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Connect Codex / ChatGPT

🎬
30-second walkthrough — paste the URL, click Allow, ask "what needs attention today"
Video coming soon

DocJacket works with every OpenAI surface that speaks MCP:

  • Codex CLI — the open-source command-line tool for developers
  • Codex for Work — OpenAI's hosted Codex for teams
  • ChatGPT — with MCP connectors enabled in your account settings

The same DocJacket MCP server backs all three. Connect once per surface.

Quick start (Codex CLI)​

  1. Open your Codex configuration directory (~/.codex/ on Mac/Linux).
  2. Open or create connectors.json.
  3. Add a DocJacket entry:
{
  "connectors": {
    "docjacket": {
      "url": "https://mcp.docjacket.com/mcp",
      "transport": "http"
    }
  }
}
  1. Restart Codex. On first call, Codex opens a browser window with DocJacket's OAuth consent screen.
  2. Allow the connection. Codex stores the access + refresh tokens in your local keychain.
  3. Run codex tools list — you should see the DocJacket read tools available to your token. Additional draft or action tools appear only when those rollout scopes are enabled for your account.

For the full plugin (with the skill set and .codex-plugin package), see docjacket-inc/codex-plugin on GitHub.

Quick start (ChatGPT)​

  1. Open ChatGPT in a browser, sign in.
  2. Settings → Connectors → + Add MCP server. (Available on Plus / Team / Enterprise.)
  3. Paste https://mcp.docjacket.com/mcp.
  4. Click Continue. ChatGPT redirects you to DocJacket's consent screen.
  5. Allow the connection.
  6. Start a new chat — DocJacket's read tools are now available. Additional draft or action tools appear only when your account has those scopes enabled.

Try it​

Ask Codex or ChatGPT:

"Use DocJacket to summarize what needs my attention today."

The assistant will call get_next_required_actions and come back with a ranked list of transactions, overdue-first, with rationales explaining why each one matters.

Other good prompts:

  • "Use DocJacket to search for any deals at 123 Main."
  • "Use DocJacket to list deadlines this week."
  • "Use DocJacket to show open tasks on the [property] deal."
  • "Use DocJacket to look up the listing agent on [property]."
  • "Use DocJacket to check what documents are missing for [property]."

The "Use DocJacket to…" prefix is the convention OpenAI's surfaces follow when invoking a specific MCP connector. You can drop it once the assistant gets used to your patterns.

Current tool surface​

Current AI Access is read-first. Codex and ChatGPT 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. You don't need to remember tool names — Codex / ChatGPT pick the right tool based on your question. To see the current full inventory for your token, ask:

"Use DocJacket's mcp_catalog to list the tools by category."

Skills shipped with the plugin​

The Codex plugin ships nine pre-built workflow skills the assistant picks from automatically:

daily-triage · email-triage · contract-intake · document-filing · closing-prep · follow-up-drafting · execution-workflow · contact-management · tc-context

Each is a recipe the assistant follows when you ask the corresponding question. Example invocations:

In Codex CLI:

$docjacket-daily-triage

In ChatGPT, just ask in plain English:

"Use DocJacket to do a daily triage of my pipeline." "Use DocJacket to find the listing agent on 1234 Main and summarize the deal context." "Use DocJacket to review extraction results for this PDF." Action tools are required to create the transaction from chat.

Either way you get a ranked, structured response — the skill carries the formatting and the recipe.

Permissions, audit, and revocation​

Same as the Claude side. Each Codex or ChatGPT install gets its own client_id.

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 returns HTTP 401 — the assistant will fall back to re-consent if you want to reconnect.

Troubleshooting​

"Authorization with the MCP server failed" — Remove the connector from Codex / ChatGPT settings and re-add it to clear stale state. If the problem persists, send the reference ID the assistant shows to support@docjacket.com.

Codex CLI auth keeps re-prompting — Your refresh token may have been invalidated (single-use rotation — concurrent processes can race). Delete the entry from ~/.codex/credentials and re-consent.

ChatGPT doesn't show MCP Connectors — Custom MCP connectors require Plus, Team, or Enterprise. Free-tier ChatGPT can't add custom servers yet.

"Token is invalid, expired, or revoked" — Either you revoked the client in DocJacket → Settings → AI Access, or the refresh token expired after 30 days of inactivity. 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​