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Connect Joiin to your AI assistant with MCP

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Written by Joiin

March 19, 2026 • 5 min read

    • Connect Claude, ChatGPT, Cursor and other compatible AI assistants directly to your Joiin account through MCP. Ask questions, explore your consolidated financial data and get answers backed by your live numbers.

    The way finance teams use AI has changed.

    Until now, getting useful answers from an AI assistant meant manually pulling reports, copying numbers into a chat window, or describing your data by hand. It worked,  but it wasn’t seamless. Your AI was only as useful as the information you could put in front of it.

    With Joiin connected, your AI assistant can answer the questions you’d normally have to log into a report to find:

    • “Show me last month’s P&L”
    • “Who are our top customers by revenue this quarter?”
    • “What invoices are overdue?”
    • “Compare this year’s performance vs last year”

    No exports. No tab-switching. No copying and pasting. Just ask, and get an answer backed by your actual data.

    How it works

    MCP (Model Context Protocol) is an open standard that connects AI assistants to external tools and live data. Joiin’s MCP server provides 13 tools covering financial reports, sales and purchase analysis, ageing reports, transaction searches, account details and help guides, secured through OAuth2 authentication.

    You can also compare forecasts with actuals, request forecast-only reports or combine past actuals with future forecasts. Forecasts are created and managed in Joiin, ready to explore through your AI assistant.

    Setup takes minutes. Add the Joiin MCP server URL to any compatible AI client, then sign in with your Joiin account. The connection stays active for 30 days and refreshes automatically.

    All your integrations, one place

    Alongside the MCP server, we’ve launched a new Integrations page, bringing the MCP server, Excel Add-in, Public API, and Zapier together in one clean hub. Everything you need to connect Joiin to your workflow, all in one place.

    The missing piece

    Joiin already gives you powerful, consolidated financial reporting across all your entities. The MCP server takes that further, putting your live data inside the AI tools your team is already using every day. It’s like having a financial assistant who always has your latest numbers to hand, ready to answer whatever you need to know.

    Get Started

    Sign up for a 14-day free trial, no credit card required. Connect your AI assistant to Joiin in minutes and start getting answers.

    Explore Our FAQs

    How does Joiin integrate with other accounting platforms

    Joiin seamlessly integrates with leading accounting software, including Xero, QuickBooks, Sage, and other cloud-based platforms. This ensures your financial data is automatically pulled in and consolidated without manual input.

    Does Joiin support multi-client management?

    Absolutely! Joiin is perfect for accountants and finance professionals managing multiple clients. Easily switch between clients, consolidate their data, and generate reports—all from one centralised platform.

    How many users can I have on Joiin?

    Joiin offers unlimited users on all plans, allowing your entire team to collaborate at no extra cost. Easily share reports and insights across your organisation or with external clients and stakeholders.

    How many entities can I consolidate with Joiin?

    Joiin supports businesses managing multiple entities, from just two to an unlimited number. Whether you’re consolidating a few subsidiaries or hundreds of entities, Joiin scales with your needs.

    How does Joiin’s pricing work?

    Joiin offers transparent and scalable pricing, designed for both organisations consolidating multiple entities and accountants managing multiple clients. Our plans scale based on the number of entities you consolidate, include unlimited users, and provide full access to all features—even during the 14-day free trial with no credit card required.

    How does Joiin ensure data security?

    Security is a top priority at Joiin. Our platform uses bank-grade encryption, secure cloud hosting, and strict access controls to protect your financial data. We are compliant with industry standards, ensuring your data remains private and protected.

    How does Joiin support accountants managing multiple clients?

    Joiin makes it easy for accountants to manage multiple entities from a single platform. Switch between clients, generate consolidated reports, and deliver customised financial insights—all with unlimited users and seamless automation.