Daktela MCP Server¶

The Daktela MCP Server connects AI assistants (Claude Code, Claude Desktop, Cursor, and others) to your Daktela Contact Centre using the Model Context Protocol (MCP). It provides access to your contact centre data, enabling tasks like email quality audits, sales pipeline reviews, and call analysis — without writing any code.

Info

By default, the MCP server provides read-only access to your Daktela data. Write access can be enabled for specific roles, but only Daktela support can turn it on for your instance — see Write Access below.

There are two ways to use the Daktela MCP Server:

Hosted (Built-in) — the MCP server runs as part of your Daktela instance. No installation required.
Self-hosted — run the open-source PHP server yourself for custom deployments or cloud setups.

What is MCP?¶

The Model Context Protocol is an open standard that lets AI applications connect to external data sources and tools. By connecting to the Daktela MCP Server, your AI assistant gets structured access to your Daktela instance — enabling analysis and reporting tasks without any custom code.

Write Access¶

By default, the MCP server exposes read-only tools only — it cannot create or update any records. Read-only operations are always available and are never affected by write access.

Info

Write access is not self-service. To enable it, contact Daktela support and ask them to turn it on for your instance.

Once Daktela support has enabled write access, your Daktela administrator still needs to grant the MCP Write Access permission to the relevant role(s) under Manage → Users → Accesses — see Accesses. Disabled by default for every role — until it's granted, write operations are rejected with an insufficient-permissions error.

This applies to all MCP clients (Claude, Cursor, and any others).

Hosted (Built-in)¶

The hosted MCP server is built into your Daktela instance. No PHP, Docker, or Composer needed. Two ways to authenticate are available:

OAuth Login (recommended) — log in through a guided browser screen. No token to generate or copy.
Access Token (manual) — generate a personal token and paste it into your client config. Useful for clients that don't support OAuth-based connections, or for headless/scripted setups.

Tip

Before setting up your AI client, open Settings → System → Integrations → Daktela MCP Server → Setup guide in Daktela. It shows the exact server URL and config snippets for your instance — a quick reference for either authentication method below.

If your AI client supports connecting to remote MCP servers via OAuth — for example, by adding Daktela as a "remote MCP connector" and simply entering its server URL — this is the fastest way to connect.

In your AI client, add the Daktela MCP server using its URL: https://YOUR_DOMAIN/mcp-server/mcp.
The client detects that authentication is required and opens a Daktela login/approval screen in your browser.
If you're already logged into Daktela, click Approve to grant access. Otherwise, log in with your usual Daktela credentials first, then approve.
Once approved, your AI client is connected automatically — you never see or handle a raw access token.

Info

Under the hood, this uses the standard OAuth 2.0 + PKCE authorization flow defined by the MCP specification, including dynamic client registration and token exchange. The resulting access token is scoped to your Daktela user and valid for 60 minutes.

Tip

Not every MCP client supports OAuth-based remote connections yet. If yours doesn't, use the Access Token method below instead.

Access Token (Manual)¶

If your AI client doesn't support OAuth-based remote connections, or you're setting up a headless/scripted integration, generate a personal access token instead.

Step 1 — Get your Access Token¶

You need a personal API access token from your Daktela user profile. Go to your user profile → Access Tokens and generate a new token.

Tip

Create a dedicated token for your AI assistant so you can revoke it independently if needed.

Step 2 — Configure your AI client¶

Add the configuration below to your AI client. Replace YOUR_DOMAIN with your Daktela hostname (e.g. yourcompany.daktela.com) and YOUR_ACCESS_TOKEN with the token from Step 1.

