MCP For Claude Marketplace
Collect

Collect MCP Connector for Claude

A+

Enable your AI agent to manage data collection campaigns, send requests, and track submissions via the Collect API.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your AI to Collect, the secure platform for gathering information and documents from clients.

What you can do

  • Campaign Management — List active data collection campaigns and check their completion status.
  • Request Sending — Send new data requests to clients by email for KYC, onboarding, or compliance workflows.
  • Status Tracking — Check the status of individual requests, view messages, and monitor completion.

How it works

  1. Add the Collect integration to your AI toolset.
  2. Provide your API Key (from Settings > Integrations > API).
  3. Manage your data collection workflows via natural language.

Who is this for?

  • Compliance Teams — Send and track KYC requests without switching to the Collect dashboard.
  • Accounting Firms — Manage document collection campaigns for multiple clients from chat.
  • HR Teams — Track onboarding document submissions and send reminders.
kyconboardingdata-collectioncompliancedocument-requestsworkflow-automation

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

get_campaign

Retrieve detailed information about a specific campaign

list_requests

Retrieve all data requests for a specific campaign

create_request

Send a new data collection request to a recipient

send_message

Send a message to a recipient regarding a specific request

get_element_details

Retrieve details of a specific element (field/block) in a request

get_request

Retrieve details of a specific data request

get_team_info

Retrieve information about your team in Collect

get_user_info

Retrieve information about the currently authenticated user

list_campaigns

Retrieve a list of all data collection campaigns in Collect

list_messages

Retrieve a list of messages sent through Collect

See how to talk to your AI agent using Collect.

Show me all active data collection campaigns.

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?

Send a data request to 'John Doe' (john@example.com) for the 'KYC Process' campaign.

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.

Send an automatic reminder to all clients with missing documents in the 'Tax 2025' campaign.

Done. Reminders were successfully sent to 5 pending clients in the 'Tax Documents 2025' campaign. The clients have been re-notified.

In the Collect dashboard, go to **Settings > Integrations > API** and generate a key. Copy it and paste it below.

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