Journalit
Journalit

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MCP

Continue with Journalit

Trading platformsCompare direct sync and supported imports.CSV trade importImport broker exports into your journal.Obsidian pluginUse Journalit inside your vault.Trading journal templateSee the default vault structure.MetaTrader journalUse MT4 sync or import MetaTrader statements.

Trade Import

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Overview

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On this page

Set upTurn on MCP access in ObsidianAdd Journalit to your MCP clientApprove on journalit.coWhat an MCP client can doHow it worksMCP settings in JournalitFull access, usage and activityApprovals and undoApprovalsAI agent activityFull accessUndo an agent changeConsent and connectionsThe consent screenPermissionsThe rest of the screenChoosing a vaultThe AI & Usage pagePlans and allowanceYour data and privacyTroubleshootingCommon problemsAgent tools

Connect your AI assistant or agent to your Journalit journal. It can query your trades, run analytics, tag trades and draft reviews in your real vault, with the same rules the plugin applies when you do it by hand.

Works with Claude, ChatGPT, Grok, Claude Code, Codex, Cursor, OpenCode, Hermes, oh-my-pi, Pi, OpenClaw and any other client that supports remote MCP servers with OAuth. Available on every plan.

https://api.journalit.co/mcp

One URL for every client. You sign in with your Journalit account, so there is no API key to manage.

Set up

Turn on MCP access in Obsidian

Open Settings → Journalit → Connections → MCP and tick Enable MCP access. Status changes to Connected. Keep Obsidian open while you use your MCP client: Journalit's tools run inside it. See MCP settings for screenshots and the other controls.

Add Journalit to your MCP client

Pick your client. Menus in third-party apps change often, so each tab links to the app's own guide.

Works in Claude on the web, desktop and mobile.

  1. Open Customize → Connectors. In some versions this is Settings → Connectors.

  2. Select + Add, then Add custom connector.

  3. Enter a name such as Journalit and paste this URL:

    https://api.journalit.co/mcp
  4. Continue, then sign in to Journalit and approve access.

  5. 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. See Claude's custom connector guide.

Approve on journalit.co

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 MCP client 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. If the app can't reach Journalit, see Troubleshooting.

What an MCP client can do

Read your journal

Query trades, open a single trade, read reviews, look at your trade and review images, and calculate analytics such as win rate, expectancy and P&L by setup or ticker.

Make changes

Create and edit trades, reviews, image tags and notes, accounts, setups, tags, custom fields and other configuration. Every change is previewed before it is committed. Trades accept everything the trade form does, including direct P&L, costs, currency and hindsight fields, star ratings, and image files such as chart screenshots. Trade entry settings can be set too, including your favourite accounts, the default symbol, and hiding dollar amounts in R mode.

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, including the Dashboard with filters applied or a saved comparison.

The MCP client only gets the permissions you approve when you connect it. See The consent screen for what each permission group covers.

How it works

MCP announcement artwork with Journalit's emblem connected to the Claude, ChatGPT/Codex, Hermes, and Grok Bot logos beneath the heading Your journal. Your AI.

The client connects to Journalit

You add the MCP server URL to your client. 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 Enable MCP access on for that vault. If it is closed, the client is told the vault is offline and can't read or change anything.

Changes land in your vault

Changes are written to your notes exactly as if you made them in Journalit. Deletions, merges and large changes wait for your approval unless you give agents full access.

MCP settings in Journalit

AI access is switched on per vault in Settings → Journalit → Connections → MCP. The same screen shows the MCP server URL with short steps for Claude, ChatGPT and Claude Code, the approval controls and your monthly AI tool calls.

MCP settings in Journalit with Enable MCP access unchecked and Status showing Off, explaining that no MCP client can use this vault until it is turned on

With Enable MCP access ticked, Status shows Connected and the Connect an MCP client block shows the URL with a Copy button.

MCP settings with Enable MCP access ticked, Status showing Connected, and the Connect an MCP client block showing the MCP server URL https://api.journalit.co/mcp with a Copy button and the Claude tab's three connection steps

Full access, usage and activity

Below the connect block, three rows control what agents may do and show what they have done.

