Iris Works API and MCP server Let your AI agent send the next booking invitation.

ToolWhat it doesAccess

• list_clients Browse the Clients page, which separates clients, leads and marketing contacts, and open a Client Profile that holds contracts, questionnaires, sessions, invoices, galleries and notes. read

  Browse the Clients page, which separates clients, leads and marketing contacts, and open a Client Profile that holds contracts, questionnaires, sessions, invoices, galleries and notes.

  MCP calliris_works_read → list_clients

  REST endpointGET https://cotlet.dev/api/v1/iris-works/clients

  Parameters

  Parameters: list_clients

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• create_client Create a client profile from the Clients tab using only a name and email, with an option to enroll the client in the email marketing list at creation. writeAsks first

  Create a client profile from the Clients tab using only a name and email, with an option to enroll the client in the email marketing list at creation.

  MCP calliris_works_write → create_client

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/clients

  Parameters

  Parameters: create_client

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Create a client profile from the Clients tab using only a name and email, with an option to enroll the client in the email marketing list at creation.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• update_client Select Edit on an existing profile to add or change client information. write

  Select Edit on an existing profile to add or change client information.

  MCP calliris_works_write → update_client

  REST endpointPATCH https://cotlet.dev/api/v1/iris-works/client

  Parameters

  Parameters: update_client

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Select Edit on an existing profile to add or change client information.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• import_clients_csv Upload a CSV (first_name, last_name, email, phone, email_marketing, client_status required) to bulk-create clients, leads or marketing contacts. Support must enable the feature first. Re-importing an existing client as a marketing contact removes them from the client list. writeAsks first

  Upload a CSV (first_name, last_name, email, phone, email_marketing, client_status required) to bulk-create clients, leads or marketing contacts. Support must enable the feature first. Re-importing an existing client as a marketing contact removes them from the client list.

  MCP calliris_works_write → import_clients_csv

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/clients-csvs

  Parameters

  Parameters: import_clients_csv

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Upload a CSV (first_name, last_name, email, phone, email_marketing, client_status required) to bulk-create clients, leads or marketing contacts. Support must enable the feature first. Re-importing an existing client as a marketing contact removes them from the client list.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• set_client_active_status Use Mark Inactive on a client, or locate the client in the Inactive list and use Mark Active. writeAsks first

  Use Mark Inactive on a client, or locate the client in the Inactive list and use Mark Active.

  MCP calliris_works_write → set_client_active_status

  REST endpointPUT https://cotlet.dev/api/v1/iris-works/client-active-status

  Parameters

  Parameters: set_client_active_status

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Use Mark Inactive on a client, or locate the client in the Inactive list and use Mark Active.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• manage_client_groups Manually assign clients to groups and edit the supplied session-type groups. write

  Manually assign clients to groups and edit the supplied session-type groups.

  MCP calliris_works_write → manage_client_groups

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/client-groups/manage

  Parameters

  Parameters: manage_client_groups

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Manually assign clients to groups and edit the supplied session-type groups.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

ToolWhat it doesAccess

• capture_lead_via_lead_page Link to or embed the lead page so inquiries land in the account as leads. A reCAPTCHA field is present. Session types can be flagged for the lead page with an automatic reply per session type. Includes lead-page branding, layout, up to two custom fields and the default autoresponse. writeAsks first

  Link to or embed the lead page so inquiries land in the account as leads. A reCAPTCHA field is present. Session types can be flagged for the lead page with an automatic reply per session type. Includes lead-page branding, layout, up to two custom fields and the default autoresponse.

  MCP calliris_works_write → capture_lead_via_lead_page

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/lead-via-lead-page/capture

  Parameters

  Parameters: capture_lead_via_lead_page

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Link to or embed the lead page so inquiries land in the account as leads. A reCAPTCHA field is present. Session types can be flagged for the lead page with an automatic reply per session type. Includes lead-page branding, layout, up to two custom fields and the default autoresponse.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• manage_session_types Define the session types offered, with an icon (max 10 MB), a calendar label color, lead-page inclusion and an automatic lead reply. write

  Define the session types offered, with an icon (max 10 MB), a calendar label color, lead-page inclusion and an automatic lead reply.

