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Vinkius

Clustdoc Connector for AI agents.

6 live capabilities

Automate client onboarding and document collection for professional services.

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AI Agent

Why people use Clustdoc

Clustdoc for Automated Client Onboarding & KYC Tracking

This Connector changes that by giving your AI agent a direct line into your Clustdoc data. Instead of clicking through a dashboard, you just ask your agent for a status update. You get the answer instantly, allowing you to focus on the actual work of moving clients forward rather than the administrative overhead of tracking them.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire onboarding pipeline.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    KYC Compliance Tracking

    A legal lead asks the agent to identify which clients have not yet uploaded their IDs.

  2. Real-world use case 02

    Real Estate Tenant Onboarding

    A property manager tells the agent to create a new file for a tenant.

  3. Real-world use case 03

    Operations Pipeline Audit

    An ops head asks for a summary of all active applications.

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.

Capability set01 / 02

01—03

3 capabilities in this set.

Part of 6 available through Clustdoc.

  1. 01 Capability

    List applications

    Get a full list of every client application currently in your pipeline. Use this to see a high-level view of all active work.

  2. 02 Capability

    List workflows

    See all the different onboarding processes and templates you have set up. This helps you verify the paths clients are taking.

  3. 03 Capability

    List team members

    View the directory of people in your organization who have access. It helps you see who is assigned to specific tasks.

Capability set02 / 02

04—06

3 capabilities in this set.

Part of 6 available through Clustdoc.

  1. 04 Capability

    List webhooks

    Check which webhooks are currently active and sending data. Use this to audit your automated notifications.

  2. 05 Capability

    Create application

    Spin up a new client application by passing in the necessary JSON data. This creates the folder and starts the process.

  3. 06 Capability

    Get application details

    Pull up the specific data and status for a single client application. This is your go-to for deep dives into one client.

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 preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_n96ZRyO7dU7B6UamNQDRtQIWyLrHTLTCyEIGMyxJ/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Clustdoc, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Clustdoc for the conversation.

Where the request belongs

Work Clustdoc can move forward.

Built around the request

This is for the operations lead who is tired of manual data entry and the account manager who spends half their day chasing missing client documents.

01

Account Manager

Uses the agent to quickly check which clients have submitted their IDs and who still needs to sign their contracts.

02

Operations Specialist

Monitors the entire onboarding pipeline to ensure team members are hitting their targets and workflows are moving.

03

Legal Team Member

Checks KYC compliance status across all active applications to ensure the firm stays within regulatory bounds.

04

Real Estate Lead

Creates new tenant applications and tracks their progress through the lease signing process without leaving their chat capability.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Clustdoc logo
01 6 capabilities

Clustdoc

Collect client documents, track submission progress, and streamline onboarding with organized intake workflows.

View Connector
Superdocu logo
02 12 capabilities

Superdocu

Automate document collection and client onboarding with Superdocu and AI agents.

View Connector
GUIDEcx logo
03 10 capabilities

GUIDEcx

Automate customer onboarding via GUIDEcx. manage projects, tasks, and time tracking directly from any AI agent.

View Connector
Copilot CRM (Assembly) logo
04 10 capabilities

Copilot CRM (Assembly)

Equip your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal.

View Connector
SuiteDash logo
05 11 capabilities

SuiteDash

Manage CRM, projects, tasks, and invoices on SuiteDash with AI agents.

View Connector
Collect logo
06 10 capabilities

Collect

Enable your AI agent to manage data collection campaigns, send requests, and track submissions via the Collect API.

View Connector

Bring your own AI

Change the model, client or framework. Keep Clustdoc connected.

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Before you connect

Questions about Clustdoc.

The practical details behind the request, access and result.

How does Clustdoc help with KYC compliance?

It tracks exactly which documents have been uploaded for each client. You can ask your agent to pull a list of everyone missing their IDs or contracts, making it much easier to stay compliant.

Can I use Clustdoc for real estate tenant applications?

Yes. It's great for real estate leads who need to track tenant applications. You can create new files for tenants and see their progress through the lease signing process.

Can my AI agent create new client folders for me?

Yes, it can. By using the create_application capability, your agent can spin up a new folder and start the onboarding path as soon as you give it the client's name and details.

How do I see my team's progress on onboarding?

You can ask your agent to list the team members and then check the status of the applications they are managing. It gives you a bird's eye view of everyone's workload.

Does Clustdoc automate document collection?

It manages the workflows that guide document collection. Your agent can see which files are missing and which are finished, so you don't have to manually check folders.

Is Clustdoc good for high-volume intake?

Yes, it's designed for professional services that need to handle many clients at once. It helps you keep everything organized without the manual overhead of a spreadsheet.

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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