# Collect MCP MCP > Collect manages your data collection campaigns, letting your agent send out requests and track submissions without leaving your chat window. Use this MCP to handle KYC checks, client onboarding documents, or compliance paperwork by listing active campaigns, sending new data requests via email, and monitoring real-time submission status. ## Overview - **Category:** document-management - **Price:** Free - **Tags:** kyc, onboarding, data-collection, compliance, document-requests, workflow-automation ## Description Getting necessary paperwork from clients usually means jumping between a dashboard, emailing reminders, and manually checking statuses. This MCP changes that. It lets your agent handle the entire process of gathering documents—from compliance checks to client onboarding files—all within one conversation. You can list all active data collection campaigns and check their overall progress at a glance. Need to start a new workflow? Your agent sends out precise data requests via email for specific clients, ensuring everyone knows exactly what's due. And if something goes wrong, you don't have to guess; your agent tracks the status of every single request and view any associated messages. This makes compliance work simple. Since Vinkius hosts this MCP in its catalog, you connect once from your preferred AI client and get access to all these workflow tools automatically. ## Tools ### send_message Sends a follow-up message to a client regarding an existing submission status. ### create_request Sends a new data collection request email to a specific client recipient. ### get_campaign Retrieves full details for one specific data collection campaign. ### get_element_details Fetches the specific requirements or content of a single field within a request. ### get_request Gets detailed status information for one particular data submission request. ### get_team_info Retrieves organizational details about the team setup within Collect. ### get_user_info Gets basic information about the user who is currently signed into Collect. ### list_campaigns Provides a list of every data collection campaign that exists in your account. ### list_messages Retrieves a chronological list of all messages sent through the Collect platform. ### list_requests Lists every data request associated with a particular campaign ID. ## Prompt Examples **Prompt:** ``` Show me all active data collection campaigns. ``` **Response:** ``` You have 3 active campaigns: 1. 'KYC Process' — 12/20 requests completed (60%) 2. 'Tax Documents 2025' — 45/50 requests completed (90%) 3. 'New Client Onboarding' — 3/8 requests completed (37%) Want to send reminders for pending requests? ``` **Prompt:** ``` Send a data request to 'John Doe' (john@example.com) for the 'KYC Process' campaign. ``` **Response:** ``` Request sent to John Doe (john@example.com) for campaign 'KYC Process'. Request ID: req-7x2k. Status: pending. The client will receive an email with the secure link. ``` **Prompt:** ``` Send an automatic reminder to all clients with missing documents in the 'Tax 2025' campaign. ``` **Response:** ``` Done. Reminders were successfully sent to 5 pending clients in the 'Tax Documents 2025' campaign. The clients have been re-notified. ``` ## Capabilities ### View Campaign Statuses See a list of all active document collection campaigns and check how close each one is to completion. ### Initiate New Client Requests Send specific data requests to clients via email for compliance or onboarding needs. ### Monitor Individual Submissions Retrieve detailed status information, view messages, and track progress for single client submissions. ### Audit Campaign Details Get in-depth data about a specific campaign or the individual fields required within a request. ### Manage Communication Flow Send follow-up messages to clients regarding missing documents on an existing request. ## Use Cases ### Client needs KYC documentation. A compliance officer asks their agent to 'Start the KYC process for Acme Corp.' The agent uses `create_request`, sending an email with all required forms. Later, when asked, 'Did they submit anything?', the agent runs `get_request` and reports back the status instantly. ### Accounting firm needs to track year-end tax documents. A manager asks their agent to list all campaigns. The agent uses `list_campaigns` and identifies 'Tax 2025.' The manager then runs `send_message` to the three clients who haven't responded yet, automating the reminder process. ### HR needs to audit new hires. An HR team member asks their agent about onboarding. The agent uses `list_requests` for 'New Employee Onboarding' and then checks specific missing items using `get_element_details`, pinpointing exactly which form is needed. ### Agent needs a full picture of client history. A user asks the agent to summarize all communications for one client. The agent calls `list_messages` and compiles a complete log, showing every reminder sent and every document submission received over time. ## Benefits - Stop switching dashboards. You can use your agent to send out new data requests using `create_request` without leaving your current workflow. - Never lose track of a client. Use `get_request` to check the exact status, view messages, and see what documents are still missing for any submission. - Quickly assess risk across departments. Running `list_campaigns` gives you an immediate overview of every active compliance or onboarding workflow running right now. - Handle follow-ups automatically. If a document is late, use `send_message` to send a reminder directly through your agent, logging the communication history. - Audit everything at once. You can pull together lists of all requests using `list_requests` and then check granular details for any element needed via `get_element_details`. ## How It Works The bottom line is, you use natural conversation to manage complex, multi-step compliance workflows without ever opening another website. 1. Add the Collect integration to your AI toolset and provide your API key. 2. Tell your agent what you need: 'Show me all KYC campaigns' or 'Send a document request.' 3. Your agent executes the necessary function call, retrieves the data from Collect, and presents it in plain language. ## Frequently Asked Questions **How do I check all my active document campaigns using list_campaigns?** You simply ask your agent to 'Show me the campaigns.' The agent runs `list_campaigns` and returns a summary of every campaign name and its current completion percentage. **What is the difference between get_request and list_requests?** `list_requests` shows you all requests tied to one specific campaign. `get_request` lets you dig into one single request to see detailed status, messages, and individual submission progress. **Can I send a reminder using create_request?** No. Use `create_request` only when starting a brand new data collection workflow for a client. To remind someone about an existing request, you must use the `send_message` tool. **How do I find out what documents are needed?** Use `get_element_details`. You provide the campaign or request ID, and the agent retrieves exactly which specific field or document is required for that step in the workflow. **If I need to send a follow-up message after using `create_request`, how does `send_message` work?** It sends targeted updates about an existing record. You specify the recipient and the request ID, and your agent delivers the message. This is useful for gentle nudges or confirmations. **How do I check which user details are available using `get_user_info`?** This tool retrieves information about the currently authenticated account within Collect. It's essential for verifying permissions or auditing whose name is attached to a record. **When using `get_element_details`, what information can I retrieve about a specific field?** It provides the technical details of one data block, including if it's required and its expected format. This helps you validate the schema before sending out requests. **How do I check the history of communications using `list_messages`?** It pulls a comprehensive log of all messages exchanged through the platform. You can review this list to track previous client interactions or troubleshoot where communication stalled. **Where do I find my Collect API key?** In the Collect dashboard, go to **Settings > Integrations > API** and generate a key. Copy it and paste it below. **Which authentication method does this use?** This integration uses Basic Authentication with your API Key as the password. **Can I export requests as PDF?** The API supports PDF exports. While this integration focuses on data management, you can retrieve the metadata needed to trigger an export.