# Superdocu MCP

> Superdocu automates document collection and client onboarding workflows using your AI agent. It lets you track requests, create new contacts, approve submissions, and manage complex data gathering for legal compliance or HR needs without manual intervention. Get accurate visibility into who owes what documents and when.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** document-collection, client-onboarding, data-gathering, workflow-automation, secure-portal, file-requests

## Description

Superdocu takes over your whole client document lifecycle—from setting up the initial contact record to getting final approval. If you're in legal, finance, or HR and deal with high volumes of paperwork for compliance or onboarding, this server automates the mess. Your AI agent manages the entire process without needing someone to manually chase down forms.

To get started, you can check out what pre-built document collection templates are available by calling `list_workflows`. When you're ready to onboard a client or start an audit, you use `create_contact` to build and save their profile in the system. If you already have that client, you just pull up existing details using `get_contact` so you don't waste time re-entering data.

To kick off collection, you call `create_request`, setting up a brand new audit or onboarding requirement and specifying exactly what documents are needed and when they're due. You can then list every single document request—both active and historical—by running `list_requests`. Need to know the specific details for one client? Use `get_request` to pull all that info, which includes identifying missing items and deadlines.

When tracking submissions, you get an overview of everything associated with a client or a collection effort by using `list_documents`. You can also check metadata on individual files without grabbing the whole submission record; just run `get_document` for that. For a full view of who's in the system, use `list_contacts` to retrieve every contact record managed by Superdocu.

Once documents come in, your agent handles the review process. You can officially approve a submitted document status using `approve_request`, closing out the request; or if something's off, you call `reject_request`, which changes the status and tells you who needs to follow up.

It’s all about visibility. If you need basic info on your connection or user account, you can use `get_me`. This server keeps track of every piece of paper needed for compliance, making sure you always know exactly who owes what document and by when.

## Tools

### approve_request
Changes a document request status from pending to approved.

### create_contact
Builds and saves a brand new contact record in the Superdocu system.

### create_request
Sets up an entirely new document collection audit or onboarding requirement.

### get_contact
Retrieves specific details for a known contact ID, preventing redundant data entry.

### get_document
Fetches metadata about an individual document submission without needing the full record.

### get_me
Gets basic information about your current user account or connection status.

### get_request
Pulls all specific details for one single document request, including missing items and deadlines.

### list_contacts
Returns a list of every contact record currently managed in Superdocu.

### list_documents
Lists all documents associated with client records or requests for an overview.

### list_requests
Provides a comprehensive list of all ongoing document collection workflows.

### list_workflows
Shows what pre-built document collection templates or workflows are available in the system.

### reject_request
Changes a document request status to rejected, usually requiring follow-up action from the client.

## Prompt Examples

**Prompt:** 
```
List my active document requests in Superdocu.
```

**Response:** 
```
I've found 5 active requests: 1. ID Check (ID: 101), 2. Proof of Address (ID: 102), etc.
```

**Prompt:** 
```
Show me all document collection requests with their completion status and missing documents.
```

**Response:** 
```
18 active collection requests. Complete (8, 44%): all documents received and verified. In Progress (7, 39%): avg 72% documents received. Missing documents: "Meridian Corp Onboarding" (3 of 8: tax certificate, insurance proof, bank details). "TechVentures KYC" (1 of 5: passport copy). "DataFlow Compliance" (2 of 6: SOC 2 report, privacy policy). Not Started (3, 17%): invitation sent, no response. Auto-reminders sent: 12 this week. Average collection time: 4.2 days. Expiring soon: 2 requests (deadline in 3 days).
```

**Prompt:** 
```
Create a new document collection request for the annual compliance audit with 10 required documents.
```

**Response:** 
```
Collection request created: "Annual Compliance Audit 2025". 10 required documents: 1) Financial statements. 2) Tax returns. 3) Insurance certificates. 4) SOC 2 Type II report. 5) Privacy policy. 6) Data processing agreement. 7) Employee handbook. 8) Business continuity plan. 9) Vendor risk assessments. 10) IT security audit report. Recipient: compliance@meridiancorp.com. Deadline: June 30, 2025. Branded portal page generated. Auto-reminders: every 5 days. Upload validation: file type and size checks enabled. E-signature required on submission.
```

## Capabilities

### List all document requests
Use `list_requests` to retrieve a full list of active and historical document collections managed by Superdocu.

