This guide walks you through connecting Joiin to ChatGPT using an MCP server, so you can query your financial data directly from ChatGPT.


Within Joiin:

  1. In Joiin, go to the Integrations page and select AI Connections.
  2. Select ChatGPT.


Within ChatGPT:

  1. Open ChatGPT and click on your name in the bottom-left corner.
  2. Go to Settings → Apps → Advanced Settings and enable Developer Mode.
  3. Click "Create an App" and name it "Joiin". Leave the description blank.
  4. Back in Joiin, copy the MCP server URL from the AI Connections page.
  5. Paste the MCP server URL into the designated field in ChatGPT.
  6. Click to create the connection.
  7. Refresh the page to confirm the connection is established.


Note: Make sure you have the required ChatGPT subscription (Plus, Pro, or Team) before starting.