Duffle MCP Server
Connect your AI assistant to Duffle and manage clients, contracts, and calendar events directly from your conversations.
Overview
Duffle's MCP (Model Context Protocol) server lets you interact with your Duffle account from AI assistants like Claude, ChatGPT, Microsoft Copilot, and Google Gemini. Search for clients, add notes, schedule events, and save knowledge — all without leaving your AI conversation.
Your data stays secure. All access is authenticated via your existing Duffle credentials, scoped to your organization, and subject to the same permissions you have in the Duffle dashboard.
Available Tools
Client Management
- Search Clients — Find clients by name
- Get Client Profile — View client details (sport, team, position)
- List Contracts — View contracts for a client
- Update Deal Status — Change a contract's offer stage
Notes & Calendar
- Add Note — Add a note to a client's profile
- Create Calendar Event — Schedule meetings, follow-ups, and deadlines
Knowledge Base
- Save Knowledge — Save conversation summaries and meeting notes to Duffle
- Create Action Items — Create action items with due dates and priorities
- Search Knowledge — Search your saved knowledge base
- Delete Knowledge — Remove saved entries
Setup
Connect your AI assistant to Duffle using the MCP server URL:
https://mcp.myduffle.io/mcpClaude Desktop / Claude Code
Add Duffle as a connector in Claude Desktop Settings → Connectors → Add custom connector, or via Claude Code CLI:
claude mcp add --transport http duffle https://mcp.myduffle.io/mcpChatGPT / Copilot / Gemini
Add the MCP server URL in your AI platform's MCP/connector settings. Authentication uses your existing Duffle login — you'll be redirected to sign in when you first use a Duffle tool.
Usage Examples
Once connected, try these prompts in your AI assistant:
Search and take notes
"Search for Jayson Tatum in my Duffle clients and add a note that Nike offered $2.5M over 3 years for footwear."
Save meeting notes with action items
"Save notes from my call with Fanatics about Joel Embiid — they're offering $5.5M/3yr as ambassador. Create an action item to send a counter-proposal by May 1."
Schedule follow-ups
"Schedule a follow-up call with Nike for next Thursday at 10am on Jordan Chen's calendar."
Search your knowledge base
"What do I have saved about the Nike deal?"
Multi-step workflows
"I just had a call with Nike about Jayson Tatum. They're offering $2.5M/3yr for footwear. Save these notes, create an action item to send a counter-proposal by April 10, and schedule a follow-up call for next Thursday at 10am."
Security & Privacy
- OAuth 2.1 authentication with your existing Duffle credentials
- All data access scoped to your organization and role
- Sensitive fields (financial amounts, personal addresses, dates of birth) are automatically filtered from AI tool responses
- All tool usage is logged for audit and compliance
- Tokens encrypted at rest, rate-limited, and automatically expired
- You can revoke access at any time by disconnecting the connector
For full details, see our Privacy Policy.
Troubleshooting
"Session expired" error
Disconnect and reconnect the Duffle connector in your AI platform's settings to refresh your session.
Tool calls returning errors
Ensure your Duffle account has the appropriate permissions for the action you're trying to perform. The same role-based access controls apply as in the Duffle dashboard.
Can't find a client
Try searching by first name, last name, or full name. The search matches against your organization's client roster.
Support
For questions or issues with the Duffle MCP integration:
- Email: support@myduffle.io