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Overview

Drum has a remote MCP (Model Context Protocol) server. It lets AI assistants such as Claude, ChatGPT and Cursor, and agents you build yourself, read and change Drum data for one of your users. Ask “log two hours on the drainage design for 21 Drum St” or “which opportunities close this month?”, and the assistant does it in Drum.

   
Server URL https://app.getdrum.com/api/v1/mcp
Transport Streamable HTTP. Hosted by Drum, nothing to install
Sign-in Sign in with Drum (OAuth) for hosted clients, or an API token
Acts as One Drum user, in one account, with that user’s permissions
Tools 80, in eight toolsets. Each connection gets only the toolsets you select

Get started

  1. Connect a client. For Claude, ChatGPT and other hosted clients, use Sign in with Drum. For Claude Code, Cursor, VS Code and Codex, use an API token.
  2. Choose toolsets. Start with My work, and add others as you need them.
  3. Ask. See Example prompts for ideas.

New to it? Follow the tutorial Connect Claude and log your first time entry. Building on the server? Start with Make your first MCP call.

What you can do

Toolset What an assistant can do
My work Find projects and tasks, log and correct time, record costs and receipts, submit expense claims, update tasks, add notes
Sales Work the pipeline, build opportunities and proposal budgets, convert won work to projects, read the sales reports
Clients Find, add and update companies and contacts, link contacts to work, merge duplicates
Proposals Write proposal documents, send them, and read the clients’ answers
Insights Read the overview, revenue and receivables reports
Setup, Templates, Proposal templates Set up an account’s catalogs and templates, where Drum has turned this on

Supported clients

Client Connect with
Claude (claude.ai, Desktop and mobile) Sign in with Drum
ChatGPT Sign in with Drum
Grok, Cursor hosted agents, Microsoft Copilot Studio Sign in with Drum
Claude Code, Cursor desktop, VS Code, OpenAI Codex API token
Anthropic API, OpenAI Responses API, MCP SDKs API token

See Supported clients for the details.

Safe by design

  • An assistant acts as you. It sees and does only what your Drum role allows, and its changes are recorded under your name.
  • Tools that send email, delete data or cannot be undone are marked destructive, and the assistant is told to ask you first.
  • You can see and revoke every connection under Profile, then Connected Agents.

Read Keeping AI access safe before you connect an assistant to anything sensitive.

Reference

Page Covers
Server and protocol The endpoint, protocol versions, methods, instructions and tool annotations
Authentication and permissions Sign in with Drum, API tokens, scopes, and the checks behind every tool
Toolsets The eight toolsets, shared tools, and how the selection works
Supported clients Which clients connect, and how
Results, errors and limits Result shapes, pages, idempotency keys, error codes and rate limits
Example prompts What to ask, by toolset
Tools Search, delete and restore, My work, Sales, Clients, Proposals, Insights, Setup, Templates, Proposal templates

Tutorials, how-to guides and explanation