Skip to main content

Connect Claude

DocJacket works with every Claude surface:

  • Claude.ai — the web app sidebar
  • Claude Desktop — the Mac / Windows native app
  • Claude Code — Anthropic's CLI for developers
  • Cowork — Anthropic's collaboration surface for teams

You connect each surface once. The same DocJacket MCP server backs all four.

Quick start (Claude.ai sidebar)​

  1. Open Claude.ai in a browser, sign in.
  2. Bottom-left → your name → Settings.
  3. Connectors in the left nav → + Add custom connector.
  4. Paste https://mcp.docjacket.com/mcp as the URL.
  5. Click Continue. Claude will redirect you to DocJacket's consent screen.
  6. Allow the connection. Current customer-facing access is read-first for lookups. Draft and action scopes only appear when they are enabled for your account, and every tier is enforced server-side.
  7. You're back in Claude with DocJacket showing as a custom connector and the tools available to your scopes loaded. Read tools run inline; any enabled write tools pause for your confirmation in chat.

Try it​

Start a new conversation and ask:

"What needs my attention today across DocJacket?"

Claude will call get_next_required_actions and come back with a ranked list of transactions sorted overdue-first, with rationales like "inspection deadline passed 2 days ago, listing agent hasn't been emailed in 5 days."

Other good prompts:

  • "Search DocJacket for any deals at 123 Main."
  • "What deadlines are coming up this week?"
  • "Show me open tasks across all transactions, sorted by due date."
  • "Which deals are missing inspection reports?"
  • "Look up the listing agent on [property]."

Current tool surface​

Current AI Access is read-first. Claude can use these DocJacket tools today:

  • search_transactions
  • get_transaction
  • get_key_dates
  • get_upcoming_key_dates
  • get_open_tasks
  • get_contacts
  • list_open_contingencies
  • get_next_required_actions

Drafting and write tools are rolling out behind per-tool consent. If your account has access to additional tools, use the catalog to see the live inventory:

"Call mcp_catalog and group the tools by what they're for."

Cowork — skills, slash commands, sub-agent​

Cowork is Anthropic's collaboration surface. The DocJacket plugin for Cowork ships nine workflow skills, nine slash commands, and a sub-agent.

Skills (the assistant picks the right one automatically based on what you ask):

  • daily-triage — what needs attention today, overdue-first
  • email-triage — match Gmail / Outlook threads against active deals
  • contract-intake — PDF extraction review; transaction creation requires action tools
  • document-filing — classify uploaded docs, file them to the right deal
  • closing-prep — pre-closing checklist audit
  • follow-up-drafting — compose a chase email with the right context already loaded
  • execution-workflow — the confirm-then-execute pattern for write tools
  • tc-context — vocabulary + matching priority + safety rules

Slash commands (typed explicitly):

/docjacket:morning-briefing      /docjacket:whats-next
/docjacket:email-triage          /docjacket:send-template
/docjacket:intake-contract       /docjacket:doc-check
/docjacket:share-portal          /docjacket:weekly-report
/docjacket:check-submissions

Sub-agent: mention @docjacket-status-reporter for a structured weekly briefing grouped by deal state.

To install the plugin in Cowork, see docjacket-inc/claude-plugin on GitHub.

Claude Code — slash commands​

In Claude Code (the CLI), the DocJacket plugin registers the same nine slash commands listed above. Drop in /docjacket: to see the menu, then pick one — most TCs start with /docjacket:morning-briefing or /docjacket:whats-next.

Install per the instructions at docjacket-inc/claude-plugin.

Claude Desktop​

Claude Desktop (Mac / Windows native app) uses the same custom-connector flow as Claude.ai:

  1. Settings → Connectors → + Add custom connector.
  2. Paste https://mcp.docjacket.com/mcp.
  3. Complete the OAuth consent.

Once connected, Claude Desktop has access to the same DocJacket tools available to that connector's granted scopes.

Permissions, audit, and revocation​

Every connector gets its own client_id. Inside Claude, you can:

  • Toggle individual tools off if you don't want Claude to be able to call them.
  • Set "Needs approval" (the default) to require manual confirmation on every call.

Inside DocJacket:

  • Settings → AI Access lists every connected client with last-used timestamp.
  • Activity log shows every tool call: who, what, when, what arguments, what result.
  • Revoke any client with one click. The next request from that client returns HTTP 401 — Claude will fall back to re-consent if you want to reconnect.

Troubleshooting​

"Authorization with the MCP server failed" — Disconnect the connector and re-add it. This clears any stale state on Claude's side. If it still fails, send the reference ID Claude shows on the error screen to support@docjacket.com.

Tools don't appear after connecting — Refresh the Claude page or restart Claude Desktop. The tool list is cached client-side and sometimes needs a manual refresh.

"Token is invalid, expired, or revoked" — Your token has been revoked (from DocJacket → Settings → AI Access) or your assistant has been disconnected for more than 30 days. Re-consent to reconnect.

Pro plan required — Connecting is free, but actually loading tools requires a DocJacket Pro plan on the connecting user's account. If you're on Free, upgrade at docjacket.com/pricing.

Read more​