# Zen Planner MCP tools

> Every Zen Planner MCP tool on the Cotlet server: tool names, input schemas, a tools/call example and an example result for each tool.

Source: https://cotlet.dev/docs/mcp/zen-planner

Docs sections: [Get started](https://cotlet.dev/docs.md) · [REST API](https://cotlet.dev/docs/api.md) · [MCP](https://cotlet.dev/docs/mcp.md) · [SDKs & CLI](https://cotlet.dev/docs/sdks.md) · [Integrations](https://cotlet.dev/docs/integrations.md)

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: https://cotlet.dev/integrations/zen-planner-api-mcp-server

## 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

MCP tool: `zen-planner_list_members`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `query` | string | no | Name or email to search for. |
| `status` | enum | no | member, prospect, alumni or all. Default: member. |
| `modified_after` | date | no | Only people changed on or after this date. |
| `limit` | integer | no | 1 to 200. Default: 50. |
| `cursor` | string | no | Next page cursor from the previous call. |

### tools/call

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

### Example response

```json
{
  "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

MCP tool: `zen-planner_get_member`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `person_id` | string | yes | Person ID from list_members. |

### tools/call

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

### Example response

```json
{
  "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

MCP tool: `zen-planner_list_classes`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `from` | date | yes | First day. |
| `to` | date | no | Last day. Default: same as from. |
| `location_id` | string | no | Only classes at this location. |
| `program_id` | string | no | Only classes of this program. |

### tools/call

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

### Example response

```json
{
  "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

MCP tool: `zen-planner_get_class_roster`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `class_id` | string | yes | Class ID from list_classes. |

### tools/call

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

### Example response

```json
{
  "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

MCP tool: `zen-planner_list_attendance`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `person_id` | string | yes | Person ID from list_members. |
| `from` | date | no | Start date. Default: 30 days ago. |
| `to` | date | no | End date. Default: today. |

### tools/call

```json
{
  "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

```json
{
  "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

MCP tool: `zen-planner_list_prospects`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `status` | string | no | Prospect status as set up in your studio. |
| `source` | string | no | Lead source, e.g. Website or Walk-in. |
| `since` | date | no | Only prospects added on or after this date. |
| `cursor` | string | no | Next page cursor from the previous call. |

### tools/call

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

### Example response

```json
{
  "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

MCP tool: `zen-planner_list_failed_payments`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `from` | date | no | Start date. Default: 7 days ago. |
| `to` | date | no | End date. Default: today. |
| `location_id` | string | no | Only this location. |

### tools/call

```json
{
  "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

```json
{
  "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

MCP tool: `zen-planner_get_revenue_report`

Access: read.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `from` | date | yes | Start date. |
| `to` | date | yes | End date. |
| `group_by` | enum | no | membership_type, class, instructor, location or retail. Default: membership_type. |

### tools/call

```json
{
  "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

```json
{
  "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

MCP tool: `zen-planner_book_class`

Access: write. Confirm: waits for the user's OK before it runs.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `class_id` | string | yes | Class ID from list_classes. |
| `person_id` | string | yes | Person ID from list_members. |

### tools/call

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

### Example response

```json
{
  "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

MCP tool: `zen-planner_cancel_reservation`

Access: write. Confirm: waits for the user's OK before it runs.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `class_id` | string | yes | Class ID from list_classes. |
| `reservation_id` | string | yes | Reservation ID from get_class_roster. |

### tools/call

```json
{
  "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

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

## Check in member

MCP tool: `zen-planner_check_in_member`

Access: write. Confirm: waits for the user's OK before it runs.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `class_id` | string | yes | Class ID from list_classes. |
| `person_id` | string | yes | Person ID from list_members. |

### tools/call

```json
{
  "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

```json
{
  "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

MCP tool: `zen-planner_create_prospect`

Access: write. Confirm: waits for the user's OK before it runs.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `first_name` | string | yes | First name. |
| `last_name` | string | yes | Last name. |
| `email` | string | no | Email address. |
| `phone` | string | no | Phone number. |
| `source` | string | no | Lead source, e.g. Open house. |

### tools/call

```json
{
  "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

```json
{
  "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

MCP tool: `zen-planner_enroll_in_membership`

Access: write. Confirm: waits for the user's OK before it runs.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `person_id` | string | yes | Person ID from list_members. |
| `membership_type_id` | string | yes | Membership type, e.g. Unlimited Monthly. |
| `start_date` | date | no | Default: today. |

### tools/call

```json
{
  "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

```json
{
  "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

MCP tool: `zen-planner_promote_rank`

Access: write. Confirm: waits for the user's OK before it runs.

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

| Name | Type | Required | Description |
|---|---|---|---|
| `person_id` | string | yes | Person ID from list_members. |
| `rank` | string | yes | New rank name from your rank structure. |
| `promoted_on` | date | no | Promotion date. Default: today. |

### tools/call

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

### Example response

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