Dhisana Workspace
Dhisana Workspace brings Dhisana's RFP and market-signal monitoring and its Sales Brain account research into Claude and ChatGPT. Ask in plain language and the assistant works through Dhisana's own tools: it reviews cited findings and records your accept or reject decisions, tunes monitoring rules, runs Account Portfolio Fit and Quick Match research, reads the resulting briefs and dossiers, and watches accounts for material changes. Every action goes through your Dhisana workspace, with Dhisana's reviewer, approval, reauthentication and audit rules enforced on the server.
You need a Dhisana account with access to at least one workspace.
What you can ask
| Ask | What happens |
|---|---|
| "Show today's RFP findings for review" | Lists pending findings with buyer, deadline, confidence and source links first |
| "Accept the first two, reject the third as expired" | Records the decisions after you confirm each one |
| "Send the accepted findings to the team" | Emails accepted findings, one per message, after you confirm |
| "Exclude retailers from this monitor" | Shows the exact rule change, previews it, applies it after you confirm |
| "How is the RFP watchlist performing this month?" | Accepted, rejected and duplicate counts by policy group |
| "Where could we help this account?" | Runs or reads Account Portfolio Fit across the configured catalogue |
| "Could this offering fit this account? What must we validate?" | Runs or reads a Quick Match brief with fit, timing, questions and sources |
| "Tell me when something material changes at this account" | Previews and creates an account watch, then reports impacts |
Skills included: dhisana-workspace (overview), review-rfps,
tune-policy, signal-report, portfolio-fit, quick-match,
watch-account.
Connect
The plugin connects to Dhisana's remote MCP server at
https://api-agent.dhisana.ai/mcp-server/mcp. You sign in with your Dhisana
account and choose the workspace the connection may reach; there are no API
keys to copy.
Claude (claude.ai, Desktop, Cowork). Add the plugin from the directory, or upload a zip of this repository under Customize → Plugins → Add → Upload plugin, then connect the Dhisana connector from the plugin's Connectors tab. Team and Enterprise owners add the connector for the organization first.
Claude Code.
claude plugin marketplace add dhisana-ai/dhisana-workspace
claude plugin install dhisana-workspace@dhisana
Codex.
codex plugin marketplace add dhisana-ai/dhisana-workspace
then install Dhisana Workspace from the plugin directory and sign in when prompted.
ChatGPT. Install from the plugin directory once listed, or register the MCP URL in developer mode.
Data
The plugin itself stores nothing and contains no credentials. When you use it, your requests and the identifiers of the records you act on are sent to your Dhisana workspace through the MCP server above, and Dhisana returns saved research, findings, briefs, dossiers and campaign data from that workspace. Access uses an OAuth token tied to you and the workspace you chose at sign-in; Dhisana checks your permissions on every request. Actions that send email, start research runs or change monitoring rules ask for your confirmation first and may consume Dhisana credits. Data handling is governed by your organization's agreement with Dhisana AI.
Support
Visit dhisana.ai or contact your Dhisana account team.
License
See LICENSE.