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Reference

Facts to look up: endpoints, fields, permissions and limits.

Pages

  • Server and protocol: The Drum MCP endpoint, the protocol versions and JSON-RPC methods it supports, and the instructions it sends to the AI.

  • Authentication and permissions: Sign in with Drum (OAuth) and API tokens for the MCP server, the OAuth scopes, and the checks that decide which tools a client sees.

  • Toolsets: The eight MCP toolsets, the tools in each, and how a connection or API token stores its selection.

  • Supported clients: The AI clients that can connect to Drum’s MCP server, and whether each uses Sign in with Drum or an API token.

  • Results, errors and limits: How MCP tool results are shaped, how pages and idempotency keys work, the tool error codes, and the rate limits.

  • Example prompts: Things you can ask an AI assistant connected to Drum, by toolset, with the tools it will use.

  • Search, delete and restore tools: search_records, which finds the id of any record, and delete_record and restore_record, which delete and restore records of many kinds.

  • My work tools: Tools in the My work toolset: projects, time entries, tasks, costs, receipts, expense claims, notes and Beats.

  • Sales tools: Tools in the Sales toolset: opportunities and their rows, conversion to projects, and live proposal budgets.

  • Clients tools: Tools in the Clients toolset: companies, contacts and their links to records, and notes.

  • Proposals tools: Tools in the Proposals toolset: proposal documents, their sections and pricing layout, sending, and signed proposals.

  • Insights tools: Tools in the Insights toolset: the overview, revenue and receivables reports.

  • Setup tools: Tools in the Setup toolset: account settings, settings catalogs and proposal numbering.

  • Templates tools: Tools in the Templates toolset: deliverable templates, and project and opportunity templates, with their rows.

  • Proposal templates tools: Tools in the Proposal templates toolset: proposal templates with their budgets, quotes, notes and custom rate cards.