{"Status":true,"Message":"","Response":{"post":{"postuid":"40466aaa-ce84-4842-a758-0c3c0f71ee36","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Connect AI Assistants to DailyStory with MCP","slug":"article/connect-ai-assistants-to-dailystory-with-mcp","html":"\u003Cp\u003EDailyStory supports the Model Context Protocol (MCP), so AI assistants such as Claude can work directly with your DailyStory account. Instead of copying data between DailyStory and a chat window, you ask the assistant a question in plain language and it looks up the answer in DailyStory for you. With your permission, an assistant can also create, copy and edit emails and text messages, send you tests, and schedule them to send once you have confirmed exactly what will go out.\u003C/p\u003E\u003Ccite class=\u0022important\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EAvailable to every account\u003C/span\u003E\u003Cp\u003EEvery DailyStory account can connect AI assistants; free trial accounts can connect once the account is verified. Account administrators can turn AI assistant connections off for the whole account; see \u003Ca href=\u0022#turning_ai_assistant_connections_on_and_off\u0022\u003ETurning AI assistant connections on and off\u003C/a\u003E.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022what_is_mcp\u0022\u003EWhat is MCP?\u003C/h2\u003E\u003Cp\u003EThe Model Context Protocol is an open standard that lets AI assistants connect to the applications you already use. An application publishes an MCP server describing what an assistant may do, such as search contacts or read campaign results, and any assistant that supports MCP can connect to it. Claude, ChatGPT and many code editors support MCP.\u003C/p\u003E\u003Cp\u003EBecause the assistant reads from DailyStory at the moment you ask, its answers reflect your account as it is today rather than what you pasted into the chat.\u003C/p\u003E\u003Ch2 id=\u0022what_you_can_ask\u0022\u003EWhat you can ask\u003C/h2\u003E\u003Cp\u003EYou don\u0027t need to know the tool names below; the assistant picks the right ones. Questions like these work well:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u0022How did our September newsletter perform? Which links got clicked?\u0022\u003C/li\u003E\u003Cli\u003E\u0022How many of our contacts are in Texas?\u0022\u003C/li\u003E\u003Cli\u003E\u0022Which segments mention 10DLC, and how many of their members can we text?\u0022\u003C/li\u003E\u003Cli\u003E\u0022List the emails in our spring campaign and compare their open rates.\u0022\u003C/li\u003E\u003Cli\u003E\u0022How did last week\u0027s flash sale text perform? How many people opted out?\u0022\u003C/li\u003E\u003Cli\u003E\u0022What is scheduled to send this week?\u0022\u003C/li\u003E\u003Cli\u003E\u0022Write a November promotion email for our fall sale, using our brand colors.\u0022\u003C/li\u003E\u003Cli\u003E\u0022In the October newsletter, change the call-to-action button to \u0027Read the update\u0027 and link it to our blog.\u0022\u003C/li\u003E\u003Cli\u003E\u0022Add social media icons to the bottom of our welcome email, without X.\u0022\u003C/li\u003E\u003Cli\u003E\u0022Make a copy of the October newsletter called \u0027October newsletter test\u0027.\u0022\u003C/li\u003E\u003Cli\u003E\u0022Send me a test of the October newsletter.\u0022\u003C/li\u003E\u003Cli\u003E\u0022Write a text message for our Saturday open house and send me a test.\u0022\u003C/li\u003E\u003Cli\u003E\u0022Schedule the October newsletter for Tuesday at 9am to the Newsletter Subscribers segment, excluding Opted Out Subscribers, with send time optimization.\u0022\u003C/li\u003E\u003Cli\u003E\u0022Schedule the open house text for Friday at 10am to the VIP Customers segment.\u0022\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EAn assistant can look things up and report on them with read permissions alone. With the authoring permissions it can also create, copy and edit emails and text messages and send tests of them, and with the scheduling permissions it can schedule them to send and cancel scheduled sends; see \u003Ca href=\u0022#creating_and_editing_emails\u0022\u003ECreating and editing emails\u003C/a\u003E, \u003Ca href=\u0022#scheduling_emails\u0022\u003EScheduling emails\u003C/a\u003E, \u003Ca href=\u0022#creating_and_editing_text_messages\u0022\u003ECreating and editing text messages\u003C/a\u003E and \u003Ca href=\u0022#scheduling_text_messages\u0022\u003EScheduling text messages\u003C/a\u003E. It cannot delete anything, and it cannot change contacts, segments or campaigns.\u003C/p\u003E\u003Ccite class=\u0022important\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EYou confirm every send\u003C/span\u003E\u003Cp\u003EAn assistant never sends an email or text message to your contacts immediately, and never activates anything. Test emails and test texts go only to you, or to the addresses and numbers you confirm. An assistant can schedule a send only if you grant the scheduling permission for that channel, and only after it has shown you exactly what will be sent, to whom and when, and you have confirmed.