  MCP calliris_works_write → manage_session_types

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/session-types/manage

  Parameters

  Parameters: manage_session_types

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Define the session types offered, with an icon (max 10 MB), a calendar label color, lead-page inclusion and an automatic lead reply.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• manage_email_templates Create reusable 'canned' emails with Variables that pull from the client profile, and attach contracts, invoices, questionnaires and documents. write

  Create reusable 'canned' emails with Variables that pull from the client profile, and attach contracts, invoices, questionnaires and documents.

  MCP calliris_works_write → manage_email_templates

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/email-templates/manage

  Parameters

  Parameters: manage_email_templates

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Create reusable 'canned' emails with Variables that pull from the client profile, and attach contracts, invoices, questionnaires and documents.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• configure_lead_page_redirect Set a custom confirmation URL in the studio profile's Leads settings; leaving it blank uses the default thank-you page. writeAsks first

  Set a custom confirmation URL in the studio profile's Leads settings; leaving it blank uses the default thank-you page.

  MCP calliris_works_write → configure_lead_page_redirect

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/lead-page-redirect/configure

  Parameters

  Parameters: configure_lead_page_redirect

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Set a custom confirmation URL in the studio profile's Leads settings; leaving it blank uses the default thank-you page.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

ToolWhat it doesAccess

• manage_documents_library Add contract templates, questionnaire templates and upload attachments in the Documents section. The contract builder takes pasted text, not direct file uploads. Assign an upload to a client, preview, send, update, download or delete; uploads up to 20 MB. writeAsks first

  Add contract templates, questionnaire templates and upload attachments in the Documents section. The contract builder takes pasted text, not direct file uploads. Assign an upload to a client, preview, send, update, download or delete; uploads up to 20 MB.

  MCP calliris_works_write → manage_documents_library

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/documents-library/manage

  Parameters

  Parameters: manage_documents_library

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Add contract templates, questionnaire templates and upload attachments in the Documents section. The contract builder takes pasted text, not direct file uploads. Assign an upload to a client, preview, send, update, download or delete; uploads up to 20 MB.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• send_contract From the client profile, Contracts > Send Contract, choose a template and optional session, Generate, review, then sign and send. The client receives an email link. writeAsks first

  From the client profile, Contracts > Send Contract, choose a template and optional session, Generate, review, then sign and send. The client receives an email link.

  MCP calliris_works_write → send_contract

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/contracts

  Parameters

  Parameters: send_contract

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	From the client profile, Contracts > Send Contract, choose a template and optional session, Generate, review, then sign and send. The client receives an email link.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• resend_contract Use the Resend button on the client's Contracts tab for contracts not yet signed. writeAsks first

  Use the Resend button on the client's Contracts tab for contracts not yet signed.

  MCP calliris_works_write → resend_contract

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/contract/resend

  Parameters

  Parameters: resend_contract

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Use the Resend button on the client's Contracts tab for contracts not yet signed.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• view_client_contracts The Contracts tab in a client profile lists contracts with status labels and last-updated dates, with options to view, resend or download. Signed contracts are stored there. read

  The Contracts tab in a client profile lists contracts with status labels and last-updated dates, with options to view, resend or download. Signed contracts are stored there.

  MCP calliris_works_read → view_client_contracts

  REST endpointGET https://cotlet.dev/api/v1/iris-works/client-contracts/view

  Parameters

  Parameters: view_client_contracts

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

ToolWhat it doesAccess

• create_invoice Create an invoice for a client. The help center covers creating invoices (and drafts), memos and sales tax. write

  Create an invoice for a client. The help center covers creating invoices (and drafts), memos and sales tax.

  MCP calliris_works_write → create_invoice

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/invoices

  Parameters

  Parameters: create_invoice

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Create an invoice for a client. The help center covers creating invoices (and drafts), memos and sales tax.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• send_invoice Send the invoice to the client from the invoice page with Send Invoice. writeAsks first

  Send the invoice to the client from the invoice page with Send Invoice.

