Jump

ChatGPTClaudePartnerby Jump

Jump is an AI platform for advisors and financial professionals. The Jump connection gives ChatGPT read-only access to your meeting data, contacts, documents, and tasks—the same data you already see in Jump. List and search meetings by date or keyword, retrieve AI-generated summaries and notes, run semantic search across meeting and document content, look up contacts and meeting participants, and view follow-up tasks. All access is scoped to your authenticated Jump account; nothing is created, changed, or deleted. Requires an existing Jump account with the connection enabled by your administrator.