DocJacket for Claude
Ask Claude what needs attention today across every deal, and have it draft the follow-ups. Claude works from your live DocJacket transactions, and you approve every email before it goes out.
DocJacket for Claude connects Claude to your DocJacket transactions, key dates, tasks, contacts and document checklists. Ask Claude what needs attention today, what is still missing on a deal, or to draft the weekly client update, and it answers from your real pipeline instead of a pasted spreadsheet. Connect by adding a custom connector and pasting one address: https://mcp.docjacket.com/mcp. Emails are previewed in chat and sent only after you say yes.
What you get
A morning briefing in one question
Ask what needs your attention today and get one ranked list across every active deal: overdue items first, then what is due in the next few days, each with a one-line reason.
Answers about any deal by address
Name a property the way you would say it out loud. Claude finds the right transaction, even from a partial address, then tells you what is due, what is open, and what is missing.
Follow-ups drafted from the deal
Claude fills your own email templates with the deal’s parties, dates and address, or writes a fresh note. You read the whole email before anything is sent.
You stay in control
You choose the access level when you connect. Every tool call is recorded in your activity log, and you can end the connection whenever you like.
What to ask, and what happens behind it
You ask in plain English. Claude picks the DocJacket tools and calls them in order. These are the tool names you will see in the chat and in your DocJacket activity log.
Daily triage across every deal
You ask“What needs my attention today across all my deals?”
- 1.
get_next_required_actions— one call returns open tasks and key dates merged into a single feed, already ranked, with a reason on each row.
You get: A ranked list of deals to work on, overdue first, such as an inspection deadline that passed two days ago, followed by what is due in the next 72 hours.
Missing documents on one deal
You ask“What documents are still missing on 1234 Main St?”
- 1.
find_transaction_by_property— matches “1234 Main St” to the right transaction and returns a confidence score. If more than one deal could match, Claude asks you which one. - 2.
get_missing_documents— lists the required documents that have not been uploaded on that deal, each marked critical or recommended with a short reason.
You get: The list of what is still outstanding on that deal, most urgent first, ready to turn into requests.
A client update you approve before it sends
You ask“Send the buyers on 1234 Main St my weekly update.”
- 1.
find_transaction_by_property— finds the deal. - 2.
list_email_templates— finds your weekly update template. - 3.
render_email_template— fills the template with this deal’s parties, dates and address, and reports any field the deal has no data for. Nothing is sent or saved. - 4.
send_client_update— prepares the email and returns a preview. Nothing is sent by this call. Claude shows you the recipients, subject and full message. - 5.
confirm_email_send— runs only after you say yes in chat. Say no and the email is discarded.
You get: The update goes to your buyers after you approve it. If your organization reviews assistant emails, it waits in the review queue in DocJacket instead, and Claude tells you it is awaiting approval.
These are a few of the tools. Browse the full tool catalog, or see how the server works on the DocJacket MCP server page.
Emails are shown to you first
Claude never sends an email on its first try.
- A send tool such as
send_client_updatereturns a preview: who it goes to, the subject, and the full message. Nothing has been sent. - You say yes in the chat. Only then does Claude call
confirm_email_send. If you say no, nothing goes out. - If your organization reviews emails written by an assistant, the email goes to a review queue in DocJacket instead. It is not sent until someone approves it.
Connect Claude to DocJacket
There are two ways in. Most transaction coordinators add DocJacket as a custom connector in the Claude app. If you use Claude Code or Cowork, the DocJacket plugin adds ready-made skills and slash commands on top.
Claude on the web or Claude Desktop
Custom connector- Sign in to Claude and open Settings, then Connectors.
- Click Add custom connector.
- Paste
https://mcp.docjacket.com/mcpas the address and click Continue. Claude takes you to DocJacket. - Sign in to DocJacket if asked. On the consent screen, choose the access you want and click Allow.
- Back in Claude, DocJacket shows as a connector. Start a new chat and ask what needs your attention today.
On a Claude Team or Enterprise plan, an owner of your Claude organization may need to add the connector before you can connect to it.
Claude Code or Cowork
PluginRun these two commands:
/plugin marketplace add docjacket-inc/claude-plugin
/plugin install docjacket@docjacketThe first time Claude calls a DocJacket tool, your browser opens the same DocJacket consent screen. Choose your access and click Allow. The plugin adds workflow skills and slash commands such as /docjacket:morning-briefing and /docjacket:whats-next. Source: docjacket-inc/claude-plugin on GitHub.
Full setup guide, with troubleshooting: Connect Claude in the DocJacket Help Center.
You choose what it can do
When you connect, DocJacket shows a consent screen with three levels of AI Access. The level you pick is enforced by DocJacket, so a read-only connection cannot change or send anything, whatever the assistant tries.
- Read your data. It can look at transactions, tasks, key dates and contacts. It cannot change anything.
- Update your data. It can change tasks, key dates and status inside DocJacket. No emails are sent.
- Act on your behalf. It can send emails to your clients and agents, after you approve each one.
Every tool call is recorded in your activity log. An Owner or Admin can end a connection at any time in DocJacket under Settings, then API & AI Access. An assistant cannot change billing, see passwords, or delete your account at any access level. More on how your data is protected: Security at DocJacket.
Frequently asked
How do I connect Claude to DocJacket?
In Claude, open Settings, then Connectors, and click Add custom connector. Paste https://mcp.docjacket.com/mcp, click Continue, then choose your access on the DocJacket consent screen and click Allow. In Claude Code or Cowork, install the plugin with /plugin marketplace add docjacket-inc/claude-plugin and then /plugin install docjacket@docjacket.
Can Claude send emails to my clients without asking me?
No. A send tool such as send_client_update only prepares the email and returns a preview. Claude shows you the recipients, subject and full message, and calls confirm_email_send only after you say yes. If your organization reviews emails written by an assistant, the email waits in a review queue in DocJacket until someone approves it.
Which Claude apps does this work with?
Claude on the web, Claude Desktop, Claude Code and Cowork. The web and desktop apps use a custom connector. Claude Code and Cowork can use the DocJacket plugin, which adds skills and slash commands. The same DocJacket server is behind all of them.
Do I need a separate Claude subscription?
Yes. Claude is your own subscription with Anthropic. DocJacket does not resell AI usage. AI Access is included with your DocJacket subscription.
What can Claude see and change in DocJacket?
Only what you allow, and only your own organization’s data. On the consent screen you choose between reading your data, updating your data, and acting on your behalf. A read-only connection cannot change or send anything. Every tool call is recorded in your activity log, and an Owner or Admin can revoke the connection under Settings, then API & AI Access.
Ready to connect?
Already a DocJacket customer? Follow the connect steps above with https://mcp.docjacket.com/mcp. New here? AI Access is included with your DocJacket subscription. Using a different assistant? See DocJacket for ChatGPT or all integrations.