  MCP calliris_works_write → send_invoice

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/invoices/send-invoice

  Parameters

  Parameters: send_invoice

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Send the invoice to the client from the invoice page with Send Invoice.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• add_invoice_payment_schedule From the invoice's three-dot menu choose Add Payment Schedule: Retainer + Balance, Retainer + Multiple Payments, Multiple Equal Payments, or Custom. Clients are reminded 5 days before and on each due date. Due dates can follow an associated session; resend the invoice after schedule changes so reminders update. writeAsks first

  From the invoice's three-dot menu choose Add Payment Schedule: Retainer + Balance, Retainer + Multiple Payments, Multiple Equal Payments, or Custom. Clients are reminded 5 days before and on each due date. Due dates can follow an associated session; resend the invoice after schedule changes so reminders update.

  MCP calliris_works_write → add_invoice_payment_schedule

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/invoice-payment-schedules

  Parameters

  Parameters: add_invoice_payment_schedule

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	From the invoice's three-dot menu choose Add Payment Schedule: Retainer + Balance, Retainer + Multiple Payments, Multiple Equal Payments, or Custom. Clients are reminded 5 days before and on each due date. Due dates can follow an associated session; resend the invoice after schedule changes so reminders update.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• manage_invoice_templates Save repeat invoices as templates (products, memo, payment schedule) and use them in workflows or booking calendars. write

  Save repeat invoices as templates (products, memo, payment schedule) and use them in workflows or booking calendars.

  MCP calliris_works_write → manage_invoice_templates

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/invoice-templates/manage

  Parameters

  Parameters: manage_invoice_templates

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Save repeat invoices as templates (products, memo, payment schedule) and use them in workflows or booking calendars.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• connect_square_payments Under My Settings > Settings > Invoice Setup, connect Square and toggle Tips, ACH (US only), Square Gift Cards, AfterPay and CashApp. When a client pays, the invoice updates to Paid and a receipt is sent automatically. Includes the Apple Pay and Google Pay toggle for Square sellers in the US, Canada, UK and Australia. writeAsks first

  Under My Settings > Settings > Invoice Setup, connect Square and toggle Tips, ACH (US only), Square Gift Cards, AfterPay and CashApp. When a client pays, the invoice updates to Paid and a receipt is sent automatically. Includes the Apple Pay and Google Pay toggle for Square sellers in the US, Canada, UK and Australia.

  MCP calliris_works_write → connect_square_payments

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/square-payments/connect

  Parameters

  Parameters: connect_square_payments

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Under My Settings > Settings > Invoice Setup, connect Square and toggle Tips, ACH (US only), Square Gift Cards, AfterPay and CashApp. When a client pays, the invoice updates to Paid and a receipt is sent automatically. Includes the Apple Pay and Google Pay toggle for Square sellers in the US, Canada, UK and Australia.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• push_invoice_to_quickbooks After connecting QuickBooks Online (US and Canada) in Invoice Setup, use Push To Quickbooks on an invoice. This creates the invoice and, if missing, a new customer in QuickBooks. writeAsks first

  After connecting QuickBooks Online (US and Canada) in Invoice Setup, use Push To Quickbooks on an invoice. This creates the invoice and, if missing, a new customer in QuickBooks.

  MCP calliris_works_write → push_invoice_to_quickbooks

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/invoice-to-quickbooks/push

  Parameters

  Parameters: push_invoice_to_quickbooks

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	After connecting QuickBooks Online (US and Canada) in Invoice Setup, use Push To Quickbooks on an invoice. This creates the invoice and, if missing, a new customer in QuickBooks.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• send_quote Send a quote to a client; the client can accept, decline or request changes, and an accepted quote becomes an invoice. writeAsks first

  Send a quote to a client; the client can accept, decline or request changes, and an accepted quote becomes an invoice.

