MCP Server Beta
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 Server. For now 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
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.
How to set this up
Please refer to this support article: How to connect to the DecisionVault MCP Server