Jump

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.