Who can use this feature?
All users
What is Jump's ChatGPT plugin?
Jump's ChatGPT plugin connects ChatGPT to Jump through Model Context Protocol (MCP). It gives ChatGPT read-only access to the same Jump data you already see, so you can prep for meetings, find client details, and search your notes without leaving your ChatGPT conversation.
ChatGPT only reads your Jump data. It can't create, change, or delete anything, and it only sees what you can already see in Jump.
What you can do
Once connected, you can ask ChatGPT things like:
Review recent meetings: "List my most recent meetings," or "Summarize my last meeting with the Smiths, including action items."
Find a contact: "Do we have an email address for John Smith?"
Look across meetings: "When did I last meet with John Smith?" or "How many meetings have I had with the Smiths?"
Search meeting content: "Search my meetings for anything about college savings plans."
Work with documents: "What documents do I have for John Smith?" or "Summarize the most recent tax return we have on file."
Search inside documents: "Do I have any estate-plan documents that mention XYZ stock positions?"
Before you connect
Your Jump account must have MCP Client(s) enabled. It's off by default. If tools return errors or no results, account owners can navigate to Profile & settings > Compliance > Access restrictions > Allowed Features > AI Connectors > MCP Client(s).
You'll need a ChatGPT account. How ChatGPT uses the data it retrieves is governed by your firm's own ChatGPT plan and agreement with OpenAI, not by Jump. For more details, see Jump’s Privacy Policy.
Within ChatGPT, your admin will need to authorize the connection to Jump using your credentials.
How to connect Jump's ChatGPT plugin
Connect once, and the Jump tools are available in your ChatGPT conversations.
In ChatGPT, open Settings.
Within Settings, find and select the Plugins tab.
Use the search bar to search for Jump.
Click Install plugin after selecting Jump.
When prompted, sign in to Jump and review the read-only permissions on the authorization screen.
Click Authorize, and you're connected. The Jump tools are now available in ChatGPT.
Who controls access?
Your Account owner in Jump controls the ChatGPT plugin for the whole account, under Profile & settings > Compliance:
Access restrictions > Allowed Features > AI Connectors > MCP Client(s): The main on/off switch for the account. This must be on for anyone to use the plugin. If your Account owner doesn't see this option, contact [email protected] to enable it for your account.
Apps > ChatGPT: Where an Account owner can enable, disable, or fully revoke ChatGPT's access. ChatGPT appears here once an Account owner first connects it.
Both settings must be enabled for the plugin to work. Turning off MCP Client(s) blocks access for the whole account without disconnecting anyone, and you can turn it back on. Revoking access under Profile & settings > Compliance > Apps > ChatGPT fully removes access.
When a Jump Account owner first authorizes ChatGPT, the plugin becomes available to other users on the account. However, each person still signs in as themselves and only ever sees their own data. You can disconnect your own access anytime under Profile & settings > User Settings > Authorized Apps in Jump.
Frequently asked questions (FAQs)
Why do Jump tools return an error or say "not enabled"?
Why do Jump tools return an error or say "not enabled"?
The plugin may be turned off for your account. An Account owner can check Profile & settings > Compliance > Access restrictions > Allowed Features > AI Connectors > MCP Client(s) and Compliance > Apps (ChatGPT). If the option doesn't appear at all, contact [email protected] to enable it for your account.
Why does a different account's name appear on the authorization screen?
Why does a different account's name appear on the authorization screen?
Your browser is signed in to Jump as another user. Sign out of Jump, then reconnect and sign in as yourself.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]