Dentrix Ascend API and MCP server Let your AI agent work your front desk lists.

ToolWhat it doesAccess

• list_appointments Appointments on the schedule in a date range, with patient, provider and status. read

  Returns appointments from the Calendar in start order with patient, provider, operatory, procedures, confirmation status and eligibility status. One location per call. Clinical notes, charts, images and prescriptions are never returned.

  MCP calldentrix_ascend_read → list_appointments

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/appointments

  Parameters

  Parameters: list_appointments

  Name	Type	Description
  from date	date	Start of the range. Default: today.
  to date	date	End of the range. Default: 7 days after from.
  location string	string	Location name as Dentrix Ascend shows it on the Location menu. Default: the location you are signed in to.
  provider string	string	Provider name. Default: every provider you can see.

  Example response

  {
    "location": "Main Street Dental",
    "appointments": [
      {
        "appointment_id": "apt_40211",
        "start": "2026-10-28T08:00:00-06:00",
        "duration_minutes": 60,
        "patient": "Ava Morales",
        "patient_id": "pt_1182",
        "provider": "Dr. Ellis",
        "operatory": "OP 2",
        "procedures": [
          "D1110",
          "D0120"
        ],
        "status": "Confirmed",
        "eligibility": "Eligible"
      },
      {
        "appointment_id": "apt_40214",
        "start": "2026-10-28T09:00:00-06:00",
        "duration_minutes": 90,
        "patient": "Liam Carter",
        "patient_id": "pt_2045",
        "provider": "Dr. Ellis",
        "operatory": "OP 1",
        "procedures": [
          "D2740"
        ],
        "status": "Unconfirmed",
        "eligibility": "Unable to Verify"
      }
    ]
  }

• list_unconfirmed_appointments The Unconfirmed Appts list for a day or week, with the last automated reminder. read

  Reads Schedule > Unconfirmed Appointments. Returns appointments grouped by household with the primary contact's phone and email, the status (Unconfirmed, Left Message, Unreachable, Confirmed) and Last Contacted, which says whether an automated text or email went out and when. Nothing is changed.

  MCP calldentrix_ascend_read → list_unconfirmed_appointments

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/unconfirmed-appointments

  Parameters

  Parameters: list_unconfirmed_appointments

  Name	Type	Description
  date date	date	Day to read. Default: the next business day.
  view string	string	day or week. Default: day.
  location string	string	Location name as Dentrix Ascend shows it on the Location menu. Default: the location you are signed in to.
  provider string	string	Provider name. Default: every provider you can see.

  Example response

  {
    "date": "2026-10-28",
    "appointments": [
      {
        "appointment_id": "apt_40214",
        "start": "2026-10-28T09:00:00-06:00",
        "patient": "Liam Carter",
        "household_contact": "Liam Carter",
        "phone": "(555) 010-2231",
        "status": "Unconfirmed",
        "last_contacted": {
          "channel": "text",
          "at": "2026-10-26T10:00:00-06:00"
        }
      },
      {
        "appointment_id": "apt_40219",
        "start": "2026-10-28T13:30:00-06:00",
        "patient": "Noah Kim",
        "household_contact": "Grace Kim",
        "phone": "(555) 010-4410",
        "status": "Left Message",
        "last_contacted": {
          "channel": "email",
          "at": "2026-10-26T10:00:00-06:00"
        }
      }
    ]
  }

• list_broken_appointments Appointments on the Pinboard, ASAP or Broken/No Show list. read

  Reads the list panel of the Calendar page. Returns each appointment with patient, provider, procedures and the date it was originally booked for. Nothing is changed and no appointment is moved.

  MCP calldentrix_ascend_read → list_broken_appointments

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/broken-appointments

  Parameters

  Parameters: list_broken_appointments

  Name	Type	Description
  list string required	string	pinboard, asap or broken_no_show.
  location string	string	Location name as Dentrix Ascend shows it on the Location menu. Default: the location you are signed in to.

