Jump

Trusted AI for advisors & financial professionals

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Jump is the #1 AI platform for advisors and financial professionals. The Jump connector gives Claude read-only access to your meeting data, contacts, and documents — the same data you already see in Jump. List and search meetings by date or keyword, retrieve transcript snippets and AI-generated summaries, run semantic search across meeting and document content, and look up contacts and meeting participants. All access is scoped to your authenticated Jump account; nothing is created, changed, or deleted.

Tools

  • jump_get_document_content
  • jump_get_meeting_content
  • jump_list_documents
  • jump_list_meetings_beta
  • jump_search_jump_contact
  • jump_search_meeting_participants
  • jump_search_meetings
  • jump_semantic_document_search
  • jump_semantic_meeting_search

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