Claude Code¶

Add to your project .mcp.json file:

{
  "mcpServers": {
    "daktela": {
      "type": "http",
      "url": "https://YOUR_DOMAIN/mcp-server/mcp",
      "headers": {
        "X-Daktela-Access-Token": "YOUR_ACCESS_TOKEN"
      }
    }
  }
}

Alternatively, configure globally in your Claude Code settings file (macOS / Linux: ~/.claude/settings.json; Windows: %USERPROFILE%\.claude\settings.json, which expands to C:\Users\<you>\.claude\settings.json):

{
  "mcpServers": {
    "daktela": {
      "type": "http",
      "url": "https://YOUR_DOMAIN/mcp-server/mcp",
      "headers": {
        "X-Daktela-Access-Token": "YOUR_ACCESS_TOKEN"
      }
    }
  }
}

Claude Desktop¶

Add the following to your Claude Desktop config file. The file location depends on your OS:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json (expands to C:\Users\<you>\AppData\Roaming\Claude\claude_desktop_config.json)

{
  "mcpServers": {
    "daktela": {
      "type": "http",
      "url": "https://YOUR_DOMAIN/mcp-server/mcp",
      "headers": {
        "X-Daktela-Access-Token": "YOUR_ACCESS_TOKEN"
      }
    }
  }
}

Tip

On Windows, the AppData folder is hidden in File Explorer by default. To open the Claude folder quickly, press Win+R, paste %APPDATA%\Claude, and press Enter. Alternatively, enable Hidden items under View → Show in File Explorer.

Other MCP clients¶

Any client that supports the MCP HTTP transport can connect using:

URL: https://YOUR_DOMAIN/mcp-server/mcp
Authentication: HTTP header X-Daktela-Access-Token: YOUR_ACCESS_TOKEN

Self-hosted (Advanced)¶

For custom or cloud deployments, you can run the MCP server yourself using the open-source PHP package.

GitHub Repository: Daktela/daktela-v6-php-mcp-server

Requirements¶

PHP 8.2 or higher
Composer (PHP package manager)
A Daktela instance with API read access
An API Access Token from your Daktela account

Installation¶

Clone the repository:

git clone https://github.com/Daktela/daktela-v6-php-mcp-server.git
cd daktela-v6-php-mcp-server

Install dependencies:
```
composer install
```

Configuration¶

The server is configured using environment variables. Create a .env file based on the provided example, or pass the variables directly when running the server.

Variable	Required	Default	Description
`DAKTELA_URL`	Yes	—	Your Daktela instance URL, e.g. `https://your-instance.daktela.com`
`DAKTELA_ACCESS_TOKEN`	Yes	—	API Access Token from your Daktela account
`CACHE_ENABLED`	No	`true`	Enable caching of reference data (queues, users, statuses, etc.)
`CACHE_TTL_SECONDS`	No	`3600`	Cache duration in seconds

Tip

You can generate an API Access Token in your Daktela instance under Manage → Users → Edit user → Access Tokens.

Deployment Options¶

The self-hosted server supports two transport modes: stdio (for local AI desktop apps) and HTTP (for remote/cloud deployments).

Claude Desktop — Docker¶

This is the recommended approach for self-hosted. Build the Docker image and configure Claude Desktop to use it.

Build the image:

docker build -f Dockerfile.prod -t daktela-v6-php-mcp-server .

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "daktela": {
      "command": "docker",
      "args": [
        "run", "-i", "--rm",
        "-e", "DAKTELA_URL=https://your-instance.daktela.com",
        "-e", "DAKTELA_ACCESS_TOKEN=your-api-token",
        "daktela-v6-php-mcp-server"
      ]
    }
  }
}

Claude Desktop — Direct PHP¶

If you prefer to run PHP directly without Docker:

{
  "mcpServers": {
    "daktela": {
      "command": "php",
      "args": ["/path/to/daktela-v6-php-mcp-server/bin/server.php"],
      "env": {
        "DAKTELA_URL": "https://your-instance.daktela.com",
        "DAKTELA_ACCESS_TOKEN": "your-api-token"
      }
    }
  }
}

Docker — Standalone¶

Run the server as a standalone Docker container:

docker run -i --rm \
  -e DAKTELA_URL=https://your-instance.daktela.com \
  -e DAKTELA_ACCESS_TOKEN=your-api-token \
  daktela-v6-php-mcp-server

