Junovy AI Connectors

Set up and use the Junovy MCP connectors to manage your business with AI assistants like Claude and ChatGPT. Covers the Junovy Money and Junovy Business Suite connectors with one-click and manual installation options.

Introduction

What Junovy AI Connectors are and what you can do with them.

Introduction

What Are Junovy AI Connectors?

Junovy AI Connectors let you control your Junovy apps using AI assistants like Claude and ChatGPT. Instead of switching between browser tabs, you can ask your AI assistant to check your finances, manage files, send messages, and more; all through natural conversation.

How it works

The connectors use the Model Context Protocol (MCP), an open standard that lets AI assistants talk to external services securely. When you install a Junovy connector, your AI assistant gains the ability to read and write data in your Junovy apps on your behalf.

Everything runs through your Junovy Account, so the AI assistant only has access to the same data you do. No extra permissions, no separate passwords.

What you can do

Junovy offers two connectors:

Supported AI assistants

AI Assistant Install Method Plan Required
Claude Desktop / claude.ai Connector directory or manual config Claude Pro, Max, Team, or Enterprise
ChatGPT (web) Apps & Connectors settings ChatGPT Plus, Pro, or Enterprise

Next steps

Introduction

What You'll Need

Before setting up a Junovy AI Connector, make sure you have the following.

A Junovy Account

You need an active Junovy Account to authenticate the connector. If you already sign in to any Junovy app (Junovy Cloud Storage, Junovy Money, Junovy Chat), you're all set.

Don't have an account yet? Contact your workspace administrator or sign up at https://junovy.com.

A supported AI assistant

You'll need one of the following:

An active Junovy subscription

The connectors talk to your Junovy apps over the internet, so your Junovy workspace needs to be active and accessible. If you can sign in to https://cloud.junovy.com or https://money.junovy.com normally, you're good to go.

Next steps

Introduction

Choosing Your Connector

Junovy offers two AI connectors. You can install one or both depending on what you need.

Junovy Money Connector

Best for: managing your finances without leaving your AI assistant.

Feature What you can do
Transactions Record income and expenses, list and filter transactions
Invoices Create invoices, track payment status, send reminders
Budgets Set budgets, check spending against limits, get alerts
Reports Pull financial overviews, revenue summaries, KPI dashboards
Customers & vendors Look up customer details, view outstanding balances

Example prompts:

Junovy Business Suite Connector

Best for: managing files, documents, messages, and tasks across the Junovy Work Suite.

Feature What you can do
Files & folders Browse, upload, download, search, and share files
Documents Create and edit documents, spreadsheets, and presentations
Talk & messaging Send messages, check conversations, manage chat rooms
Boards & tasks View Kanban boards, create and move cards, track progress

Example prompts:

Can I use both?

Yes. The connectors are independent; install one or both. Your AI assistant will have access to the tools from whichever connectors are active, and you can use them together in the same conversation.

For example: "Check my outstanding invoices in Junovy Money, then create a summary document in Junovy Cloud Storage."

Next steps

Setup with Claude Desktop

Install the Junovy connectors in Claude Desktop.

Setup with Claude Desktop

Install from the Connector Directory

The quickest way to add Junovy connectors to Claude is through the built-in Connector Directory. This works on Claude Desktop (macOS/Windows) and claude.ai for users on Pro, Max, Team, and Enterprise plans.

Adding a connector

  1. Open Claude Desktop or go to https://claude.ai
  2. Click Settings (gear icon)
  3. Select Connectors
  4. Click Browse connectors
  5. Search for Junovy Money or Junovy Business Suite
  6. Click Add on the connector you want
  7. Complete the sign-in flow with your Junovy Account (see Signing In)

Once added, the connector appears in your Connectors list and its tools become available in your conversations.

After installation

You'll be prompted to sign in with your Junovy Account the first time you use the connector. See Signing In for details on the authentication flow.

Tips

Can't find the connector in the directory?

The Junovy connectors may not be listed in the directory yet. If that's the case, you can add them manually using a custom connector URL. See Manual Setup for instructions.

Next steps

Setup with Claude Desktop

Manual Setup

If you prefer full control over your configuration, you can add the Junovy connectors by editing Claude Desktop's config file directly.

