DocJacket for ChatGPT

Ask ChatGPT what needs attention today across every deal, and have it draft the follow-ups. ChatGPT works from your live DocJacket transactions, and you approve every email before it goes out.

DocJacket for ChatGPT connects ChatGPT to your DocJacket transactions, key dates, tasks, contacts and document checklists. Ask ChatGPT 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. Today you connect it yourself by adding a custom connector and pasting one address: https://mcp.docjacket.com/mcp. A listing in the ChatGPT directory is coming. 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. ChatGPT finds the right transaction, even from a partial address, then tells you what is due, what is open, and what is missing.

Document requests drafted from the deal

ChatGPT sees which required documents are missing and writes the request to the right contact on that deal. 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. ChatGPT 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“Use DocJacket to summarize what needs my attention today.”

  1. 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.

Deadlines for the week

You ask“Use DocJacket to list the deadlines coming up this week.”

  1. 1.get_upcoming_key_dates — returns upcoming key dates across all active transactions, soonest first, each with its property address.

You get: One calendar-style list for the week across your whole pipeline, without opening each deal.

Chase a missing document, with your approval

You ask“Use DocJacket to check what documents are missing on 1234 Main St, then ask the listing agent for the seller disclosure.”

  1. 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, ChatGPT asks you which one.
  2. 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.
  3. 3.send_document_request — prepares the request to a contact on the deal and returns a preview. Nothing is sent by this call. ChatGPT shows you the recipients, subject and full message.
  4. 4.confirm_email_send — runs only after you say yes in chat. Say no and the email is discarded.

You get: The request goes to the listing agent after you approve it. If your organization reviews assistant emails, it waits in the review queue in DocJacket instead, and ChatGPT 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

ChatGPT never sends an email on its first try.

  1. A send tool such as send_client_update returns a preview: who it goes to, the subject, and the full message. Nothing has been sent.
  2. You say yes in the chat. Only then does ChatGPT call confirm_email_send. If you say no, nothing goes out.
  3. 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 ChatGPT to DocJacket

ChatGPT connects to DocJacket as a custom connector, which ChatGPT also calls a custom MCP server. This is a manual connection today. A DocJacket listing in the ChatGPT directory is coming; until then, these are the steps. Starting a prompt with “Use DocJacket to…” tells ChatGPT which connector to use.

ChatGPT on the web

Custom connector
  1. Sign in to ChatGPT on the web and open Settings, then Connectors.
  2. Add a custom connector (a custom MCP server).
  3. Type a name, such as DocJacket, paste https://mcp.docjacket.com/mcp as the address, and choose OAuth for sign-in.
  4. Sign in to DocJacket. On the consent screen, choose the access you want and click Allow.
  5. Start a new chat and ask: “Use DocJacket to summarize what needs my attention today.”

Where this sits in ChatGPT's settings depends on your ChatGPT plan, and some plans and workspaces do not allow custom connectors. On a business workspace, an admin may need to turn it on first.

Full setup guide, with troubleshooting: Connect Codex / ChatGPT 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 ChatGPT to DocJacket?

In ChatGPT on the web, open Settings, then Connectors, and add a custom connector (a custom MCP server). Paste https://mcp.docjacket.com/mcp, choose OAuth for sign-in, sign in to DocJacket, choose your access on the consent screen and click Allow. Custom connectors are not available on every ChatGPT plan, and a business workspace admin may need to turn them on.

Is DocJacket in the ChatGPT directory?

Not yet. A directory listing is coming. Today you connect ChatGPT to DocJacket yourself as a custom connector, using the steps on this page. It is the same DocJacket server and the same tools either way.

Can ChatGPT send emails to my clients without asking me?

No. A send tool such as send_document_request or send_client_update only prepares the email and returns a preview. ChatGPT 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.

Do I need a separate ChatGPT subscription?

Yes. ChatGPT is your own subscription with OpenAI, and custom connectors depend on your ChatGPT plan. DocJacket does not resell AI usage. AI Access is included with your DocJacket subscription.

What can ChatGPT 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 Claude or all integrations.

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