Your business financials, inside your AI tools.
Jupid exposes your transactions, counterparties, and cash flow as an MCP server. Query your books from Claude Desktop, Cursor, or Claude Code — no dashboards, no exports, no context switching.
search_transactions, get_counterparty, get_cashflow_report — six tools with structured filters, not a prompt hack over an API.
Generate a token in Jupid, add it to your MCP config. Works with mcp-remote for Claude Desktop and Cursor.
Ask "what did I spend on software?" and get Schedule C line references back. The AI agent does the query composition.
Six tools. Full financial context for your agent.
Every tool returns structured JSON. Filters, date ranges, and enriched narratives are built in.
me + search_transactions
me returns your connected accounts, transaction summaries, and counterparty counts. search_transactions supports full-text search plus filters for date range, amount, category, and transaction type. Up to 50 results per call.
search_counterparties + get_counterparty
Search vendors, merchants, and clients by name with enrichment data. get_counterparty returns a full profile — spending narrative, category breakdown, metadata, and the last 10 transactions.
Amazon Web Services
Cloud Infrastructureget_cashflow_report + get_transaction
get_cashflow_report returns Schedule C cash flow grouped by week, month, or quarter with counterparty attribution. get_transaction returns a single record with full narrative and context.
“The best API is the one where you never write the query yourself. Your AI agent composes the call, Jupid returns the structure.”
Three clients, one config change.
Add the Jupid MCP server to your AI tool of choice. Token-based auth, no SDK, no dependencies.
Get your tokenClaude Desktop
Add to claude_desktop_config.json. Uses mcp-remote with your Jupid token as an environment variable. Transactions and counterparties available in every conversation.
Cursor
Add to .cursor/mcp.json in your project root. Same mcp-remote transport. Query your financials while you code.
Claude Code
Run claude mcp add in your terminal. Direct streamable HTTP transport, no proxy needed. Full access from your CLI.
Questions developers actually ask.
How do I authenticate?
Generate a token from your Jupid dashboard under Integrations → AI Agents. Pass it as a Bearer token in your MCP server config. Tokens are scoped to your account and can be revoked or regenerated 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 I restrict which tools are available?
Not yet. All six tools are available when the server is connected. Scoped tool access is on the roadmap.
What transport does the MCP server use?
Streamable HTTP for Claude Code (direct connection). Claude Desktop and Cursor use mcp-remote as a lightweight proxy. Both work over HTTPS.
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, and categories use Schedule C line references where applicable.
Is there a rate limit?
Standard accounts get 100 tool calls per hour. This is more than enough for interactive AI agent usage. If you need higher limits, contact us.
Does this cost extra?
The MCP server is included with all Jupid plans at no additional charge.