Lower part of the MCP settings: the Full access toggle turned off with a warning about what agents can change without approval, Monthly usage showing 71 of 1,000 AI tool calls used this month with the reset date and a note that inspection, previews, navigation and docs lookups do not count, and the AI agent activity row with an Open button

Full access

Off by default. When off, deletions, merges and large changes wait for your approval. When on, agents make every change without asking.

Monthly usage

AI tool calls used this month, your plan's limit and the reset date. Manage apps opens the AI & Usage page on journalit.co.

AI agent activity

Approve or deny waiting requests, and review or undo recent agent changes.

Turning AI access off

Untick Enable MCP access to stop every MCP client from using this vault. To remove one app's access instead, disconnect it on the AI & Usage page.

Approvals and undo

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 → Connections → MCP → AI agent activity → Open, or run Open AI agent activity from the command palette.

AI agent activity window with a Delete tag request under Waiting for you, which would delete partials from 5 notes, with Deny and Approve buttons, and Recent agent changes listing an Update trade change with an Undo button and a Create mistakes change

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 → Connections → 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 MCP client 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 the agent's change confirmation dialog explaining that Journalit reverses the change and leaves anything edited since as it is, with Cancel and Undo buttons

Undo covers items the agent created, and its edits to trades, accounts, setups, custom fields, reviews, image tags and notes, 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 MCP client 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 MCP client 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.

Journalit consent screen asking to allow Visual Studio Code, client domain vscode.dev, to access Journalit, listing four permission groups with their access levels, a stay connected notice, the monthly AI tool call allowance (100 on Free, more on Pro), the vault to connect, a collapsed Connection details section, and Cancel and Approve buttons

Some apps, such as oh-my-pi, register themselves with Journalit instead of proving a domain. Their consent screen says Not verified and shows where approving sends you, for example an app on this computer. Only approve if you just added that app yourself.

Permissions

Permissions are grouped by what they let the app do. Expand a group to see the individual permissions inside it.

View journal data

Read-only. Read trades, reviews, performance analytics, connected integrations and Journalit configuration.

Change journal content and settings

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 MCP client 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 MCP client 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 MCP settings.

AI and usage page on journalit.co showing Pro AI tool usage of 71 of 1,000 completed this month with Pending 0, Limit 1,000 and a reset date of 1 November 2026, and a connected Visual Studio Code client for the vault named vault with its granted permissions, connected and last used dates, and a Disconnect button

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 MCP clients 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:

PlanAI tool calls per month
Free100
Pro1,000

What counts

Other tool calls, such as reading trades, reviews and analytics, and committing changes.

What doesn't count

Inspection, previews, navigation, image views 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, navigation and image views 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 MCP client 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 MCP client from the AI & Usage page on journalit.co, or turn off MCP access in Journalit to stop every MCP client using that vault.

What the MCP client sees

Anything the MCP client 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 MCP client 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 MCP client reports.

Common problems

Still stuck?

Ask on Discord or email contact@journalit.co with the MCP client you use and the exact message it shows.

Agent tools

MCP clients 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.

ToolWhat it does
inspect_journalChecks the connection, vault, accounts and integrations available to the agent.
inspect_configurationReads setups, templates, layouts, workflows, custom fields and other configuration.
query_tradesLists and filters trades.
get_tradeReads one trade in detail, including the tags and notes on its images.
evaluate_tradesCalculates analytics across a set of trades.
analyze_behaviorFinds behaviour patterns: what each mistake costs, results after losing streaks, and overtrading by trade number in the day.
get_premarket_briefBuilds 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_reviewReads one daily, weekly, monthly, quarterly or yearly review, including the tags and notes on its images.
view_imageShows the agent one trade or review image so it can read the chart. Images larger than 2,000 px are resized. It doesn't use your allowance.
describe_actionsLists the changes the agent is allowed to make.
preview_changesPreviews changes without writing to your vault.
apply_changesCommits a previewed change, including tags and notes on trade and review images, subject to your permissions and approvals.
get_integration_statusChecks available integrations and their status.
run_integrationStarts advertised Trade Sync and other integration operations.
navigate_journalitOpens a trade, review or view in Obsidian.
list_docs, grep_docs, read_docSearch and read this documentation.
report_feedbackSends 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.

get_trade and get_review also give each image's location in your vault, such as Journalit/Media/chart.png. An agent that runs on your computer and can open your vault folder can use it to work with the original file. MCP clients in the cloud, such as ChatGPT, can't open it and use view_image instead.