Works with Microsoft Teams, Copilot & Any MCP Server

Government Software
for the Agentic AI Era

One unified platform for AI copilots, automated workflows, and intelligent request management. Built for local governments, utilities, transportation, and energy providers.

Microsoft Teams
Copilot App
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Built For You

Who we work with

Gerald is the orchestration layer for the next generation of government operations. Empower every end user to retrieve information from connected sources and trigger multi-department workflows — simply by typing.

Town Managers & Administrators

Oversee all departmental operations from a single intelligent hub. Gerald routes, tracks, and resolves requests across your entire organization.

Chief Information Officers

Unify data retrieval across all connected MCP servers. Give every department secure, natural language access to the systems they need.

Chief Innovation Officers

Deploy AI-powered workflows without custom development. Gerald turns any MCP server into an accessible tool for your entire workforce.

Directors of IT

Connect any MCP server for retrieval, enforce security policies, and maintain full audit trails. Enterprise-grade control with zero custom code.

Municipal Operations

Get the most out of every department. Gerald orchestrates cross-departmental requests so your teams spend less time chasing and more time delivering.

Information Retrieval

Connect to any MCP server and empower your workforce to pull answers from connected systems — just by asking Gerald.

Workflow Automation

Trigger workflow templates that touch multiple departments by simply typing to Gerald. One message kicks off an entire multi-step process.

Compliance & Oversight

Every action logged, every decision tracked. Built-in approval chains and enterprise-grade security so your next-gen tools meet public sector standards.

Intelligent Automation

Bot automation meets human oversight

Watch how requests flow through automated steps with human-in-the-loop approval when needed.

Request Submitted

Via Teams Copilot

Bot Processing

Data gathered automatically

Human Approval

Manager review & sign-off

Completed

Full audit trail

Multiple Entry Points

Meet your teams where they work

Gerald integrates with your existing tools. Requests come in from any channel—all managed in one unified system.

Recommended

MCP Server + Microsoft Copilot

The ultimate experience. Your team types natural requests directly in Teams—Gerald understands, asks follow-up questions, and routes intelligently.

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External Portal

A portal for external stakeholders—contractors, vendors, or citizens—to submit and track requests without Teams access.

Powered by Jetdocs

Create Any Template

Build specialized templates that work with Gerald—define workflow steps, information to collect, and automated bot actions for any department need.

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MCP Ecosystem

Connect to any MCP server

Pull data from your existing systems through Gerald's MCP integration layer. Your team retrieves information with natural language — Gerald handles the rest.

AD

Azure Databricks Genie

Available
BX

Box MCP Server

Available
D3

D365 Sales MCP Server

Available
BC

Dynamics 365 Business Central

Available
CC

Dynamics 365 Contact Center

Available
DS

Dynamics 365 Sales MCP

Available
ER

Dynamics 365 ERP MCP

Available
EM

Email Management MCP

Available
MT

Meeting Management MCP

Available
PA

Power Apps MCP Server

Available
PM

Process Mining MCP

Available
ZP

Zapier MCP

Available

Gerald connects to any MCP-compatible server. Bring your own connectors or use our pre-built integrations.

How It Works

From request to resolution, intelligently

Requests submitted in Teams are automatically routed, processed, and tracked—with full accountability.

1

Natural Language Input

Team members type requests naturally in Microsoft Teams via the Copilot app. "I need IT to set up a new laptop" or "Request budget approval for Q2 project."

2

AI Understands & Routes

Gerald's AI parses intent, asks clarifying questions if needed, and automatically routes to the correct department, team, or agentic bot.

3

Automated + Human Steps

Bot steps auto-complete data gathering and integrations. Human-in-the-loop steps ensure oversight where needed. All tracked with full audit logs.

4

Resolved & Documented

Complete resolution with full accountability. Export to Excel, PDF, or DOCX. Every action tracked, every decision logged.

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Enterprise-grade capabilities included

Gerald is built on the Jetdocs platform—giving you powerful automation and control out of the box.

Human-in-the-Loop

AI handles routine work, but humans stay in control. Approval workflows, escalation paths, and oversight built into every process. Configurable review points ensure quality.

Approval chains Escalation rules Override controls

Fully Automated Bot Steps

AI agents execute tasks autonomously—gathering data from external systems, filling forms, triggering integrations, and updating records without human intervention.

API integrations Data extraction Auto-completion

Complete Audit Trail

Every action logged with timestamps, user attribution, and full context. Meet compliance requirements automatically. Export audit reports instantly.

Timestamped logs User attribution Compliance ready

Export Anywhere

Generate professional reports in Excel, PDF, or Word with one click. Share insights across departments. Data portability when you need it.

Excel / XLSX PDF reports Word / DOCX
Platform Features

Everything you need for intelligent operations

Gerald brings together AI agents, workflow automation, and unified data management.

Centralized Hub

All tickets, requests, and workflows in one place. Different views for contributors and managers. Ask the Ticket Hub AI anything about your data.

Smart Notifications

AI-generated summaries delivered alongside your daily work. Stay informed without information overload. Customizable by role and preference.

AI-Powered Insights

Unique insights from your operational data. Beautiful graphs, trend analysis, and actionable intelligence. Spot patterns before they become problems.

Enterprise Security

Role-based access control, SSO integration, and data encryption at rest and in transit. Built for government and enterprise compliance requirements.

Collaborative Comments

Team discussions attached directly to tickets. @mention colleagues, share context, and keep all communication in one place with full history.

Standardized Records

Every request becomes an actionable record with consistent structure. No more scattered spreadsheets or lost email threads. Everything trackable and accountable.

The Command Center

Your unified operations hub

See everything at a glance. Drill into details when needed. Full visibility across departments.

All Requests
Pending
My Team
AI Insights
Export
Request Status Assigned Updated
IT equipment request - Finance Dept In Progress
JD MK
2 min ago
Budget approval Q2 - Operations AI Processing
AI
8 min ago
Conference room booking - HR Completed
RS
25 min ago
Vendor onboarding - Procurement Awaiting Review
TN AL +2
1 hour ago
73%
Faster resolution times
5x
More requests handled
100%
Audit compliance
24/7
AI-powered triage
Schedule a demo with our team

Ready to give your staff an AI orchestration layer?

Schedule a personalized demo. See how Gerald connects your MCP servers, teams, and workflows into one intelligent platform.

Schedule Your Demo