MCP

Connect AI assistants to dialnote over MCP: let Claude or other tools read your calls, contacts, and transcripts through a standard protocol.

MCP (Model Context Protocol) is a standard way for AI assistants to call your tools and data. Instead of copying call notes into a chat by hand, the assistant connects to dialnote directly and reads what it needs, when it needs it.

The dialnote MCP server is live and hosted at https://api.dialnote.com/mcp. There's nothing to install. You add dialnote as a connector in your AI assistant and sign in with your dialnote account. Access is read-only: the assistant can't send a message, place a call, or change or delete anything, even if asked.

Add dialnote to Claude#

Works in Claude on the web, Claude Desktop, and the Claude mobile apps. Connectors you add in one appear in the others.

From dialnote:

  1. Go to Settings → Integrations and find Claude
  2. Click Add to Claude. Claude opens with dialnote already filled in
  3. Click Connect and sign in with your dialnote account

Or from Claude:

  1. Open Claude's connector settings (claude.ai/customize/connectors) and choose Add custom connector
  2. Enter the name dialnote and the URL https://api.dialnote.com/mcp
  3. Click Connect and sign in with your dialnote account

To use it, start a chat, make sure dialnote is turned on in the chat's tools menu, and ask something like "Which calls did I miss this week?"

Claude Code#

Add the server from your terminal:

bash
claude mcp add --transport http dialnote https://api.dialnote.com/mcp

Then run /mcp inside Claude Code, choose dialnote, and sign in with your dialnote account in the browser window that opens.

What the Assistant Can Read#

Once connected, the assistant can read the following for your active dialnote organization:

ResourceReadNotes
Call Logs✓Duration, direction, status, AI summary, and tags per call. Filter by status (like voicemail or missed), direction, and date range
Call Transcripts✓The transcript, AI summary, and tags for a call
Recordings✓Recording info and metadata
Contacts✓List, get, and search by name, company, phone, or email
Contact Custom Properties✓Custom field definitions for contacts
Contact Notes✓Notes on a contact
Conversations✓List and get
Messages✓Message history (sending is a write)
Conversation Notes✓Notes on a conversation
Inboxes✓Your numbers and messaging channels
AI Agents✓Your AI agents and their knowledge bases
Reports✓Call stats and disposition summaries
Team✓Your organization's members

Other Clients and Scripts (API Key)#

Clients that can't sign in with an account, and your own scripts, can connect with a read-only dn_live_ key instead. Pass it in the Authorization header:

  • URL: https://api.dialnote.com/mcp
  • Auth: Authorization: Bearer dn_live_YOUR_READ_ONLY_KEY

Clients with native remote-URL support, like Cursor, connect directly:

json
{
  "mcpServers": {
    "dialnote": {
      "url": "https://api.dialnote.com/mcp",
      "headers": { "Authorization": "Bearer dn_live_YOUR_READ_ONLY_KEY" }
    }
  }
}

Clients that only run local commands use the mcp-remote bridge:

json
{
  "mcpServers": {
    "dialnote": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.dialnote.com/mcp",
        "--header",
        "Authorization: Bearer dn_live_YOUR_READ_ONLY_KEY"
      ]
    }
  }
}

What to Expect#

  • Read-only: the assistant can read your calls, transcripts, contacts, conversations, notes, and reports. It can't send, change, or delete anything.
  • One organization at a time: results come from the organization you last used in the dialnote web app. If you belong to more than one, switch organizations there to change what the assistant sees.
  • You stay in control: disconnect dialnote in your assistant's settings to revoke its access at any time. See our Privacy Policy for how connector data is handled.

Next Steps#

The full list of tools dialnote connects to is on the integrations page.