MCP For Claude Marketplace
Clustdoc

Clustdoc MCP Connector for Claude

F

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

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

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
client-onboardingworkflow-automationdossier-managementdocument-collectionapplication-processingbusiness-process

8 tools expose this connector's capabilities to your AI agent.

launch_new_onboarding

Launch a new onboarding application for a client

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

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

See how to talk to your AI agent using Clustdoc.

List all active client dossiers in Clustdoc.

Retrieving active dossiers... I found 5 applications in progress: 'Acme Corp' (80% complete), 'TechFlow Inc' (45% complete), and 3 others. Would you like to see what's missing for Acme?

Launch a new 'Standard Business Onboarding' for john@example.com.

Launching onboarding session... I've created a new dossier for John Doe using the requested template. I can now send the invitation email to his address.

What is the status of the dossier for 'TechFlow Inc'?

Checking status for TechFlow Inc... The dossier is 45% complete. The client has uploaded their business license but we are still waiting for the signed contract and ID proof.

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.

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