ClinicSense API and MCP server Let your AI agent keep the treatment room booked.

ToolWhat it doesAccess

• list_appointments Read appointments for a day, week or month, for one practitioner or the whole team. read

  Returns each appointment with client name, service, practitioner, time and status, plus blocked time. It reads the schedule only, never chart notes or client files.

  MCP callclinicsense_read → list_appointments

  REST endpointGET https://cotlet.dev/api/v1/clinicsense/appointments

  Parameters

  Parameters: list_appointments

  Name	Type	Description
  from string required	string	ISO date.
  to string	string	ISO date. Defaults to `from`.
  practitioner string	string	Leave empty for everyone on the shared calendar.

  Example input

  {
    "from": "from"
  }

  Example response

  {
    "date": "2026-11-16",
    "appointments": [
      {
        "time": "09:00",
        "client": "Example Client",
        "service": "Massage, 60 min",
        "practitioner": "Alex",
        "status": "Confirmed"
      },
      {
        "time": "11:00",
        "client": "Sample Client",
        "service": "Massage, 90 min",
        "practitioner": "Alex",
        "status": "Booked"
      }
    ],
    "blocked": [
      {
        "from": "12:30",
        "to": "13:00",
        "reason": "Lunch"
      }
    ]
  }

• manage_appointments Create, move, reschedule or cancel an appointment, book a recurring visit or block time off. writeAsks first

  Services are linked to the practitioners who offer them, so the booking connects the right client to the right person. A booked or moved appointment triggers the reminders you set; a cancellation opens the slot for the wait list. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → manage_appointments

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/appointments/manage

  Parameters

  Parameters: manage_appointments

  Name	Type	Description
  action string required	string	One of `create`, `reschedule`, `cancel`, `block_time`. Every action writes.
  appointment_id string	string	For `reschedule` and `cancel`, from list_appointments.
  client string	string	Client name, for `create`.
  service string	string	A service linked to the practitioner.
  practitioner string	string	Who the appointment is with.
  start string	string	ISO date and time.
  repeat string	string	For a recurring appointment, for example `weekly`.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "appointment_id": "apt_2041",
    "client": "Example Client",
    "service": "Massage, 60 min",
    "practitioner": "Alex",
    "start": "2026-11-18T15:00",
    "status": "Booked"
  }

• configure_online_booking Read or change your online booking: availability, cleanup time, services shown and who may book. writeAsks first

  Clients book 24/7 on your booking page, your website, Facebook and Instagram, and see only the times you allow. A change shows on the public booking page at once. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → configure_online_booking

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/online-booking/configure

  Parameters

  Parameters: configure_online_booking

  Name	Type	Description
  action string required	string	One of `get`, `update`. `get` only reads.
  availability object	object	Recurring hours per practitioner and one-off blocks.
  cleanup_minutes number	number	Buffer added after each appointment.
  services array	array	Services clients may book online, grouped and ordered by category.
  block_list array	array	Clients who may not book online.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "cleanup_minutes": 15,
    "services_online": [
      "Massage, 60 min",
      "Massage, 90 min",
      "Cupping, 30 min"
    ],
    "block_list": 1
  }

• configure_reminders Read or change appointment reminders, or read the message log of reminders sent. writeAsks first

  Reminders go out by email or text, as each client chose when booking, and clients confirm with one click. The message log shows whether each reminder was received. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → configure_reminders

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/reminders/configure

  Parameters

  Parameters: configure_reminders

  Name	Type	Description
  action string required	string	One of `get`, `message_log`, `update`. `get` and `message_log` only read.
  reminders array	array	For `update`: when each reminder goes out before the appointment.
  date string	string	For `message_log`: ISO date of the appointments.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "date": "2026-11-16",
    "log": [
      {
        "client": "Example Client",
        "channel": "SMS",
        "delivered": true,
        "confirmed": true
      },
      {
        "client": "Sample Client",
        "channel": "Email",
        "delivered": true,
        "confirmed": false
      }
    ]
  }

ToolWhat it doesAccess

• configure_no_show_guard Read or change No-Show Guard: card on file, deposit or full prepayment at online booking. writeAsks first

  Card payments run through ClinicSense's Square integration. Clients agree to your cancellation policy each time they book online. The tool changes the rule; it never charges a card. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → configure_no_show_guard

