Clustdoc MCP Connector for Claude

Connect your Clustdoc account to any AI agent and take full control of your professional client onboarding and automated document collection workflows through natural conversation.

What you can do

• Application Orchestration — List and manage all active client applications programmatically, including monitoring completion percentages and real-time status changes
• Document Architecture — Organize and track the collection of critical business documents (KYC, contracts, IDs) by initializing high-fidelity application folders directly from your agent
• Workflow Intelligence — Access your directory of onboarding processes (templates) to ensure every new client follows the perfect perfectly coordinated legal and operational path
• Team Coordination — Retrieve directories of organization users and monitor team activities to oversee high-volume onboarding pipelines efficiently
• Operational Monitoring — Check active webhooks and retrieve specific application metadata directly through your agent for instant auditing and reporting

How it works

1. Subscribe to this server
2. Retrieve your API Token (Bearer) from your Clustdoc dashboard (Settings > API)
3. Start managing your client pipeline from Claude, Cursor, or any MCP client

No more manual following up on missing files or digging through student/client folders in the portal. Your AI acts as your dedicated onboarding specialist and document coordinator.

Who is this for?

• Account Managers & Legal Teams — instantly retrieve application summaries and check document completion using natural language commands
• Operations Specialists — automate the creation of new client files and track progress without leaving your communication tools
• Real Estate & HR Leads — monitor incoming tenant or employee applications and retrieve finalized PDFs through simple AI queries