DaySmart API and MCP server

• POST

  list_appointments

  Appointments in the Appointment Book for a date range, with client, pet, services, employee and status.

  read

  Returns appointments for a date range, oldest start time first, as shown in the Appointment Book. Filter by employee to get one groomer's day. Each item has the ticket ID that get_appointment, update_appointment and send_pickup_text take.

  POST /api/v1/daysmart/list_appointments

  Input

  Input: list_appointments

  Parameter	Type	Description
  from required	date	First day.
  to	date	Last day. Default: same as from.
  employee_id	string	Only this employee, from list_employees.

  Example response

  {
    "appointments": [
      {
        "appointment_id": "a_771204",
        "start": "2026-10-16T10:00:00-04:00",
        "end": "2026-10-16T11:30:00-04:00",
        "status": "Scheduled",
        "client": "Yourname Client",
        "client_id": "c_48211",
        "pet": "Max",
        "employee": "Sam",
        "services": [
          "Full Groom"
        ]
      },
      {
        "appointment_id": "a_771231",
        "start": "2026-10-16T13:00:00-04:00",
        "end": "2026-10-16T14:00:00-04:00",
        "status": "Scheduled",
        "client": "Dana Lee",
        "client_id": "c_50177",
        "pet": "Poppy",
        "employee": "Sam",
        "services": [
          "Bath & Brush"
        ]
      }
    ]
  }

• POST

  get_appointment

  Full ticket: services and products with prices, deposit, appointment notes, confirmation type and the Appointment Log.

  read

  Returns one ticket with services, prices, appointment notes and confirmation type. The Appointment Log lists each change with time, user and status, the same as at the bottom of the ticket in DaySmart.

  POST /api/v1/daysmart/get_appointment

  Input

  Input: get_appointment

  Parameter	Type	Description
  appointment_id required	string	Appointment (ticket) ID from list_appointments.

  Example response

  {
    "appointment_id": "a_771204",
    "status": "Scheduled",
    "start": "2026-10-16T10:00:00-04:00",
    "client": "Yourname Client",
    "pet": "Max",
    "employee": "Sam",
    "services": [
      {
        "name": "Full Groom",
        "price": 75
      }
    ],
    "appointment_notes": "Short summer cut, nails too.",
    "confirmation_type": "Text",
    "log": [
      {
        "at": "2026-10-09T15:12:00-04:00",
        "user": "Front desk",
        "status": "Scheduled"
      }
    ]
  }

• POST

  find_clients

  Search clients by name, phone or email.

  read

  Returns matching clients with their IDs and pets, best match first. Use client_id with get_client and book_appointment.

  POST /api/v1/daysmart/find_clients

  Input

  Input: find_clients

  Parameter	Type	Description
  query required	string	Name, phone or email, full or partial.
  limit	integer	1 to 50. Default: 10.

  Example response

  {
    "clients": [
      {
        "client_id": "c_48211",
        "name": "Yourname Client",
        "phone": "+1 555 010 0148",
        "pets": [
          {
            "pet_id": "p_90315",
            "name": "Max"
          }
        ]
      }
    ]
  }

• POST

  get_client

  Client profile with contact details, client notes, balance, upcoming appointments and pets with their notes.

  read

  Returns the client profile, client notes (staff only), balance, upcoming appointments and each pet with its Comments in General, Grooming, Personality and Medical. Pets exist in DaySmart Pet only.

  POST /api/v1/daysmart/get_client

  Input

  Input: get_client

  Parameter	Type	Description
  client_id required	string	Client ID from find_clients.

  Example response

  {
    "client_id": "c_48211",
    "name": "Yourname Client",
    "email": "client@example.com",
    "balance": 0,
    "client_notes": "Prefers Friday mornings.",
    "upcoming": [
      {
        "appointment_id": "a_771204",
        "start": "2026-10-16T10:00:00-04:00"
      }
    ],
    "pets": [
      {
        "pet_id": "p_90315",
        "name": "Max",
        "breed": "Poodle",
        "notes": {
          "general": "",
          "grooming": "Short summer cut.",
          "personality": "Friendly",
          "medical": ""
        }
      }
    ]
  }

• POST

  list_vaccination_alerts

  DaySmart Pet: pets whose vaccinations are expired or expire before a date, with the vaccine and expiration date.

  read

  Returns pets with a vaccination record that is expired or expires before the date you give, soonest first. DaySmart flags vaccinations 3 months ahead. A pet with no record for a required vaccine is not listed.