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/no-show-guard/configure

  Parameters

  Parameters: configure_no_show_guard

  Name	Type	Description
  action string required	string	One of `get`, `update`. `get` only reads.
  require string	string	`card`, `deposit` or `full_payment`.
  applies_to string	string	`all`, `new_clients` or `specific_clients`.
  clients array	array	For `specific_clients`, for example repeat no-shows.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "require": "deposit",
    "applies_to": "new_clients",
    "cancellation_policy": "On record at every online booking"
  }

• manage_wait_list Read the wait list, notify chosen clients about an open slot, or change the wait list rules. writeAsks first

  Clients book straight from the wait list email or text. Same-day cancellations can follow their own rules. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → manage_wait_list

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/wait-list/manage

  Parameters

  Parameters: manage_wait_list

  Name	Type	Description
  action string required	string	One of `list`, `notify`, `update_rules`. `list` only reads.
  slot string	string	For `notify`: the open slot, ISO date and time.
  clients array	array	For `notify`: the clients you hand-picked.
  priority string	string	For `update_rules`: `first_on_list`, `highest_value` or `everyone`.
  minimum_notice_hours number	number	For `update_rules`: notice you need before a wait list client books in.

  Example input

  {
    "action": "notify",
    "slot": "2026-11-16T14:00",
    "clients": [
      "Example Client",
      "Sample Client"
    ]
  }

  Example response

  {
    "slot": "2026-11-16T14:00",
    "notified": [
      "Example Client",
      "Sample Client"
    ],
    "channel": "Email and SMS"
  }

ToolWhat it doesAccess

• manage_invoices List invoices and outstanding balances, or record a payment against an invoice. writeAsks first

  ClinicSense creates invoices from your appointments. The tool records payments taken; card charges stay in ClinicSense's Square integration and no tool runs them. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → manage_invoices

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/invoices/manage

  Parameters

  Parameters: manage_invoices

  Name	Type	Description
  action string required	string	One of `list`, `get`, `record_payment`. `list` and `get` only read.
  invoice_id string	string	For `get` and `record_payment`.
  method string	string	Payment method as ClinicSense lists it, for example Cash or Gift Certificate.
  amount number	number	Amount paid.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "invoice_id": "inv_7781",
    "client": "Example Client",
    "service": "Massage, 60 min",
    "total": 110,
    "paid": 110,
    "method": "Cash",
    "balance": 0
  }

• manage_packages List treatment packages, create one, or sell one to a client. writeAsks first

  Packages bundle several sessions, often at a discount, and clients can share them with family and friends. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → manage_packages

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/packages/manage

  Parameters

  Parameters: manage_packages

  Name	Type	Description
  action string required	string	One of `list`, `create`, `sell`. `list` only reads.
  package object	object	For `create`: name, services, number of sessions and price.
  client string	string	For `sell`.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "package": "Recovery plan, 5 massages",
    "sessions": 5,
    "price": 495,
    "sold_to": "Example Client"
  }

• manage_gift_certificates List gift certificates, check a balance, or redeem one as payment. writeAsks first

  Clients buy certificates for a service or a dollar value from the Buy Gift Certificate button on your site and get them by email. ClinicSense tracks the balance and refuses a certificate without enough funds. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → manage_gift_certificates

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/gift-certificates/manage

  Parameters

  Parameters: manage_gift_certificates

  Name	Type	Description
  action string required	string	One of `list`, `balance`, `redeem`. `list` and `balance` only read.
  certificate string	string	Certificate code or buyer.
  invoice_id string	string	For `redeem`: the invoice it pays.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "certificate": "GC-1042",
    "original": 100,
    "balance": 0,
    "redeemed_on": "inv_7781"
  }

• run_financial_report Run a ClinicSense report for a date range: revenue, sales tax, appointments, payments, receivables or retention. read

  Same numbers as the Reports screen. Nothing is changed.

  MCP callclinicsense_read → run_financial_report

  REST endpointGET https://cotlet.dev/api/v1/clinicsense/financial-reports/run

  Parameters

  Parameters: run_financial_report

  Name	Type	Description
  report string required	string	`revenue`, `sales_tax`, `appointments`, `payments`, `receivables` or `client_retention`.
  from string required	string	ISO date.
  to string required	string	ISO date.
  format string	string	`json`, `csv` or `pdf`, for your accountant.

