Skip to content
Daylite logo

Daylite MCP

CRM (Customer Relationship Management)

Use Daylite MCP to take action in your AI tools

Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.

Try in any AI platform
Zapier Agent Today
What can I help you with?
You Today
Create object in Daylite
Zapier Agent Today
Sure thing, I'll get right on it!
Action in progress...
Daylite logoCreate Object

Supported actions

Daylite logo

Create Object

Creates a new object.

Daylite logo

Create Appointment

Creates a new appointment.

Daylite logo

Create Company

Creates a new company.

Daylite logo

Create Person

Creates a new person and optionally an associated company.

Daylite logo

Create Email

Creates a new Email.

Daylite logo

Create Form

Creates a new form.

Daylite logo

Create Note

Creates a new Note.

Daylite logo

Create Opportunity

Creates a new Opportunity.

Use Daylite MCP with any AI assistant

Zapier Daylite MCP lets you connect Daylite's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.

Step 1: Generate your secure MCP URL

Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.

Step 2: Choose your Zapier Actions

Customize the specific actions your AI assistant can perform within Daylite. Select and scope actions to align with your Daylite workflows.

Cursor

Step 3: Connect with your tool of choice

Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.

Introducing the Zapier MCP integration

Why developers love Zapier MCP

  • No need to build or host your own APIs
  • Connect once, access 30,000+ Zapier actions
  • Secure, scoped access by default
  • Works across your favorite dev tools

Other apps that integrate with Zapier MCP

QuickBooks Online
Accounting
Integrate Docusign with DayliteIntegrate Docusign with Daylite
Docusign
AI Document Extraction, Signatures
Integrate Proposify with DayliteIntegrate Proposify with Daylite
Proposify
Proposal & Invoice Management
Integrate Google Calendar with DayliteIntegrate Google Calendar with Daylite
Google Calendar
Calendar, Google
Integrate Quo with DayliteIntegrate Quo with Daylite
Quo
Phone & SMS
Integrate ThriveCart with DayliteIntegrate ThriveCart with Daylite
ThriveCart
eCommerce
Integrate PandaDoc with DayliteIntegrate PandaDoc with Daylite
PandaDoc
Documents
Integrate Calendly with DayliteIntegrate Calendly with Daylite
Calendly
Scheduling & Booking
Integrate OnceHub with DayliteIntegrate OnceHub with Daylite
OnceHub
Scheduling & Booking
Integrate QuickBooks Online with DayliteIntegrate QuickBooks Online with Daylite
QuickBooks Online
Accounting
Integrate Docusign with DayliteIntegrate Docusign with Daylite
Docusign
AI Document Extraction, Signatures
Integrate Proposify with DayliteIntegrate Proposify with Daylite
Proposify
Proposal & Invoice Management
Integrate Google Calendar with DayliteIntegrate Google Calendar with Daylite
Google Calendar
Calendar, Google
Integrate Quo with DayliteIntegrate Quo with Daylite
Quo
Phone & SMS
Integrate ThriveCart with DayliteIntegrate ThriveCart with Daylite
ThriveCart
eCommerce
Integrate QuickBooks Online with DayliteIntegrate QuickBooks Online with Daylite
QuickBooks Online
Accounting
Integrate Docusign with DayliteIntegrate Docusign with Daylite
Docusign
AI Document Extraction, Signatures
Integrate Proposify with DayliteIntegrate Proposify with Daylite
Proposify
Proposal & Invoice Management
Integrate Google Calendar with DayliteIntegrate Google Calendar with Daylite
Google Calendar
Calendar, Google
Integrate Quo with DayliteIntegrate Quo with Daylite
Quo
Phone & SMS
Integrate ThriveCart with DayliteIntegrate ThriveCart with Daylite
ThriveCart
eCommerce
Integrate PandaDoc with DayliteIntegrate PandaDoc with Daylite
PandaDoc
Documents
Integrate Calendly with DayliteIntegrate Calendly with Daylite
Calendly
Scheduling & Booking
Integrate OnceHub with DayliteIntegrate OnceHub with Daylite
OnceHub
Scheduling & Booking

Frequently Asked Questions

What is MCP?
Model Context Protocol allows your AI apps to securely interact with tools. Zapier MCP connects you to Zapier's vast ecosystem of 8,000+ integrations.
Is MCP Secure?
Yes, MCP endpoints include built-in authentication for secure, reliable connections.
How much does Zapier MCP cost?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota.
Find the right Zapier plan
Can I use Zapier MCP with any AI platform?
Zapier MCP seamlessly integrates with platforms like Cursor, Claude, or any other app that supports MCPs.
Can I build on Zapier MCP as a developer?
Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
Explore documentation
How quickly can I get started?
You can set up your MCP endpoint and start running Actions in minutes.
How can I get a higher quota?
Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota. You can see your task usage by logging into your Zapier MCP account, and add tasks to your plan anytime.
Explore Zapier plans
Can I use Zapier MCP with my Zapier Enterprise account?
Not out of the box. Zapier MCP doesn't currently support app and action restrictions that may be in place on an Enterprise account. If you're on an Enterprise plan and would like to use Zapier MCP, please reach out to us.