HTTP Server Mode (Cloud Deployment)¶

For remote deployments such as Google Cloud Run, the server operates in HTTP mode where clients pass credentials via headers:

docker run --rm -p 8080:8080 \
  -e DAKTELA_URL=https://your-instance.daktela.com \
  -e DAKTELA_ACCESS_TOKEN=your-api-token \
  daktela-v6-php-mcp-server php bin/http-server.php

Example cloud deployment with Google Cloud Run:

gcloud run deploy daktela-v6-php-mcp-server \
  --source . \
  --dockerfile Dockerfile.prod \
  --region europe-west1 \
  --allow-unauthenticated \
  --memory 1Gi

Warning

When deploying to the cloud with --allow-unauthenticated, ensure you implement appropriate access controls to protect your Daktela data.

Available Tools¶

The MCP server exposes 81 tools organised into the following categories: 43 read-only and 38 write. Write-marked tools only work once Write Access is enabled — the global setting and the per-role permission must both be on. All list tools support pagination, sorting, and contextual filtering.

Info

There are no delete tools — the MCP server cannot remove records, even with Write Access enabled.

Tickets¶

Tool	Access	Description
`count_tickets`	Read	Count tickets matching filter criteria
`get_ticket`	Read	Get a specific ticket by ID
`get_ticket_detail`	Read	Get detailed ticket information
`list_account_tickets`	Read	List tickets for a specific account
`list_ticket_categories`	Read	List available ticket categories
`list_tickets`	Read	List tickets with filtering and pagination
`create_ticket`	Write	Create a new ticket
`update_ticket`	Write	Update an existing ticket
`create_ticket_category`	Write	Create a new ticket category
`update_ticket_category`	Write	Update an existing ticket category

Activities¶

Tool	Access	Description
`count_activities`	Read	Count activities matching filter criteria
`get_activity`	Read	Get a specific activity by ID
`list_activities`	Read	List activities with filtering and pagination
`create_activity`	Write	Create a new activity
`update_activity`	Write	Update an existing activity

Calls¶

Tool	Access	Description
`count_calls`	Read	Count calls matching filter criteria
`get_call`	Read	Get a specific call by ID
`get_call_transcript`	Read	Get the transcript of a specific call
`list_call_transcripts`	Read	List available call transcripts
`list_calls`	Read	List calls with filtering and pagination
`create_call`	Write	Create a new call record
`update_call`	Write	Update an existing call record

Emails¶

Tool	Access	Description
`count_emails`	Read	Count emails matching filter criteria
`get_email`	Read	Get a specific email by ID
`list_emails`	Read	List emails with filtering and pagination
`create_email`	Write	Create a new email
`update_email`	Write	Update an existing email

Messaging¶

Covers webchat, SMS, Facebook Messenger, Instagram, WhatsApp, and Viber.

Tool	Access	Description
`count_chats`	Read	Count chat messages matching filter criteria
`get_chat`	Read	Get a specific chat message by ID
`list_chats`	Read	List chat messages with filtering and pagination
`create_message`	Write	Create a new chat/messaging message
`update_message`	Write	Update an existing chat/messaging message

Contacts and CRM¶

Tool	Access	Description
`count_accounts`	Read	Count accounts matching filter criteria
`count_contacts`	Read	Count contacts matching filter criteria
`count_crm_records`	Read	Count CRM records matching filter criteria
`get_account`	Read	Get a specific account by ID
`get_contact`	Read	Get a specific contact by ID
`get_crm_record`	Read	Get a specific CRM record by ID
`list_accounts`	Read	List accounts with filtering and pagination
`list_contacts`	Read	List contacts with filtering and pagination
`list_crm_records`	Read	List CRM records with filtering and pagination
`create_account`	Write	Create a new account
`update_account`	Write	Update an existing account
`create_contact`	Write	Create a new contact
`update_contact`	Write	Update an existing contact
`create_crm_record`	Write	Create a new CRM record
`update_crm_record`	Write	Update an existing CRM record