  MCP calliris_works_write → send_quote

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/quotes

  Parameters

  Parameters: send_quote

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Send a quote to a client; the client can accept, decline or request changes, and an accepted quote becomes an invoice.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• manage_goals_and_metrics Create goals under My Settings > Settings > Goals and Metrics for sessions, new clients, new leads or billable dollars, tracked daily, weekly, monthly or annually, and shown on the Dashboard under Just the Numbers. write

  Create goals under My Settings > Settings > Goals and Metrics for sessions, new clients, new leads or billable dollars, tracked daily, weekly, monthly or annually, and shown on the Dashboard under Just the Numbers.

  MCP calliris_works_write → manage_goals_and_metrics

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/goals-and-metrics/manage

  Parameters

  Parameters: manage_goals_and_metrics

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Create goals under My Settings > Settings > Goals and Metrics for sessions, new clients, new leads or billable dollars, tracked daily, weekly, monthly or annually, and shown on the Dashboard under Just the Numbers.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• view_dashboard_goal_graph View a line graph of configured goals on the Dashboard. read

  View a line graph of configured goals on the Dashboard.

  MCP calliris_works_read → view_dashboard_goal_graph

  REST endpointGET https://cotlet.dev/api/v1/iris-works/dashboard-goal-graphs/view

  Parameters

  Parameters: view_dashboard_goal_graph

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• manage_coupon_codes Create coupon codes under Invoices > Coupon with amount or percentage, expiry and redemption limits. Only expiry and maximum redemptions can change later; coupons need Square. write

  Create coupon codes under Invoices > Coupon with amount or percentage, expiry and redemption limits. Only expiry and maximum redemptions can change later; coupons need Square.

  MCP calliris_works_write → manage_coupon_codes

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/coupon-codes/manage

  Parameters

  Parameters: manage_coupon_codes

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Create coupon codes under Invoices > Coupon with amount or percentage, expiry and redemption limits. Only expiry and maximum redemptions can change later; coupons need Square.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• refund_invoice_payment Choose Process Refund from an invoice menu, enter the refund amount and optional notes, then submit. Refunds use Square; pending/completed and partial/full refund statuses are documented. writeAsks first

  Choose Process Refund from an invoice menu, enter the refund amount and optional notes, then submit. Refunds use Square; pending/completed and partial/full refund statuses are documented.

  MCP calliris_works_write → refund_invoice_payment

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/invoice-payment/refund

  Parameters

  Parameters: refund_invoice_payment

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Choose Process Refund from an invoice menu, enter the refund amount and optional notes, then submit. Refunds use Square; pending/completed and partial/full refund statuses are documented.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• manage_manually_recorded_payments Record an externally received payment with amount, date and method; optionally send a receipt. Existing recorded payments can also be edited or deleted. This records bookkeeping information, rather than charging a card. writeAsks first

  Record an externally received payment with amount, date and method; optionally send a receipt. Existing recorded payments can also be edited or deleted. This records bookkeeping information, rather than charging a card.

  MCP calliris_works_write → manage_manually_recorded_payments

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/manually-recorded-payments/manage

  Parameters

  Parameters: manage_manually_recorded_payments

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Record an externally received payment with amount, date and method; optionally send a receipt. Existing recorded payments can also be edited or deleted. This records bookkeeping information, rather than charging a card.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• import_fundy_invoice Enable Fundy under Invoice Setup integrations, then use Invoices > Fundy Import, select the client and due date, and upload the Fundy invoice. writeAsks first

  Enable Fundy under Invoice Setup integrations, then use Invoices > Fundy Import, select the client and due date, and upload the Fundy invoice.

  MCP calliris_works_write → import_fundy_invoice

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/fundy-invoices

  Parameters

  Parameters: import_fundy_invoice

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Enable Fundy under Invoice Setup integrations, then use Invoices > Fundy Import, select the client and due date, and upload the Fundy invoice.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• view_invoice_financial_summary Read the current month's invoiced amount, accounts receivable and year-to-date invoiced total in the Invoice section. These are not necessarily cash-received income. read

  Read the current month's invoiced amount, accounts receivable and year-to-date invoiced total in the Invoice section. These are not necessarily cash-received income.

