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AI Access

AI Access lets you bring DocJacket into Claude, ChatGPT, Codex, Gemini, and any other AI assistant that speaks the Model Context Protocol (MCP). Instead of switching tabs to triage your pipeline, you ask the assistant directly:

"What needs my attention today?" "Which deals are missing inspection reports?" "What's closing this week on the buy side?" "Show me the listing agent on 1234 Main."

The assistant calls into DocJacket, gets a grounded answer from your real book of business, and writes the response in the same chat where the rest of your work already happens.

How it's different from "just another integration"​

  • Paste-URL-and-go. No API keys, no per-user credentials to manage. You paste https://mcp.docjacket.com/mcp into the assistant's connector settings, complete a one-time consent screen, and you're done.
  • Per-user consent. Each user on your DocJacket account authorizes their own assistant. There's no shared admin token that exposes everyone's data.
  • Revocable from settings. DocJacket → Settings → AI Access lists every assistant you've connected. Revoke any of them with one click — the next request from that client returns "unauthorized."
  • Audited. Every tool call goes through DocJacket's audit log: which user, which assistant, which tool, what arguments, what result. You can see exactly what an assistant has been doing on your behalf.
  • Chat is the approval gate for writes. Both write tiers are live. Each write executes only after you confirm it in the assistant's chat — the conversation itself is the approval step.

What's connected today​

DocJacket exposes 67 tools over MCP, in three permission tiers. You choose a tier when you consent, and it is enforced at the token — a read-only connection cannot write, whatever the assistant tries.

TierToolsFor example
read40search_transactions, get_upcoming_key_dates, get_next_required_actions
draft7create_tasks, update_key_date, apply_checklist
actions20send_client_update, apply_extraction, create_reminder

Browse all 67 tools → — the complete catalog with descriptions, gotchas, and example calls, readable without connecting anything.

Get started​

Pick the assistant you want to connect:

Each guide walks you through the connector setup and the OAuth consent flow.

  • Contract Intake — with the actions tier, drop a contract PDF in chat, review extracted parties, addresses, key dates, and financials, then confirm before creating the transaction. In the standard read-first setup, use the in-app Upload Documents wizard.

Learn more​

  • Slash Commands — the 9 pre-built /docjacket: commands the plugin adds to Cowork + Claude Code
  • Tool Catalog — the live mcp_catalog inventory of every tool with description, scope, and example call
  • Permissions & Scopes — what read, draft, and actions cover
  • How the OAuth flow works — Discovery, Dynamic Client Registration, consent, scopes, token rotation, revocation
  • DocJacket's AI Features (the assistant inside DocJacket) is a separate thing — AI Access is for assistants outside DocJacket reaching in.

Need help?​

If a connection fails, the most common cause is your AI assistant having stale state from a previous failed attempt. Disconnect and reconnect to clear it. If the problem persists, contact support@docjacket.com with the reference ID your assistant shows on the error screen — we can correlate it with our diagnostic logs.