An AI-native CRM your assistant can actually read from and write to.
Day AI's remote MCP server exposes CRMx contacts, companies, opportunities and meeting transcripts so assistants can research accounts and update records. Exposed over MCP by the day ai mcp server, that capability becomes something an assistant can invoke while it works, not something you go and do afterwards.
Day AI's remote MCP server exposes CRMx contacts, companies, opportunities and meeting transcripts so assistants can research accounts and update records.
Everything the assistant can do here goes through one of these:
search_objects — Query contacts, companies, opportunities and custom CRM objects in a single callCreate contact — Add a new person to CRMx from an email thread, transcript or conversationCreate opportunity — Open a new deal record and attach it to the relevant company and contactsAccess meeting transcripts — Read transcripts of recorded calls and meetings tied to an account or opportunityDraft email — Compose follow-up or outreach email drafts grounded in the CRM recordSend notification — Push a notification to the workspace so teammates see what changedA Day AI workspace on a paid Agent tier. Connect over OAuth on first use; the assistant inherits the permissions of your workspace role.
Being a remote server, there is no local install. You register the endpoint with your client, authorise it once, and the tools appear.
This sits in the planning and project tracking group, where several servers overlap in what they claim to do but differ sharply once you actually set them up. Day AI's toolset — search_objects, Create contact, Create opportunity and 3 more — is a fair guide to whether it matches your workflow. It is maintained by Day AI rather than a third party, which usually means auth handling and breaking changes are dealt with faster.
We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.
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.
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.
Search across opportunities for deals with no recent activity and compare the stage field against what transcripts and emails actually suggest.
| Tool | What it does |
|---|---|
| search_objects | Query contacts, companies, opportunities and custom CRM objects in a single call. |
| Create contact | Add a new person to CRMx from an email thread, transcript or conversation. |
| Create opportunity | Open a new deal record and attach it to the relevant company and contacts. |
| Access meeting transcripts | Read transcripts of recorded calls and meetings tied to an account or opportunity. |
| Draft email | Compose follow-up or outreach email drafts grounded in the CRM record. |
| Send notification | Push a notification to the workspace so teammates see what changed. |
claude mcp add day-ai --transport http https://day.ai/api/mcpA Day AI workspace on a paid Agent tier. Connect over OAuth on first use; the assistant inherits the permissions of your workspace role.
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