Clustdoc MCP Server
Manage client onboarding and workflows via Clustdoc — track dossiers, monitor applications, and automate invitations directly from any AI agent.
Vinkius AI Gateway soporta streamable HTTP y SSE.
Funciona con todos los agentes de IA que ya usas
…y cualquier cliente compatible con MCP
Clustdoc MCP Server: mira tu AI Agent en acción
Capacidades integradas (8)
get_application_status_details
Get detailed status and progress for a specific client dossier
get_my_clustdoc_profile
Retrieve information about the authenticated user
get_workflow_configuration
Get detailed configuration for a specific onboarding template
launch_new_onboarding
Launch a new onboarding application for a client
list_client_dossiers
List all active and completed client applications (dossiers)
list_clustdoc_teams
List all teams and members in the Clustdoc account
list_onboarding_templates
List all onboarding workflow templates
send_onboarding_invitation
Send the portal invitation email to the client for a specific dossier
Lo que este conector desbloquea
Connect your Clustdoc account to any AI agent and take full control of your client onboarding and document collection through natural conversation. Streamline how you manage complex applications and workflows natively.
What you can do
- Template Oversight — List and retrieve details for all onboarding workflow templates configured in your account natively
- Dossier Intelligence — Access and monitor individual client applications (dossiers) and their current progress flawlessly
- Application Lifecycle — Launch new onboarding sessions for clients using pre-defined templates securely
- Invitation Logistics — Trigger automated portal invitation emails to clients directly from your chat interface flawlessly
- Team Management — List all teams and members within your Clustdoc account to manage access flawlessly
- integrated Visibility — Retrieve detailed application metadata including status and contact information directly within your workspace
How it works
1. Subscribe to this server
2. Enter your Clustdoc API Token (obtained from Team Settings > Developer > API)
3. Start managing your client onboarding from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Onboarding Managers — monitor application volumes and completion rates using natural language
- Legal & Compliance — audit document collection progress and dossier statuses without opening the dashboard
- Customer Success — quickly look up client application details and trigger invitations straight from their chat interface
- Ops Teams — verify workflow configurations and monitor team member activity
Preguntas frecuentes
Dale a tus agentes de IA el poder de Clustdoc
Accede a Clustdoc y a más de 2.000 servidores MCP — listos para que tus agentes los usen, ahora mismo. Sin código pegamento. Sin integraciones personalizadas. Solo conecta el Vinkius AI Gateway y deja que tus agentes trabajen.
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