  MCP calliris_works_read → view_invoice_financial_summary

  REST endpointGET https://cotlet.dev/api/v1/iris-works/invoice-financial-summaries/view

  Parameters

  Parameters: view_invoice_financial_summary

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• get_invoice_payment_url Open the invoice menu, select Take Payment Now, and copy the client-view URL. Sending that URL through another channel is a separate, confirmation-requiring communication. read

  Open the invoice menu, select Take Payment Now, and copy the client-view URL. Sending that URL through another channel is a separate, confirmation-requiring communication.

  MCP calliris_works_read → get_invoice_payment_url

  REST endpointGET https://cotlet.dev/api/v1/iris-works/invoice-payment-url

  Parameters

  Parameters: get_invoice_payment_url

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• add_new_product_from_invoice Use Add Product/Service > +Add New, enter product details, and save. This both adds the line item and persists the product in inventory. write

  Use Add Product/Service > +Add New, enter product details, and save. This both adds the line item and persists the product in inventory.

  MCP calliris_works_write → add_new_product_from_invoice

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/new-product-from-invoices

  Parameters

  Parameters: add_new_product_from_invoice

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Use Add Product/Service > +Add New, enter product details, and save. This both adds the line item and persists the product in inventory.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• connect_stripe_or_paypal Connect an existing Stripe or PayPal account for Iris payment processing. writeAsks first

  Connect an existing Stripe or PayPal account for Iris payment processing.

  MCP calliris_works_write → connect_stripe_or_paypal

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/stripe-or-paypal/connect

  Parameters

  Parameters: connect_stripe_or_paypal

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Connect an existing Stripe or PayPal account for Iris payment processing.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

ToolWhat it doesAccess

• view_calendar View sessions and events on the Calendar tab, color-coded by session type. read

  View sessions and events on the Calendar tab, color-coded by session type.

  MCP calliris_works_read → view_calendar

  REST endpointGET https://cotlet.dev/api/v1/iris-works/calendars/view

  Parameters

  Parameters: view_calendar

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• create_session Add a session for a client and attach a workflow, which schedules the workflow's emails and to-dos from the session date. Options exist to create a ShootProof gallery or Pic-Time project at the same time. Workflow emails may send automatically. writeAsks first

  Add a session for a client and attach a workflow, which schedules the workflow's emails and to-dos from the session date. Options exist to create a ShootProof gallery or Pic-Time project at the same time. Workflow emails may send automatically.

  MCP calliris_works_write → create_session

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/sessions

  Parameters

  Parameters: create_session

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Add a session for a client and attach a workflow, which schedules the workflow's emails and to-dos from the session date. Options exist to create a ShootProof gallery or Pic-Time project at the same time. Workflow emails may send automatically.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• connect_external_calendar From the Calendar tab choose Connect Calendars to sync one external calendar (Google, iCal, Outlook, Exchange, Office 365). Iris events appear externally and external events appear in Iris. New sessions made in the external app cannot have a workflow attached. write

  From the Calendar tab choose Connect Calendars to sync one external calendar (Google, iCal, Outlook, Exchange, Office 365). Iris events appear externally and external events appear in Iris. New sessions made in the external app cannot have a workflow attached.

  MCP calliris_works_write → connect_external_calendar

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/external-calendar/connect

  Parameters

  Parameters: connect_external_calendar

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	From the Calendar tab choose Connect Calendars to sync one external calendar (Google, iCal, Outlook, Exchange, Office 365). Iris events appear externally and external events appear in Iris. New sessions made in the external app cannot have a workflow attached.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• view_calendar_event_summary Read an event's associated invoice status/due date, contract signature status, sent questionnaires/emails and upcoming scheduled emails. read

  Read an event's associated invoice status/due date, contract signature status, sent questionnaires/emails and upcoming scheduled emails.

  MCP calliris_works_read → view_calendar_event_summary

  REST endpointGET https://cotlet.dev/api/v1/iris-works/calendar-event-summaries/view

  Parameters

  Parameters: view_calendar_event_summary

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

ToolWhat it doesAccess

• create_booking_calendar Under My Settings > Settings > Booking Setup, create a public booking calendar: title, introduction, session type, workflow, optional gallery (Pic-Time/ShootProof), location, address requirement, optional contract and invoice, coupon allowance, and availability slots. Publishing makes it bookable by clients, who may sign and pay during booking. writeAsks first

  Under My Settings > Settings > Booking Setup, create a public booking calendar: title, introduction, session type, workflow, optional gallery (Pic-Time/ShootProof), location, address requirement, optional contract and invoice, coupon allowance, and availability slots. Publishing makes it bookable by clients, who may sign and pay during booking.

