MCP tools reference

Zen Planner MCP tools

14 tools for Zen Planner on the Cotlet MCP server. Your agent picks them from tools/list.

MCP server
https://cotlet.dev/mcp/v1
Connects with
Your own Zen Planner Studio staff account (the role must be allowed to see members, billing and reports)
Integration page
Zen Planner
Zen Planner Endpoints
Endpoint Access Description
zen-planner_list_members read People in your studio with status, email, phone and memberships.
zen-planner_get_member read Full profile: contact details, memberships and family members.
zen-planner_list_classes read Class schedule with time, instructor, capacity and open spots.
zen-planner_get_class_roster read Who reserved and who checked in for one class.
zen-planner_list_attendance read A member's class check-ins in a date range, newest first.
zen-planner_list_prospects read Leads with source, status and date added.
zen-planner_list_failed_payments read Payments that failed, with member, amount, date and reason.
zen-planner_get_revenue_report read Revenue for a period, grouped by membership type, class, instructor, location or retail.
zen-planner_book_class write Reserve a spot in a class for a member.
zen-planner_cancel_reservation write Cancel a member's class reservation.
zen-planner_check_in_member write Record that a member attended a class.
zen-planner_create_prospect write Add a lead with contact details and source.
zen-planner_enroll_in_membership write Add a membership to a member. Billing follows the membership type.
zen-planner_promote_rank write Move a student to their next belt or rank.

List members

read

MCP tool zen-planner_list_members

Lists people in your studio, filtered by name or email, status or last change date. Each item has a person_id, contact details and the names of their active memberships. Pages hold up to 200 people; pass next_cursor back as cursor for the next page.

Parameters

Parameters: list_members
NameTypeDescription
query string Name or email to search for.
status enum member, prospect, alumni or all. Default: member.
modified_after date Only people changed on or after this date.
limit integer 1 to 200. Default: 50.
cursor string Next page cursor from the previous call.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_list_members",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "members": [
      {
        "person_id": "p253ac9b9",
        "name": "Sarah Lee",
        "status": "member",
        "email": "sarah.lee@example.com",
        "phone": "+1 555 0142",
        "memberships": [
          "Unlimited Monthly"
        ]
      }
    ],
    "next_cursor": null
  },
  "isError": false
}

Get member

read

MCP tool zen-planner_get_member

Returns one person with contact details, their memberships with start dates and the family members linked to the account. Use it to get a phone number or email before contacting someone.

Parameters

Parameters: get_member
NameTypeDescription
person_id required string Person ID from list_members.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_get_member",
    "arguments": {
      "person_id": "person_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "person_id": "p253ac9b9",
    "name": "Sarah Lee",
    "email": "sarah.lee@example.com",
    "phone": "+1 555 0142",
    "memberships": [
      {
        "membership_id": "ms_3310",
        "type": "Unlimited Monthly",
        "start_date": "2026-03-01"
      }
    ],
    "family": []
  },
  "isError": false
}

List classes

read

MCP tool zen-planner_list_classes

Returns the classes in a date range in start order, each with class_id, time, instructor, capacity and open spots. Filter by location or program to narrow the list. Use class_id with book_class and get_class_roster.

Parameters

Parameters: list_classes
NameTypeDescription
from required date First day.
to date Last day. Default: same as from.
location_id string Only classes at this location.
program_id string Only classes of this program.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_list_classes",
    "arguments": {
      "from": "2026-10-01"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "classes": [
      {
        "class_id": "c7e2a91f",
        "name": "CrossFit WOD",
        "starts_at": "2026-10-12T06:00:00-04:00",
        "instructor": "Coach Alex",
        "capacity": 12,
        "open_spots": 4
      }
    ]
  },
  "isError": false
}

Get class roster

read

MCP tool zen-planner_get_class_roster

Returns the people who reserved one class, each with a reservation_id and whether they are checked in. Use reservation_id with cancel_reservation and person_id with check_in_member.

