Integration
Jump +Claude
Connect Claude to Jump to ask questions about your meetings, contacts, and documents in plain language, right inside Claude. Jump's Model Context Protocol (MCP) connector gives Claude read-only access to the Jump information you already have permission to see.
NOVEMBER 6 • 12:30 pm ET
Learning Lab: Coffee with Claude + Jump
Join a live walkthrough of working examples. You’ll get a short tour of the art of the possible, then we'll address any questions you have. Jump's one-click MCP connector gives Claude governed access to conversational intelligence and insights in Jump — meeting context, follow-ups, client records across your systems — so you can build the workflows your team wants, in whichever interface your team prefers.
Key benefits
Prepare with meeting context
Review recent conversations and follow-ups without leaving Claude.
Find client details
Ask natural-language questions about contacts and meeting history.
Search across conversations
Find discussions of topics such as college savings or estate planning.
Work with documents
Find and summarize available client documents when document capabilities are enabled.
Feature details
Meeting history
Find meetings by participant, topic, and date.
Meeting content
Retrieve summaries, action items, and transcripts when available and retained.
Contact lookup
Find saved Jump contacts and meeting participants.
Document context
Search and retrieve documents when document intelligence is enabled.
Jump follow-up tasks
Retrieve Jump tasks; these are not CRM tasks. This capability is described in the technical reference and should be validated for the supported customer flow before publication.
Read-only, user-scoped access
Claude only retrieves data the signed-in user can already access in Jump. It cannot create, change, or delete records.
How it works
Confirm account access
An account owner enables MCP Client(s) under Compliance → Access restrictions → Allowed Features → AI Connectors. Claude must also be enabled under Compliance → Apps. If the feature is not visible, contact Jump Support.
Connect in Claude
Open Settings → Connectors, search for Jump, and select Connect on the jump-mcp result. The help article documents support for claude.ai and Claude Desktop.
Authorize as yourself
Sign in to Jump, review the read-only permissions, and authorize access. Each user connects with their own identity.
Resources
Help Center Article
Learn how to connect Claude to Jump
Onboarding Webinar
Join a live, daily walkthrough to get set up and ask questions in real time.
Customer Support
Get account help, product support, or give feedback.