Before you start

Locate the config file

The configuration file is called claude_desktop_config.json and lives in:

If the file doesn't exist yet, create it with an empty JSON object: {}

Add the Junovy Money connector

Open claude_desktop_config.json and add the Junovy Money MCP server under mcpServers:

{
  "mcpServers": {
    "junovy-money": {
      "url": "https://mcp-money.junovy.com/mcp"
    }
  }
}

Add the Junovy Business Suite connector

To add the Business Suite connector (either alongside or instead of Junovy Money):

{
  "mcpServers": {
    "junovy-money": {
      "url": "https://mcp-money.junovy.com/mcp"
    },
    "junovy-business-suite": {
      "url": "https://mcp-business-suite.junovy.com/mcp"
    }
  }
}

If you only want one connector, remove the other entry.

Restart Claude Desktop

After saving the config file, fully quit and reopen Claude Desktop. The new connectors will appear when you start a conversation.

Verify it's working

Start a new conversation in Claude Desktop and check for the connector tools:

If the tools don't appear, double-check your JSON syntax. A missing comma or bracket is the most common issue.

Tips

Next steps

Setup with Claude Desktop

Signing In

After installing a Junovy connector in Claude Desktop, you'll need to sign in with your Junovy Account to give the connector access to your data.

How authentication works

The first time you use a Junovy tool in a conversation, Claude Desktop will prompt you to authenticate. This uses your existing Junovy Account (the same one you use to sign in to Junovy Cloud Storage, Junovy Money, and other Junovy apps).

Steps

  1. Start a new conversation in Claude Desktop
  2. Ask something that uses a Junovy tool, for example: "List my recent transactions" (for Junovy Money) or "Show my files" (for Business Suite)
  3. Claude Desktop will show an authentication prompt with a link to sign in
  4. Click the link; it opens your browser at auth.junovy.com
  5. Sign in with your Junovy Account credentials (and complete 2FA if you have it enabled)
  6. After signing in, you'll see a confirmation page. Return to Claude Desktop.
  7. The tool will now complete your request

How long does the session last?

Your authentication token stays valid for a reasonable period. If it expires, Claude Desktop will prompt you to sign in again; just follow the same steps.

Multiple workspaces

If you belong to more than one Junovy workspace, the connector will use the workspace associated with your account. If you need to switch workspaces, sign out and sign back in with the appropriate account.

Tips

Next steps

Setup with ChatGPT

Connect the Junovy connectors to ChatGPT.

Setup with ChatGPT

Adding the Connector

The simplest way to connect Junovy to ChatGPT is through the Apps & Connectors directory. This works for ChatGPT Plus, Pro, and Enterprise users.

Install from the Apps directory

  1. Open ChatGPT in your browser at https://chatgpt.com
  2. Click your profile icon in the bottom-left corner
  3. Select Settings
  4. Navigate to Apps & Connectors
  5. Click Browse apps
  6. Search for Junovy Money or Junovy Business Suite
  7. Click Add on the connector you want
  8. Complete the sign-in flow (see Signing In)

Once added, the connector appears in your Apps & Connectors list and its tools become available in your conversations.

Can't find the connector in the directory?

The Junovy connectors may not be listed in the ChatGPT Apps directory yet. If that's the case, you can add them manually using Developer Mode. See Manual Setup (Developer Mode) for instructions.

After installation

You'll be prompted to sign in with your Junovy Account the first time you use the connector. See Signing In for details on the authentication flow.

Tips

Next steps

Setup with ChatGPT

Manual Setup (Developer Mode)

If the Junovy connectors aren't available in the ChatGPT Apps directory yet, or you prefer to configure the connection yourself, you can add them manually using Developer Mode.

Before you start

Enable Developer Mode

  1. Open ChatGPT at https://chatgpt.com
  2. Click your profile icon > Settings
  3. Navigate to Apps & Connectors
  4. Click Advanced settings
  5. Toggle Developer Mode on

Create a custom connector

  1. In the Apps & Connectors settings, click Create
  2. Fill in the following:
    • Name: Junovy Money (or Junovy Business Suite)
    • Description: Manage your Junovy Money finances through ChatGPT (or Manage files, documents, and messages in the Junovy Work Suite)
    • MCP server URL: https://mcp-money.junovy.com (or https://mcp-business-suite.junovy.com)
  3. Set Authentication to OAuth
  4. Tick the I trust this application checkbox
  5. Click Create

Complete the OAuth flow

After creating the connector, ChatGPT will initiate an OAuth sign-in flow:

  1. A browser window opens to auth.junovy.com
  2. Sign in with your Junovy Account credentials
  3. Approve the requested permissions
  4. You'll be redirected back to ChatGPT

The connector is now active and ready to use.

Verify it's working

Start a new conversation and ask something like:

If ChatGPT shows the Junovy tools and returns results, you're all set.