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022permissions_you_grant\u0022\u003EPermissions you grant\u003C/h2\u003E\u003Cp\u003EWhen you connect an assistant, DailyStory shows which of these permissions it is asking for. Each one unlocks a group of tools; an assistant only sees the tools for the permissions you approved.\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003EPermission (as shown when you connect)\u003C/th\u003E\u003Cth\u003EUnlocks\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003ESearch your contacts and read their details\u003C/td\u003E\u003Ctd\u003EContact tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ERead your segments, the queries behind them and their size\u003C/td\u003E\u003Ctd\u003ESegment tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ERead your emails and their content\u003C/td\u003E\u003Ctd\u003EEmail tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ECreate emails, edit their content and send test emails. This does not send or schedule email to your contacts\u003C/td\u003E\u003Ctd\u003EEmail authoring tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESchedule your emails to send to your contacts, and cancel scheduled sends\u003C/td\u003E\u003Ctd\u003EEmail scheduling tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ERead open, click and delivery statistics for your emails\u003C/td\u003E\u003Ctd\u003EEmail report tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ERead your text messages and their content\u003C/td\u003E\u003Ctd\u003EText message tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ECreate text messages, edit their content and send test texts. This does not send or schedule text messages to your contacts\u003C/td\u003E\u003Ctd\u003EText message authoring tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESchedule your text messages to send to your contacts, and cancel scheduled sends\u003C/td\u003E\u003Ctd\u003EText message scheduling tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ERead delivery, click and opt-out statistics for your text messages\u003C/td\u003E\u003Ctd\u003EText message report tools\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ERead your campaigns, their settings and their performance\u003C/td\u003E\u003Ctd\u003ECampaign tools, including what is scheduled to send\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch2 id=\u0022tool_reference\u0022\u003ETool reference\u003C/h2\u003E\u003Cp\u003EThese are the tools DailyStory\u0027s MCP server provides. Lists return 10 results at a time and can be narrowed by name; contact searches return up to 100 at a time.\u003C/p\u003E\u003Ch3 id=\u0022getting_started\u0022\u003EGetting started\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_whoami\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ENames the DailyStory account the assistant is connected to and the user who connected it, and lists what this connection may do.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_instructions\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EExplains how to use the tools, including contact search syntax and your account\u0027s searchable custom fields.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022contacts\u0022\u003EContacts\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Esearch_contacts\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ESearches your active contacts by name, email, company, location and more, and returns a page of matches.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Ecount_contacts\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ECounts the contacts matching a search without listing them. Best for \u0022how many\u0022 questions.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_contact\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns one contact\u0027s details, including opt-outs, do-not-contact status and the segments they belong to.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_contact_segments\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns the segments one contact belongs to.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022segments\u0022\u003ESegments\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Elist_segments\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ELists your segments with their size, most recently changed first. Can be narrowed by name or description.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_segment\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns one segment\u0027s definition and size, and how many members can be reached by email, SMS and push.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022emails\u0022\u003EEmails\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Elist_emails\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ELists your emails with sent, delivered, opened, clicked and opt-out counts. Can be narrowed by name, subject or campaign.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_email\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns one email\u0027s subject, sender, tracking settings and performance, and how its content can be edited.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_email_design\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns the design of an email created by an assistant or with Build Emails with Claude, so it can be changed.