apps/website/src/app/docs/content/assistant-mcp.mdx
The Midday assistant is available through the Model Context Protocol (MCP), letting you query your financial data from AI tools like Claude Desktop, Cursor, ChatGPT, and Raycast.
Model Context Protocol (MCP) is an open standard for connecting AI assistants to external data sources. Instead of copying and pasting data, MCP lets AI tools query your Midday data directly and securely.
Midday MCP works with:
Choose your tool below for specific setup instructions.
Add Midday to your Claude Desktop configuration.
~/Library/Application Support/Claude/claude_desktop_config.json%APPDATA%\Claude\claude_desktop_config.jsonAdd or update the mcpServers section:
{
"mcpServers": {
"midday": {
"command": "npx",
"args": ["-y", "@midday-ai/mcp"],
"env": {
"MIDDAY_API_KEY": "your-api-key-here"
}
}
}
}
After saving, restart Claude Desktop. You should see Midday in your available tools.
Ask Claude something like:
Use Midday data while coding in Cursor.
Add to your MCP servers:
{
"midday": {
"command": "npx",
"args": ["-y", "@midday-ai/mcp"],
"env": {
"MIDDAY_API_KEY": "your-api-key-here"
}
}
}
In Cursor's AI chat, you can now ask about your financial data while working on your projects.
Use Midday with ChatGPT via custom GPTs or plugins.
Use the Midday API endpoints with your API key in the Authorization header:
Authorization: Bearer your-api-key-here
See the API reference for available endpoints.
Access Midday from Raycast on Mac.
Trigger Raycast and use Midday commands to query your financial data.
The MCP integration provides access to all your Midday data:
| Tool | Description |
|---|---|
transactions_list | List transactions with filters (date, category, amount) |
transactions_get | Get details of a specific transaction |
Example queries:
| Tool | Description |
|---|---|
invoices_list | List invoices with filters (status, customer, date) |
invoices_get | Get full details of an invoice |
invoices_summary | Get invoice totals by status |
Example queries:
| Tool | Description |
|---|---|
customers_list | List all customers |
customers_get | Get customer details |
Example queries:
| Tool | Description |
|---|---|
tracker_projects_list | List time tracking projects |
tracker_projects_get | Get project details |
tracker_entries_list | List time entries |
Example queries:
| Tool | Description |
|---|---|
reports_revenue | Get revenue for a period |
reports_profit | Get profit for a period |
reports_burn_rate | Get monthly burn rate |
reports_runway | Get runway estimate |
reports_expenses | Get expense breakdown |
reports_spending | Get spending by category |
Example queries:
| Tool | Description |
|---|---|
bank_accounts_list | List connected accounts and balances |
Example queries:
| Tool | Description |
|---|---|
documents_list | List documents in the vault |
documents_get | Get document details |
| Tool | Description |
|---|---|
inbox_list | List inbox items |
inbox_get | Get inbox item details |
| Tool | Description |
|---|---|
search_global | Search across all data |
Example queries:
| Tool | Description |
|---|---|
team_get | Get team information |
team_members | List team members |
You: What's my financial health looking like?
Assistant: Based on your Midday data:
- Cash balance: $45,230
- Monthly burn rate: $8,500
- Runway: 5.3 months
- Revenue this month: $12,400
- Profit margin: 31%
You: Do I have any overdue invoices?
Assistant: You have 2 overdue invoices:
- INV-0042 to Acme Corp - $3,500 (15 days overdue)
- INV-0039 to Beta Inc - $1,200 (8 days overdue)
Total overdue: $4,700
You: What are my top expenses this quarter?
Assistant: Your top expense categories this quarter:
- Salary: $24,000
- Software: $3,200
- Marketing: $2,800
- Rent: $2,400
- Professional Services: $1,500
npx is available in your PATHnpx @midday-ai/mcp manually to test