  MCP calliris_works_write → create_booking_calendar

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/booking-calendars

  Parameters

  Parameters: create_booking_calendar

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Under My Settings > Settings > Booking Setup, create a public booking calendar: title, introduction, session type, workflow, optional gallery (Pic-Time/ShootProof), location, address requirement, optional contract and invoice, coupon allowance, and availability slots. Publishing makes it bookable by clients, who may sign and pay during booking.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• schedule_mini_sessions In a booking calendar's Select Availability tab, use the mini scheduler to generate multiple slots from a date, start time, session count, session length and gap. Changes go live on Publish and Continue. writeAsks first

  In a booking calendar's Select Availability tab, use the mini scheduler to generate multiple slots from a date, start time, session count, session length and gap. Changes go live on Publish and Continue.

  MCP calliris_works_write → schedule_mini_sessions

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/mini-sessions/schedule

  Parameters

  Parameters: schedule_mini_sessions

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	In a booking calendar's Select Availability tab, use the mini scheduler to generate multiple slots from a date, start time, session count, session length and gap. Changes go live on Publish and Continue.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• configure_booking_landing_page Set up a branded landing page showing multiple session types and booking calendars, with images, links and an embed option for your website. writeAsks first

  Set up a branded landing page showing multiple session types and booking calendars, with images, links and an embed option for your website.

  MCP calliris_works_write → configure_booking_landing_page

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/booking-landing-page/configure

  Parameters

  Parameters: configure_booking_landing_page

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Set up a branded landing page showing multiple session types and booking calendars, with images, links and an embed option for your website.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• send_booking_invitation Share specific scheduling options with a client; when they pick one, Iris kicks off the workflow for that session type. The help center lists 'Booking Invitations' as a feature, and says contracts can be attached to booking invitations. The exact UI steps were not retrievable. writeAsks first

  Share specific scheduling options with a client; when they pick one, Iris kicks off the workflow for that session type. The help center lists 'Booking Invitations' as a feature, and says contracts can be attached to booking invitations. The exact UI steps were not retrievable.

  MCP calliris_works_write → send_booking_invitation

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/booking-invitations

  Parameters

  Parameters: send_booking_invitation

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Share specific scheduling options with a client; when they pick one, Iris kicks off the workflow for that session type. The help center lists 'Booking Invitations' as a feature, and says contracts can be attached to booking invitations. The exact UI steps were not retrievable.

  Example input

  {
    "record": "Example client",
    "fields": {
      "session_type": "Newborn session",
      "times": [
        "2026-12-02T10:00",
        "2026-12-04T10:00"
      ]
    }
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• set_event_free_status Select Mark As Free while creating or editing an event so it does not block booking availability. writeAsks first

  Select Mark As Free while creating or editing an event so it does not block booking availability.

  MCP calliris_works_write → set_event_free_status

  REST endpointPUT https://cotlet.dev/api/v1/iris-works/event-free-status

  Parameters

  Parameters: set_event_free_status

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Select Mark As Free while creating or editing an event so it does not block booking availability.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• consider_external_calendar_for_booking In Booking Setup's three-dot menu, enable consideration of external-calendar events. Calendar connection alone does not establish that this conflict checking is enabled. writeAsks first

  In Booking Setup's three-dot menu, enable consideration of external-calendar events. Calendar connection alone does not establish that this conflict checking is enabled.