Parameters

Parameters: get_class_roster
NameTypeDescription
class_id required string Class ID from list_classes.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_get_class_roster",
    "arguments": {
      "class_id": "class_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "class_id": "c4d8b1e0",
    "name": "Kids Karate",
    "starts_at": "2026-10-11T09:00:00-04:00",
    "roster": [
      {
        "reservation_id": "r_5501",
        "person_id": "p253ac9b9",
        "name": "Ava Lee",
        "checked_in": false
      },
      {
        "reservation_id": "r_5502",
        "person_id": "p77a1d03e",
        "name": "Sam Ortiz",
        "checked_in": false
      }
    ]
  },
  "isError": false
}

List attendance

read

MCP tool zen-planner_list_attendance

Returns the classes one person checked into between two dates, newest first. An empty list means no visits in that range. Run it once per person.

Parameters

Parameters: list_attendance
NameTypeDescription
person_id required string Person ID from list_members.
from date Start date. Default: 30 days ago.
to date End date. Default: today.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_list_attendance",
    "arguments": {
      "person_id": "p253ac9b9",
      "from": "2026-08-13",
      "to": "2026-10-11"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "person_id": "p253ac9b9",
    "attendance": [
      {
        "class_id": "c3a90b12",
        "name": "CrossFit WOD",
        "checked_in_at": "2026-10-07T06:02:00-04:00"
      }
    ]
  },
  "isError": false
}

List prospects

read

MCP tool zen-planner_list_prospects

Lists prospects in your studio, newest first, filtered by status, source or date added. Status values are the ones set up in your studio. Use it to skip leads that already exist before create_prospect.

Parameters

Parameters: list_prospects
NameTypeDescription
status string Prospect status as set up in your studio.
source string Lead source, e.g. Website or Walk-in.
since date Only prospects added on or after this date.
cursor string Next page cursor from the previous call.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_list_prospects",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "prospects": [
      {
        "person_id": "p9be2c71a",
        "name": "Dana Ortiz",
        "source": "Open house",
        "status": "New",
        "added_on": "2026-10-09"
      }
    ],
    "next_cursor": null
  },
  "isError": false
}

List failed payments

read

MCP tool zen-planner_list_failed_payments

Returns the payments Zen Planner marks as failed in a date range, newest first, with member, amount, date and the reason shown in the report. It is not the past-due total, which Zen Planner counts separately. The total is the sum of the listed amounts.

Parameters

Parameters: list_failed_payments
NameTypeDescription
from date Start date. Default: 7 days ago.
to date End date. Default: today.
location_id string Only this location.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_list_failed_payments",
    "arguments": {
      "from": "2026-10-05",
      "to": "2026-10-11"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "payments": [
      {
        "person_id": "p253ac9b9",
        "name": "Sarah Lee",
        "amount": 129,
        "date": "2026-10-08",
        "reason": "Card declined"
      },
      {
        "person_id": "p41c7f0d2",
        "name": "Marcus Webb",
        "amount": 89,
        "date": "2026-10-06",
        "reason": "Expired card"
      }
    ],
    "total": 218,
    "currency": "USD"
  },
  "isError": false
}

Get revenue report

read

MCP tool zen-planner_get_revenue_report

Returns revenue for one date range as Zen Planner reports it, grouped the way you choose. One call covers one period; compare two months with two calls. The total is the sum of the groups.

