes

What you can track

The agent pulls data from your active collection workflows to give you these specific views.

CAMPAIGNS

High-level status

The AI looks at all active collection efforts. You'll see which campaigns are moving and which have stalled.

REQUESTS

Individual client updates

Check on a single person's progress. The agent identifies exactly which files they've sent and which are overdue.

MISSING DATA

Identify gaps

The agent flags incomplete submissions. You'll know exactly what's missing from a specific client's folder.

HUMAN ACTION

Decide when to nudge

The AI provides the data, but you decide when a client needs a follow-up. Use the status reports to time your outreach.

The workflow

What your AI does when the data arrives.

The agent acts as your eyes on the collection process, pulling data from your active requests.

  1. Survey active work

    The agent scans your entire list of ongoing collection efforts to find what you're looking for.

    list_campaigns

  2. Drill into a campaign

    Once you pick a specific project, the agent pulls the full details for that campaign.

    get_campaign

  3. Check individual progress

    The agent looks at the specific list of files or items requested from a client.

    list_requests

  4. Verify specific files

    The agent pulls the granular status of a single submission to see if it's been received.

    get_request

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are just ways to start a conversation. Swap out the names for your actual campaign or client names.

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

  • Show me all my active collection campaigns.

  • Which clients in the 'Tax Audit' campaign haven't submitted their documents yet?

  • Give me a status update on the request for Sarah Jenkins.

  • List all pending requests for the 'Onboarding' campaign.

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

Start here

Connect Collect once, then ask.

Just click the link to connect. Your credentials stay encrypted and secure, and you can start asking questions right away.

Connect Collect to your AI

FAQ

How the tracking works

  • 01

    Can the AI send follow-up emails to my clients?

    No. The agent can only read the status of requests. You have to send the actual emails yourself.

  • 02

    Can the AI delete a request if it's no longer needed?

    No. This connector is for monitoring progress. It cannot modify or delete your existing requests.

  • 03

    Does the AI see the actual content of the documents?

    No. The agent only sees the status and metadata of the requests, such as whether a file has been submitted.

  • 04

    How real-time is the data?

    The data is as real-time as your collection tool. The agent pulls the current state every time you ask a question.

  • 05

    Can I ask for a summary of a specific campaign?

    Yes. You can ask for a summary of any campaign, and the agent will pull the relevant data to give you an overview.

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

Connect Collect to Claude, Cursor, ChatGPT & more