Integrations/AI assistants

Decisions made in a chat reach the record

One URL connects Claude, ChatGPT, or Claude Code, and what you decide in the chat is logged as yours.

or

https://orgtools.com/mcp

What your assistant can do

Everything a connected assistant does in Orgtools runs as you: it sees what you can see, and anything it writes is created by you with the assistant named as the seat that drove it.

Log a decision

Say what you decided, why, and what you set aside. The assistant logs a decided room in Orgtools with you as the decider, and can seat a colleague by name or work email.

Find and read decisions

List the firm's decided decisions, or open one to read the question, the context, what was chosen, the rationale, and who decided it.

List governance signals

The findings Orgtools has raised from the firm's documents and data, with the decision each one implies. Available when your role can see the knowledge layer.

Connect

Every client signs in through the same Orgtools consent screen, which names the tool asking, your firm, and how the tool will show up in Orgtools. Pick yours.

The button opens Claude's Add custom connector dialog with Orgtools filled in. You review it and confirm; nothing is added until you do.

Connect to Claude
  1. Confirm the connector. Without the button: Customize, Connectors, Add custom connector, and paste https://orgtools.com/mcp.
  2. Claude sends you to Orgtools. Sign in if you are not already, read the consent screen, and click Allow.
  3. In a chat, open the plus menu, choose Connectors, and turn Orgtools on. Connectors are per conversation.

What a logged decision looks like

You say it once, in your own words. The assistant passes along only what you said.

You

Log this: we are not taking new engagements under fifty thousand dollars. The small ones have been negative margin for two quarters. We considered keeping them as loss leaders, but they have not led to larger work.

Assistant

Logged. Chosen: no new engagements under $50k, because the small ones have run negative margin for two quarters. Set aside: keep them as loss leaders, since they have not led to larger work. Open it in Orgtools to review or add participants.

  • The room is decided, with you as the decider and the assistant's seat recorded as the source.

  • The seat is named for you and the tool, ex: "Your name · Claude", and can be disconnected from your Settings page at any time.

  • Nobody is emailed about a decision they made themselves. A colleague you seat by name gets the usual notification.

Ready to connect your assistant?

Start a trial, connect Claude, ChatGPT, or Claude Code with one URL, and log the next decision from the conversation where you made it.