Daylite Claude Connector MCP Server

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.
1

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal
git clone https://github.com/wimwoeber/daylite-claude-connector.git
cd daylite-claude-connector
npm install
npm run build
2

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal
claude mcp add daylite-claude-connector -- node "<FULL_PATH_TO_DAYLITE_CLAUDE_CONNECTOR>/dist/index.js"

Replace <FULL_PATH_TO_DAYLITE_CLAUDE_CONNECTOR>/dist/index.js with the actual folder you prepared in step 1.

README.md

Connects Daylite CRM to Claude Code via the CalDAV interface

Daylite MCP Server

MCP-Server für Daylite CRM – verbindet Claude Desktop mit deinen Daylite-Daten.

Features

CalDAV (Tasks & Termine)

  • Aufgaben auflisten, erstellen, bearbeiten, löschen
  • Termine auflisten, erstellen, bearbeiten, löschen
  • Kalender verwalten

REST API (CRM-Daten)

  • Kontakte: Suchen, anzeigen, erstellen, aktualisieren
  • Firmen: Suchen, anzeigen, erstellen, aktualisieren
  • Verkaufschancen (Opportunities): Verwalten mit Pipeline-Stufen
  • Projekte: Verwalten mit Pipeline-Stufen
  • Pipelines: Verfügbare Pipelines und Stufen anzeigen
  • Übergreifende Suche: Über alle Entitäten hinweg suchen

Setup

1. Projekt klonen & bauen

git clone https://github.com/wimwoeber/daylite-claude-connector.git
cd daylite-claude-connector
npm install
npm run build

2. Zugangsdaten konfigurieren

CalDAV (für Tasks & Termine)

In Daylite: Einstellungen → Kalender und Kontakte Integration → + Neue App-Anmeldung

REST API (für Kontakte, Firmen, Opportunities, Projekte)
  1. Gehe zu https://developer.daylite.app/reference/personal-token
  2. Klicke auf "here" um dich zu autorisieren
  3. Speichere den refresh_token sicher ab

3. Claude Desktop konfigurieren

In ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "daylite": {
      "command": "node",
      "args": ["/Users/DEIN_USER/daylite-claude-connector/build/index.js"],
      "env": {
        "DAYLITE_USERNAME": "dein-caldav-username",
        "DAYLITE_PASSWORD": "dein-caldav-passwort",
        "DAYLITE_REFRESH_TOKEN": "dein-refresh-token"
      }
    }
  }
}

Hinweis: Du kannst CalDAV und REST API unabhängig voneinander nutzen. Wenn nur DAYLITE_REFRESH_TOKEN gesetzt ist, stehen nur die REST-Tools zur Verfügung. Wenn nur DAYLITE_USERNAME und DAYLITE_PASSWORD gesetzt sind, nur die CalDAV-Tools.

4. Claude Desktop neu starten

Nach dem Neustart solltest du in den Entwicklereinstellungen sehen, dass der Daylite-Server läuft.

Verfügbare Tools

CalDAV

Tool Beschreibung
daylite_list_tasks Aufgaben auflisten
daylite_get_task Aufgabe abrufen
daylite_create_task Aufgabe erstellen
daylite_update_task Aufgabe aktualisieren
daylite_delete_task Aufgabe löschen
daylite_list_appointments Termine auflisten
daylite_get_appointment Termin abrufen
daylite_create_appointment Termin erstellen
daylite_update_appointment Termin aktualisieren
daylite_delete_appointment Termin löschen
daylite_list_calendars Kalender auflisten

REST API

Tool Beschreibung
daylite_list_contacts Kontakte auflisten
daylite_get_contact Kontakt abrufen
daylite_create_contact Kontakt erstellen
daylite_update_contact Kontakt aktualisieren
daylite_list_companies Firmen auflisten
daylite_get_company Firma abrufen
daylite_create_company Firma erstellen
daylite_update_company Firma aktualisieren
daylite_list_opportunities Verkaufschancen auflisten
daylite_get_opportunity Verkaufschance abrufen
daylite_create_opportunity Verkaufschance erstellen
daylite_update_opportunity Verkaufschance aktualisieren
daylite_list_projects Projekte auflisten
daylite_get_project Projekt abrufen
daylite_create_project Projekt erstellen
daylite_update_project Projekt aktualisieren
daylite_search Übergreifende Suche
daylite_list_pipelines Pipelines anzeigen

Token-Rotation

Der REST API Client handhabt Token-Rotation automatisch:

  • Access Tokens laufen nach 1 Stunde ab
  • Der Client refresht automatisch über den Refresh Token
  • Neue Refresh Tokens werden automatisch übernommen

Lizenz

MIT

Tools (9)

daylite_list_tasksList tasks from Daylite.
daylite_create_taskCreate a new task in Daylite.
daylite_list_appointmentsList appointments from Daylite.
daylite_create_appointmentCreate a new appointment in Daylite.
daylite_list_contactsList contacts from Daylite.
daylite_list_companiesList companies from Daylite.
daylite_list_opportunitiesList sales opportunities from Daylite.
daylite_list_projectsList projects from Daylite.
daylite_searchPerform a cross-entity search in Daylite.

Environment Variables

DAYLITE_USERNAMEUsername for CalDAV authentication
DAYLITE_PASSWORDPassword for CalDAV authentication
DAYLITE_REFRESH_TOKENRefresh token for REST API authentication

Configuration

claude_desktop_config.json
{"mcpServers": {"daylite": {"command": "node", "args": ["/path/to/daylite-claude-connector/build/index.js"], "env": {"DAYLITE_USERNAME": "your-caldav-username", "DAYLITE_PASSWORD": "your-caldav-password", "DAYLITE_REFRESH_TOKEN": "your-refresh-token"}}}}

Try it

→List all my tasks due this week in Daylite.
→Create a new appointment for a meeting with John Doe tomorrow at 10 AM.
→Find the contact details for Acme Corp in my Daylite CRM.
→Show me all active projects currently in the 'In Progress' pipeline stage.
→Search for all records related to 'Project Alpha' across contacts and companies.

Frequently Asked Questions

What are the key features of Daylite Claude Connector?

Manage tasks and appointments via CalDAV. Access CRM data including contacts, companies, and projects via REST API. Cross-entity search functionality across all Daylite data. Automatic REST API token rotation. Modular configuration for CalDAV and REST API independently.

What can I use Daylite Claude Connector for?

Quickly logging new tasks during a conversation with Claude. Retrieving client contact information without leaving the Claude interface. Reviewing upcoming appointments and calendar events. Updating project or opportunity status directly through natural language commands.

How do I install Daylite Claude Connector?

Install Daylite Claude Connector by running: git clone https://github.com/wimwoeber/daylite-claude-connector.git && cd daylite-claude-connector && npm install && npm run build

What MCP clients work with Daylite Claude Connector?

Daylite Claude Connector works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep Daylite Claude Connector docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

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