  POST /api/v1/daysmart/list_vaccination_alerts

  Input

  Input: list_vaccination_alerts

  Parameter	Type	Description
  expiring_before	date	Include vaccinations expiring before this date. Default: today.
  upcoming_only	boolean	Only pets with an upcoming appointment. Default: false.

  Example response

  {
    "alerts": [
      {
        "pet_id": "p_90315",
        "pet": "Max",
        "client": "Yourname Client",
        "vaccine": "Rabies",
        "expires": "2026-10-22",
        "next_appointment": "2026-10-16T10:00:00-04:00"
      }
    ]
  }

• POST

  list_waitlist

  Waitlist entries with client, requested services, preferred employee, preferred dates and comment.

  read

  Returns the entries in the Waitlist section of the Appointment Book. Preferred employee is a name or First Available. Pass waitlist_entry_id to book_appointment to convert an entry.

  POST /api/v1/daysmart/list_waitlist

  Input

  Input: list_waitlist

  Parameter	Type	Description
  date	date	Only entries that prefer this date.

  Example response

  {
    "entries": [
      {
        "waitlist_entry_id": "w_3302",
        "client": "Yourname Client",
        "client_id": "c_48211",
        "pet_id": "p_90315",
        "employee": "First Available",
        "preferred": [
          "2026-10-16 afternoon"
        ],
        "services": [
          "Full Groom"
        ],
        "comment": "Any time after 1pm."
      }
    ]
  }

• POST

  list_services

  Services with category, duration and price, as set up in your account.

  read

  Returns the services set up in your DaySmart account. Use service_id with book_appointment.

  POST /api/v1/daysmart/list_services

  Input

  Input: list_services

  Parameter	Type	Description
  category	string	Only this service category.

  Example response

  {
    "services": [
      {
        "service_id": "s_112",
        "name": "Full Groom",
        "category": "Grooming",
        "duration_minutes": 90,
        "price": 75
      }
    ]
  }

• POST

  list_employees

  Active employees with the services they can perform.

  read

  Returns active employees. Services follow the employee service limitations set in DaySmart. Use employee_id with list_appointments and book_appointment.

  POST /api/v1/daysmart/list_employees

  Input

  No parameters.

  Example response

  {
    "employees": [
      {
        "employee_id": "e_7",
        "name": "Sam",
        "services": [
          "Full Groom",
          "Bath & Brush"
        ]
      }
    ]
  }

• POST

  run_report

  Run a built-in report (for example Sales by Day of the Week, Client Spending, Employee Performance Report) and return its rows.

  read

  Runs a report from More, then Reports, and returns its rows as JSON. Most reports take a date range; a few have none. If your user role has no access to a report category, the call fails with a permission error or returns no rows.

  POST /api/v1/daysmart/run_report

  Input

  Input: run_report

  Parameter	Type	Description
  report required	string	Report name exactly as in Reports, e.g. "Sales By Employee Category".
  from	date	Start of the date range, for reports that have one.
  to	date	End of the date range.
  employee_id	string	Filter by employee, for reports that allow it.

  Example response

  {
    "report": "Sales By Employee Category",
    "from": "2026-10-05",
    "to": "2026-10-11",
    "rows": [
      {
        "employee": "Sam",
        "category": "Grooming",
        "total": 1420
      },
      {
        "employee": "Jess",
        "category": "Grooming",
        "total": 980
      }
    ],
    "total": 2400
  }

• POST

  book_appointment

  Book a client (and pet) for one or more services, or convert a waitlist entry. DaySmart sends the client its Appointment Scheduled message.

  asks first write

  Creates the appointment in the Appointment Book. With waitlist_entry_id it converts that entry and keeps its details. DaySmart sends the Appointment Scheduled message by email, text or both, per your settings. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/daysmart/book_appointment

  Input

  Input: book_appointment

  Parameter	Type	Description
  client_id required	string	Client ID from find_clients.
  start required	datetime	Start time, ISO 8601 with time zone.
  services required	object	List of { service_id, employee_id, pet_id? }.
  appointment_notes	string	Appointment notes for the ticket.
  waitlist_entry_id	string	Convert this waitlist entry into the appointment.

