Your business financials, inside your AI tools.
Jupid exposes your accounts, transactions, counterparties, and reports as an MCP server. Query your books from Claude, ChatGPT, Cursor, or Codex — no dashboards, no exports, no context switching.
searchTransactions, getPnlReport, listOutstandingIssues — thirteen tools with structured filters, not a prompt hack over an API.
Paste one URL into Claude, ChatGPT, Cursor, or Codex — dynamic client registration and PKCE handle the rest. Sign in once in the browser, approve the consent screen, done. No API keys.
Ask "what did I spend on software?" and get Schedule C line references back. The AI agent does the query composition.
Thirteen tools. Your whole back office, readable by agents.
Every tool returns structured JSON, and every record carries a deep link back to app.jupid.com. Twelve tools are read-only; the only write tool answers open questions Jupid already asked you. Full catalog at developer.jupid.com.
Profile, accounts & categories
getProfile orients the agent: company summary, data coverage, transaction date ranges. listAccounts shows connected sources with balances, sync status, and masked account numbers. listCategories exposes the classification tree used for filtering.
Transactions & counterparties
searchTransactions combines free-text search with filters for dates, amounts, category paths, accounts, and review state. searchCounterparties covers vendors, clients, investors, and contractors with enrichment data. getTransaction and getCounterparty return full detail with narratives.
Amazon Web Services
Cloud InfrastructureReports, open questions & billing
getCashflowReport and getPnlReport return Schedule C–aware reports by day, week, month, or quarter with category trees and counterparty attribution. listOutstandingIssues surfaces questions that need your context; answerOutstandingIssue saves your reply. getBillingStatus and getAgentConnectionInfo round it out.
“The best API is the one where you never write the query yourself. Your AI agent composes the call, Jupid returns the structure.”
One URL, every major client.
Add the Jupid MCP server to your AI tool of choice — Claude, ChatGPT, Cursor, Codex, VS Code, Windsurf. OAuth runs in the browser; no SDK, no API keys. Full setup guides for each client live on the developer portal.
Read the developer docsClaude Desktop
Settings → Connectors → Add custom connector, paste the Jupid URL, sign in once in the browser. Transactions and counterparties available in every conversation.
Cursor
Add the server URL to .cursor/mcp.json in your project root — native remote connection, no proxy. Query your financials while you code.
Claude Code
Run claude mcp add in your terminal, then /mcp to sign in. Direct streamable HTTP transport, no proxy needed. Full access from your CLI.
Questions developers actually ask.
How do I authenticate?
Jupid MCP uses OAuth 2.1 with PKCE and dynamic client registration, so clients like Claude, ChatGPT, Cursor, and Codex handle auth automatically via MCP discovery — you sign in once in the browser and approve a consent screen. No API keys. Access tokens expire after an hour and refresh automatically for up to 30 days; access is scoped to your account and can be revoked anytime.
Is my financial data sent to Claude or Anthropic?
Your data flows from Jupid directly to your local MCP client. The AI agent sees tool results in its context window during your session. Jupid does not share data with AI providers independently.
Can an agent change my books through MCP?
No. Twelve of the thirteen tools are read-only. The only write tool, answerOutstandingIssue, saves your answer to an open question Jupid already asked — the answer goes through normal processing. There's no recategorization, category editing, file upload, or billing change through MCP.
Can I restrict which tools are available?
Not yet. All thirteen tools are available when the server is connected. Scoped tool access is on the roadmap.
What transport does the MCP server use?
Streamable HTTP. Claude Desktop, Claude Code, ChatGPT, Cursor, Codex, VS Code, and Windsurf all connect to it natively as a remote server — no proxy needed. Clients that only speak stdio can use mcp-remote as a bridge.
What data formats do the tools return?
All tools return structured JSON with typed fields. Amounts are numbers in dollars (signed — negative for expenses), dates are ISO 8601, categories come back as structured paths, and account numbers are masked. Tools return summaries, not raw database rows.
Is there a rate limit?
There's no published hard rate limit today — the server is built for interactive agent use, and responses cap at 50 records per call. If you're building a high-volume production agent, contact us first.
Does this cost extra?
The MCP server is included with all Jupid plans at no additional charge.