Campaigns¶

Tool	Access	Description
`count_campaign_records`	Read	Count campaign records matching filter criteria
`get_campaign_record`	Read	Get a specific campaign record by ID
`list_campaign_records`	Read	List campaign records with filtering and pagination
`list_campaign_types`	Read	List available campaign types
`create_campaign_record`	Write	Create a new campaign record
`update_campaign_record`	Write	Update an existing campaign record
`create_campaign_type`	Write	Create a new campaign type
`update_campaign_type`	Write	Update an existing campaign type

Reference Data¶

Tool	Access	Description
`list_groups`	Read	List agent groups
`list_pauses`	Read	List available pause types
`list_queues`	Read	List queues
`list_statuses`	Read	List ticket/activity statuses
`list_templates`	Read	List message templates
`list_users`	Read	List users
`create_group`	Write	Create a new agent group
`update_group`	Write	Update an existing agent group
`create_pause`	Write	Create a new pause type
`update_pause`	Write	Update an existing pause type
`create_queue`	Write	Create a new queue
`update_queue`	Write	Update an existing queue
`create_status`	Write	Create a new ticket/activity status
`update_status`	Write	Update an existing ticket/activity status
`create_template`	Write	Create a new message template
`update_template`	Write	Update an existing message template
`create_user`	Write	Create a new user
`update_user`	Write	Update an existing user

Real-time¶

Tool	Access	Description
`list_realtime_sessions`	Read	List current real-time agent sessions

Knowledge Base¶

Tool	Access	Description
`list_article_folders`	Read	List knowledge base folders
`list_articles`	Read	List knowledge base articles
`get_article`	Read	Get a specific knowledge base article
`create_article`	Write	Create a new knowledge base article
`update_article`	Write	Update an existing knowledge base article
`create_article_folder`	Write	Create a new knowledge base folder
`update_article_folder`	Write	Update an existing knowledge base folder

Built-in Prompts¶

The server includes four pre-built prompt templates for common analysis workflows. These prompts are available directly in your AI client when the MCP server is connected.

Prompt	Description
`email_quality_audit`	Audit recent emails for negative sentiment, unprofessional tone, and lost deals
`sales_pipeline_review`	Review deal health and identify at-risk opportunities
`call_quality_review`	Analyse calls for escalations, knowledge gaps, and quality issues
`daily_call_analysis`	Daily call review for churn risk and recurring issues

Usage Examples¶

Once the MCP server is connected to your AI client, you can ask questions like:

"Show me all open tickets from the last 7 days and summarise common issues."
"Audit the last 50 emails for negative sentiment and unprofessional tone."
"List all missed calls from today and identify patterns."
"Review the sales pipeline and flag deals that have been stalled for more than 2 weeks."
"Analyse call transcripts from this week and highlight any escalations."

The AI assistant will use the appropriate MCP tools to fetch data from your Daktela instance and provide structured analysis.

Best Practices¶

Token Security: Never share your API Access Token publicly. Use environment variables or secret management services to store credentials.
Caching: Keep caching enabled (default) to reduce API calls for reference data like queues, users, and statuses.
Access Control: Create a dedicated API user with minimal read-only permissions for the MCP server rather than using an admin token.
Cloud Deployments: Always implement authentication when exposing the HTTP server endpoint publicly.

Support¶

If you encounter bugs or have feature requests, please use the Issues section on the GitHub repository.

Daktela MCP Server¶

What is MCP?¶

Write Access¶

Hosted (Built-in)¶

OAuth Login (Recommended)¶

Access Token (Manual)¶

Step 1 — Get your Access Token¶

Step 2 — Configure your AI client¶

Claude Code¶

Claude Desktop¶

Other MCP clients¶

Self-hosted (Advanced)¶

Requirements¶

Installation¶

Configuration¶

Deployment Options¶

Claude Desktop — Docker¶

Claude Desktop — Direct PHP¶

Docker — Standalone¶

HTTP Server Mode (Cloud Deployment)¶

Available Tools¶

Tickets¶

Activities¶

Calls¶

Emails¶

Messaging¶

Contacts and CRM¶

Campaigns¶

Reference Data¶

Real-time¶

Knowledge Base¶

Built-in Prompts¶

Usage Examples¶

Best Practices¶

Support¶