  Example response

  {
    "appointment_id": "a_771290",
    "status": "Scheduled",
    "start": "2026-10-16T14:00:00-04:00",
    "end": "2026-10-16T15:30:00-04:00",
    "client": "Yourname Client",
    "services": [
      {
        "name": "Full Groom",
        "employee": "Sam",
        "pet": "Max",
        "price": 75
      }
    ],
    "converted_from_waitlist": "w_3302"
  }

• POST

  update_appointment

  Change date, time, duration, employee, price or notes. DaySmart sends the client an Appointment Changed message.

  asks first write

  Edits the fields you can change under Appt Details. DaySmart sends Appointment Changed on every update, even a small one like a duration change. If the assigned employee is inactive, DaySmart blocks the edit. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/daysmart/update_appointment

  Input

  Input: update_appointment

  Parameter	Type	Description
  appointment_id required	string	Appointment (ticket) ID from list_appointments.
  fields required	object	Any of start, duration_minutes, employee_id, price, appointment_notes, confirmation_type.

  Example response

  {
    "appointment_id": "a_771204",
    "status": "Scheduled",
    "start": "2026-10-16T11:00:00-04:00",
    "end": "2026-10-16T12:30:00-04:00",
    "employee": "Sam",
    "client_notified": true
  }

• POST

  void_appointment

  Void an appointment with a reason, and optionally void its credit card transactions.

  asks first write

  Uses the Void action on the ticket, which needs a reason. Voiding does not refund a payment by itself: with void_card_transactions true the card payments are voided and refunded, with false the original charge stays and can be applied to a new ticket as a Custom Payment. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/daysmart/void_appointment

  Input

  Input: void_appointment

  Parameter	Type	Description
  appointment_id required	string	Appointment (ticket) ID from list_appointments.
  reason required	string	Why the appointment is voided.
  void_card_transactions	boolean	Void and refund the ticket's credit card payments. Default: true.

  Example response

  {
    "appointment_id": "a_771231",
    "status": "Voided",
    "reason": "Client moved away",
    "card_transactions_voided": true
  }

• POST

  update_pet_notes

  DaySmart Pet: set the General, Grooming, Personality and Medical notes of a pet.

  write

  Replaces the text of each note category you send and leaves the others as they are. Notes are for staff only; no client or employee is notified, and one call restores the old text, so this tool does not ask for your OK.

  POST /api/v1/daysmart/update_pet_notes

  Input

  Input: update_pet_notes

  Parameter	Type	Description
  pet_id required	string	Pet ID from get_client.
  fields required	object	Any of general_notes, grooming_notes, personality_notes, medical_notes.

  Example response

  {
    "pet_id": "p_90315",
    "name": "Max",
    "notes": {
      "general": "",
      "grooming": "Nervous with dryers. Use low heat.",
      "personality": "Friendly",
      "medical": ""
    }
  }

• POST

  add_vaccination

  DaySmart Pet: record a vaccine with its expiration date on the pet's Medical Information.

  write

  Adds the vaccine with its Expiration date under Medical Information. The vaccine must be on your Master Vaccination list. No client is notified and one more call fixes a wrong date, so this tool does not ask for your OK.

  POST /api/v1/daysmart/add_vaccination

  Input

  Input: add_vaccination

  Parameter	Type	Description
  pet_id required	string	Pet ID from get_client.
  vaccine required	string	Vaccine name as on your Master Vaccination list.
  expires required	date	Expiration date.

  Example response

  {
    "pet_id": "p_90315",
    "vaccinations": [
      {
        "vaccine": "Rabies",
        "expires": "2027-09-30"
      }
    ]
  }

• POST

  send_pickup_text

  Text the client that their pet is ready, from the appointment ticket.

  asks first write

  Sends the one-way Ready For Pickup text from the ticket. DaySmart keeps no saved default message, so you give the text each time. It counts toward your monthly text allotment and needs texting set up with client opt-in. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/daysmart/send_pickup_text

  Input

  Input: send_pickup_text

  Parameter	Type	Description
  appointment_id required	string	Appointment (ticket) ID from list_appointments.
  message required	string	Text to send to the client.

  Example response

  {
    "appointment_id": "a_771204",
    "sent": true,
    "channel": "text",
    "message": "Max is ready for pickup. See you soon!"
  }

Each successful call uses credits for the work it takes; failed calls and timeouts cost nothing. A hard spend cap is on by default. Authenticate with the Authorization: Bearer header.