Dalil MCP

Your CRM, inside Claude, ChatGPT and Cursor.

One URL turns your workspace into tools any AI client can use. Records, pipelines, sequences, workflows, conversations and meeting notes, all reachable in plain language, all scoped to the workspace you signed into.

One URL, no API key44 tools, discovered automatically
ClaudeChatGPTCursor
app.usedalil.ai/mcp
44 tools, discovered automaticallysigned in as your workspace
recordspipelinessequencesworkflowsmessagesmeeting notescustom fields
OAuth sign-in, no API key to pastescoped
Connect

One URL. No API key.

Add this to any MCP client
https://app.usedalil.ai/mcp

Your client opens a Dalil sign-in the first time it connects, and you authenticate with your logged-in workspace using standard MCP OAuth. In Claude and ChatGPT, add it under custom connectors. In Claude Code, one command does it:

claude mcp add --transport http dalil https://app.usedalil.ai/mcp

Full setup for Cursor, Cline, Continue, Zed and headless agents lives in the MCP documentation.

Getting connected

Three minutes from a URL to the first action

Add the URL

Paste https://app.usedalil.ai/mcp into your client as a custom connector or MCP server.

Sign in

The client opens a Dalil sign-in. You authenticate with your workspace: no key to create, paste or rotate.

Ask in plain language

The client discovers all 44 tools on its own. You never have to name one.

The tool catalog

Everything your assistant can reach

Connected clients discover all of this automatically. You describe the outcome; the client picks the tools.

Records and data modelEvery entity, standard or custom, plus the fields themselves.
  • find_recordsREADSearch and filter records on any entity
  • create_recordWRITECreate a record on any entity
  • update_recordWRITEUpdate fields on a record
  • delete_recordWRITEDelete a record
  • list_object_metadataREADDiscover entities, field names, types and options
  • create_field / update_field / delete_fieldWRITEReshape the schema itself
PipelinesDiscover the pipelines a workspace runs, then move records through them.
  • list_pipelinesREADDiscover pipelines and their stages
  • get_pipeline_recordsREADRead the records in a pipeline
  • get_pipelines_by_recordREADFind which pipelines a record belongs to
  • create_pipeline_recordWRITEAdd a record to a pipeline
  • update_pipeline_recordWRITEUpdate it, or move its stage
  • delete_pipeline_recordWRITERemove a record from a pipeline
SequencesRead a campaign, edit its flow, and move people through it.
  • list_sequencesREADList outreach sequences and their status
  • get_sequence_enrollmentsREADSee who is enrolled and where they are
  • create_sequence_stepWRITEAdd a step to the flow
  • update_sequence_step / delete_sequence_stepWRITEEdit or remove a step
  • enroll_person_in_sequenceWRITEAdd a person to a campaign
  • pause_person_in_sequenceWRITEPause or unenroll a person
WorkflowsEnough to build, publish and debug an automation without opening Dalil.
  • create_workflowWRITECreate a workflow with a draft version
  • set_workflow_triggerWRITEConfigure what starts it
  • create_workflow_version_stepWRITEAdd a step, auto-linked to the previous one
  • compute_step_output_schemaREADPreview a step output shape for later variables
  • activate_workflow_versionWRITEPublish a version, or turn it off
  • run_workflow_version / get_workflow_runsWRITETrigger a run, then read the result
Messaging and engagementSynced conversations across email, WhatsApp and LinkedIn.
  • get_messagesREADRead synced conversations on any channel
  • get_timeline_threadsREADRead a record conversation timeline
  • SEND_EMAILWRITESend from a connected account
  • SEND_WHATSAPP / SEND_LINKEDINWRITESend on either channel
  • draft_whatsapp_message / draft_linkedin_messageWRITESave a draft without sending
  • SEND_LINKEDIN_CONNECTIONWRITESend a connection request, or visit a profile
MeetingsWhat was actually said, available before the assistant drafts anything.
  • get_ai_meeting_notesREADSummaries, transcripts and action items from AI meeting notes

Deliberately not exposed: raw HTTP requests and the sandboxed code interpreter, which stay inside Dalil's own agents.

Chat-driven CRM

Ask for the outcome, not the query

One sentence can span three objects: find the stalled deals, check the last activity on each, then write a task for every owner. The assistant chains the reads and the writes itself, and everything lands in Dalil attributed to you.

  • Search and filter any entity, standard or custom
  • Create, update and delete records
  • Discover fields, types and options on the fly
deals in Negotiation with no activity for two weeks, task each ownerRun
Claude, connected to Dalil
Found 7 stalled deals. Created a follow-up task on each, assigned to the deal owner.
find_records · 3 objects
find_recordsopportunity · stage = Negotiation
get_timeline_threadslast activity per deal
create_record7 tasks, one per owner
Written to Dalilattributed to you
DealTask
SSarwacreated
KKalyocreated
Build, not just read

It can wire up the automation too

Workflows and sequences are tools like any other. Your assistant can create a workflow, set the trigger, add each step, publish the version and read the first run, then enroll or pause the right people in a campaign.

