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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. (You'll see the requested scopes — read for lookups, draft for send / create / update, actions for higher-impact writes. All three tiers are enforced server-side; you grant exactly what you want the assistant to be able to do.)
  7. You're back in Claude with DocJacket showing as a custom connector and the full tool list loaded. Claude.ai groups it into Read-only tools and Write tools (needs approval) accordions automatically — read tools run inline, writes pause for your confirmation in chat.
🖼️
DocJacket connector in Claude.ai's Settings → Connectors
Screenshot coming soon

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]."

The tool surface​

47 tools today, grouped by workflow:

  • Find — search transactions / contacts, fuzzy-match by address, list active deals.
  • Read deal state — get_transaction, key dates, missing docs, contingencies, open tasks, contacts, checklist status.
  • Triage — get_next_required_actions (flagship — overdue-first ranking with rationales).
  • Send — send_agent_followup, send_client_update, send_document_request, send_email_to_agent. All route through your connected Gmail / Outlook.
  • Create / update — contacts, tasks, reminders, key-date changes, checklist apply, task completion, activity log.
  • Contract intake — upload a PDF, run extraction, create the transaction.
  • Forms — list intake-form links and submissions.
  • Templates — list / render saved email templates with merge fields resolved.
  • Diagnostics — mcp_catalog returns the live, categorized inventory; mcp_health_check confirms the server is up.

Claude will ask permission the first time it calls each tool. Read tools approve once per conversation; write tools (send / create / update) ask for explicit confirmation per call by default. To see the current full inventory at any time, ask:

"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 → new transaction
  • 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 full DocJacket tool surface.

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​