Journalit runs an MCP server, so an AI app such as Claude, ChatGPT, Claude Code
or Codex can work with your journal directly. Ask it which setups lost money
last month, have it tag a week of trades, or get it to draft your weekly review
from the trades you actually took. The AI app reads and changes your real vault
through Journalit, with the same rules the plugin applies when you do it by hand.
Query trades, open a single trade, read reviews, and calculate analytics such as win rate, expectancy and P&L by setup or ticker.
Make changes
Create and edit trades, reviews, accounts, setups, tags, custom fields and other configuration. Every change is previewed before it is committed.
Run syncs
Start Trade Sync and other connected integrations, and check their status.
Open views
Open a trade, review or Journalit view in Obsidian so you can see what the agent is talking about.
The AI app only gets the permissions you approve when you connect it. See
The consent screen for what each permission group
covers.
How it works
The AI app connects to Journalit
You add Journalit's MCP server URL to the AI app. When it connects, it opens
journalit.co, where you sign in, review the permissions and choose a vault.
Journalit runs the request in Obsidian
Obsidian must be open with Journalit running and Enable MCP access
turned on for that vault. If Obsidian is closed, the AI app is told the agent
runtime is offline and can't read or change anything.
Changes land in your vault
Changes are written to the notes in your vault, exactly as if you had made them
in Journalit. Deletions, merges and large changes wait for your approval unless
you give agents full access. See
Approvals and undo.
Set up in Journalit
AI access is switched on per vault, from Journalit's settings in Obsidian. Once
it is on, the same settings screen gives you the MCP server URL, the approval
controls and a running count of your monthly AI tool calls.
Turn on MCP access
Open the AI apps settings
In Obsidian, open Settings → Journalit → AI apps (MCP).
Turn on Enable MCP access
Tick Enable MCP access. This makes the vault available to AI
apps you approve on journalit.co with your Journalit account.
Check the status
Status changes to Connected once Journalit is
ready to take requests. Keep Obsidian open with Journalit running while you use
your AI app.
Copy the MCP server URL
The Connect an AI app block shows the MCP server URL with a
Copy button, plus short steps for Claude, ChatGPT and Claude
Code. The URL is the same for every AI app:
Untick Enable MCP access to stop every AI app from using this
vault. To remove one app's access instead, disconnect it on the
AI & Usage page.
Connect an AI app
Every AI app connects to the same MCP server URL and signs in with OAuth, so
you never paste a password or API key into the app. The app opens journalit.co,
you sign in, check the permissions, choose a vault and approve.
https://api.journalit.co/mcp
Add Journalit to your AI app
Menus in third-party apps change often. If a step below doesn't match your
screen, the app's own help page linked in each tab has the current wording.
Works in Claude on the web and in the Claude desktop app.
Open Customize → Connectors. In some versions this is
Settings → Connectors.
Select + Add, then Add custom connector.
Enter a name such as Journalit and paste the MCP server URL.
Continue, then sign in to Journalit and approve access.
In a chat, select + → Connectors and make sure Journalit is
turned on for that conversation.
On Team and Enterprise plans, an organisation owner adds the connector under
Organization settings → Connectors, and members then select
Connect on it. Plan limits for custom connectors change over
time, so check
Claude's custom connector guide.
Approve on journalit.co
Whichever app you use, the sign-in ends on Journalit's consent screen. Check
that the app name matches the one you just added, choose the vault, and select
Approve. See
The consent screen for what each permission
means.
Try it
Ask your AI app something like "Using Journalit, how did my trades do last
week?" A good first answer confirms the connection, the vault and your
allowance are all working.
An AI agent can change your journal, so Journalit keeps the risky changes in
your hands. Routine edits go straight through, while deletions, merges, failing
a prop challenge and large rewrites wait until you approve them. Most agent changes can also be
undone afterwards.
Approvals
Every change starts as a preview. The agent sees what would happen and can
show you before it commits. Previews never need approval and never change your
vault.
When the agent commits, Journalit applies the change straight away unless it
is one of these:
Deletions
Deleting journal items, configuration or list entries, and removing entries or images from a review. The full list is below.
Merges
Merging one tag, mistake or event into another.
Failing a prop challenge
Marking a prop challenge as failed.
Large changes
Any change that touches more than 25 notes, such as renaming a tag used across many trades.
The deletions that wait cover trades and accounts; setups, custom fields,
session workflows, review templates, and dashboard and home layouts; tags,
mistakes, events, account types and session log tags; a single account
transaction or prop challenge cost; and session log entries or images removed
from a review.
Without full access, these wait for you. Journalit shows a notice in Obsidian,
and the request appears under Waiting for you in AI agent
activity. Select Approve to let the agent finish, or
Deny to refuse it. After you approve, the agent commits again
and the change is applied. If the agent has stopped waiting, ask it to try the
change again. If a request doesn't show up, see
An approval request never appeared.
AI agent activity
Open it from Settings → Journalit → AI apps (MCP) → AI agent activity → Open,
or run Open AI agent activity from the command palette.
Waiting for you
Requests that need your approval, with what they change and how many notes they touch.
Recent agent changes
What agents changed, with the time and an Undo button where the change can be reversed.
Full access
Full access in Settings → Journalit → AI apps (MCP)
lets agents make every change without asking, including deletions, merges,
failing a prop challenge and large rewrites.
