Model Context Protocol

Give Claude, Cursor or your own agents Daybook as tools: read claims, payer calls, denials and remits, start a call and record the work.

Daybook runs an MCP server with the same operations as the API. Connect Claude, Claude Code, Cursor or your own agent and it can read your worklist, open a claim and its history, read what a payer said on a call, start the next call, read a denial or a remit, draft an appeal and record what was done, with the same permissions and audit trail as a person in the Daybook app.

text

https://mcp.daybookhealthcare.com/mcp

What an agent can do

Work the listRead today's worklist and home page, plan a shift, and record each item as finished, followed up or handed off.Call the payerStart a payer call from Claude, then read the answer, the reference number and the transcript.Follow a claimOpen a claim with its lines, edits and denial, read its timeline, and check its status with the payer.Work denials and remitsRead the denial's codes and deadline, the flagged payments and the remit lines, and draft the appeal.

Connect in a minute

Make a token
In the Daybook app, open Profile → AI assistants, name the token after the app that will use it ("Claude on my laptop") and choose Add token. It is shown once; copy it then.

Add the server

claude mcp add --transport http daybook https://mcp.daybookhealthcare.com/mcp \
  --header "Authorization: Bearer rcm_mcp_..."

Ask
What is on my worklist today, and what should I start with? Every client, Claude Desktop and VS Code included, is in Connect a client.

Try it

Check the status of claim A-20817-1 with Keystone. If it's still pending, tell me what the payer said on the last call.

The agent calls check_claim_status, sees pending, then reads the claim's last payer call with get_call and reports the rep's answer and reference number. If the claim still needs a call, it goes on to start_call with call_type: claim_status (Payer calls from Claude).

More to ask:

Why was claim CLM-10234 denied, and is there still time to appeal?
Which payments came in under the contracted rate this week?
Which calls this week ended with the payer saying the claim is in process?
I called the payer on that item and they are reprocessing it. Record it and follow up Friday.

Where it fits

	Use it for	Credential
MCP	A person asking in Claude, Cursor or another AI app, or an agent you run	An assistant token, or your account's secret key (Credentials)
API	Your systems asking from code, at volume, with your own ids	Your account's secret key
Webhooks	Hearing back without asking, a call or a check started from MCP included	A signing secret per endpoint
Ask Daybook	Asking inside the Daybook app, over the same tools	Your session in the app

Portal changes and posting approvals still wait for a person. An agent can ask; it can't approve its own request. See Permissions and safety.

Next steps

Connect a clientTokens, and the set-up for each AI app.ToolsEvery tool, what it reads or does, and its API equivalent.PlaybooksReady-made prompts: work a denial, plan a shift, post a remit.A Claude agent that works your AR listA use case with a prompt that builds it.