Tips

Next steps

Setup with ChatGPT

Signing In

ChatGPT uses OAuth to connect to your Junovy Account. This means you sign in through Junovy's own login page, and ChatGPT receives a secure token; it never sees your password.

The sign-in flow

  1. When you first use a Junovy tool in ChatGPT, it triggers an OAuth flow
  2. A pop-up or redirect opens auth.junovy.com in your browser
  3. Sign in with your Junovy Account credentials
  4. If you have two-factor authentication (2FA) enabled, complete that step
  5. Review the permissions being requested and click Approve
  6. You're redirected back to ChatGPT, and the tool completes your request

What permissions are requested?

The connector requests access to your Junovy data based on which connector you're using:

The connector only accesses data within your Junovy workspace. It cannot access other users' data or workspaces you don't belong to.

Session duration

Your OAuth session stays active for a period set by your Junovy workspace administrator. When it expires, ChatGPT will prompt you to sign in again. This is normal; just complete the flow to continue.

Revoking access

To disconnect ChatGPT from your Junovy Account:

  1. Go to Settings > Apps & Connectors in ChatGPT
  2. Find the Junovy connector
  3. Click Remove

You can also revoke the OAuth token from your Junovy Account settings at https://auth.junovy.com/realms/dds/account under Applications.

Tips

Next steps

Using Junovy Money

Manage your finances through your AI assistant.

Using Junovy Money

Getting Started with Junovy Money

Once the Junovy Money connector is installed and you've signed in, you can start managing your finances through your AI assistant.

Your first conversation

Try asking your AI assistant something simple to confirm everything is working:

"Give me a financial overview"

The assistant will call the Junovy Money tools and return a summary of your account balances, recent activity, and key figures. If you see real data from your Junovy Money account, you're all set.

What you can ask

The Junovy Money connector gives your AI assistant access to 23+ tools. You don't need to know the tool names; just ask in plain language. Here are some good starting points:

How it works behind the scenes

When you ask a question, your AI assistant picks the right Junovy Money tool, calls it with the appropriate filters, and formats the result for you. For example, asking "What did I spend last month?" triggers the transaction listing tool with a date filter and an expense type filter.

You can be as specific or as vague as you like. The assistant will ask follow-up questions if it needs more detail.

Tips

Next steps

Using Junovy Money

Transactions & Invoices

The Junovy Money connector lets you record transactions, create invoices, and track payments without opening the Junovy Money web app.

Recording transactions

Ask your AI assistant to record income or expenses directly:

"Record a €120 expense for office supplies, paid today"

"I received €2,500 from Acme Corp for the January invoice"

The assistant will confirm the details before saving. You can specify the amount, category, date, description, and whether it's income or an expense.

Listing and filtering transactions

Pull up your transaction history with natural language filters:

"Show my expenses from the last 30 days"

"List all income over €1,000 this quarter"

"What transactions are in the 'Marketing' category?"

Results include the date, description, amount, category, and type (income/expense) for each transaction.

Creating invoices

Generate invoices by describing what you need:

"Create an invoice for €800 to Widget Co for web design services, due in 30 days"

The assistant will create the invoice in Junovy Money with the customer, amount, description, and due date filled in. You can review and send it from the Junovy Money web app, or ask the assistant to send a reminder later.

Tracking invoice status

Check which invoices are paid, pending, or overdue:

"Show my unpaid invoices"

"Which invoices are overdue?"

"What's the total amount outstanding from all customers?"

Managing customers and vendors

Look up or manage your business contacts:

"Show me details for customer Acme Corp"

"List my top 5 vendors by total spend"

"What's the outstanding balance for Widget Co?"

Tips

Next steps

Using Junovy Money

Budgets & Reports

Use the Junovy Money connector to set budgets, track spending, and pull financial reports through your AI assistant.

Working with budgets

Create and monitor budgets using natural language:

"Create a monthly budget of €2,000 for marketing"

"How much of my office supplies budget have I used this month?"

"Am I over budget on any categories?"

The assistant will check your spending against your budget limits and flag anything that needs attention.

Financial reports

Pull summary reports without opening the Junovy Money dashboard:

"Give me a financial overview for January 2026"

"Show my income vs expenses for the last quarter"

"What are my top expense categories this year?"

Reports can cover any time period and can be broken down by category, customer, or vendor.

KPIs and insights

Ask for key performance indicators:

"What's my profit margin this month?"

"How does this month's revenue compare to last month?"

"What's my average invoice value?"

The assistant calculates these from your transaction and invoice data.

