Day AI

IntegratesExpress

Work with a CRM that captures relationship context.

This is an Express tool. Zero Human has already set up the server address, the permissions and the sign-in, so you connect it by pressing Connect and signing in with your own account. What Express is.

What a member can do

  • Query contacts, companies, opportunities and custom objects in the Day AI workspace.
  • Create and update CRM records.
  • Use the same tools as Day AI's own agents, within the limits of the account's tier.

Each task names the Day AI tools it may call. day-ai on a task means every tool the Day AI server offers; a name such as day-ai.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Day AI connection acts as the Day AI account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Day AI for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Day AI waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Day AI tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

Needs a paid Day AI Agent tier. The tools, models and limits of that tier apply to every MCP connection.

Connect it

Day AI is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

  1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
  2. Under Express, find Day AI and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
  3. Day AI's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
  4. You are back on Tools, and Day AI shows as connected.
  5. Name the tools on the task, day-ai for all of them or each by name.
  6. Check it. Run a task that reads something from Day AI. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Day AI account.

A first task to try

With Day AI connected, give a member a task that uses it. For example:

Every Friday, list the opportunities that changed stage this week and summarise what moved and why.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Day AI tools it may use and its instructions. Nothing is created until you approve it.