Connect your AI assistant to DocJacket
The DocJacket Model Context Protocol (MCP) server lets Claude, Codex, Cowork, Gemini, and ChatGPT search your transactions, draft client emails, update key dates, apply checklists, and create contacts — every change confirmed in chat, every action recorded for you to review.
The DocJacket MCP server is a Model Context Protocol endpoint at https://mcp.docjacket.com/mcp that connects Claude, ChatGPT, Codex, Cowork, and Gemini to your real estate transactions. 46 tools across read, draft, and actionsscopes — your AI assistant can search deals, surface today's priorities, draft client and agent emails, update key dates, apply checklists, and create new transactions from contracts you upload. Connect in two minutes by pasting one URL. Confirm every change in chat before it happens. Full activity log of every action. Included with every DocJacket subscription.
What it is
DocJacket exposes a Model Context Protocol (MCP) server at https://mcp.docjacket.com/mcp that connects any MCP-compatible AI assistant to your real-estate transactions, key dates, contacts, and document checklists. 46 tools across three permission levels — read (30 tools), draft (11 tools), and actions (5 tools) — every action stays inside your account and is recorded so you can review it later.
You bring the AI assistant. We bring your deals. Your AI subscription (Claude Pro, ChatGPT Plus, Cowork seat, Gemini Enterprise) stays on your bill — we don't charge you again for the same conversation.
Works with
Claude
Available nowCowork · Claude Code · Claude Desktop · Claude.ai
/plugin marketplace add DocJacket-LLC/claude-pluginView on GitHub →Codex
Available nowCodex CLI · Codex for Work
codex plugin marketplace add DocJacket-LLC/codex-pluginView on GitHub →Gemini
Coming soonGemini CLI · Gemini Enterprise Agent Gallery
ChatGPT
Coming soonChatGPT Apps SDK · ChatGPT Connectors
Install in two minutes
The fastest path is paste-URL-and-go. Your AI client discovers the auth flow, registers itself, and walks you through a one-tap consent screen. No copy-pasting tokens.
Recommended — paste the URL
OAuth 2.1 + DCROpen your AI client's MCP server config. Paste:
https://mcp.docjacket.com/mcpYour client will redirect to a DocJacket consent screen. Click Allow. Done.
Power user — mint a bearer token
CLI / config-pasteFor CLI scripting or Claude Desktop config-paste flows, mint a long-lived bearer token at app.docjacket.com/settings/ai-access. Owner or Admin role required. Label it per-client (e.g. Codex Plugin) so you can revoke per-surface without disrupting your other connections.
46 tools across three permission levels
Every tool only touches your account, only does what your chosen permission level allows, and is recorded in your activity log. You pick the level when you connect — read for lookups, draft for changes to a single deal (tasks, key dates, emails), and actions for bigger moves (creating new deals from contracts, new contacts, scheduled reminders). You confirm every change in chat before it happens. The tools below are the highlights; the full live list is available from any AI client by asking it to call mcp_catalog.
Read · 30 tools
read scope| Tool | Purpose |
|---|---|
| search_transactions | Search by address, party name, MLS, status |
| find_transaction_by_property | Find the right deal even when the address is partial or messy |
| get_transaction | Full deal details, including key dates and parties |
| list_active_transactions | All active deals, with parties and key dates included |
| get_key_dates | All key dates for one deal |
| get_upcoming_key_dates | Deadlines coming up across all your deals (next 14 days, up to 60) |
| get_open_tasks | Open tasks across all your deals — or just on one |
| get_next_required_actions | A ranked "what needs my attention?" list across all your deals |
| get_missing_documents | Which standard documents are still missing on a deal, ranked by urgency |
| get_intake_status | A complete snapshot of a deal — parties, key dates, checklist, reminders |
| list_open_contingencies | Active contingencies on one deal |
| get_checklist_status | Checklist progress at a glance: complete, pending, overdue |
| search_contacts / get_contacts / get_contact | Search, filter, or look up a contact by name, role, or ID |
| find_contact_by_email | Match an email address to the right contact and their deals |
| list_email_templates / get_email_template | Browse and load your email templates |
| render_email_template | Fill in an email template with this deal's details, ready to send |
| get_merge_fields | 100+ deal fields the AI can drop into a custom email |
| list_checklist_templates | Pick a timeline template by state, side, or transaction type |
| list_form_links / list_form_submissions / get_form_submission / get_form_definition | Forms inbox: outstanding links, pending submissions, and answer review |
| get_extraction_results | Check whether a contract has finished being read |
| classify_document | Suggest what kind of document this is (purchase agreement, disclosure, etc.) |
| get_portal_link | Get the client portal link and calendar feed for a deal |
| mcp_catalog / mcp_health_check | Show the full tool list and verify the connection is working |