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_email_blocks\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ELists the headings, text, buttons, images and layout of an email saved in the Email Designer.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_email_block\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns one part of a designer email in full.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_brand_kit\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns your Brand Kit\u0027s fonts, colors and logo, so new emails match your other marketing.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022email_authoring\u0022\u003EEmail authoring\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_email_design_guide\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EExplains how DailyStory emails are built, so the assistant writes emails that open in the Email Designer.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Evalidate_email_design\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EChecks a draft email and lists every problem, without saving anything.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Ecreate_email\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ECreates a new email in the campaign you choose.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Ecopy_email\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ECreates an exact copy of an existing email, in the campaign you choose.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eupdate_email_design\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReplaces the design of an email created by an assistant or with Build Emails with Claude.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eupdate_email_blocks\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EChanges an email saved in the Email Designer: rewrites text, links and images, adds new widgets, or removes parts of it.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Esend_test_email\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ESends a test of an email to you, or to the addresses you confirm (up to 20).\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022email_scheduling\u0022\u003EEmail scheduling\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Epreview_email_schedule\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EChecks a send and counts its recipients without scheduling anything, so the assistant can show you exactly what will be sent.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eschedule_email\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ESchedules the send you were shown, after you confirm it.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Ecancel_email_schedule\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ECancels a scheduled email that has not started sending.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022email_reports\u0022\u003EEmail reports\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_email_report\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EOne sent email\u0027s report: delivery, open, click, click-to-open, bounce and opt-out rates, conversions, the most clicked links, and activity by day. Can be limited to a date range.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_email_summary\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EYour account\u0027s email totals and rates over a date range, across all emails. Defaults to the last 30 days.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Cp\u003EOpen, click and opt-out rates are percentages of delivered email; delivery and bounce rates are percentages of sent email.\u003C/p\u003E\u003Ch3 id=\u0022text_messages\u0022\u003EText messages\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Elist_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ELists your text messages with sent, delivered, failed, clicked, replied and opt-out counts. Can be narrowed by name, message text or campaign.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns one text message\u0027s full text, image, click tracking and other settings, how many segments and credits each send uses, and its performance.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022text_message_authoring\u0022\u003EText message authoring\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Echeck_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EChecks a draft without saving anything: its length, segments and credits, and the same deliverability score the text message editor shows.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Ecreate_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ECreates a new text message in the campaign you choose.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Ecopy_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ECreates a copy of an existing text message, in the campaign you choose.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eupdate_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EChanges a text message\u0027s text, name, image or click tracking, and reports the text it replaced.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Esend_test_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ESends a test of a text message to your mobile number, or to the numbers you confirm (up to 5).