  Example input

  {
    "list": "list"
  }

  Example response

  {
    "list": "Broken/No Show",
    "appointments": [
      {
        "appointment_id": "apt_39877",
        "patient": "Olivia Grant",
        "patient_id": "pt_2290",
        "provider": "Dr. Ellis",
        "procedures": [
          "D2391"
        ],
        "original_start": "2026-10-21T14:00:00-06:00"
      }
    ]
  }

• find_patient Patients by name, phone or birth date, with status and primary insurance. read

  Uses the Patient Search box and returns matches with patient_id, status, preferred location, primary contact and primary carrier. Clinical notes, charts, images and prescriptions are never returned.

  MCP calldentrix_ascend_read → find_patient

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/patients/find

  Parameters

  Parameters: find_patient

  Name	Type	Description
  query string required	string	Name, phone number or birth date.

  Example input

  {
    "query": "query"
  }

  Example response

  {
    "patients": [
      {
        "patient_id": "pt_2045",
        "name": "Liam Carter",
        "birth_date": "1988-04-12",
        "status": "Active",
        "location": "Main Street Dental",
        "primary_contact": "Liam Carter",
        "primary_carrier": "Delta Dental"
      }
    ]
  }

• set_confirmation_status Marks an appointment Confirmed, Left Message, Unreachable or Unconfirmed. write

  Does what the Confirm, Left Message, Unreachable and Unconfirm buttons on the Unconfirmed Appts page do. It records the outcome of a call you or your team made; no message goes to the patient. It reaches no one and the next call sets it back, so it does not wait for your OK.

  MCP calldentrix_ascend_write → set_confirmation_status

  REST endpointPUT https://cotlet.dev/api/v1/dentrix-ascend/appointments/{appointment_id}/confirmation-status

  Parameters

  Parameters: set_confirmation_status

  Name	Type	Description
  appointment_id string required	string	Appointment ID from list_appointments or list_unconfirmed_appointments.
  status string required	string	confirmed, left_message, unreachable or unconfirmed.

  Example input

  {
    "appointment_id": "appointment_8c41d2",
    "status": "status"
  }

  Example response

  {
    "appointment_id": "apt_40214",
    "status": "Confirmed",
    "previous_status": "Unconfirmed"
  }

ToolWhat it doesAccess

• list_insurance_eligibility The Insurance Eligibility list for upcoming appointments, by Eligible, Ineligible and Unable to Verify. read

  Reads Schedule > Insurance Eligibility for a day or week. Appointments come grouped by carrier, then by time, with the last verification date and whether it was manual or automatic. Dentrix Ascend verifies primary insurance only; a patient never verified, or a carrier without real-time checks, shows as Unable to Verify. Nothing is changed.

  MCP calldentrix_ascend_read → list_insurance_eligibility

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/insurance-eligibilities

  Parameters

  Parameters: list_insurance_eligibility

  Name	Type	Description
  date date	date	Day to read. Default: today.
  view string	string	day or week. Default: day.
  location string	string	Location name as Dentrix Ascend shows it on the Location menu. Default: the location you are signed in to.
  provider string	string	Provider name. Default: every provider you can see.

  Example response

  {
    "date": "2026-10-28",
    "unable_to_verify": [
      {
        "appointment_id": "apt_40214",
        "patient": "Liam Carter",
        "patient_id": "pt_2045",
        "carrier": "Delta Dental",
        "last_verified": null,
        "method": null
      }
    ],
    "ineligible": [
      {
        "appointment_id": "apt_40230",
        "patient": "Mia Lopez",
        "patient_id": "pt_3310",
        "carrier": "Cigna",
        "last_verified": "2026-10-01",
        "method": "automatic"
      }
    ],
    "eligible": [
      {
        "appointment_id": "apt_40211",
        "patient": "Ava Morales",
        "patient_id": "pt_1182",
        "carrier": "MetLife",
        "last_verified": "2026-10-02",
        "method": "automatic"
      }
    ]
  }

• request_eligibility_verification Asks the payer for a patient's eligibility with Essentials or Pro. writeasks first

  Clicks Essentials or Pro on the Insurance Eligibility page for one appointment. Your user role needs the "Request Eligibility" security right, the location needs an eTrans User ID, and Pro needs a payer connection. Henry Schein One charges for each Pro request, so every call waits for your approval. By default you confirm each call; you can switch that off for this tool.

