Supercharge your AI with Clustdoc. Manage dossiers, applications & workflows via conversation
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Clustdoc MCP connects your AI agent directly into your client onboarding system. Track complex application dossiers, manage workflows, and automate invitations without logging in.
You can list all active applications, check a client's exact progress percentage, or launch an entirely new onboarding session using pre-built templates.
What your AI can do
Launch new onboarding
Starts an entirely new application session for a client using a pre-defined workflow template.
Get application status details
Retrieves the current progress and specific missing items for a single client dossier.
Get my clustdoc profile
Pulls basic information about the user account connected to this MCP.
Pull detailed status reports and completion percentages for any existing client application.
Initiate a completely new client onboarding application using defined company templates.
Send automated portal invitation emails to clients directly from the chat interface.
View all available onboarding templates or list which team members have access within your account.
Ask an AI about this
Compatible AI Apps
OAuth 2.0 CompatibleWaiting for input…
Clustdoc: 8 Tools for Dossier & Workflow Management
These tools give your AI agent deep control over every stage of the client onboarding lifecycle, from listing current dossiers to launching new applications.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Clustdoc on VinkiusLaunch New Onboarding
Starts an entirely new application session for a client using a pre-defined workflow template.
Get Application Status Details
Retrieves the current progress and specific missing items for a single client...
Get My Clustdoc Profile
Pulls basic information about the user account connected to this MCP.
Get Workflow Configuration
Shows the detailed setup and parameters for a specific onboarding template.
List Client Dossiers
Lists every active and completed client application record in your account.
List Clustdoc Teams
Retrieves a list of all team groups and their members within the Clustdoc system.
List Onboarding Templates
Lists every available onboarding workflow template configured in your account.
Send Onboarding Invitation
Triggers and sends the automated portal invitation email to a client for their...
Connect to your AI in seconds. Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Clustdoc, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clustdoc. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Tracking client applications used to involve constant context switching.
Today, checking one dossier status means logging into Clustdoc, navigating to the correct tab, finding the client by name, and then reading a progress bar that shows 78% complete. If you have twenty clients to check, that’s twenty manual logins and twenty trips through complex menus.
With this MCP, you just talk to your agent. You ask it for the status of 'TechFlow Inc.' The response is instant: 78% complete, missing signed contract and ID proof. It cuts out every click and dashboard visit.
You get full control over client onboarding sessions with Clustdoc MCP.
The manual steps that vanish include checking which template to use, initiating a new workflow by clicking through forms, and manually drafting an invitation email. These actions are now automated calls.
You don't just get status checks; you gain the ability to actively drive the process forward—from launching a fresh application using launch_new_onboarding to sending out the initial send_onboarding_invitation.
What your AI can actually do with this
Managing client documents used to mean jumping between dashboards, checking status reports, and manually sending emails. Now, you manage the entire cycle—from initial contact to final dossier completion—right through natural conversation. You can ask your agent about a specific applicant's progress and get detailed metadata immediately. Need to start a new onboarding process? Just tell it to launch one using a known template.
If you find this functionality useful, remember that Vinkius is the #1 MCP Catalog for connecting these kinds of services.
It’s all about maintaining control over complex application lifecycles natively. You can check which team members have access, review every available workflow template, and even trigger automated portal invitation emails to clients when they're ready. The goal is simple: keep your client data moving through the pipeline without ever leaving your chat interface.
019d7575-38bf-71cb-abdd-72a5d87bc7cd Here's how it actually works
The bottom line is: Your AI client handles authentication and API calls; you just talk to it naturally.
Subscribe to this MCP and grab your Clustdoc API Token from the platform's developer settings.
Paste that token into your AI agent client. This links the service to your account permissions.
Now, you can ask it specific questions about clients or workflows—the agent executes the action using the connected data.
Who is this actually for?
Anyone whose job revolves around processing high volumes of sensitive, multi-stage documents—especially legal or compliance teams. You're the person who spends hours logging into separate dashboards just to answer one simple question about a client’s status.
Needs to monitor application volumes and completion rates by using list_client_dossiers or get_application_status_details.
Must audit document collection progress across multiple clients without having to open the main dashboard repeatedly.
Needs to quickly look up a client's application details and send_onboarding_invitation directly from their chat window when they call in.
What Changes When You Connect
Stop logging into the dashboard just to check status. You can use get_application_status_details to pull a client's current progress and missing documents right in your chat.
