How to connect to the DecisionVault MCP Server
Our MCP server lets AI assistants such as Claude and ChatGPT work with DecisionVault: create and update matters, check on intake progress, and, once you turn it on, use client data for analysis and agentic drafting.
What you can do
Operational tools
Create matters, check on their progress and update things like meeting date and matter stage.
- 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.
Client data access
Turn on client data access for the MCP server to use the information for analysis and agentic drafting.
- The contacts under the matter
- Financials
- Role assignments
- Questions and answers from the questionnaire
- Meeting template questions and answers
How to set this up
- Turn on MCP Server access for your firm. A firm admin can find it at the bottom of the Settings > Integrations page.
- Add this address in your AI assistant and follow the prompts to connect:
Example: Claude Desktop
Go to Settings > Connectors and add the address as a connector:
Example - ChatGPT
Go to Settings > Plugins, click Add, and choose Add MCP server:
DecisionVault then shows up under MCPs. Choose Authenticate to continue:
How to get access to client data through the MCP?
Client data remains disabled until a firm administrator enables it. Please navigate to Settings > Integrations > Developer > MCP Server and open the Full client data section. Next, confirm the four statements regarding your AI configuration, including that you have a paid account under the firm’s name and that model training is turned off. Once these items are verified, you may enable client data access through the MCP connector:
Frequently Asked Questions
Can the AI see client data by default?
No. Out of the box the MCP server only offers the operational tools. A firm admin has to confirm the firm's AI setup and enable client data access under Settings > Integrations > Developer > MCP Server.
What can the AI do without client data access?
The operational tools: create matters and invite clients, list open matters, check completeness stats, and update things like the matter name, meeting date, submitted state, and stage.
What do I have to confirm before enabling client data access?
Four statements about your AI setup: the AI account is a paid account in the firm's name, model training is turned off, retention is set to zero data retention or covered by a written agreement with the provider, and the firm acknowledged that this use is consistent with its confidentiality duties.
Which AI assistants can I connect?
Any assistant that supports MCP servers. The examples above show Claude and ChatGPT, and the same address works for other MCP clients.