### Approve or reject submissions
Call `approve_request` or `reject_request` to change the status of a submitted document, officially closing or reopening the request.

### Create and update client records
Use `create_contact` to establish new client profiles. You can also fetch existing details with `get_contact`.

### Initiate document collection
Call `create_request` to set up a brand-new compliance or onboarding audit, specifying required documents and deadlines.

### View specific data points
Get targeted information using tools like `get_document` (for metadata) or `get_request` (for status details).

## Use Cases

### Client onboarding for a new bank account
The client needs to open an account, which requires tax forms and ID proofs. The agent runs `create_request`, defining the necessary documents. When the client submits them, you use `get_document` to confirm metadata before running `approve_request`.

### Internal audit of existing clients
You need to check which high-value accounts are missing their annual compliance report (AML). You ask the agent to run `list_requests`, filter for 'Annual Compliance Audit,' and identify all contacts where the status is not complete.

### Correcting a submission error
A client submitted documents, but one was wrong. Instead of wasting time correcting it manually, you tell your agent to run `get_request` for that ID, see the issue, and then use `reject_request` so the system sends an automated follow-up.

### Building a master client list
You need all active contacts in one place. You ask the agent to run `list_contacts`, which gathers every ID and name, giving you a clean dataset for your internal CRM without leaving the chat window.

## Benefits

- Stop tracking documents in spreadsheets. Use `list_requests` to instantly see the status of every required document, providing a single source of truth for your team.
- Skip the back-and-forth emails. With `create_request`, you can launch a formal compliance audit—specifying 10 documents and setting auto-reminders—in seconds.
- Never manually enter client data again. Use `get_contact` or `list_contacts` to retrieve existing records, ensuring your new submissions are attached to the correct profile.
- Process approvals directly from chat. Instead of logging into the portal, tell your agent 'Approve request ID 102' and use `approve_request` to update the status instantly.
- See exactly what’s missing. The system details which documents are outstanding and why. If you need full context, run `get_request` rather than just listing IDs.

## How It Works

The bottom line is: You talk to your agent in natural language, and Superdocu handles the backend API calls to manage the document lifecycle.

1. First, grab your Superdocu API Key from your account settings. You'll need this to connect the server.
2. Next, enter those credentials into the Vinkius platform. This connects your AI client directly to Superdocu’s backend APIs.
3. Finally, just start chatting with your agent. Tell it what you want—like 'List all outstanding KYC documents for Meridian Corp.'—and it runs the necessary tools.

## Frequently Asked Questions

**How do I list all client records using the Superdocu MCP Server?**
Run the `list_contacts` tool. This fetches every contact record in the system, giving you a clean list of IDs and names ready for your next step.

**What is the best way to check if a document request was approved?**
Use `get_request`. This tool pulls all details—including the current status. If it's approved, you'll see that the final state change came from an `approve_request` call.

**I need to create a new audit request for my clients. Which tool do I use?**
Use `create_request`. This sets up the entire workflow, allowing you to define required documents and set deadlines for the client before they even start.

**Does Superdocu MCP Server let me reject a document submission?**
Yes, that's what `reject_request` is for. You use it when a submitted document fails validation or needs more information, triggering an automated follow-up.

**How do I verify my account status after connecting Superdocu MCP with the `get_me` tool?**
Use `get_me` to retrieve your current user and account information. This confirms that your AI client connected using the correct credentials and scope permissions, letting you confirm who's running the workflow.

**If I only know a file name, how do I inspect its details using `get_document`?**
You must call `get_document` and provide the unique document ID or associated client ID. This function returns all metadata—like file type, size, and submission date—without needing to read the whole file.

**What parameters are required when I use the `create_contact` tool?**
You need to provide at least a full name, an email address, and a unique client identifier. Providing these details upfront prevents data gaps before you start any onboarding process.

**How can I retrieve a complete history of all submitted files using `list_documents`?**
`list_documents` retrieves an inventory of every file stored in your Superdocu portal. This list includes both active documents and any previously archived records for review.

**How do I create a new document request?**
You can use the create_request tool by providing a Contact ID and a Workflow ID.

**Can I approve documents using the AI agent?**
Yes, use the approve_request tool with the specific Request ID to approve it.