\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022text_message_scheduling\u0022\u003EText message scheduling\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Epreview_sms_schedule\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EChecks a send, counts its recipients and the credits it will use, without scheduling anything, so the assistant can show you exactly what will be sent.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eschedule_sms\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ESchedules the send you were shown, after you confirm it.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Ecancel_sms_schedule\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ECancels a scheduled text message that has not started sending.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022text_message_reports\u0022\u003EText message reports\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_sms_report\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EOne sent text message\u0027s report: delivery, failure, click, reply and opt-out rates, conversions, and activity by day. Can be limited to a date range.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_sms_summary\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EYour account\u0027s text message totals and rates over a date range, across all text messages, and the segments (credits) used. Defaults to the last 30 days.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Cp\u003EClick, reply and opt-out rates are percentages of delivered text messages; delivery and failure rates are percentages of sent text messages.\u003C/p\u003E\u003Ch3 id=\u0022campaigns\u0022\u003ECampaigns\u003C/h3\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ETool\u003C/th\u003E\u003Cth\u003EWhat it does\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Elist_campaigns\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ELists your campaigns, most recently updated first. Can be narrowed by name or description.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_campaign\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns one campaign\u0027s setup, schedule, cost and the segments it targets.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Eget_campaign_stats\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003EReturns one campaign\u0027s summary statistics, the same numbers as the campaign dashboard.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Ccode\u003Elist_scheduled_sends\u003C/code\u003E\u003C/td\u003E\u003Ctd\u003ELists the emails, text messages and push notifications scheduled to send between two dates, in your account\u0027s timezone. Defaults to today.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch2 id=\u0022creating_and_editing_emails\u0022\u003ECreating and editing emails\u003C/h2\u003E\u003Cp\u003ENew emails are built the same way as with \u003Ca href=\u0022/article/build-emails-with-claude\u0022\u003EBuild Emails with Claude\u003C/a\u003E, so every heading, paragraph, button and image is a regular Email Designer widget. What an assistant can change in an existing email depends on how the email was last saved:\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003EHow the email was last saved\u003C/th\u003E\u003Cth\u003EWhat an assistant can change\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003ECreated by an assistant or with Build Emails with Claude, and not saved in the Email Designer since\u003C/td\u003E\u003Ctd\u003EAnything. The assistant rewrites the email\u0027s design as a whole.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESaved in the Email Designer\u003C/td\u003E\u003Ctd\u003EThe text, links and images of any part of the email. It can also add widgets, such as text, buttons, images, dividers and social icons, next to an existing part, and remove parts.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EWritten in the HTML editor\u003C/td\u003E\u003Ctd\u003ENothing. The assistant can only replace the whole email, and only when you ask it to.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Cul\u003E\u003Cli\u003EThe assistant asks which campaign to add a new or copied email to. It never chooses one for you.\u003C/li\u003E\u003Cli\u003EA test email goes to you by default. The assistant tells you who a test will go to and lets you add or remove addresses before it sends. Personalization is filled in from sample data, or from the recipient\u0027s own contact record.\u003C/li\u003E\u003Cli\u003EEvery change is saved as a new version of the email, so you can return to an earlier version from the email\u0027s revision history.\u003C/li\u003E\u003Cli\u003EEmails an assistant creates or copies, and every test it sends, are recorded in the \u003Cb\u003EAudit Log\u003C/b\u003E.\u003C/li\u003E\u003Cli\u003EA widget an assistant adds to a designer email appears as a normal widget the next time the email is opened in the Email Designer. Until then, the assistant can remove it but not reword it.\u003C/li\u003E\u003Cli\u003EA copied email shares any poll with the original, so votes from both emails count together.