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


Within Joiin:

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



Within Claude


1. Open Claude Desktop

2. Go to Settings > MCP Servers

3. Click Add Server

4. Enter the MCP server URL shown in the Joiin Ai connections page.




5. Click Connect - you'll be redirected to sign in with your Joiin account

6. Once authorized, Joiin tools will be available in Claude