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Jump’s ChatGPT Plugin: Bring Your Client Context Into ChatGPT

For many financial advisors, ChatGPT is already part of the workday, and a tool their firm has provisioned and trusts. With Jump’s ChatGPT plugin, advisors who already work in ChatGPT can bring their client context from Jump with them, with no need to switch tools. Meetings, notes, contacts, and documents are a question away, so advisors can spend less time searching and more time with clients. The plugin is built on MCP, an open standard that lets AI tools like ChatGPT work directly with the software firms already use.

What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants like ChatGPT connect to the applications you use every day and access relevant information, without compromising sensitive data.

Platforms like Jump use MCP to build integrations that users can enable inside the AI tool. So rather than pasting client notes into a chat window, an advisor can have ChatGPT pull them straight from Jump.

How Jump’s ChatGPT Plugin works

Once enabled by the account owner, each Jump user adds Jump from within ChatGPT and signs in to authorize it. Once connected, when an advisor asks ChatGPT a relevant question, ChatGPT sends a secure request to Jump through MCP, retrieves the relevant data, and uses it as context in the same conversation. The advisor doesn’t have to open Jump or track down the data. The plugin is available on all Jump plans.

What Jump’s ChatGPT Plugin can help financial professionals accomplish

With the ChatGPT plugin, financial professionals can ask questions or give instructions in plain language and get answers drawn from their Jump account. This unlocks capabilities like:

  • Finding meetings and recalling topics discussed across conversations, such as when an advisor last met with a client or what came up about college savings plans
  • Retrieving meeting summaries, notes, and action items
  • Looking up contacts
  • Searching Jump documents
  • Drafting follow-up emails after meetings, using the context ChatGPT retrieves from Jump

The plugin is read-only – ChatGPT can retrieve information but cannot create, edit, or delete anything in an advisor’s Jump account or any Jump-connected integrations.

Prioritizing security and privacy

Compliance teams at more than 11,500 firms trust Jump with client information, and the ChatGPT plugin is built with client confidentiality in mind. The plugin only retrieves data while a user’s connection to Jump is active. Here’s how the plugin handles client data:

  • Access is user-scoped. Each request runs as the user who authorized it, and the Plugin only retrieves what that user has permission to see in Jump. There’s no cross-account visibility.
  • Data governance shifts once information leaves Jump. Once ChatGPT retrieves data from Jump, that data is governed by the firm’s ChatGPT plan and agreement with OpenAI, not by Jump.
  • Firms retain control. Account owners decide whether the plugin is available. They can pause it for the whole account through Jump’s compliance settings or revoke access entirely, and any individual user can disconnect their own access at any time.

Given that client data may pass through this connection, compliance teams should review their firm’s policies on AI tools and data handling before enabling the plugin.

Learn more

To learn more about setup, permissions, troubleshooting, and other details on Jump’s ChatGPT plugin, check out How to use Jump’s ChatGPT plugin in the Jump help center.