MCP Integration

The Model Context Protocol (MCP) allows AI assistants to interact directly with your Kayse AI data.

What is MCP?

MCP is an open protocol that enables AI assistants to connect to external data sources and tools. With Kayse AI's MCP server, AI assistants can:

• Search and review cases, clients, case lists, forms, campaigns, calls, tasks, notes, admins, and audit logs
• Create and update records for supported resources such as cases, clients, case lists, notes, case types, case statuses, and webhooks
• Run operational actions like sending case SMS or email messages, testing webhooks, replaying webhook deliveries, and reordering case statuses
• Answer questions using your real-time Kayse AI data

Supported AI Assistants

MCP works with any MCP-compatible AI assistant, including:

• Claude Desktop
• Cursor
• Cline
• Other MCP-enabled tools

Setup Guide

1. Get Your API Key

Generate an API key from your Company Settings under "API Keys". This key will authenticate the MCP connection.

Security

Keep your API key secure. Do not share it publicly or commit it to version control.

2. Configure Your AI Assistant

Claude Desktop

Add the Kayse AI MCP server to your Claude Desktop configuration:

1. Open your Claude Desktop configuration file:

   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json

2. Add the Kayse AI MCP server:

{
  "mcpServers": {
    "kayse": {
      "url": "https://public-api.kayse.ai/v1/mcp",
      "headers": {
        "Authorization": "Bearer your_api_key_here"
      }
    }
  }
}

3. Replace your_api_key_here with your actual API key
4. Restart Claude Desktop

Cursor

Add the Kayse AI MCP server to your Cursor configuration (.cursor/mcp.json in your project or global settings):

{
  "mcpServers": {
    "kayse": {
      "url": "https://public-api.kayse.ai/v1/mcp",
      "headers": {
        "Authorization": "Bearer your_api_key_here"
      }
    }
  }
}

3. Start Using MCP

Once configured, you can ask your AI assistant natural language questions about your Kayse AI data:

• "Show me all open cases"
• "Create a new client named John Smith"
• "Update case 123 to set the status to Closed"
• "Find all clients with email addresses"
• "List all my case lists"
• "Create a case list called Priority Cases"

Available Operations

Cases

• List, view, create, and update cases
• Send SMS or email messages to all clients linked to a case

Clients

• List, view, create, and update clients

Case Lists

• List, view, create, and update case lists

Forms, Campaigns, Calls, and Tasks

• Review forms, campaigns, calls, and reusable tasks from your AI assistant
• Pull campaign, call, and task details while investigating live workflows

Notes

• List notes for a case or client
• Create and update notes from your AI assistant

Configuration and Admin Data

• Review and update case types and case statuses
• Create and update webhooks, inspect webhook logs, queue test deliveries, and replay previous deliveries
• List admins and audit logs for company context

Current MCP Safety Boundary

• MCP currently exposes read tools, create and update tools, and selected operational actions
• Delete operations are not currently exposed through MCP

Permissions

The MCP server uses the same permissions as your API key. If your API key can access cases, clients, webhooks, case types, or other MCP-supported resources, your AI assistant will have that same level of access.

Good First Prompts

• "Show me recent open cases."
• "Create a note on case 123 saying the client requested a callback tomorrow."
• "List the webhook logs for webhook 42."
• "Send an email to case 123 with a follow-up message."
• "Show me the current case statuses in hierarchical order."
• "List admins and recent audit-log activity for client 456."

Troubleshooting

Connection Issues

• Verify your API key is valid and active in Company Settings
• Check that the configuration file has the correct URL and Authorization header
• Restart your AI assistant after configuration changes

Permission Errors

• Ensure your API key has the necessary permissions
• Company admins can manage API key access in Company Settings

Learn More

• MCP API Reference — Technical details about the MCP endpoint and available tools
• API Authentication — How to manage API keys
• Model Context Protocol — Official MCP documentation