DocJacket — Transaction Coordination plugin for Codex

Connect DocJacket transactions, tasks, deadlines, contacts, and document checklists to OpenAI Codex. Triage your pipeline, draft and send follow-up emails from your connected Gmail, classify inbound attachments against the right deal — all from inside Codex.

Works with: Codex CLI · Codex for Work · ChatGPT (with MCP Connectors enabled)

What you get

• Full read + send tool suite via the DocJacket MCP server at https://mcp.docjacket.com/mcp. Call mcp_catalog after install for the live inventory + per-tool gotchas and example calls.
• mcp_health_check — first call when integrating; verifies auth, scopes, and DB reachability.
• 8 skills: daily-triage, execution-workflow, tc-context, email-triage, document-filing, follow-up-drafting, closing-prep, contract-intake. Each ships as a directory under skills/<name>/SKILL.md.

Three scope tiers — Read (search, summarize), Draft (compose without sending), Actions (send emails, create tasks, update dates). You authorize once at OAuth consent; the chat is the per-call approval gate.

Tool catalog

Selected highlights — for the live and complete list with per-tool gotchas, pairing hints, and example calls, run mcp_catalog after install.

Diagnostics + introspection: mcp_health_check, mcp_catalog.

Reads: search_transactions, get_transaction, get_key_dates, get_open_tasks, get_contacts, get_upcoming_key_dates, list_open_contingencies, get_next_required_actions (bundled-judgment flagship), find_transaction_by_property, get_missing_documents, list_active_transactions, search_contacts, get_contact, list_email_templates, get_email_template.

Direct execution: send_client_update, send_agent_followup, send_document_request, send_email_to_agent, create_tasks, update_key_date, complete_task, save_status_summary, render_email_template, add_contact_to_transaction, create_contact.

Install

No bearer tokens. No manual config. Paste the server URL, click Allow on the consent screen, you're done. OAuth 2.1 + Dynamic Client Registration end-to-end.

Prerequisites

A DocJacket account on the Pro plan. Connecting is free; loading tools requires Pro.

Codex CLI / Codex for Work

codex plugin marketplace add docjacket-inc/codex-plugin
codex plugin install docjacket

On first tool call, your browser opens to complete OAuth consent. Codex stores access + refresh tokens in your local keychain. No secrets in config files.

ChatGPT (with MCP Connectors enabled — Plus / Team / Enterprise)

1. Settings → Connectors → + Add MCP server
2. Paste: https://mcp.docjacket.com/mcp
3. Click Continue, then Allow on the DocJacket consent screen

The tool list loads. Run mcp_health_check once to confirm scopes; then mcp_catalog for the full inventory.

Verify

codex chat
> Use DocJacket to summarize my active transactions.

The MCP icon should show docjacket connected. Run mcp_catalog for the current tool count.

Starter prompts

Prompt	What happens
Use DocJacket to find transactions that need attention today.	Daily Triage skill — grouped overdue / due-72h / due-2w list
Use DocJacket to summarize my active transactions.	search_transactions(status: Active)
Use DocJacket to list deadlines this week.	get_upcoming_key_dates
Use DocJacket to show open tasks on the 1234 Main St deal.	find_transaction_by_property → get_open_tasks
Use DocJacket to look up the listing agent on 5678 Oak Ave.	find_transaction_by_property → get_transaction (inline listingAgent block)

How attribution + revocation work

Every call carries X-DocJacket-Source-App: codex + X-DocJacket-Plugin-Version: 0.6.2. Audit in Activity Log. Revoke any connected OAuth client from /settings/ai-access without affecting other AI assistants.

Optional connectors

See CONNECTORS.md — Gmail / Calendar / Drive / Slack compose with DocJacket via Codex's existing connector layer.

Compliance + disclaimer

This plugin does NOT provide legal advice. See DISCLAIMER.md for the full scope and limitations.

Version

0.6.1 (2026-05-20) — Version parity bump alongside the cowork plugin (docjacket-v3 PR #565). No codex content changes — the slash-commands surface added in this release is Claude-plugin-only; Codex skills are invoked via $docjacket-* patterns in CLI or plain English in ChatGPT.

0.6.0 (2026-05-19) — Catches up to the v0.6 internal source: 7 skills (was 1), inbox-workflow tool set including Draft + Actions scopes. New diagnostic tools mcp_health_check and mcp_catalog. Every tool response now includes structuredContent + opt-in breadcrumbs per MCP spec 2025-06-18 §Tool Result. Tracks DocJacket MCP server PRs #549–#551.

0.3.0 (2026-05-18) — OAuth 2.1 + Dynamic Client Registration. Paste-URL-and-go install — no bearer tokens, no manual config. Tracks DocJacket MCP server PR #494 (HTTP 401 + WWW-Authenticate + initialize handshake).

0.2.0 (2026-05-18) — 10 read tools; Daily Triage collapsed to single get_next_required_actions call. 0.1.0 (2026-05-17) — Initial release: 5 read tools.

Read more on help.docjacket.com

• Connect Codex / ChatGPT — install walkthrough
• Contract Intake — drop a PDF in chat, get a fully-set-up transaction back
• Tool Catalog (mcp_catalog) — what mcp_catalog returns + how to read it
• AI Access overview — the umbrella feature, OAuth model, scope tiers, audit

Support

• Issues: https://github.com/docjacket-inc/codex-plugin/issues
• Email: support@docjacket.com

Brand assets

File	Size	Use
assets/logo-mark.svg	vector	source / scalable
assets/logo-mark-32.png	32×32	favicon, dense list rows
assets/logo-mark-64.png	64×64	small directory cards
assets/logo-mark-128.png	128×128	plugin manifest icon
assets/logo-mark-256.png	256×256	medium cards
assets/logo-mark-512.png	512×512	marketplace tile
assets/logo-mark-1024.png	1024×1024	hero / future-proof