Connect your AI assistant to DocJacket
The DocJacket Model Context Protocol (MCP) server lets Claude, Codex, Cowork, Gemini, and ChatGPT search your transactions, surface what needs attention today, look up key dates and contacts, and check missing documents — without you ever leaving your AI.
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. Read-only as of v0.2 — 10 tools, tenant-isolated, fully audit-logged.
You bring the AI. We bring the substrate. Your AI subscription (Claude Pro, ChatGPT Plus, Cowork seat, Gemini Enterprise) keeps its conversation cost on your bill. DocJacket never subsidizes a TC's morning-briefing habit.
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.
10 read tools, today
Every tool is tenant-isolated, scope-checked, and audit-logged. Names are stable — get_* for reads, prepare_* / propose_* for v0.3 drafting (everything lands in your Prepared Work Queue for human approval).
| Tool | Purpose |
|---|---|
| search_transactions | Search by address, party name, MLS, status |
| get_transaction | Full state including joined key dates + parties |
| get_key_dates | Per-transaction key date list |
| get_open_tasks | Org-wide or per-transaction open tasks |
| get_contacts | Org contacts with type / role filtering |
| get_upcoming_key_dates | Org-wide upcoming deadlines, 14-day horizon |
| list_open_contingencies | Active contingencies on one transaction |
| get_next_required_actions | Bundled-judgment "what to do next?" — pre-ranked |
| find_transaction_by_property | Fuzzy address-to-deal matching with confidence |
| get_missing_documents | Universal-baseline missing-doc detection |
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 produce a read-only weekly briefing across every active deal. Drafting itself ships in v0.3 — for now you see the data, you draft the email.
Tenant isolation, audit, supervised autonomy
- Every call is audit-logged. Filter by source app (Codex / Cowork / Claude Desktop), drill into per-token activity, see latency + outcome — all visible at app.docjacket.com/settings/ai-access/activity.
- Tenant isolation is enforced at the SQL WHERE clause.Your AI cannot see another organization's data even if it tries — every backing query filters on
organization_idresolved from your token. - Per-token revocation. Mint a token per AI surface (Claude Plugin / Codex Plugin / etc.) and revoke them independently. Lost a laptop? Revoke just that one token without disrupting your other connections.
- Supervised autonomy. Drafting and action tools (v0.3+) land in a Prepared Work Queue for human approval. We will never ship surfaces that auto-send communications or auto-modify transactions without your explicit review.
- Two auth options. Long-lived bearer tokens for CLI / config-paste, or OAuth 2.1 + Dynamic Client Registration + PKCE for paste-URL-and-go in Claude Desktop / Codex / Cowork. Both ingresses funnel into the same audit 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.
When do drafting tools ship?
v0.3 is on the roadmap. Tools like prepare_client_update, propose_key_date_update, and prepare_document_request will land every draft in your Prepared Work Queue for review. Action tools (send email, create task) ship in v0.4 with per-action confirmation gates.
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.