Use Traceway with Claude or ChatGPT

Use the Traceway connector to find decisions, check briefs and coverage, and propose drafts for a person to review. Open the returned Traceway links to read decision wording and constraints.

Before you connect

You need an existing Traceway workspace and access to the records you want to use. Your workspace must allow the connector. Draft proposals also need the appropriate seat and draft permission. If access is missing or the connector is off, follow the refusal to the person who can change it.

Connect by server address

1. Add a custom remote MCP connection in your assistant.
2. Use this server address: https://app.traceway.com/api/mcp.
3. Choose OAuth, sign in with your Traceway identity and select the intended workspace.
4. Read the requested permissions before approving the connection. Use the workspace where you intend to work.

The product permissions are:

• Read decisions you can already see.
• Read brief references you can already see.
• Read decision coverage.
• Create drafts for a person to review.

The connection also identifies your account and selected organisation. It does not gain access to other workspaces or records you cannot already access. If the assistant asks for offline access or permissions beyond these, stop and contact Traceway support before continuing. Never paste a password, access token or client secret into a conversation or support message.

Consent and limits

Read decisions, briefs and coverage you can already see.

Create drafts, in your confirm queue, with your name on them.

Never sign, approve, resolve, edit or delete anything.

Never read the conversation it is running inside.

You can revoke the connection; existing records and history remain.

The five tools

traceway_find_decision

Find signed decisions and their status by topic, owner or date. Also finds decisions still being made, optionally within one node (the thing a decision is about). Returns each decision's address, title, status and version, who signed it and when, whether it is contradicted, superseded or unaccounted, and a link to read it. Also returns how many decisions were searched, and how many restricted decisions matched, with who can grant access. Does not return the wording of a decision: send the user to the link. Use before answering any question about what was agreed. Does not create or approve anything.

traceway_get_brief

Check a decision before building from it. Returns its address, status, version and brief version, who signed it and when, the addresses of its binding constraints, how many open questions it has, what it supersedes or is superseded by, and conflicts: any in-force decision that disagrees with it on a shared node. If stop is true, do not choose between the decisions: stop, hand both addresses to a person, or draft the question with traceway_propose_decision. Pass the brief version you built from to learn whether it is still current. Does not return the wording of the decision or its constraints: send the user to the link to read them. Does not create, approve or edit anything.

traceway_check_coverage

Check whether signed decisions have work behind them, for one decision, one node or the whole workspace. Returns each decided decision's state: authorised (work cites it), not executed (someone stated why no work is needed) or unaccounted (nothing references it), with the denominator: how many decisions were counted and how many left the count. Restricted decisions are counted but not named, and the answer says who can grant access. Use before proposing work, so work is not proposed twice. Does not return work item titles or anyone's stated reasons: send the user to the link. Does not create or change anything.

traceway_propose_work

Propose a work item that carries out a signed decision. Creates a draft only, never a tracker item: it lands in the proposer's confirm queue, where a person confirms it. Requires the decision it carries out and the brief version you read from traceway_get_brief. Refused, with the rule and the person who can change it, when no decision is cited, the decision is not signed or you cannot read it, the brief version is missing or out of date, you have no Decide seat, or this connection was not granted propose. A refusal is final for that call: do not retry it, tell the user what it said. Never edits, approves or signs anything.

traceway_propose_decision

Draft a decision that has not been made yet, when you reach a question no decision covers or a brief tells you to stop. Creates a draft only, never a decision: it lands in the proposer's confirm queue with their name on it, where a person decides. Takes the question, the options, and optionally a recommendation and the addresses of decisions it concerns (when two decisions conflict, attach both and do not recommend between them). Refused, with the rule and the person who can change it, when this connection has no person behind it or was not granted propose. Never signs, approves or edits anything.

Review proposed drafts

Open the returned confirm-queue link in Traceway and review the proposal there. A draft receipt is not an approved decision or a tracker item. A person remains responsible for confirming the draft and any later decision or delivery action.

When a request is refused

A refusal names the applicable rule and, where available, the person who can help. Do not retry the same refused call. Check that you selected the right workspace and still have access. Work proposals need a signed decision and the current brief version; read the brief again if the version is out of date.

Restricted decisions may contribute to counts or disclose that a match exists with a person to ask for access. Their wording and source excerpts are not returned. Use the Traceway links to read material within your current access.

Disconnect and revoke access

Disconnect the connector in your assistant to stop using that connection. Revoke its underlying grant through your identity provider’s available control, or ask your workspace administrator for help. Existing Traceway records and audit history remain. Removing workspace membership or closing the workspace also stops connector access.

Data handling

The connector receives the tool and arguments you ask your assistant to send, together with your connection identity. It does not read the conversation it is running inside.

Traceway records connector requests and their audit history. Drafts you explicitly propose remain in Traceway for a person to review. Disconnecting stops new access; it does not delete existing records or their history.

Your assistant receives decision addresses, capped titles, status, version, signer and date, coverage counts, draft receipts and links within your current access. Decision wording, constraints and source excerpts are read in Traceway and are never returned by the connector.

Support and product terms

For help, use Traceway support or email support@traceway.com. Include the workspace, what you tried and the refusal you received. Do not include passwords, tokens or other secrets.

Requires an existing Traceway workspace. Connector use is governed by your workspace’s existing Traceway product agreement.

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