  Example input

  {
    "report": "report",
    "from": "from",
    "to": "to"
  }

  Example response

  {
    "report": "revenue",
    "from": "2026-10-01",
    "to": "2026-10-31",
    "revenue": 9240,
    "sales_tax": 462,
    "appointments": 84
  }

ToolWhat it doesAccess

• send_newsletter Draft an email newsletter, send a test to yourself, or send it to a filtered client list. writeAsks first

  ClinicSense offers eight filters for the list. The agent shows you the recipients count before `send`, which reaches your clients and cannot be called back. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → send_newsletter

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/newsletters

  Parameters

  Parameters: send_newsletter

  Name	Type	Description
  action string required	string	One of `draft`, `send_test`, `send`. Every action writes; only `send` reaches clients.
  subject string	string	Email subject.
  body string	string	Your message.
  image string	string	An Unsplash image to search for, or an image link.
  filters object	object	Who gets it, for example last appointment before a date, service booked or practitioner seen.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "subject": "New evening hours",
    "recipients": 142,
    "status": "Test sent to you"
  }

• configure_availability_summary Read or change the availability summary email: weekly, every two weeks or monthly. writeAsks first

  ClinicSense scans your calendar for the next 2 weeks and emails clients your open times with a link to book. Clients who opt out stop getting it. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → configure_availability_summary

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/availability-summary/configure

  Parameters

  Parameters: configure_availability_summary

  Name	Type	Description
  action string required	string	One of `get`, `update`, `turn_on`, `turn_off`. `get` only reads.
  frequency string	string	`weekly`, `biweekly` or `monthly`.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "enabled": true,
    "frequency": "biweekly",
    "next_send": "2026-11-17"
  }

• configure_wellness_check_in Read or change the wellness check-in email sent to clients who have not booked for a while. writeAsks first

  Set once, the email goes out on its own to every client who passes the gap you chose. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → configure_wellness_check_in

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/wellness-check-in/configure

  Parameters

  Parameters: configure_wellness_check_in

  Name	Type	Description
  action string required	string	One of `get`, `update`, `turn_on`, `turn_off`. `get` only reads.
  after_days number	number	Days without a booking before the email goes out.
  promo_code string	string	Optional code, valid for the time you set.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "enabled": true,
    "after_days": 60,
    "promo_code": "WELCOMEBACK10"
  }

• manage_feedback Read the private feedback clients left, or change the feedback and Google review email. writeAsks first

  The email goes out the day after an appointment, no more than once a month per client, and asks for a Google review. Clients who were not happy can answer privately, so you can follow up. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → manage_feedback

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/feedback/manage

  Parameters

  Parameters: manage_feedback

  Name	Type	Description
  action string required	string	One of `list`, `get_settings`, `update`, `turn_on`, `turn_off`. `list` and `get_settings` only read.
  since string	string	For `list`: ISO date.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "since": "2026-11-01",
    "feedback": [
      {
        "client": "Example Client",
        "rating": 5,
        "comment": "Great session."
      },
      {
        "client": "Sample Client",
        "rating": 3,
        "comment": "Room was cold."
      }
    ]
  }

• configure_referral_email Read or change the email telling clients you accept referrals, and who is left out. writeAsks first

  Set once, it goes out to clients after at least 3 appointments. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → configure_referral_email

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/referral-email/configure

  Parameters

  Parameters: configure_referral_email

  Name	Type	Description
  action string required	string	One of `get`, `update`, `turn_on`, `turn_off`. `get` only reads.
  exclude array	array	Clients who should not be asked.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "enabled": true,
    "sends_after_appointments": 3,
    "excluded": 2
  }

• configure_birthday_email Read or change the birthday email: message, color theme, image and optional promo code. writeAsks first

  ClinicSense checks the client list every day and sends your message on each client's birthday. By default you confirm each call; you can switch that off for this tool.

  MCP callclinicsense_write → configure_birthday_email

  REST endpointPOST https://cotlet.dev/api/v1/clinicsense/birthday-email/configure

  Parameters

  Parameters: configure_birthday_email

  Name	Type	Description
  action string required	string	One of `get`, `update`, `turn_on`, `turn_off`. `get` only reads.
  message string	string	Your birthday note.
  promo_code string	string	Optional code for the next treatment.

  Example input

  {
    "action": "action"
  }

  Example response

  {
    "enabled": true,
    "message": "Happy birthday from all of us!",
    "promo_code": "BDAY15"
  }