  MCP calliris_works_write → consider_external_calendar_for_booking

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/external-calendar-for-booking/consider

  Parameters

  Parameters: consider_external_calendar_for_booking

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	In Booking Setup's three-dot menu, enable consideration of external-calendar events. Calendar connection alone does not establish that this conflict checking is enabled.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

ToolWhat it doesAccess

• manage_workflows Build workflows (found at My Settings > Studio > Workflows) of automated emails, documents, contracts, invoices and questionnaires plus your own to-dos, timed relative to the session date. Pre-loaded templates exist. Help articles cover creating, editing and 'Applying Workflow Changes'. writeAsks first

  Build workflows (found at My Settings > Studio > Workflows) of automated emails, documents, contracts, invoices and questionnaires plus your own to-dos, timed relative to the session date. Pre-loaded templates exist. Help articles cover creating, editing and 'Applying Workflow Changes'.

  MCP calliris_works_write → manage_workflows

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/workflows/manage

  Parameters

  Parameters: manage_workflows

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Build workflows (found at My Settings > Studio > Workflows) of automated emails, documents, contracts, invoices and questionnaires plus your own to-dos, timed relative to the session date. Pre-loaded templates exist. Help articles cover creating, editing and 'Applying Workflow Changes'.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• set_workflow_edit_before_sending Have Iris remind you when a workflow email is due so you can review and modify it before it sends. write

  Have Iris remind you when a workflow email is due so you can review and modify it before it sends.

  MCP calliris_works_write → set_workflow_edit_before_sending

  REST endpointPUT https://cotlet.dev/api/v1/iris-works/workflow-edit-before-sending

  Parameters

  Parameters: set_workflow_edit_before_sending

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Have Iris remind you when a workflow email is due so you can review and modify it before it sends.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• view_todos The To-Do tab lists open items, items due today or this week, and completed tasks from workflows and self-created tasks, with search by client name or keyword. read

  The To-Do tab lists open items, items due today or this week, and completed tasks from workflows and self-created tasks, with search by client name or keyword.

  MCP calliris_works_read → view_todos

  REST endpointGET https://cotlet.dev/api/v1/iris-works/todos/view

  Parameters

  Parameters: view_todos

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• create_todo Use the Add button in the To-Do tab to create a standalone task. write

  Use the Add button in the To-Do tab to create a standalone task.

  MCP calliris_works_write → create_todo

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/todos

  Parameters

  Parameters: create_todo

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Use the Add button in the To-Do tab to create a standalone task.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

ToolWhat it doesAccess

• create_email_campaign On the Email Marketing tab, use New Campaign Template to open the builder (title, description, subject, template or from scratch) and choose Save for Later. Drafts live under My Campaign Templates. Requires the Email Marketing add-on or a plan that includes it. write

  On the Email Marketing tab, use New Campaign Template to open the builder (title, description, subject, template or from scratch) and choose Save for Later. Drafts live under My Campaign Templates. Requires the Email Marketing add-on or a plan that includes it.

  MCP calliris_works_write → create_email_campaign

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/email-campaigns

  Parameters

  Parameters: create_email_campaign

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	On the Email Marketing tab, use New Campaign Template to open the builder (title, description, subject, template or from scratch) and choose Save for Later. Drafts live under My Campaign Templates. Requires the Email Marketing add-on or a plan that includes it.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• send_email_campaign Choose Save and Send to broadcast to the whole list or a filtered segment. Campaigns can also be scheduled ahead of time per vendor marketing pages. Sends to many recipients. writeAsks first

  Choose Save and Send to broadcast to the whole list or a filtered segment. Campaigns can also be scheduled ahead of time per vendor marketing pages. Sends to many recipients.

  MCP calliris_works_write → send_email_campaign

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/email-campaigns/send-email-campaign

  Parameters

  Parameters: send_email_campaign

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Choose Save and Send to broadcast to the whole list or a filtered segment. Campaigns can also be scheduled ahead of time per vendor marketing pages. Sends to many recipients.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• filter_campaign_audience Select clients by criteria for an email campaign, for example clients who booked a family session in the past two years. read

  Select clients by criteria for an email campaign, for example clients who booked a family session in the past two years.

