# 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.

# 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:

- **Junovy Money Connector** ; manage transactions, invoices, budgets, and financial reports. Ask things like "What were my expenses last month?" or "Create an invoice for Acme Corp."
- **Junovy Business Suite Connector** ; manage files in Junovy Cloud Storage, create and edit documents in Junovy Office, send messages in Junovy Talk, and organise tasks on Junovy Boards. Ask things like "Upload this file to my Q1 folder" or "What messages did I miss today?"

### 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

- Check what you need before getting started: [What You'll Need](what-youll-need)
- Compare the two connectors: [Choosing Your Connector](choosing-your-connector)

# 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:

- **Claude Desktop** (macOS or Windows) with a **Claude Pro** or **Claude Team** subscription. Download Claude Desktop from https://claude.ai/download if you haven't already.
- **ChatGPT** (web) with a **ChatGPT Plus**, **Pro**, or **Enterprise** subscription. Free accounts don't support custom connectors.

### 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

- Compare the two connectors to decide which one to install: [Choosing Your Connector](choosing-your-connector)
- Jump straight to setup: [Setup with Claude Desktop](../02-setup-with-claude-desktop/one-click-install) or [Setup with ChatGPT](../03-setup-with-chatgpt/adding-the-connector)

# 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:**
- "What were my top 5 expenses this month?"
- "Create an invoice for €500 to Acme Corp for consulting"
- "Am I over budget on marketing this quarter?"

### 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:**
- "Create a new folder called 'Q1 Reports' in my Cloud Storage"
- "Share the project proposal with anna@example.com"
- "What new messages are in the Team General chat?"
- "Move the 'Website Redesign' card to the Done column"

### 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

- Install in Claude Desktop: [Setup with Claude Desktop](../02-setup-with-claude-desktop/one-click-install)
- Install in ChatGPT: [Setup with ChatGPT](../03-setup-with-chatgpt/adding-the-connector)

# Setup with Claude Desktop

Install the Junovy connectors in 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](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](signing-in) for details on the authentication flow.

### Tips

- You can install both connectors (Junovy Money and Junovy Business Suite) at the same time. They work independently.
- To remove a connector, go to **Settings** > **Connectors**, find the Junovy connector, and click **Remove**.
- Connectors added on claude.ai also work in Claude Desktop and Claude Mobile automatically.

### 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](manual-setup) for instructions.

### Next steps

- Prefer to configure things yourself? See [Manual Setup](manual-setup)
- Ready to connect your account? See [Signing In](signing-in)

# 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

- Make sure Claude Desktop is installed and you've opened it at least once
- You'll need a text editor (VS Code, Notepad, TextEdit, or similar)

### Locate the config file

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

- **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
- **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`

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`:

```json
{
  "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):

```json
{
  "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:

- Look for the **hammer icon** (tools) at the bottom of the chat input
- Click it; you should see Junovy tools listed (for example, `list_transactions`, `cloud_list_files`)

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

### Tips

- The `url` field points to the remote MCP server hosted by Junovy. Your data stays within the Junovy infrastructure.
- You can add other MCP servers alongside the Junovy ones; they won't interfere with each other.
- If you later add the connector from the directory via Settings > Connectors, you can remove the manual config entry.

### Next steps

- Connect your Junovy Account: [Signing In](signing-in)
- Troubleshooting: [Connection Issues](../06-troubleshooting-and-support/connection-issues)

# 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

- You only need to sign in once per connector. Junovy Money and Junovy Business Suite authenticate separately.
- If the sign-in page doesn't open automatically, check that your default browser is set correctly in your system settings.
- Having trouble? See [Connection Issues](../06-troubleshooting-and-support/connection-issues).

### Next steps

- Start using Junovy Money: [Getting Started with Junovy Money](../04-using-junovy-money/getting-started-with-junovy-money)
- Start using the Business Suite: [Files & Folders](../05-using-junovy-business-suite/files-and-folders)

# Setup with ChatGPT

Connect the Junovy connectors to 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](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)](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](signing-in) for details on the authentication flow.

### Tips

- You can add both connectors at the same time.
- To remove a connector, go to **Settings** > **Apps & Connectors**, find the Junovy connector, and click **Remove**.
- The connector works in the ChatGPT web interface. Mobile support depends on OpenAI's current app capabilities.

### Next steps

- Want more control? See [Manual Setup (Developer Mode)](manual-setup-developer-mode)
- Ready to authenticate? See [Signing In](signing-in)

# 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

- You need a **ChatGPT Plus**, **Pro**, or **Enterprise** subscription
- Developer Mode must be enabled in your ChatGPT settings

### 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:

- "What are my recent transactions?" (Junovy Money)
- "List my files in Cloud Storage" (Business Suite)

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

### Tips

- ChatGPT's OAuth flow uses your Junovy Account (Keycloak SSO). No separate API keys are needed.
- If the OAuth window doesn't appear, make sure pop-ups aren't blocked in your browser.
- Developer Mode connectors are only visible to your account; they're not shared with other users.

### Next steps

- Authentication details: [Signing In](signing-in)
- Troubleshooting: [Connection Issues](../06-troubleshooting-and-support/connection-issues)

# 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:

- **Junovy Money**: read and write access to your financial data (transactions, invoices, budgets, reports)
- **Junovy Business Suite**: read and write access to your files, documents, messages, and boards

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

- Make sure pop-ups are allowed for `auth.junovy.com` in your browser; the OAuth flow opens in a new window.
- If sign-in fails repeatedly, try clearing your browser cookies for `auth.junovy.com` and `chatgpt.com`.
- Each connector (Money and Business Suite) authenticates separately.

