Jump
ChatGPT pluginAI for financial professionals
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.
Jump is #11,156 of 13,927 ChatGPT plugins by placement.
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Productivity2,764th of 3,653 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 2762 | #11147 | — | |
| 2763 | #11152 | 289places up | |
| 2764 | #11156 | — | |
| 2765 | #11159 | — | |
| 2766 | #11160 | — |
Also on other marketplaces
Example prompts
- “List my recent meetings in Jump.”
- “Summarize my last meeting with a client, with action items.”
- “What are my open follow-up tasks in Jump?”
- Categories
- Sign-in
- On Install
- Capabilities
- Search meetings, Read summaries and notes, Find contacts, Search documents, View follow-up tasks
- Availability
- Available
- Version
- 1.0.0
- Keywords
- financial advisors, financial professionals, client meetings, meeting insights, meeting notes
- Created
- October 20, 2026
- More info
- Sponsorship
- Promote this plugin