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.

Clustdoc MCP Server

Name: Clustdoc
Availability: InStock
Author: Vinkius

clustdoc.com

Built by Vinkius GDPR ToolsGrátis

Manage client onboarding and workflows via Clustdoc — track dossiers, monitor applications, and automate invitations directly from any AI agent.

Vinkius AI Gateway suporta streamable HTTP e SSE.

Funciona com todos os agentes de IA que você já usa

…e qualquer cliente compatível com MCP

Clustdoc MCP Server: veja o seu AI Agent em ação

AI Agent→Vinkius→Clustdoc

You

Vinkius AI Gateway

GDPR·High Security·Kill Switch·Ultra-Low Latency·Plug and Play

Capacidades integradas (8)

get_application_status_details

Get detailed status and progress for a specific client dossier

get_my_clustdoc_profile

Retrieve information about the authenticated user

get_workflow_configuration

Get detailed configuration for a specific onboarding template

launch_new_onboarding

Launch a new onboarding application for a client

list_client_dossiers

List all active and completed client applications (dossiers)

list_clustdoc_teams

List all teams and members in the Clustdoc account

list_onboarding_templates

List all onboarding workflow templates

send_onboarding_invitation

Send the portal invitation email to the client for a specific dossier

O que esse conector desbloqueia

Connect your Clustdoc account to any AI agent and take full control of your client onboarding and document collection through natural conversation. Streamline how you manage complex applications and workflows natively.

What you can do

Template Oversight — List and retrieve details for all onboarding workflow templates configured in your account natively
Dossier Intelligence — Access and monitor individual client applications (dossiers) and their current progress flawlessly
Application Lifecycle — Launch new onboarding sessions for clients using pre-defined templates securely
Invitation Logistics — Trigger automated portal invitation emails to clients directly from your chat interface flawlessly
Team Management — List all teams and members within your Clustdoc account to manage access flawlessly
integrated Visibility — Retrieve detailed application metadata including status and contact information directly within your workspace

How it works

1. Subscribe to this server
2. Enter your Clustdoc API Token (obtained from Team Settings > Developer > API)
3. Start managing your client onboarding from Claude, Cursor, or any MCP-compatible client

Who is this for?

Onboarding Managers — monitor application volumes and completion rates using natural language
Legal & Compliance — audit document collection progress and dossier statuses without opening the dashboard
Customer Success — quickly look up client application details and trigger invitations straight from their chat interface
Ops Teams — verify workflow configurations and monitor team member activity

Perguntas frequentes

Dê aos seus agentes de IA o poder do Clustdoc

Acesse o Clustdoc e mais de 2.000 servidores MCP — prontos para seus agentes usarem, agora mesmo. Sem código cola. Sem integrações customizadas. Apenas plugue o Vinkius AI Gateway e deixe seus agentes trabalharem.

DETALHES

CategoriaProductivity