Connect Baylani to your AI assistant

Server URL

https://mcp.baylani.com/public/v1/mcp

The connector uses the Streamable HTTP transport and answers POST requests.

Set it up in Claude

1. A workspace owner or admin turns on agent access in Baylani under Settings, Agent access.
2. In Claude, open Settings, then Connectors, then Add custom connector.
3. Paste the server URL above and add the connector.
4. Sign in with your Baylani account when asked, choose the workspace, and review the permissions.
5. Select Allow connection. Then ask Claude about your applications, requirements, or deadlines.

Sign-in, permissions, and revoking

• You sign in with your own Baylani account using OAuth. Baylani never asks the assistant for your password.
• A connection belongs to one workspace and acts as the person who approved it. It never sees more than that person can in Baylani, so what it can read follows your role in the workspace.
• Access tokens are short-lived, and each tool call is recorded against the connection.
• To revoke a connection, open Settings, then Agent access, find it under Connected apps, and select Revoke app. It stops working on its next call. A workspace owner or admin can also turn agent access off for the whole workspace.
• The connected AI provider receives the information the connector returns to it.

Tools

These tools read records. None of them changes anything in your workspace. Each result cites the Baylani record it came from.

• get_workspaceRead-only

  Shows which workspace the connection uses, the connecting person's role, and when the connection expires.

• search_opportunitiesRead-only

  Finds funding opportunities your organization has saved, optionally by title, funder, or opportunity number.

• list_applicationsRead-only

  Lists your applications with status and submission deadline.

• get_applicationRead-only

  Shows one application: status, deadline, submission portal, project period, and funding ceiling, each with its source.

• list_requirementsRead-only

  Lists what an application must include, with the solicitation source for each requirement.

• list_awards_and_deadlinesRead-only

  Lists upcoming reporting and submission deadlines and active awards.

• search_institutional_memoryRead-only

  Searches what your organization has confirmed it knows (past answers, decisions, lessons learned). Unconfirmed entries are not returned.

• list_application_filingsRead-only

  Lists which applications were submitted and which decisions were recorded in a past window.

Link-only tools

The server also lists 19 link-only tools for steps that need a person's decision in Baylani, such as approvals, attestations, submissions, and billing. They run nothing. Each returns a link to the right screen in Baylani, where you finish the step yourself. No tool on this connector can approve, submit, certify, sign, or delete anything.

Support

Questions about the connector: hello@baylani.com. To report a security issue, write to security@baylani.com. See also Legal & Privacy and Integrations.