Exporting data

While the connector is great for quick lookups and summaries, detailed exports (CSV, PDF) are best done through the Junovy Money web app at https://money.junovy.com. You can ask the assistant to point you there:

"I need to export my Q1 transactions as a CSV"

Tips

Next steps

Using Junovy Business Suite

Manage files, documents, messages, and boards through your AI assistant.

Using Junovy Business Suite

Files & Folders

The Junovy Business Suite connector gives your AI assistant access to your files in Junovy Cloud Storage. You can browse, upload, download, search, and share files without leaving your conversation.

Browsing files

Ask your assistant to show what's in your Cloud Storage:

"List my files"

"What's in the 'Projects' folder?"

"Show me files modified this week"

Results include file names, types, sizes, and modification dates.

Creating folders

Organise your storage with new folders:

"Create a folder called 'Q1 Reports'"

"Create a folder called 'Invoices' inside the 'Finance' folder"

Uploading and downloading files

Move files between your computer and Junovy Cloud Storage:

"Upload this document to my 'Reports' folder"

"Download the file 'proposal.pdf' from my Cloud Storage"

The assistant handles the transfer. For uploads, you may need to attach the file to your conversation first (depending on your AI app).

Searching for files

Find files by name or content:

"Search for files containing 'budget'"

"Find all spreadsheets in my Cloud Storage"

"Are there any PDFs in the 'Contracts' folder?"

Sharing files

Share files with colleagues or external contacts:

"Share 'project-plan.docx' with anna@example.com"

"Create a public link for the 'Brand Assets' folder"

The assistant will create the share and return the link or confirmation.

Tips

Next steps

Using Junovy Business Suite

Documents & Office

The Junovy Business Suite connector lets you create and manage documents, spreadsheets, and presentations in Junovy Office directly from your AI assistant.

Creating documents

Start a new document with a single request:

"Create a new document called 'Meeting Notes - February'"

"Create a spreadsheet called 'Q1 Budget' in the Finance folder"

"Create a presentation called 'Product Update'"

The assistant supports three document types:

Getting document info

Check details about an existing document:

"Show me info about 'project-plan.docx'"

"When was the 'Budget 2026' spreadsheet last modified?"

The assistant returns the file size, modification date, and a link to open it in Junovy Office.

Opening documents for editing

The assistant can give you a direct link to edit a document in your browser:

"Give me the edit link for 'Meeting Notes - February'"

Sharing documents

Share documents with specific people or via link:

"Share 'Q1 Budget.xlsx' with mark@example.com with edit access"

"Give anna@example.com view-only access to the presentation"

Tips

Next steps

Using Junovy Business Suite

Talk & Messaging

The Junovy Business Suite connector lets you check messages, send replies, and manage conversations in Junovy Talk from your AI assistant.

Viewing conversations

See what conversations you're part of:

"List my conversations"

"Show my group chats"

"Do I have any unread messages?"

Results include the conversation name, type (one-to-one, group, or public), unread count, and last activity.

Reading messages

Catch up on what you've missed:

"Show me recent messages in 'Team General'"

"What's the latest in the 'Project Alpha' chat?"

The assistant returns the messages with sender names and timestamps.

Sending messages

Reply to conversations directly:

"Send 'Meeting moved to 3pm' in the 'Team General' conversation"

"Tell the 'Design Team' chat that the mockups are ready"

The assistant will confirm before sending so you can review the message.

Searching messages

Find specific messages across your conversations:

"Search for messages about 'budget review'"

"Find messages mentioning 'deadline' in the last week"

Managing conversations

Create new conversations or add participants:

"Create a new group chat called 'Q1 Planning' with anna and mark"

"Add sarah to the 'Project Alpha' conversation"

Tips

Next steps

Using Junovy Business Suite

Boards & Tasks

The Junovy Business Suite connector gives your AI assistant access to Junovy Boards (Kanban boards) for lightweight project management and task tracking.

Viewing boards

See your available boards:

"List my boards"

"Show me the 'Product Roadmap' board"

When viewing a board, the assistant shows all columns (stacks) and the cards in each one, giving you a full picture of the board's state.

Working with cards

Create, update, and move cards through conversation:

"Create a card called 'Update homepage copy' on the 'Website Redesign' board"

"Move the 'Fix login bug' card to the 'Done' column"

"Set the due date on 'Quarterly review' to March 15"

"Assign the 'New logo design' card to anna"

Viewing card details

Get detailed information about a specific card:

"Show me details for the 'API Integration' card"

Details include the title, description, assigned users, labels, due date, and which column it's in.