  MCP calldentrix_ascend_write → request_eligibility_verification

  REST endpointPOST https://cotlet.dev/api/v1/dentrix-ascend/appointments/{appointment_id}/eligibility-verification/request

  Parameters

  Parameters: request_eligibility_verification

  Name	Type	Description
  appointment_id string required	string	Appointment ID from list_appointments or list_unconfirmed_appointments.
  level string required	string	essentials or pro.

  Example input

  {
    "appointment_id": "apt_40214",
    "level": "essentials"
  }

  Example response

  {
    "appointment_id": "apt_40214",
    "patient_id": "pt_2045",
    "level": "essentials",
    "carrier": "Delta Dental",
    "result": "Eligible",
    "verified_at": "2026-10-27T09:12:00-06:00",
    "import_available": true
  }

ToolWhat it doesAccess

• list_recare_due Patients from the Recare Management report, filtered by due date and scheduled recare. read

  Runs Home > Reports > Recare Management with your filters. Returns each patient with recare type, due date, the next recare appointment or Unscheduled, primary contact, phone and Last Contacted. Only active patients unless you set include_inactive. Nothing is changed.

  MCP calldentrix_ascend_read → list_recare_due

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/recare-dues

  Parameters

  Parameters: list_recare_due

  Name	Type	Description
  due_from date	date	Start of the due date range.
  due_to date	date	End of the due date range. Default: today.
  appointment string	string	all, scheduled or unscheduled. Default: unscheduled.
  recare_types string[]	string[]	Recare type names as set up in your practice. Default: all.
  include_inactive boolean	boolean	Also return inactive patients. Default: false.
  location string	string	Location name as Dentrix Ascend shows it on the Location menu. Default: the location you are signed in to.

  Example response

  {
    "patients": [
      {
        "patient_id": "pt_0874",
        "patient": "Ethan Brooks",
        "recare_type": "Prophy",
        "due_date": "2026-08-14",
        "appointment": "Unscheduled",
        "primary_contact": "Ethan Brooks",
        "phone": "(555) 010-7781",
        "last_contacted": {
          "channel": "email",
          "at": "2026-08-07T09:00:00-06:00"
        }
      },
      {
        "patient_id": "pt_1530",
        "patient": "Sofia Reyes",
        "recare_type": "Perio Maint",
        "due_date": "2026-09-02",
        "appointment": "Unscheduled",
        "primary_contact": "Sofia Reyes",
        "phone": "(555) 010-9123",
        "last_contacted": null
      }
    ]
  }

• add_recare_note Adds or replaces the note on a patient's recare type. write

  Writes the Recare Note the Recare Management report and the patient Overview show, such as "Called twice, asked for a Tuesday slot". The note stays inside the practice and is edited the same way, so it does not wait for your OK.

  MCP calldentrix_ascend_write → add_recare_note

  REST endpointPOST https://cotlet.dev/api/v1/dentrix-ascend/patients/{patient_id}/recare-notes

  Parameters

  Parameters: add_recare_note

  Name	Type	Description
  patient_id string required	string	Patient ID from find_patient or a list tool.
  recare_type string required	string	Recare type name from list_recare_due.
  note string required	string	Note text.

  Example input

  {
    "patient_id": "patient_8c41d2",
    "recare_type": "recare type",
    "note": "note"
  }

  Example response

  {
    "patient_id": "pt_0874",
    "recare_type": "Prophy",
    "note": "Oct 27: left voicemail, wants a Saturday slot.",
    "saved": true
  }

• add_patient_note Adds a patient note to the record, up to 5,000 characters. write

  Adds a note under Patient Information > Notes, dated today unless you set date. It does not set the note as a pop-up notification. Patient notes are internal; the patient never sees them. It reaches no one and can be edited or deleted in Dentrix Ascend, so it does not wait for your OK.

  MCP calldentrix_ascend_write → add_patient_note

  REST endpointPOST https://cotlet.dev/api/v1/dentrix-ascend/patients/{patient_id}/note

  Parameters

  Parameters: add_patient_note

  Name	Type	Description
  patient_id string required	string	Patient ID from find_patient or a list tool.
  text string required	string	Note text, up to 5,000 characters.
  date date	date	Note date. Default: today.

