Integration · Accounting
Connect Claude & ChatGPT to Joiin
Ask your AI how the group performed last quarter, what the consolidated balance sheet looks like, or how cash moved across your companies in Joiin. It lists the companies you have connected and runs consolidated profit and loss, balance sheet, cash flow and trial balance reports for the period, currency and companies you choose. It can also run your saved custom reports. It only reads.
Free plan, no credit card. Takes about a minute.
Try asking
“Which companies do we have in Joiin?”
The AI lists the connected companies with their IDs, currency and source system.
“Show me the consolidated P&L for Q3 in EUR for all companies.”
It runs a consolidated profit and loss report for that period, currency and list of companies.
“Compare this year's P&L to budget, broken down by company.”
It runs the profit and loss report with a breakdown and budget comparison.
What your AI can do
Consolidated statements
Run consolidated profit and loss, balance sheet and cash flow reports for any period, currency and set of companies.
Trial balance and custom reports
Run a consolidated trial balance, and run the custom reports you have saved in Joiin.
Breakdowns and budgets
Break reports down and compare profit and loss and balance sheet figures to budget.
“What does the group balance sheet look like at the end of June?”
It runs a consolidated balance sheet for the period and companies you choose.
“How did cash move across the group last month?”
It runs a consolidated cash flow report for that month.
“Run our saved board report for September.”
It runs the saved custom report for the period, currency and companies.
6 tools for Joiin
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
get_balance_sheetChanges dataRun a consolidated balance sheet. Pass start_date, end_date, currency and companies; optional breakdown and budget comparison. Read-only.get_cashflowChanges dataRun a consolidated cash flow report for a period. Pass start_date, end_date, currency and companies. Read-only.get_custom_reportChanges dataRun one of your saved Joiin custom reports by custom_report_id for a period, currency and list of companies. Read-only.get_profit_lossChanges dataRun a consolidated profit and loss report for a period. Pass start_date, end_date, currency and the list of companies; optional breakdown and budget comparison. Read-only.get_trial_balanceChanges dataRun a consolidated trial balance. Pass start_date, end_date, currency and companies; optional period_number. Read-only.list_companiesList the companies connected in Joiin with their IDs, currency and source system. Use the IDs in the report tools.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Joiin from the app list.
- 2
Paste your key
Paste a Joiin API key. In Joiin, open Integrations in the left menu and select the Public API tab. Click Generate API Key, wait for it to be validated and click Copy.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in Joiin?
It can list your connected companies and run consolidated profit and loss, balance sheet, cash flow and trial balance reports, with optional breakdowns and budget comparison. It can also run your saved custom reports. All Joiin tools only read.
Does the AI see my Joiin credentials?
No. Your Joiin API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, for example only the profit and loss report. The Joiin tools only read reports, so the AI cannot change anything in Joiin or your books. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Joiin account.
Which companies are included in a report?
The companies you name. The AI first lists the companies connected in Joiin and uses their IDs in the report, along with the period and the currency you want. Ask for a subset, for example only the Nordic entities, and it runs the report for those.
Let your AI work in Joiin today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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