Integration · Documents

Connect Claude & ChatGPT to Clustdoc

Ask your AI which client applications are still open, what a client has uploaded, or to start a new application from a template in Clustdoc. It can search applications, contacts and companies, add checklist items, stakeholders, files and tags, and update applications and contacts. You follow up on client onboarding without opening each file.

Connect Clustdoc free

Free plan, no credit card. Takes about a minute.

Try asking

“Which applications for [email protected] are still open?”
The AI searches applications by contact email and status and lists them with stage and progress.
“Start a new application for [email protected] from our client onboarding template.”
It finds the template ID and creates the application for the contact. If notifications are on, Clustdoc may email the client an invitation.
“What has the client uploaded so far on application 5821?”
It lists the checklist items in the application and the files the client uploaded to each one.

What your AI can do

Applications

Search, create and update applications, and submit, close or reopen them. Filter by status, stage, tag, owner, template or contact email.

Checklist items and files

Add and update checklist items, list client uploads and attachments, and attach files from a public URL.

Contacts, companies and tags

Search, create and update contacts and companies, add stakeholders and tag applications.

“Add a mandatory item asking for the signed contract, due Friday.”
It adds a checklist item to the application with title, instructions, deadline and the mandatory flag.
“Add their accountant, Mia Berg, as a stakeholder on the application.”
It adds a stakeholder with a role title, name, email and company.
“Everything is in for Acme. Close the application.”
It finds the application and closes it. Closing can require your approval before it runs.

30 tools for Clustdoc

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_application_itemChanges dataAdd a checklist item to an application: `application_id`, item `type`, title, instructions, deadline and whether it is mandatory or visible to the client.
add_stakeholderChanges dataAdd a stakeholder to an application: `application_id`, role `title`, plus name, email, phone and company.
attach_file_to_applicationChanges dataAttach a file to an application by `application_id` from a public `url`, with an optional title.
close_applicationVisible to othersClose an application by `application_id` when the process is finished.
create_applicationChanges dataStart a new application from a template (`template_id`) for a `contact` (email, name, company), with optional deadline, owner, tags and custom fields. May email the client an invitation if notification is on.
create_companyChanges dataCreate a company with a `name` and optional address.
create_contactChanges dataCreate a contact with `email` and optional name, phone, company and custom fields. Set `upsert` to update an existing contact with the same email instead.
get_applicationGet one application by `application_id`, including contact, status, stage and progress.
get_application_itemGet one checklist item by `product_id`, including status and instructions.
get_companyGet one company by `company_id`.
get_contactGet one contact by `contact_id`.
get_templateGet one application template by `template_id`, including its checklist items.
list_application_attachmentsList files attached to an application by `application_id`.
list_application_itemsList the checklist items (forms, documents, e-signatures, etc.) in an application by `application_id`.
list_application_tagsList the tags on an application by `application_id`.
list_item_uploadsList the files a client uploaded to a checklist item by `application_item_id`.
list_stakeholdersList the stakeholders (extra people involved) on an application by `application_id`.
list_tagsList all tags in the workspace.
list_templatesList or search application templates (`q`, `is_live`). Use to find the `template_id` for a new application.
list_usersList the team members (users) in the Clustdoc workspace, e.g. to find an owner ID.
reopen_applicationVisible to othersReopen a closed application by `application_id`.
search_applicationsSearch client applications (onboarding files) by text `q`, status, stage, tag, owner, template, contact email or dates. Use to find an application ID.
search_companiesSearch companies by name with `q`.
search_contactsSearch contacts by text `q`, `email` or `company_id`.
submit_applicationVisible to othersMark an application as submitted by `application_id`.
tag_applicationChanges dataAdd a tag to an application by `application_id`, using an existing `tag_id` or a tag `name`.
update_applicationChanges dataUpdate an application's title, stage, deadline, owner, contact details, tags or custom fields by `application_id`. Only the fields you pass change.
update_application_itemChanges dataUpdate a checklist item's title, instructions, comments, assignments, mandatory flag or client visibility by `product_id`.
update_contactChanges dataUpdate a contact's name, email, phone, company or custom fields by `contact_id`.
update_stakeholderChanges dataUpdate a stakeholder's details or assignments on an application by `application_id` and `stakeholder` ID.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Clustdoc from the app list.
2
Paste your key
Paste a Clustdoc API token. In Clustdoc open your team settings → Developers → API and create a token. Give it the V2 scopes you need, for example applications:read and applications:write, then copy it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Clustdoc?

It can search and read applications, templates, contacts, companies, tags, team members, checklist items, stakeholders, attachments and client uploads. It can create applications, contacts and companies, add checklist items, stakeholders, files and tags, update applications, items, stakeholders and contacts, and submit, close or reopen applications.

Does the AI see my Clustdoc credentials?

No. Your Clustdoc API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Submitting, closing or reopening an application can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Clustdoc account.

Which scopes should my Clustdoc token have?

Only the ones you want the AI to use. Clustdoc API tokens carry V2 scopes such as applications:read and applications:write, and Clustdoc limits the token to the scopes you pick. That works on top of the tools you switch on in PipMCP.