  MCP calliris_works_read → filter_campaign_audience

  REST endpointGET https://cotlet.dev/api/v1/iris-works/campaign-audiences/filter

  Parameters

  Parameters: filter_campaign_audience

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• configure_marketing_optin_form On the Email Marketing page's opt-in form tab, set a welcome message and button color, preview, and embed the form on your website. Submissions go to the Marketing Contacts tab. writeAsks first

  On the Email Marketing page's opt-in form tab, set a welcome message and button color, preview, and embed the form on your website. Submissions go to the Marketing Contacts tab.

  MCP calliris_works_write → configure_marketing_optin_form

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/marketing-optin-form/configure

  Parameters

  Parameters: configure_marketing_optin_form

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	On the Email Marketing page's opt-in form tab, set a welcome message and button color, preview, and embed the form on your website. Submissions go to the Marketing Contacts tab.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

ToolWhat it doesAccess

• browse_scout_locations Search a map of your own locations or choose Shared Locations to see locations other Iris Works users made public, zooming or searching other cities. read

  Search a map of your own locations or choose Shared Locations to see locations other Iris Works users made public, zooming or searching other cities.

  MCP calliris_works_read → browse_scout_locations

  REST endpointGET https://cotlet.dev/api/v1/iris-works/scout-locations/browse

  Parameters

  Parameters: browse_scout_locations

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }

• set_location_visibility Set a location in Location Scout to private (only your studio) or shared (all Iris Works users). Sharing publishes it to other accounts. writeAsks first

  Set a location in Location Scout to private (only your studio) or shared (all Iris Works users). Sharing publishes it to other accounts.

  MCP calliris_works_write → set_location_visibility

  REST endpointPUT https://cotlet.dev/api/v1/iris-works/location-visibility

  Parameters

  Parameters: set_location_visibility

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Set a location in Location Scout to private (only your studio) or shared (all Iris Works users). Sharing publishes it to other accounts.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• manage_scout_location_photo Use New Location or Edit Location to create/edit a location and upload an image. The documented image limit is 10 MB. write

  Use New Location or Edit Location to create/edit a location and upload an image. The documented image limit is 10 MB.

  MCP calliris_works_write → manage_scout_location_photo

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/scout-location-photo/manage

  Parameters

  Parameters: manage_scout_location_photo

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Use New Location or Edit Location to create/edit a location and upload an image. The documented image limit is 10 MB.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved"
  }

• email_scout_location Choose a location's email icon, select a client, edit the message and send location directions. writeAsks first

  Choose a location's email icon, select a client, edit the message and send location directions.

  MCP calliris_works_write → email_scout_location

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/scout-location/email

  Parameters

  Parameters: email_scout_location

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	Choose a location's email icon, select a client, edit the message and send location directions.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

ToolWhat it doesAccess

• connect_pictime In Studio Profile > Gallery Integrations, connect Pic-Time, then check 'Create Pic-Time Project' when creating a session. A 'Pic-Time Gallery Link' variable is available for email templates. writeAsks first

  In Studio Profile > Gallery Integrations, connect Pic-Time, then check 'Create Pic-Time Project' when creating a session. A 'Pic-Time Gallery Link' variable is available for email templates.

  MCP calliris_works_write → connect_pictime

  REST endpointPOST https://cotlet.dev/api/v1/iris-works/pictime/connect

  Parameters

  Parameters: connect_pictime

  Name	Type	Description
  record string required	string	Record or setting selected in your account.
  fields object required	object	In Studio Profile > Gallery Integrations, connect Pic-Time, then check 'Create Pic-Time Project' when creating a session. A 'Pic-Time Gallery Link' variable is available for email templates.

  Example input

  {
    "record": "record",
    "fields": "fields"
  }

  Example response

  {
    "example": true,
    "result": "Saved after confirmation"
  }

• view_client_galleries Open the Galleries tab in a client profile to reach linked ShootProof or Pic-Time galleries. read

  Open the Galleries tab in a client profile to reach linked ShootProof or Pic-Time galleries.

  MCP calliris_works_read → view_client_galleries

  REST endpointGET https://cotlet.dev/api/v1/iris-works/client-galleries/view

  Parameters

  Parameters: view_client_galleries

  Name	Type	Description
  filter string	string	Record, person, date range or status to review.

  Example response

  {
    "example": true,
    "result": "Records for review"
  }