DocJacket — Transaction Coordination plugin for Claude

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

Works with: Claude.ai (sidebar) · Cowork · Claude Code · Claude Desktop

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 before you start a workflow.
• 8 skills ship with this plugin: daily-triage, email-triage, closing-prep, follow-up-drafting, document-filing, contact-management, execution-workflow, tc-context. The agent picks them automatically based on what you ask.
• 9 slash commands (Cowork + Claude Code): /docjacket:morning-briefing, /docjacket:whats-next, /docjacket:email-triage, /docjacket:doc-check, /docjacket:weekly-report, /docjacket:share-portal, /docjacket:intake-contract, /docjacket:send-template, /docjacket:check-submissions. See Slash Commands reference for what each one does.
• Status Reporter sub-agent (Cowork) — read-only weekly briefing across every active deal.

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 below. For the live and complete list with per-tool gotchas, pairing hints, and example calls, run mcp_catalog after install — the server returns its own enumeration so this README never drifts.

Tool	Purpose
mcp_health_check	Verify auth, scopes, and DB reachability. Run this first when integrating.
mcp_catalog	Enriched list of every tool you can call — gotchas, pairings, examples.
search_transactions	Search by address, party name, MLS, status
get_transaction	Full state of one deal including joined key dates + parties
get_key_dates	Key Dates for one transaction
get_upcoming_key_dates	Org-wide upcoming deadlines, default 14-day horizon
get_next_required_actions	Bundled judgment — overdue + upcoming, pre-ranked with rationales
get_missing_documents	Universal-baseline missing-doc detection for purchase deals
find_transaction_by_property	Fuzzy address-to-deal matching with confidence scores
list_active_transactions	Inbox-workflow shortcut — every active deal, optional party / key-date expansion
search_contacts / get_contact	Contact lookup by name/email/phone/company
list_email_templates / get_email_template / render_email_template	Templated email composition
send_client_update / send_agent_followup / send_document_request / send_email_to_agent	Direct execution from your connected Gmail/Outlook
create_tasks / update_key_date / complete_task / save_status_summary	Direct execution against DocJacket

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.

Claude.ai (web sidebar)

1. Settings → Connectors → + Add custom connector
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.

Claude Desktop

Same flow as Claude.ai:

1. Settings → Connectors → + Add custom connector
2. Paste: https://mcp.docjacket.com/mcp
3. Complete the OAuth consent screen

Claude Code / Cowork (plugin)

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

On first tool call, your browser opens to complete OAuth consent. Access + refresh tokens are stored in your local keychain — no secrets in config files.

Claude Desktop (manual config, advanced)

If you prefer editing ~/Library/Application Support/Claude/claude_desktop_config.json directly:

{
  "mcpServers": {
    "docjacket": {
      "type": "http",
      "url": "https://mcp.docjacket.com/mcp"
    }
  }
}

Restart Claude Desktop. The first tool call triggers OAuth discovery via the WWW-Authenticate challenge — no Authorization header to set, no token to mint.

Try it

Once installed, try:

• "What needs my attention today?" → fires the Daily Triage skill
• "Find the deal at 1234 Main St" → calls find_transaction_by_property
• "What contingencies are open on the Johnson deal?" → list_open_contingencies
• "What documents are still missing on this transaction?" → get_missing_documents
• @status-reporter brief me on this week (Cowork) → weekly briefing across active deals

How attribution + revocation work

Every plugin call carries X-DocJacket-Source-App: claude-desktop + X-DocJacket-Plugin-Version: 0.6.2. Audit them in Activity Log — filter by source, drill into per-OAuth-client activity. Revoke any connected client from /settings/ai-access without affecting other AI assistants (Codex, ChatGPT, etc.).

Optional connectors

The plugin composes with Claude's Gmail, Google Calendar, Google Drive, and Slack connectors — see CONNECTORS.md.

Compliance + disclaimer

This plugin does NOT provide legal advice. See DISCLAIMER.md for the full scope, per-state coverage notes, and liability framing.

Version

0.6.1 (2026-05-20) — Adds three new slash commands: /docjacket:whats-next (ranked task + key-date feed), /docjacket:send-template (pick template → render → send via connected Gmail/Outlook), /docjacket:check-submissions (review new intake-form submissions). Tracks DocJacket MCP server PR #563.

0.6.0 (2026-05-19) — Catches up to the v0.6 internal source: 8 skills (was 1), 6 commands (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) — Daily Triage collapsed to one call (get_next_required_actions); 10 read tools live. Tracks DocJacket MCP server v0.9 + Plugin Cycle 3.

0.1.0 (2026-05-17) — Initial release: 5 read tools, Daily Triage skill.

Read more on help.docjacket.com

• Connect Claude — install walkthrough for Claude.ai / Cowork / Claude Code / Claude Desktop
• Contract Intake — drop a PDF in chat, get a fully-set-up transaction back
• Slash Commands — full reference for the 9 /docjacket: commands
• 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/claude-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