Draft · 11 tools
draft scope| Tool | Purpose |
|---|---|
| send_client_update | Send a buyer/seller status email from the connected mailbox |
| send_document_request | Chase a missing document from a specific contact |
| send_agent_followup / send_email_to_agent | Send a follow-up to the agent — templated or free-form |
| create_tasks | Add a task to a transaction (e.g. "follow up Friday") |
| complete_task | Mark a task done — including any tasks waiting on it |
| update_key_date | Extend or update a deadline (e.g. inspection extension) |
| add_key_dates_batch | Add up to 50 key dates at once — perfect for building a timeline from a contract |
| apply_checklist | Apply a timeline / checklist template to a deal |
| log_activity | Log a phone call, meeting, or note to the activity feed |
| save_status_summary | Save a status note for an agent, client, or broker audience |
Actions · 5 tools
actions scope| Tool | Purpose |
|---|---|
| upload_document_for_extraction | Upload a contract PDF and start reading it for deal details |
| apply_extraction | Create a deal from a finished contract read (with your edits applied) |
| create_contact | Create a contact (won't duplicate if the email already exists) |
| add_contact_to_transaction | Link an existing contact to a deal with a specific role |
| create_reminder | Schedule a reminder tied to a key date or specific day |
What this unlocks
Morning briefing
“What needs my attention today?” The Daily Triage skill calls get_next_required_actionsand returns every overdue task and upcoming Key Date across active transactions — ranked overdue-first, with one-line rationales like “Inspection Deadline was due 2 days ago”.
Property lookup
“Find the deal at 1234 Main.” Fuzzy address matching identifies the right transaction even when the address came from a forwarded email with formatting noise — then surfaces buyer / seller / closing date in one response.
Missing-doc audit
“What documents are still missing on the Johnson deal?” get_missing_documents compares uploaded files against the universal purchase-deal baseline (Purchase Agreement, Seller Disclosure, EM Receipt, Lead-Based Paint, Wire Fraud Advisory) with severity + rationale per gap.
Weekly client updates
In Cowork, summon @status-reporter to pull a per-deal briefing, then call render_email_templateagainst your “weekly buyer update” template and send via send_client_update — confirm the message in chat and it leaves from your connected mailbox.
Your data stays yours. Every action is logged. You stay in control.
- Every action is recorded. See which AI app made each request (Codex, Cowork, Claude Desktop), drill into activity per connection, and check the outcome — all at app.docjacket.com/settings/ai-access/activity.
- Your AI can only see your account.Every lookup is scoped to your organization at the database level — there's no path to another customer's deals, even if the AI tried.
- Revoke any connection independently. Set up a separate connection for each AI app (Claude, Codex, etc.). Lost a laptop? Revoke just that one connection without disrupting your other AI tools.
- You approve every change in chat. Every draft and action tool asks you to confirm in chat before it runs — the conversation itself is the approval step. And the permission level you pick when connecting decides how much the AI is even allowed to do; a read-only connection literally cannot send emails or change anything.
- Two ways to connect. The fast path is paste-the-URL (works in Claude Desktop, Codex, Cowork). The power-user path is to mint a long-lived token for command-line tools. Both go through the same activity log.
More on encryption, infrastructure, and compliance: Security at DocJacket.
Frequently asked
Do I need to be a developer to use this?
No. If you use Claude, Cowork, Codex, or any MCP-compatible AI client, install is two minutes — paste the URL, click Allow on the consent screen, and start asking your AI questions about your deals.
Is the MCP server free?
Yes. Included with every DocJacket subscription, no extra charge. Your AI assistant (Claude Pro, ChatGPT Plus, Cowork seat, etc.) is your own subscription — DocJacket doesn't resell AI tokens.
Can my AI write to DocJacket today?
Yes — drafting and action tools are live. Send emails with send_client_update / send_document_request / send_agent_followup, manage tasks with create_tasks / complete_task, update timelines with update_key_date / add_key_dates_batch, apply checklist templates, upload contracts for extraction, and create new contacts. Every write requires you to confirm in chat first — the chat conversation is the approval gate. You also choose the scope tier when minting your token: read-only, read + draft, or full read + draft + actions.
What if Gemini, ChatGPT, or another platform isn't listed?
Any MCP-compatible client works today against https://mcp.docjacket.com/mcp. The "Works with" tiles above are the platforms with packaged plugins. For other clients, paste the URL directly into their MCP server config and use either bearer or OAuth auth.
Ready to connect?
Already a DocJacket customer? Paste https://mcp.docjacket.com/mcpinto your AI client's MCP server config. New here? Start with a free trial — the AI Access layer is included.