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022scheduling_emails\u0022\u003EScheduling emails\u003C/h2\u003E\u003Cp\u003EScheduling works the same way as scheduling an email in DailyStory: the email is sent to contacts in its campaign, to the segments you name or to everyone in the campaign, minus any segments you exclude. A send an assistant schedules appears in your calendar, and you can change or delete it in DailyStory like any other.\u003C/p\u003E\u003Col\u003E\u003Cli\u003EYou ask the assistant to schedule an email, saying when and to whom.\u003C/li\u003E\u003Cli\u003EThe assistant checks the send and shows you a summary: the email, the send time in your account\u0027s timezone, the segments included and excluded, how many contacts can receive it, and whether send time optimization is on, with any warnings.\u003C/li\u003E\u003Cli\u003EOnly after you confirm does the assistant schedule it, exactly as shown. If you change anything, it checks the send again and shows you a new summary.\u003C/li\u003E\u003C/ol\u003E\u003Cul\u003E\u003Cli\u003EThe email and its campaign must be active, and your sending domain must be verified.\u003C/li\u003E\u003Cli\u003EA send can be scheduled up to 90 days ahead, and at least 5 minutes from now.\u003C/li\u003E\u003Cli\u003EWith \u003Ca href=\u0022/article/send-time-optimization\u0022\u003Esend time optimization\u003C/a\u003E, each contact receives the email at the hour they are most likely to engage, later the same day between 8am and 7pm in your account\u0027s timezone.\u003C/li\u003E\u003Cli\u003ETo reschedule a send, the assistant cancels it and schedules it again. A send can no longer be cancelled once it has started sending.\u003C/li\u003E\u003Cli\u003EEvery scheduled and cancelled send is recorded in the \u003Cb\u003EAudit Log\u003C/b\u003E.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022creating_and_editing_text_messages\u0022\u003ECreating and editing text messages\u003C/h2\u003E\u003Cp\u003EAn assistant writes a text message the way you would in the \u003Ca href=\u0022/article/sf7cdfvdrz-create-or-edit-a-text-message\u0022\u003Etext message editor\u003C/a\u003E: plain text with optional personalization and an image (MMS). It checks every draft the same way the editor does, for length, the segments and credits each send uses, and deliverability.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EThe assistant asks which campaign to add a new or copied text message to. It never chooses one for you.\u003C/li\u003E\u003Cli\u003EIt shows you the exact text before saving. Text messages have no revision history, so when an assistant changes one it keeps the text it replaced and can give it back to you.\u003C/li\u003E\u003Cli\u003EA test text goes to the mobile number on your DailyStory login by default. The assistant tells you which numbers a test will go to and lets you add or remove numbers, up to 5. Each test uses text message credits like any other send.\u003C/li\u003E\u003Cli\u003EThe deliverability check is the same one the text message editor runs. Content it identifies as illegal turns off text messaging for your account, just as it does in the editor.\u003C/li\u003E\u003Cli\u003EText messages an assistant creates, changes or copies, and every test it sends, are recorded in the \u003Cb\u003EAudit Log\u003C/b\u003E.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022scheduling_text_messages\u0022\u003EScheduling text messages\u003C/h2\u003E\u003Cp\u003EScheduling a text message works the same way as \u003Ca href=\u0022#scheduling_emails\u0022\u003Escheduling an email\u003C/a\u003E. Before you confirm, the assistant shows you the full text of the message, the send time in your account\u0027s timezone, the segments included and excluded, how many contacts can receive it, and the credits the send will use, with any warnings. If the message is changed after you have seen it, the assistant has to show you the new text before it can schedule.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EThe text message and its campaign must be active, and text messaging must be set up for your account, including 10DLC registration.\u003C/li\u003E\u003Cli\u003EA text message can be scheduled between 5:00 AM and 10:30 PM in your account\u0027s timezone, up to 90 days ahead and at least 5 minutes from now.\u003C/li\u003E\u003Cli\u003E\u003Ca href=\u0022/article/send-time-optimization\u0022\u003ESend time optimization\u003C/a\u003E works for text messages as it does for emails.\u003C/li\u003E\u003Cli\u003EIf your account does not have enough text message credits left for the send and auto-billing is off, the assistant warns you before you confirm: only as many contacts as your remaining credits cover will receive it.\u003C/li\u003E\u003Cli\u003ETo reschedule a send, the assistant cancels it and schedules it again. A send can no longer be cancelled once it has started sending. Every scheduled and cancelled send is recorded in the \u003Cb\u003EAudit Log\u003C/b\u003E.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022searching_contacts\u0022\u003ESearching contacts\u003C/h2\u003E\u003Cp\u003EAssistants search contacts with the same search DailyStory uses on the Contacts screen. They can search by first and last name, email, mobile number, company, job title, city, state, postal code and country, by your text and pick-list custom fields, and by membership of a segment, tag or campaign.