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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 full DocJacket tool inventory (47 today).

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

🖼️
Codex CLI after connecting — DocJacket tools listed
Screenshot coming soon

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 full tool surface is now available.

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.

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.

You don't need to remember the names — Codex / ChatGPT pick the right tool based on your question. To see the current full inventory at any time, 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 draft a follow-up to the listing agent on 1234 Main." "Use DocJacket to extract this PDF I'm dropping in and spin up the transaction."

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​