DayAI

Integrations

Day AI MCP Server

Connect your favorite AI agents directly to your Day AI workspace. Automate CRM tasks, analyze data, and manage your business—all from Claude Desktop, Cursor, or any MCP-compatible client.

OAuth Secured
Real-time Data Access
Agent Tier Integration

What is the Model Context Protocol?

The Model Context Protocol (MCP) is an open standard that enables AI agents to securely connect to external data sources and tools. Think of it as a bridge that lets AI agents like Claude access your Day AI workspace data and perform actions on your behalf—all while maintaining security and respecting permissions.

Day AI's MCP server implements this protocol with enterprise-grade OAuth authentication, ensuring your data remains secure while giving you the power to automate your CRM workflows directly from your AI agent.

What Can You Do With Day AI MCP?

Access CRM Data

Query and analyze your contacts, companies, opportunities, and custom objects directly from your AI agent.

Example: "Show me all contacts from companies in our enterprise pipeline who haven't been contacted in 30 days."

Update Records

Create, update, and manage CRM records using natural language commands, with all changes tracked and audited.

Example: "Update the opportunity stage to 'Negotiation' and add a note about today's pricing discussion."

Execute Agent Tools

Access the same powerful tools available to your Day AI Agents, respecting your tier permissions and limits.

Example: "Generate a pipeline report for Q4 and identify the top 3 opportunities by expected revenue."

Installation & Setup

Prerequisites: You need a paid Day AI Agent tier to use the MCP server. The tools, models, and limits of your Agent tier will apply to all MCP connections.

Claude (Web, Mobile, Desktop) Setup

Day AI is a top-rated Connector in the Claude directory. Install it in just a few clicks:

  1. 1Open Claude (Web, Mobile or Desktop app) and go to Settings → Connectors → Add Connector
  2. 2Search for "Day AI" and click to install
  3. 3Claude will guide you through the OAuth authentication process to connect to your Day AI workspace

Using Claude Team? If you don't see Day AI as an option, your team administrator needs to first enable it at https://claude.ai/settings/connectors.

That's it! No manual configuration files needed—Claude handles everything through the UI.

Cursor Setup

  1. 1Open Cursor Settings (Cmd/Ctrl + ,)
  2. 2Search for "MCP" in the settings
  3. 3Add Day AI MCP server configuration:
{
  "mcp.servers": {
    "day-ai": {
      "type": "http",
      "url": "https://day.ai/api/mcp"
    }
  }
}
4Reload Cursor window to activate the MCP server

Claude Code Setup

Claude Code is Anthropic's agentic coding tool that runs in your terminal. Add Day AI as an MCP server using the CLI:

  1. 1Run the following command in your terminal:
    claude mcp add day-ai --transport http https://day.ai/api/mcp
  2. 2Alternatively, add the configuration manually to your ~/.claude.json file:
    {
  "mcpServers": {
    "day-ai": {
      "type": "http",
      "url": "https://day.ai/api/mcp"
    }
  }
}
  3. 3Start a new Claude Code session. When you first use Day AI tools, Claude Code will open a browser window for OAuth authentication.

Project-specific configuration: You can also add Day AI to a specific project by creating a .mcp.json file in your project root with the same configuration format.

Other MCP Clients

Any MCP-compatible client can connect to Day AI using the HTTP configuration:

{
  "type": "http",
  "url": "https://day.ai/api/mcp"
}

The MCP server will handle OAuth authentication automatically when your client connects for the first time.

Authentication & Security

OAuth 2.0 Flow

When you first connect, the MCP server will:

  • Authenticate you through Day AI's OAuth provider
  • Provide tokens to your client (stored securely - only connect Day AI to apps you trust!)
  • Communicate securely with Day AI

Permission Model

Your MCP access inherits permissions from:

  • Agent Tier
    Tools and capabilities match your paid tier
  • Workspace Role
    Data access follows your workspace permissions
  • API Limits
    Rate limits and quotas from your tier apply

Security Features: All tokens are stored locally in your home directory, never transmitted to third parties. OAuth tokens are automatically refreshed, and you can revoke access at any time from your Day AI workspace settings.

Build Custom Apps with the SDK

Want to build your own AI-powered applications that integrate with Day AI? The Day AI SDK provides everything you need: OAuth authentication, a full MCP client, and production-ready templates—all in one package.

git clone https://github.com/day-ai/day-ai-sdk
cd day-ai-sdk
claude   # Ask Claude to help you build or run the /app command for a guided experience

Production Templates

Desktop

Electron + React + Claude SDK. Build note-taking apps, bug trackers, opportunity managers, or any desktop tool.

ElectronReact

Mobile

React Native + Expo with OAuth deep linking and AsyncStorage persistence. iOS and Android ready.

React NativeExpo

Serverless

Vercel Cron + Next.js. Build daily digests, scheduled reports, monitoring alerts, or data enrichment jobs.

VercelNext.js

Simple Integration

The SDK handles OAuth and MCP so you can focus on your app:

import { DayAIClient } from 'day-ai-sdk';

const client = new DayAIClient();
await client.mcpInitialize();

// Search contacts, meetings, opportunities...
const contacts = await client.mcpCallTool('search_objects', {
  queries: [{
    objectType: 'native_contact',
    where: { propertyId: 'email', operator: 'contains', value: '@acme.com' }
  }]
});

20+ MCP Tools Available: Search objects, create contacts and opportunities, access meeting transcripts, draft emails, send notifications, and more.

View on GitHub

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