How to connect to the DecisionVault MCP Server
Our MCP server lets AI assistants such as Claude and ChatGPT interact with DecisionVault
Client Data Notice
By default Client Data is not available through the MCP. It just helps you manage your matters and check in on their progress.
If you have an AI solution that has model training turned off and has Zero-Data-Retention or equivalent - please reach out to DecisionVault support to get access to client data through the MCP server
What you can do
- Create a new matter and invite 1 or 2 clients to the questionnaire.
- Pull a list of open matters (by matter name) and filter by meeting date and submitted state.
- Get matter completeness stats (how many assets, files, contacts did the client add, is it submitted?)
- Update the name, meeting date, toggle a matter back to unsubmitted, and change the matter stage.
Here's an example - you could run a question like this as a skill/automation on a weekly basis to see which matters need follow-up before the meeting with the attorney:
How to set this up
1) You need to turn on MCP Server access for your firm - find it at the bottom of the settings -> integrations page
2) To follow you can put this address in your AI and follow the prompts to connect:
Example: Claude Desktop
Settings -> Connectors
Example - ChatGPT
Settings -> Plugins
Now DecisionVault will show up under MCPs - choose Authenticate to continue:
