Dock MCP Server
Dock works directly in Claude, ChatGPT, Gemini, and Copilot. Find client-facing assets, create deal rooms, track deal activity, and use your Dock AI agents—without opening Dock.
Revenue teams love Dock
I created Acme’s deal room with your team’s approved content. Here’s what’s ready to share:
Open Acme deal room ↗
Would you like me to draft a follow-up for Sarah?
ChatGPT can make mistakes. Check important info.
Spend less time on admin, more time in front of buyers.
Done — your new workspace is created.
Your proposal, pricing, and action plan are ready in one shared space.
Would you like help preparing the follow-up?
Here’s the latest deck, plus a customer story you can share with Acme.
The overview deck is the most recent version in your library.
Acme is taking a closer look at your proposal. Here’s the activity from the last 7 days:
Sarah invited the CFO to the workspace. Follow up on pricing before Friday.
View Acme’s workspace activity ↗
Done. The launch date is now October 15 in all three workspaces.
The remaining milestones and owners are unchanged.
Your case studies are now together in Customer Stories.
Existing share links still point to the same assets.
I found two active Acme workspaces:
The sales room contains your current proposal and pricing.
Here’s the link to the latest Acme Overview Deck:
You can include it in your follow-up to Sarah. The link uses the asset’s existing sharing settings.
Your Enterprise overview leads this month. Two older assets have very little activity:
Review the older deck and pricing guide before archiving them.
Your team is using Dock more consistently this month:
Seven more teammates are active. Workspace creation and content sharing have both increased.
Write a message…
Claude is AI and can make mistakes. Please double-check responses.
Access every custom Dock agent from Claude, ChatGPT, or Gemini. Agents can reach beyond Dock too—your CRM, Gong, Notion, and more.
Ask for a case study by industry—get a linked asset back.
Find a case study for an enterprise buyer.
I found a case study that fits your enterprise buyer:
VIV/AI customer story
It covers how the team built a more connected buyer experience with Dock.
You can share the PDF directly or add it to your deal room.
Source: Dock content library
Turn a champion’s priorities into a business case, ready to use.
Write a business case for Acme.
Here’s a business case based on your discovery notes:
You can use this as the starting point for Acme’s proposal.
Ask which assets are stale,
unused, or due for a refresh.
Which assets need a refresh?
Two assets could use a refresh:
I’d ask the owners to review both before sharing them with buyers.
Source: Dock content activity
Get your team’s agreed-on positioning from a playbook or battlecard.
How should I position Dock?
Lead with a shared buyer workspace.
Here are the key points from your competitive playbook:
View the competitive playbook
Get CRM data, workspace activity, and call notes on any opportunity.
What should I do next on Acme?
Pricing is the next conversation on Acme.
I’d confirm the security owner before Friday, then follow up with Sarah on pricing.
Sources: Acme workspace, CRM opportunity
New hires ask product questions and get answers grounded in your playbooks.
What should I cover on my first discovery call?
For your first discovery call, focus on three things:
Open the discovery playbook
Anything your team builds in AI can call Dock as a data source.
Give ChatGPT & Claude access to Dock alongside your other connected tools.
Build Dock AI agents into your repeatable tasks.
Wire Dock into multi-step workflows your team runs on autopilot.
Each user gets the same permissions through the MCP as they already have in Dock, so no one accesses more than they’re supposed to.
Every user’s assistant runs on their own Dock permissions—no one sees or touches more through AI than they could in the app.
Every write action—creating a workspace, editing contacts, tagging or archiving content—has an approval step before anything changes in Dock.
The Dock MCP is available on all plans.
Setup takes a few minutes—pick your assistant:
Need more information? Contact our sales team
It’s a connection that lets AI assistants like Claude, ChatGPT, and Gemini search, create, and analyze directly in Dock—without you opening the Dock app.
Claude (including Claude Code), ChatGPT (including Codex), Gemini, and Copilot, plus anything else your team builds on the MCP standard.
The Dock MCP is live in beta on every Dock plan, from Free through Enterprise.
On its own, just Dock—your workspaces, content library, and templates. To connect to outside data like your CRM, Notion, or call recordings, ask for a Dock agent that was set up with those connections. The agent brings its configured sources along with it.
Search covers Dock’s own workspaces, assets, and templates. An agent is a specific workflow your team built in Agent Builder—it can pull in outside sources if it was configured to do so, and it’s built for a particular job rather than open-ended search.
The same ones each person already has in Dock. Every user’s assistant runs on their own Dock permissions, so no one sees or touches more through AI than they could in the app.
No. Every write action—creating a workspace, editing contacts, tagging or archiving content—has a human-in-the-loop approval step before anything changes in Dock.
Setup takes a few minutes per assistant. See the guides for Claude, ChatGPT, and Gemini.
Share
Partnership Proposal for VIV/AI
Acme is excited to partner with VIV/AI to drive significant business results across your portfolio of products.
This workspace includes everything you need to know about Acme as you evaluate our enterprise system and onboard to the platform.
Table of Contents
→ Product Overview
→ Business Case
→ Case Studies
→ Pricing Proposal
→ Customer Success
Hi there
👋
I’m Acme Agent AI. I can help you find matters, legal documents, onboarding resources, and internal knowledge.
Pull up the onboarding doc for the Acme Holdings matter.
Found the active matter workspace and the latest onboarding pack.