### Next steps

- Start using Junovy Money: [Getting Started with Junovy Money](../04-using-junovy-money/getting-started-with-junovy-money)
- Start using the Business Suite: [Files & Folders](../05-using-junovy-business-suite/files-and-folders)

# Using Junovy Money

Manage your finances through your AI assistant.

# 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:

- **"What's my current balance?"** ; quick snapshot of your financial position
- **"Show my expenses from last week"** ; filter transactions by date
- **"Who are my top customers by revenue?"** ; look up customer data
- **"How much did I spend on office supplies this month?"** ; filter by category

### 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

- Be specific with dates when you can. "Last month" works, but "January 2026" is clearer.
- You can chain requests: "Show my unpaid invoices, then summarise how much is overdue."
- The connector works with whatever currency your Junovy Money account uses.

### Next steps

- Record transactions and manage invoices: [Transactions & Invoices](transactions-and-invoices)
- Work with budgets and reports: [Budgets & Reports](budgets-and-reports)

# 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

- When recording a transaction, the assistant will try to match the category automatically. You can always specify one: "Record €50 for lunch, category: meals & entertainment."
- Invoice creation fills in the basics. For complex invoices with multiple line items, it's easier to use the Junovy Money web app.
- You can ask follow-up questions about results: "Now show me just the ones over €500."

### Next steps

- Set up budgets and pull reports: [Budgets & Reports](budgets-and-reports)

# 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

- Budgets are tracked per category. Make sure your transactions are categorised consistently for accurate tracking.
- The assistant can compare time periods: "Compare my January and February expenses."
- For complex financial analysis, consider using the data alongside Junovy Office spreadsheets via the Business Suite connector.

### Next steps

- Set up the Business Suite connector: [Files & Folders](../05-using-junovy-business-suite/files-and-folders)
- Having issues? See [Troubleshooting & Support](../06-troubleshooting-and-support/connection-issues)

# Using Junovy Business Suite

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

# 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

- File paths work like you'd expect: "List files in Projects/2026/Q1" navigates nested folders.
- Search results include the full path so you can find files in deeply nested folders.
- Sharing respects your workspace's sharing policies. If external sharing is disabled by your admin, the assistant will let you know.

### Next steps

- Create and edit documents: [Documents & Office](documents-and-office)
- Send messages: [Talk & Messaging](talk-and-messaging)

# 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:

- **Document** (Writer) ; equivalent to a Word document
- **Spreadsheet** (Calc) ; equivalent to an Excel file
- **Presentation** (Impress) ; equivalent to a PowerPoint file

### 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'"

Click the link to open the document in Junovy Office, where you can edit it with full formatting, real-time collaboration, and all the features of the web editor.

### 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

- The AI assistant creates and manages documents, but the actual editing happens in Junovy Office in your browser. Think of the assistant as your file manager, not your text editor.
- New documents are created in your Cloud Storage root by default. Specify a folder if you want them somewhere specific: "Create a document called 'Notes' in the 'Projects' folder."
- You can combine this with the files tools: "Create a new folder called 'March Reports', then create a spreadsheet called 'Expense Report' inside it."

### Next steps

- Send messages and manage conversations: [Talk & Messaging](talk-and-messaging)
- Manage task boards: [Boards & Tasks](boards-and-tasks)

# 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

- The assistant sends messages as you; recipients see your name, not "AI assistant."
- For sensitive or nuanced messages, the assistant will show you the message before sending.
- Silent messages (that don't trigger notifications) are supported: "Send a silent message to 'Team General' saying the notes are uploaded."
- Message search works across all your conversations by default. Add a conversation name to narrow it down.

### Next steps

- Manage your task boards: [Boards & Tasks](boards-and-tasks)
- Having trouble? See [Troubleshooting & Support](../06-troubleshooting-and-support/connection-issues)

# 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

- Board and column names are matched flexibly. You can say "Done" instead of the exact column name, and the assistant will find the best match.
- Labels can be added when creating or updating cards: "Create a card called 'Fix footer' with the 'Bug' label."
- The assistant can give you a quick status overview: "What cards are overdue on the 'Sprint Board'?"
- For complex board management (creating new boards, adding columns), use the Junovy Cloud Storage web interface at https://cloud.junovy.com.

### Next steps

- Need help? See [Troubleshooting & Support](../06-troubleshooting-and-support/connection-issues)
- Go back to file management: [Files & Folders](files-and-folders)

# Troubleshooting & Support

Common issues and how to fix them.

# 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](permission-and-access-problems).

### Next steps

- Permission issues: [Permission & Access Problems](permission-and-access-problems)
- Contact support: [Getting Help](getting-help)

# 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](../02-setup-with-claude-desktop/one-click-install) or [Setup with ChatGPT](../03-setup-with-chatgpt/adding-the-connector).

### Next steps

- Other connection problems: [Connection Issues](connection-issues)
- Still stuck? See [Getting Help](getting-help)

# 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:

- **Support documentation**: https://support.junovy.com
- **Email**: support@junovy.com

When contacting support, include:

- Which connector you're using (Junovy Money, Junovy Business Suite, or both)
- Which AI assistant you're using (Claude Desktop or ChatGPT)
- What you were trying to do
- The exact error message (if any)
- Whether the issue is consistent or intermittent

### AI assistant support

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

- **Claude Desktop**: https://support.claude.com
- **ChatGPT**: https://help.openai.com

### Useful links

| 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 |