Parameters

Parameters: get_revenue_report
NameTypeDescription
from required date Start date.
to required date End date.
group_by enum membership_type, class, instructor, location or retail. Default: membership_type.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_get_revenue_report",
    "arguments": {
      "from": "2026-10-01",
      "to": "2026-10-01"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "group_by": "membership_type",
    "groups": [
      {
        "name": "Unlimited Monthly",
        "revenue": 18450
      },
      {
        "name": "3x Week",
        "revenue": 9200
      },
      {
        "name": "Drop-in",
        "revenue": 1350
      }
    ],
    "total": 29000,
    "currency": "USD"
  },
  "isError": false
}

Book class

write Confirm

MCP tool zen-planner_book_class

Reserves one spot in one class for one member and returns a reservation_id. The member is booked as your staff account does it in Zen Planner Studio. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: book_class
NameTypeDescription
class_id required string Class ID from list_classes.
person_id required string Person ID from list_members.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_book_class",
    "arguments": {
      "class_id": "c7e2a91f",
      "person_id": "p253ac9b9"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "reservation_id": "r_5510",
    "status": "reserved",
    "class": {
      "name": "CrossFit WOD",
      "starts_at": "2026-10-12T06:00:00-04:00",
      "instructor": "Coach Alex"
    },
    "open_spots_left": 3
  },
  "isError": false
}

Cancel reservation

write Confirm

MCP tool zen-planner_cancel_reservation

Cancels one reservation, which frees the spot. Get reservation_id from get_class_roster or book_class. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: cancel_reservation
NameTypeDescription
class_id required string Class ID from list_classes.
reservation_id required string Reservation ID from get_class_roster.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_cancel_reservation",
    "arguments": {
      "class_id": "class_8c41d2",
      "reservation_id": "reservation_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "reservation_id": "r_5510",
    "status": "cancelled"
  },
  "isError": false
}

Check in member

write Confirm

MCP tool zen-planner_check_in_member

Checks one member into one class, which adds a visit to their attendance. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: check_in_member
NameTypeDescription
class_id required string Class ID from list_classes.
person_id required string Person ID from list_members.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_check_in_member",
    "arguments": {
      "class_id": "class_8c41d2",
      "person_id": "person_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "class_id": "c4d8b1e0",
    "person_id": "p253ac9b9",
    "status": "checked_in",
    "checked_in_at": "2026-10-11T09:04:00-04:00"
  },
  "isError": false
}

Create prospect

write Confirm

MCP tool zen-planner_create_prospect

Adds one prospect and returns its person_id. If your studio has lead follow-up workflows set up in Zen Planner, a new prospect can start them. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: create_prospect
NameTypeDescription
first_name required string First name.
last_name required string Last name.
email string Email address.
phone string Phone number.
source string Lead source, e.g. Open house.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_create_prospect",
    "arguments": {
      "first_name": "Dana",
      "last_name": "Ortiz",
      "email": "dana.ortiz@example.com",
      "phone": "+1 555 0163",
      "source": "Open house"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "person_id": "p9be2c71a",
    "status": "created",
    "name": "Dana Ortiz",
    "source": "Open house"
  },
  "isError": false
}

Enroll in membership

write Confirm

MCP tool zen-planner_enroll_in_membership

Adds a membership to a member from a given start date. Billing then follows the terms of that membership type in your studio, so this reaches money. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: enroll_in_membership
NameTypeDescription
person_id required string Person ID from list_members.
membership_type_id required string Membership type, e.g. Unlimited Monthly.
start_date date Default: today.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_enroll_in_membership",
    "arguments": {
      "person_id": "person_8c41d2",
      "membership_type_id": "membership_type_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "membership_id": "ms_4402",
    "person_id": "p253ac9b9",
    "type": "Unlimited Monthly",
    "start_date": "2026-10-12",
    "status": "active"
  },
  "isError": false
}

Promote rank

write Confirm

MCP tool zen-planner_promote_rank

Records a new rank for a student from your own rank structure, as in Zen Planner's belt and skill tracking. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: promote_rank
NameTypeDescription
person_id required string Person ID from list_members.
rank required string New rank name from your rank structure.
promoted_on date Promotion date. Default: today.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "zen-planner_promote_rank",
    "arguments": {
      "person_id": "person_8c41d2",
      "rank": "rank"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "person_id": "p77a1d03e",
    "rank": "Yellow Belt",
    "promoted_on": "2026-10-11",
    "status": "promoted"
  },
  "isError": false
}