Payani MCP
Connect Payani AI to Claude, ChatGPT, or any AI assistant.
Ask your AI about your leads, pipeline, campaigns, and reporting, using your real Payani data. Our MCP server connects your account to the assistant you already use, read-only and secure.
https://app.payani.ai/api/mcpPayani AI
- Contacts and companies
- Pipeline and deals
- Traffic and ad performance
- Meetings and reports
What you can do
Ask your AI assistant about your business.
Once connected, your assistant can read your Payani data to answer in plain language. It looks things up for you, it never changes anything.
Look up contacts and companies
Pull up a person or an account and see the context your AI needs to answer, straight from your CRM.
See your pipeline and deals
Ask what is in the pipeline, which deals are moving, and where opportunities sit by stage.
Find your hot leads
Surface the leads showing intent right now, so your assistant can tell you who to follow up with first.
Check website activity
Ask which companies and visitors are on your site and what they are looking at.
Read traffic and ad performance
Get your reporting on channels, campaigns, and ad spend without opening another dashboard.
List your meetings
Ask what is coming up and pull the context around each meeting on your calendar.
Pull a competitor report
Ask your assistant to bring back a competitor report already assembled inside Payani.
Read your reporting
Ask plain-language questions across your CRM, campaigns, and analytics and get real numbers back.
How to connect
Connect in about a minute.
Here is the flow in Claude. Any assistant that supports the Model Context Protocol connects the same way, using the URL below.
https://app.payani.ai/api/mcp- 1
Open Connectors
In Claude, go to Settings, then Connectors, and choose Add custom connector.
- 2
Paste the URL
Paste the Payani connection URL, https://app.payani.ai/api/mcp, and continue.
- 3
Sign in and choose a workspace
Sign in to Payani through secure OAuth and pick the workspace you want to connect.
- 4
Allow read-only access
Approve read-only access. Your assistant can now query your Payani data.
Trust and security
Built to read, never to change.
The connection is read-only and scoped to the account and workspace you choose. You stay in control of what it can see and when it stops.
Read-only, always
It can look, never touch. The connection cannot change, delete, or send anything in your account.
You choose the workspace
You decide which Payani workspace to connect, and access stays scoped to it.
Disconnect anytime
Remove the connector from your AI client whenever you want and access ends immediately.
Secure OAuth
You sign in through Payani's own secure sign-in. Your password is never shared with the AI client.
Only your own data
The connection only ever reads data from your own account, nothing from anyone else's.
Works with any MCP client
Claude, ChatGPT, or any assistant that speaks the Model Context Protocol connects the same way.
Read-only by design
It can look. It can never touch.
The Payani MCP server only reads. It cannot edit a record, delete data, send an email, or take any action in your account. Your AI assistant gets the answers, and your data stays exactly as it was.
Connect Payani to your AI assistant.
Copy the connection URL and add it as a custom connector. No account yet? Start free, no credit card.
https://app.payani.ai/api/mcp