Turning it on doesn't approve anything already waiting. Those requests stay
in AI agent activity until you approve or deny them.
It is a setting of this vault, so it covers every AI app connected to it.
Only for agents you trust
With full access, an agent can delete and change trades, accounts, reviews
and settings, and rewrite many notes, without your approval. Keep it off
unless you trust the agent and the instructions you give it.
Undo an agent change
In AI agent activity, select Undo next to a recent change,
then confirm.
Undo covers items the agent created, and its edits to trades, accounts,
setups, custom fields, reviews, session log entries and session log tags. It
reverses only what the agent changed, not the whole note.
If you have edited the note since, Journalit doesn't undo that change and
leaves your edit in place.
Changes that can't be undone
Renames, merges, deletions and changes that rewrite many notes can't be
undone from AI agent activity. Deletions, merges and large rewrites wait for your approval unless
you give agents full access, so check them before you approve.
Consent and connections
You decide what each AI app can do before it touches your journal. The consent
screen on journalit.co sets that up when you connect, and the AI & Usage
page lets you review and remove connections afterwards.
The consent screen
When an AI app connects, it opens journalit.co. After you sign in, you see the
app's name, the domain it identifies itself with, and what it is asking for.
Permissions
Permissions are grouped by what they let the app do. Expand a group to see the
individual permissions inside it.
Read and write. Create and change trades, reviews and Journalit configuration such as accounts, setups, templates, custom fields and tag lists.
Run broker and data integrations
Elevated access. Start syncs and imports, which contact your connected brokers and data providers and can add data to your vault.
Open views in Obsidian
Changes your screen. Open notes and switch views in the chosen vault while you are working.
The rest of the screen
Stay connected until you disconnect it
The app can renew its access without asking you again. Disconnect it from AI & Usage at any time.
Uses your monthly AI tool calls
A reminder of your plan's allowance: Free includes 100 AI tool calls a month and Pro includes more (1,000).
Vault access
The vault this connection can use. Each connection works with one vault.
Connection details
The client name and public client ID, for checking exactly which app is asking.
Only approve what you started
Approve only if you started this connection yourself, from an AI app you
recognise. If you didn't, select Cancel.
Choosing a vault
The list shows the vaults where you have turned on MCP access. Pick the vault
you want the AI app to work in. To move an app to a different vault
later, disconnect it and connect it again, choosing the other vault.
The AI & Usage page
Open AI & Usage from the
journalit.co dashboard sidebar, or select Manage apps in
Journalit's AI apps settings.
Usage this month
AI tool calls completed this month against your plan's limit, calls still pending, and when usage resets.
Connected AI clients
Each app with its domain, vault, the permissions you granted, when it connected and when it was last used.
Disconnect
Removes the app's access to that vault straight away. You can connect it again later with a new approval.
Stopping every app at once
To stop all AI apps from using a vault, untick
Enable MCP access in that vault. See
Turn on Enable MCP access.
Plans and allowance
AI access is available on every plan. Each month includes an allowance of AI
tool calls:
Plan
AI tool calls per month
Free
100
Pro
1,000
What counts
Other tool calls, such as reading trades, reviews and analytics, and committing changes.
What doesn't count
Inspection, previews, navigation and docs lookups. Committing the same change again isn't charged twice.
When it resets
Usage resets at the start of the 1st of each month (UTC).
When you reach the limit
Reading and committing stop until the reset. Inspection, previews and navigation keep working.
Track usage in Journalit's settings under Monthly usage, or on
the AI & Usage page
on journalit.co.
Your data and privacy
It's your data
Your journal stays in your vault. The AI app works through Journalit rather than reading your files directly.
You choose the vault
Each connection is tied to the one vault you pick on the consent screen.
Disconnect at any time
Remove an AI app from the AI & Usage page on journalit.co, or turn off MCP access in Journalit to stop every AI app using that vault.
What the AI app sees
Anything the AI app reads, such as trade details or review text, is sent to
that AI provider as part of your conversation. Their privacy terms apply to
it.
Troubleshooting
Most AI app problems come down to three things: Obsidian isn't running, the
connection points at the wrong vault, or the month's allowance has run out.
Start with the message your AI app reports.
AI apps see these tools. You don't call them yourself, but the names help when
you read an agent's activity or ask it what it did.
Tool
What it does
inspect_journal
Checks the connection, vault, accounts and integrations available to the agent.
inspect_configuration
Reads setups, templates, layouts, workflows, custom fields and other configuration.
query_trades
Lists and filters trades.
get_trade
Reads one trade in detail.
evaluate_trades
Calculates analytics across a set of trades.
analyze_behavior
Finds behaviour patterns: what each mistake costs, results after losing streaks, and overtrading by trade number in the day.
get_premarket_brief
Builds a brief for a trading day: your last review and lessons, goals, recent mistakes, tilt signal, best and worst setup and hour, and prop challenge progress.
get_review
Reads one daily, weekly, monthly, quarterly or yearly review.
describe_actions
Lists the changes the agent is allowed to make.
apply_changes
Previews changes, then commits them to your vault.
run_integration
Checks or starts Trade Sync and other integrations.
navigate_journalit
Opens a trade, review or view in Obsidian.
list_docs, grep_docs, read_doc
Search and read this documentation.
report_feedback
Sends the Journalit team a report when a tool fails, returns something wrong or can't do what you asked. It doesn't change your journal or use your allowance.
