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Day AI MCP Server

Official

An AI-native CRM your assistant can actually read from and write to.

Remote serverstreamable-http

What is the Day AI MCP Server?

Day AI's remote MCP server exposes CRMx contacts, companies, opportunities and meeting transcripts so assistants can research accounts and update records.

Configuration

A Day AI workspace on a paid Agent tier. Connect over OAuth on first use; the assistant inherits the permissions of your workspace role.

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

What you can do with it

Brief yourself before a call

Ask for everything the CRM holds on an account — open opportunities, recent contacts, and what was said on the last call — and get a briefing assembled from records rather than recollection.

Turn a meeting into CRM data

After a call, have the assistant read the transcript, create any new contacts mentioned, update the opportunity stage and draft the recap email in one pass.

Audit a stale pipeline

Search across opportunities for deals with no recent activity and compare the stage field against what transcripts and emails actually suggest.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
search_objectsQuery contacts, companies, opportunities and custom CRM objects in a single call.

How to install the Day AI MCP Server

claude mcp add day-ai --transport http https://day.ai/api/mcp

Configuration

A Day AI workspace on a paid Agent tier. Connect over OAuth on first use; the assistant inherits the permissions of your workspace role.

Example prompts to try

  • “Show me every open opportunity at Northwind and summarise what happened on the most recent call.”
  • “Create a contact in Day AI from this email thread and link them to the existing account.”
  • “Which Q3 deals have not had any activity in the last three weeks?”
  • “Draft a follow-up email to everyone who attended yesterday's demo.”

Frequently asked questions

CRMx is Day AI's AI-native CRM. Rather than relying on reps to log activity, it constructs structured records — people, companies, opportunities — from emails, chats and meetings automatically. The practical effect for MCP users is that queries return populated records with real context attached, instead of the sparse fields that plague manually maintained systems.

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