  Example input

  {
    "patient_id": "patient_8c41d2",
    "text": "text"
  }

  Example response

  {
    "patient_id": "pt_2045",
    "note_id": "nt_77120",
    "date": "2026-10-27",
    "saved": true
  }

ToolWhat it doesAccess

• list_outstanding_claims Unresolved claims from the Outstanding Claims report, with status and age. read

  Runs Home > Insurance > Outstanding Claims. A claim is unresolved when it is overdue past the carrier's cut-off, rejected (Rejected by Payer, Rejected by eServices, Unprocessable, Zero Payment, Additional Information Requested, Attachment Error) or due for a follow-up reminder. Age comes from the claim's creation date. Nothing is changed.

  MCP calldentrix_ascend_read → list_outstanding_claims

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/outstanding-claims

  Parameters

  Parameters: list_outstanding_claims

  Name	Type	Description
  as_of date	date	Claims created up to this date. Default: today.
  period string	string	all, over_15, over_30, over_45 or over_60. Default: all.
  carrier string	string	Insurance carrier name. Default: all carriers.
  location string	string	Location name as Dentrix Ascend shows it on the Location menu. Default: the location you are signed in to.

  Example response

  {
    "as_of": "2026-10-27",
    "claims": [
      {
        "claim_id": "clm_58120",
        "patient": "Liam Carter",
        "patient_id": "pt_2045",
        "carrier": "Delta Dental",
        "created": "2026-09-02",
        "status": "Additional Information Requested",
        "amount": 1240,
        "currency": "USD"
      },
      {
        "claim_id": "clm_58164",
        "patient": "Mia Lopez",
        "patient_id": "pt_3310",
        "carrier": "Cigna",
        "created": "2026-09-15",
        "status": "Sent",
        "amount": 310,
        "currency": "USD"
      }
    ]
  }

• get_patient_claims A patient's claims from the Insurance Claims page, with status and attachments. read

  Returns every claim created for the patient, newest first, with carrier, dates, amount, status and attachment names. Predeterminations are included when you ask for them. Nothing is changed and no claim is resubmitted.

  MCP calldentrix_ascend_read → get_patient_claims

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/patients/{patient_id}/claims

  Parameters

  Parameters: get_patient_claims

  Name	Type	Description
  patient_id string required	string	Patient ID from find_patient or a list tool.
  include_predeterminations boolean	boolean	Also return predeterminations. Default: false.

  Example input

  {
    "patient_id": "patient_8c41d2"
  }

  Example response

  {
    "patient_id": "pt_2045",
    "claims": [
      {
        "claim_id": "clm_58120",
        "carrier": "Delta Dental",
        "created": "2026-09-02",
        "amount": 1240,
        "status": "Additional Information Requested",
        "attachments": [
          "Narrative"
        ]
      }
    ]
  }

• run_power_report Runs a report from Power Reporting by name and returns its rows. read

  Opens the report from Home > Reports > Power Reporting (for example Production Summary, Missed Appointments, Recare Report, New Patients Seen) with your filters and returns the rows and the Data as of time. Power Reports read synced data, so entries made after that time show on the next sync. Nothing is saved.

  MCP calldentrix_ascend_read → run_power_report

  REST endpointGET https://cotlet.dev/api/v1/dentrix-ascend/power-reports/run

  Parameters

  Parameters: run_power_report

  Name	Type	Description
  report string required	string	Report name as Power Reporting shows it.
  from date	date	Start of the range. Default: today.
  to date	date	End of the range. Default: 7 days after from.
  location string	string	Location name as Dentrix Ascend shows it on the Location menu. Default: the location you are signed in to.

  Example input

  {
    "report": "report"
  }

  Example response

  {
    "report": "Missed Appointments",
    "data_as_of": "2026-10-27T06:00:00-06:00",
    "rows": [
      {
        "provider": "Dr. Ellis",
        "missed": 6,
        "production_not_realized": 1850
      },
      {
        "provider": "Jordan Hale, RDH",
        "missed": 4,
        "production_not_realized": 620
      }
    ]
  }