Need a new account started? Instead of clicking through forms, ask it to launch_new_onboarding using the correct template based on the client type.
When a client is ready, you can send_onboarding_invitation instantly. The agent handles triggering that automated portal email for you.
Audit your processes easily. Use list_onboarding_templates and get_workflow_configuration to verify exactly what stages are built into your required workflows.
Manage access control by using list_clustdoc_teams, so you always know who has permissions across different team groups.
See it in action
The Compliance Audit
A compliance officer needs to check the status of 20 recent client files. Instead of opening a massive spreadsheet, they ask their agent to list_client_dossiers and then use get_application_status_details on the five most critical ones. They get immediate confirmation on which dossiers are stalled.
New Client Intake
A sales team member closes a deal and needs to start onboarding immediately. They prompt their agent, asking it to launch_new_onboarding using the 'Standard Business' template for the new contact, instantly creating the required dossier.
Follow-up Communication
A customer success rep finishes a call with a client who is ready to provide documents. The agent immediately uses send_onboarding_invitation to push the portal link and get the ball rolling, without manual copy/pasting.
Team Structure Review
An ops manager needs to confirm which team members have access to specific roles. They prompt for list_clustdoc_teams, quickly verifying permissions across the whole department.
The honest tradeoffs
Searching through dashboards
A manager tries to check a client's status by navigating three different menu tabs: 'Clients,' then 'Dossiers,' and finally looking for the percentage bar. This takes five clicks.
Just ask your agent to get_application_status_details with the client name. It pulls that exact data point instantly, saving you all those clicks.
Emailing status requests
A user emails a teammate asking, 'Hey, what's the status of Acme Corp?' and waits for them to log in and check the system.
Tell your agent directly: 'What is the status of Acme Corp dossier?' The MCP uses get_application_status_details to give you the answer right away.
Forgetting templates
A new user starts a process but doesn't know if they need Template A or Template B, so they manually create an incomplete workflow.
First, use list_onboarding_templates to see all available options. Then, ask the agent to get_workflow_configuration on the right one before you launch_new_onboarding.
When It Fits, When It Doesn't
Use this MCP if your process requires managing a defined, multi-stage lifecycle for client data—meaning there are specific templates and required documents. It’s designed for operational flow control: launching things, checking status against standards, and triggering automated actions like sending invitations. Don't use it if you just need to retrieve basic user contact info; in that case, a simple profile lookup tool would suffice. Use this if the process involves structured workflows; otherwise, you might be over-engineering your setup.
Questions you might have
How do I check a client's status with get_application_status_details? +
You provide the agent with the specific dossier identifier or client name. The tool then returns detailed metadata, showing exactly which documents are missing and what percentage of the application is complete.
What does launch_new_onboarding do? +
It creates a brand new record in your system for a client. You simply tell it to start an onboarding using a known template, bypassing manual form filling entirely.
Can I use list_client_dossiers to see everything? +
Yes. This tool lists every record—both active and completed applications—giving you a quick overview of your entire client base's history in one prompt.
I need to send an invitation, do I use send_onboarding_invitation? +
That’s right. Use send_onboarding_invitation and provide the dossier details. The agent handles triggering the automated portal email for you.
How do I check my own account details using get_my_clustdoc_profile? +
It retrieves detailed information about the user currently connected to your MCP. This is useful for verifying the authenticated identity and basic account settings without needing manual login steps.
If I want to know what fields are in a template, should I use get_workflow_configuration? +
Yes, that tool pulls the specific structural details of any onboarding workflow template. You get comprehensive data on all configured fields and rules defined within that particular setup.
Can list_clustdoc_teams help me manage who has access to the account? +
It lists every team and member registered in your Clustdoc account. This lets you audit user roles, check membership counts, and monitor overall team structure.
What is the difference between list_onboarding_templates and listing dossiers? +
list_onboarding_templates shows every available workflow blueprint you can use. Listing client dossiers shows the actual progress data for clients who have already started a process.
Can I see if a client has finished their onboarding dossier? +
Yes! Use the get_application_status_details tool 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 tool 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.
We've already built the connector for Clustdoc. Just plug in your AI agents and start using Vinkius.
No hosting. No infrastructure. No complex setup.
All 8 tools are live and waiting.
You're up and running in seconds.
Vinkius gives your AI agents access to the full catalog of app connectors, all fully managed, secure, and enterprise-ready. One subscription, every tool you need.
Built, hosted, and secured by Vinkius. You just connect and go.