Jupid Docs

Your accounting, readable by agents.

Jupid MCP connects your AI assistant to your own books — transactions, vendors, cash flow, Schedule C. Jupid Embed puts the full workspace inside a partner product.

Works with Claude · Codex · Cursor · ChatGPT · Copilot · Windsurf

Terminal
claude mcp add --transport http jupid \
  https://backend.jupid.com/mcp
OAuth sign-in opens in the browser — no API keys

For Jupid users

Jupid MCP

A hosted MCP server with OAuth sign-in, scoped to your account. Search stays bounded, account numbers stay masked, and every answer links back to the app.

Open agent setup in the app →

For partners

Jupid Embed

The Jupid workspace in your product as a secure iframe. One dependency-free script, one mount call — users are provisioned automatically on their first signed token.

Request partner access →

Tool catalog

13 tools, one scope: your data.

Every tool but one is read-only. The only write saves your answer to a question Jupid already asked. No recategorization, no billing changes, no raw rows.

Example

Then just ask.

Answers come from tool calls, not memory — with a link back to every transaction.

> What was my biggest expense last month?

searchTransactions({ dateFrom: "2026-05-01", … })

Your biggest expense in May was $4,820.00 to AWS, filed under Software & Infrastructure. → app.jupid.com/money/tx_8f2…