  • Full workflow lifecycle: build, publish, run, inspect
  • Edit sequence steps and manage enrollments
  • Preview a step output before wiring the next one
build a workflow that enriches every new company and alerts me over 200 staffRun
Built over MCP4 tool calls
create_workflowdraft version created
set_workflow_triggeron company created
create_workflow_version_stepenrich, then branch on employees
activate_workflow_versionlive
Sequences work the same way: enroll, pause and unenroll people without opening Dalil.
Context

It reads the conversation before it writes one

Synced email, WhatsApp and LinkedIn threads plus AI meeting notes are all readable, so the assistant knows what was actually said before it drafts anything. Then it can send on the right channel, or just save a draft for you.

  • Conversations across all three channels
  • Meeting summaries, transcripts and action items
  • Send, or save a draft and decide later
Context the assistant can readget_messages · get_ai_meeting_notes
Email thread with Sarwa14 messages, synced
WhatsApp with Syedlast reply 2 days ago
Meeting note: discovery callsummary + action items
Then it can act
SEND_EMAILSEND_WHATSAPPSEND_LINKEDINor save a draft
Scope

Signed in, not handed a secret

There is no key to paste or rotate. You sign in, and every call runs in the context of that workspace: a tool can never reach another one. Read-only tools are annotated so your client can treat them as safe.

  • Standard MCP OAuth, scoped to one workspace
  • Read-only tools annotated for the client
  • Bearer-token API keys for headless use only
Connectionstandard MCP OAuth
Authsign in with your Dalil account
Scopethe workspace you signed into
API keynot required
Read-only toolsannotated for the client
Not exposed over MCPby design
Raw HTTP requestsstays inside Dalil's own agents
Sandboxed code interpreterstays inside Dalil's own agents
44
tools across six domains of your workspace
1 URL
to connect, with zero API keys to manage
Any
MCP client: Claude, ChatGPT, Cursor, Zed
What people build

Your CRM as a tool other AI can use

Run the pipeline from chat"Find opportunities in Negotiation with no activity in two weeks, and create a follow-up task for each owner." It reads, decides and writes in one turn.
Operate outreach"Enroll everyone from yesterday's import with a verified email into the Q3 sequence, and pause anyone who already replied."
Build automations by describing themYour assistant can create a workflow, set the trigger, add the steps, activate it and read the first run, all through tools.
Brief before you writeMeeting notes, email threads and WhatsApp history become context the assistant reads before drafting a single line.
Reshape the schemaAdd a custom field, fix its options, or discover what a workspace already has, without clicking through settings.
Work from the editor you live inCursor, Cline, Continue and Zed speak MCP too, so CRM data sits next to the code you are shipping.
MCP or Skills

Tools and knowledge, not either / or

MCP gives the assistant operations it can execute. Claude Skills give it the conventions of the Dalil API so it gets those calls right first time. In Claude Code, use both.

Explore Claude Skills →Read the MCP docs
FAQs

Dalil MCP, explained

What is MCP?

The Model Context Protocol is an open standard for connecting an AI client to an external system. Dalil ships a native MCP server, so any MCP-speaking client can read and write your workspace without a custom integration.

Which clients can connect?

Claude on claude.ai and Claude Desktop, Claude Code, ChatGPT, Cursor, Cline, Continue, Zed, and anything else that speaks MCP. In Claude and ChatGPT you add it as a custom connector; in editors you add it to the MCP config.

Do I need an API key?

No. Connecting is one URL plus a normal Dalil sign-in, using standard MCP OAuth. API keys are only for headless use: scripts, CI or agents with no browser to sign in with, which can pass a key as a bearer token instead.

What can the AI actually do?

Forty-four tools across records and custom fields, pipelines, sequences, workflows, messaging on email, WhatsApp and LinkedIn, and AI meeting notes. The client discovers the full catalog on connection, so it stays current as tools are added.

Is it safe to give an AI client write access?

Every call runs in the context of the workspace you signed in with, and a tool can never reach another workspace. Read-only tools are annotated so clients can treat them as safe, and raw HTTP requests and the sandboxed code interpreter are deliberately not exposed.

Why can my client not connect?

MCP is enabled per workspace, so check that it is on for your plan. The same setup snippet lives in the app under Settings, AI, Set up MCP.

How does this relate to Claude Skills?

They compose. MCP gives the assistant tools it can execute. Claude Skills give it knowledge: the conventions, formats and gotchas of the Dalil API, so it uses those tools correctly on the first try. In Claude Code, connect the server and install the skills.

Dalil MCP

Give your AI tools a system of record.

One URL, a normal sign-in, and 44 tools your assistant discovers on its own.

✓ 30 days for $9✓ Cancel anytime