\u003C/p\u003E\u003Cp\u003EDates (such as when a contact was created or last seen), numbers, and opt-out status cannot be searched directly. To answer questions like those, create a \u003Ca href=\u0022/article/v1v5lti4gf-segments\u0022\u003Esegment\u003C/a\u003E that captures the condition; the assistant can then count and search its members, and see how many can be reached on each channel.\u003C/p\u003E\u003Ch2 id=\u0022security_and_permissions\u0022\u003ESecurity and permissions\u003C/h2\u003E\u003Cul\u003E\u003Cli\u003EYou connect an assistant by signing in to DailyStory and approving exactly what it may access. DailyStory API keys cannot be used.\u003C/li\u003E\u003Cli\u003EAn assistant can never do more than the DailyStory user who connected it is allowed to do. If that user\u0027s permissions change, the assistant\u0027s access changes with them. Creating and editing emails or text messages requires a user who can manage content; scheduling email requires a user who can send email, and scheduling text messages a user who can send text messages.\u003C/li\u003E\u003Cli\u003EThe scheduling permissions are separate from the authoring permissions, so you can let an assistant edit emails or text messages without letting it schedule them. Permission to schedule email does not let an assistant schedule text messages, or the other way round.\u003C/li\u003E\u003Cli\u003EThe user who connects an assistant, and their DailyStory account, must be verified. On a free trial, assistants can connect once account verification is complete.\u003C/li\u003E\u003Cli\u003EAccount administrators can turn off AI assistant connections for the whole account at any time.\u003C/li\u003E\u003Cli\u003EA connection that goes unused for 30 days expires, and the assistant has to ask you again.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022manage_connected_apps\u0022\u003EManage connected apps\u003C/h2\u003E\u003Cp\u003ETo see the assistants you have connected, go to \u003Cb\u003ESettings \u0026gt; Personal Settings \u0026gt; Connected Apps\u003C/b\u003E. Each connection shows the app, what it can access, when it was connected and when it was last used. Click \u003Cb\u003ERevoke\u003C/b\u003E to disconnect an app immediately; to use it again, connect it again from the app.\u003C/p\u003E\u003Cp\u003EAdministrators can see and revoke every user\u0027s connections under \u003Cb\u003ESettings \u0026gt; Login and Permissions \u0026gt; Connected Apps\u003C/b\u003E. Revocations are recorded in the \u003Cb\u003EAudit Log\u003C/b\u003E.\u003C/p\u003E\u003Ch2 id=\u0022turning_ai_assistant_connections_on_and_off\u0022\u003ETurning AI assistant connections on and off\u003C/h2\u003E\u003Cp\u003EAI assistant connections are on for every DailyStory account. On a free trial, they become available once the account is verified. The user connecting an assistant must also have verified their own DailyStory login.\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003EWho\u003C/th\u003E\u003Cth\u003EWhat they can do\u003C/th\u003E\u003Cth\u003EWhere\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003EAny user\u003C/td\u003E\u003Ctd\u003EConnect an assistant, and revoke the connections they made.\u003C/td\u003E\u003Ctd\u003E\u003Cb\u003ESettings \u0026gt; Personal Settings \u0026gt; Connected Apps\u003C/b\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EAccount administrators\u003C/td\u003E\u003Ctd\u003ETurn AI assistant connections off, or back on, for everyone in the account. See and revoke any user\u0027s connections.\u003C/td\u003E\u003Ctd\u003E\u003Cb\u003ESettings \u0026gt; Login and Permissions \u0026gt; Connected Apps\u003C/b\u003E, using the \u003Cb\u003EAllow AI assistant connections (MCP)\u003C/b\u003E switch\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EDailyStory\u003C/td\u003E\u003Ctd\u003ETurn AI assistant connections off for an account, for example at the account\u0027s request. Only DailyStory can turn them back on.\u003C/td\u003E\u003Ctd\u003EContact DailyStory support\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Cp\u003EWhen AI assistant connections are turned off:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EEvery assistant connected to the account stops working on its next request, and tells the person using it why.\u003C/li\u003E\u003Cli\u003EConnections are kept, not revoked. Turning the switch back on restores them without anyone having to connect again. To remove a connection for good, revoke it.\u003C/li\u003E\u003Cli\u003EIf DailyStory has turned connections off for the account, \u003Cb\u003EConnected Apps\u003C/b\u003E says so in place of the switch, and the account\u0027s administrators cannot turn them back on.\u003C/li\u003E\u003Cli\u003EChanges to the account\u0027s switch are recorded in the \u003Cb\u003EAudit Log\u003C/b\u003E.\u003C/li\u003E\u003C/ul\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_updating":false,"meta_description":"Connect AI assistants like Claude to DailyStory with the Model Context Protocol for real-time data access and seamless contact and campaign management.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"total_views":71,"date_published":"2026-10-10T20:16:00","date_updated":"2026-10-23T20:12:02.57","date_created":"2026-10-10T20:16:09.52"}}}