Adding comments

Leave comments on cards for your team:

"Add a comment to the 'Homepage Redesign' card: 'First draft is ready for review'"

Reordering cards

Prioritise work by reordering cards within a column:

"Move the 'Security audit' card to the top of the 'To Do' column"

Tips

Next steps

Troubleshooting & Support

Common issues and how to fix them.

Troubleshooting & Support

Connection Issues

Common problems connecting to the Junovy AI Connectors and how to fix them.

Connector tools don't appear

Symptoms: You've installed the connector but don't see any Junovy tools in your AI assistant.

Claude Desktop:

  1. Make sure you've restarted Claude Desktop after installation
  2. Check Settings > Extensions to confirm the connector is listed and enabled
  3. If you used manual setup, open claude_desktop_config.json and verify the JSON is valid (no missing commas or brackets)
  4. Try starting a new conversation; tools sometimes don't load in existing ones

ChatGPT:

  1. Go to Settings > Apps & Connectors and confirm the Junovy connector is listed
  2. Refresh the page and start a new conversation
  3. If you used Developer Mode, double-check the MCP server URL is correct

Authentication fails

Symptoms: The sign-in page appears but you can't complete the login, or you get an error after signing in.

Solution:

  1. Make sure you're using the correct Junovy Account credentials (the same ones you use for Junovy Cloud Storage or Junovy Money)
  2. If you have 2FA enabled, ensure your authenticator app is synced and the code hasn't expired
  3. Clear your browser cookies for auth.junovy.com and try again
  4. Check that your Junovy workspace subscription is active

"Connection refused" or timeout errors

Symptoms: The AI assistant says it can't reach the Junovy server.

Solution:

  1. Check that you can access https://cloud.junovy.com or https://money.junovy.com in your browser; if these are down, the MCP servers will be too
  2. If you're on a corporate network, check whether your firewall or proxy blocks connections to mcp-money.junovy.com or mcp-business-suite.junovy.com
  3. Try again in a few minutes; there may be a brief service interruption

Token expired

Symptoms: The connector was working but now returns authentication errors.

Solution: This is normal. Your session token has expired. The AI assistant will prompt you to sign in again; just complete the authentication flow.

Tools return "access denied"

Symptoms: You're signed in but certain tools return permission errors.

Solution: See Permission & Access Problems.

Next steps

Troubleshooting & Support

Permission & Access Problems

If you're signed in but getting "access denied" or "not found" errors from the connector, the issue is usually related to workspace permissions or data access.

"Access denied" on specific tools

Symptoms: Some tools work but others return permission errors.

Cause: Your Junovy Account may not have the right role or permissions for certain actions. For example, you might be able to view transactions but not create invoices if your workspace admin has restricted your role.

Solution:

  1. Check your role in the Junovy app (for example, in Junovy Money, go to Settings > Team to see your role)
  2. Ask your workspace administrator to adjust your permissions if needed
  3. The connector respects the same permissions as the web app; if you can't do something in the browser, you can't do it through the connector either

"Workspace not found"

Symptoms: The connector can't find your workspace data.

Solution:

  1. Make sure you signed in with the correct Junovy Account; you may have multiple accounts
  2. Verify your workspace is active at https://cloud.junovy.com
  3. If you recently changed workspaces, sign out of the connector and sign back in

Missing files or data

Symptoms: You know a file or transaction exists but the connector can't find it.

Solution:

  1. Check that the item exists in the web app (Junovy Cloud Storage or Junovy Money)
  2. Files shared with you by others may not appear in searches if the sharing permissions are limited
  3. Try being more specific with your request: include the exact file name or folder path

"Tool not found" errors

Symptoms: The AI assistant says it doesn't have a specific tool.

Cause: You may have installed only one connector but are trying to use tools from the other. For example, asking about transactions when you only have the Business Suite connector installed.

Solution: Install the other connector. See Setup with Claude Desktop or Setup with ChatGPT.

Next steps

Troubleshooting & Support

Getting Help

If the troubleshooting pages didn't solve your issue, here's how to get support.

Junovy Support

For issues with the Junovy connectors, your Junovy Account, or any Junovy Work Suite app:

When contacting support, include:

AI assistant support

For issues with the AI app itself (not the Junovy connector):

Resource URL
Junovy Cloud Storage https://cloud.junovy.com
Junovy Money https://money.junovy.com
Junovy Account settings https://auth.junovy.com/realms/dds/account
Support docs https://support.junovy.com
Service status https://status.junovy.com