Clustdoc Connector for AI agents.
6 live capabilities
Manage client onboarding and document collection through a conversational interface.
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Why people use Clustdoc
Clustdoc for Automating Client Onboarding Workflows
This Connector puts that entire workflow into your agent. You can ask for a status update, launch a new session, or send a portal invite without ever opening a browser tab. It turns a multi-click process into a single sentence.
What Vinkius changes
You get a conversational interface for your entire Clustdoc onboarding workflow.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking stuck applications
An Onboarding Manager needs to know why a deal is stuck.
- Real-world use case 02
Launching a new client session
A Success Rep is on a call and needs to start a new client.
- Real-world use case 03
Auditing dossier progress
A Legal lead needs to audit progress.
Complete set · 6capabilities
The complete Clustdoc capability set.
These are the exact actions your AI can choose when you ask it to work with Clustdoc.
01—03
3 capabilities in this set.
Part of 6 available through Clustdoc.
- 01 Capability
Create application
Pass data as a JSON string. Create a new application
- 02 Capability
Get application details
Get specific application details
- 03 Capability
List applications
List all client applications
04—06
3 capabilities in this set.
Part of 6 available through Clustdoc.
- 04 Capability
List workflows
List all onboarding workflow processes
- 05 Capability
List team members
List all team members
- 06 Capability
List webhooks
List all configured webhooks
Set up in minutes
One URL. Then ask Clustdoc to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Clustdoc from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Clustdoc, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Clustdoc for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Clustdoc URL.
- Step 03
Save and start
Save the connection and enable Clustdoc in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"clustdoc": {
"url": "https://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Clustdoc
Open Agent mode in chat and ask: "Using Clustdoc, help me...". 6 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"clustdoc": {
"url": "https://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Clustdoc
Ask Copilot: "Using Clustdoc, help me...". 6 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"clustdoc": {
"url": "https://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Clustdoc
Open Cascade and ask: "Using Clustdoc, help me...". 6 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"clustdoc": {
"url": "https://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Clustdoc
Ask Cline: "Using Clustdoc, help me...". 6 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add clustdoc --transport http "https://edge.vinkius.com/vk_preview_pywC4Y8aWlm7e3UQtHDt7ouw0ZPkjLwXhCrxL7yA/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Clustdoc
Ask Claude: "Using Clustdoc, show me...". 6 tools are ready
Where the request belongs
Work Clustdoc can move forward.
This is for operations and success leads who are tired of manual status updates and want to manage high-volume client onboarding without the constant tab-switching.
Onboarding Manager
Checks completion rates and launches new sessions during live client calls.
Legal & Compliance Officer
Audits document collection progress across multiple dossiers to ensure regulatory compliance.
Customer Success Rep
Triggers invitations and looks up client details quickly during support interactions.
Ops Team Lead
Verifies workflow configurations and manages team permissions to keep the process organized.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Equip your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal.
SuiteDash
Manage CRM, projects, tasks, and invoices on SuiteDash with AI agents.
Collect
Enable your AI agent to manage data collection campaigns, send requests, and track submissions via the Collect API.
Bring your own AI
Change the model, client or framework. Keep Clustdoc connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Clustdoc.
The practical details behind the request, access and result.
Can the Clustdoc MCP help me track client documents?
Yes, it allows your agent to check the progress of any dossier and identify exactly which documents are still missing.
How do I send portal invites with Clustdoc MCP?
You can simply ask your agent to send an invitation for a specific client, and it will trigger the portal email automatically.
Can I see all my onboarding templates?
Yes, your agent can list all the workflow templates configured in your account so you can see what's available.
Does Clustdoc MCP work with Cursor?
Yes, it works with any MCP-compatible client, including Cursor, Claude, and Windsurf.
How do I check if a client has finished onboarding?
You can ask your agent to check the status of a specific dossier to see if it's complete or what percentage is finished.
Can I manage my team access via Clustdoc MCP?
Yes, you can use it to list all teams and members within your account to help manage permissions and visibility.
Can I see if a client has finished their onboarding dossier?
Yes! Use the get_application_status_details capability with the dossier ID. The agent will return the current progress percentage and list any pending tasks or documents.
How do I invite a new client to start an application?
First, use launch_new_onboarding to create the dossier for the client. Then, use the send_onboarding_invitation capability to trigger the welcome email with their portal link.
Where do I find my Clustdoc API Token?
Log in to Clustdoc, navigate to Team Settings, and select Developer. You can generate and copy your API token from the API section.
How do I find my Clustdoc API Token?
Log in to your account, navigate to Settings > API, and generate or copy your unique Bearer Token.
Can I start a specific onboarding process via AI?
Yes! The create_application capability allows you to specify a process_id to trigger the exact workflow template you need.
How do I check document completion status?
Use the get_application_details capability with an application ID to retrieve high-fidelity metadata including the current step and completion progress.
One connection away
Give your agent a direct line to Clustdoc.
Connect Clustdoc once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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