Jane App API and MCP server Let your AI agent run your clinic's front desk.

ToolWhat it doesAccess

• list_appointments Appointments in a date range with patient, practitioner, treatment and state. read

  Reads the Appointments report: past and future appointments with the patient, location, treatment, appointment date and booking date. Filter by state (Booked Online, Arrived, No Show, Cancelled, Rescheduled, Archived) and by chart status. Clinic owners and staff with the matching report access see every practitioner; others see their own. Nothing is changed.

  MCP calljane_app_read → list_appointments

  REST endpointGET https://cotlet.dev/api/v1/jane-app/appointments

  Parameters

  Parameters: list_appointments

  Name	Type	Description
  from date	date	First day. Default: today.
  to date	date	Last day. Default: from.
  state string	string	booked_online, arrived, no_show, cancelled, rescheduled or archived. Default: all.
  staff_member string	string	Practitioner name as Jane shows it. Default: every practitioner your access lets you see.
  location string	string	Clinic location name, for clinics with more than one.
  cursor string	string	Next page cursor from the previous call.

  Example response

  {
    "appointments": [
      {
        "appointment_id": "apt_48213",
        "patient_id": "pt_10422",
        "patient": "Alex Morgan",
        "staff_member": "Dana Lee",
        "treatment": "Physiotherapy Follow-up 30 min",
        "start": "2026-10-28T10:00:00-07:00",
        "state": "Cancelled"
      },
      {
        "appointment_id": "apt_48230",
        "patient_id": "pt_10988",
        "patient": "Sam Rivera",
        "staff_member": "Dana Lee",
        "treatment": "Physiotherapy Initial 60 min",
        "start": "2026-10-28T13:00:00-07:00",
        "state": "Booked Online"
      }
    ],
    "next_cursor": null
  }

• list_wait_list Clients on each practitioner's Wait List with requested treatment, availability and notes. read

  Reads the Wait List the way Jane shows it on the Schedule: clients who have waited longest come first. Each entry has the requested treatment, the days and times the client is available, the date range and the staff note. Staff with Practitioner Front Desk or Limited access see only their own Wait List; Administrative / All Billing access or higher sees the whole clinic. Nothing is changed.

  MCP calljane_app_read → list_wait_list

  REST endpointGET https://cotlet.dev/api/v1/jane-app/wait-lists

  Parameters

  Parameters: list_wait_list

  Name	Type	Description
  staff_member string	string	Practitioner name as Jane shows it. Default: every practitioner your access lets you see.
  location string	string	Clinic location name, for clinics with more than one.
  date date	date	Only clients available on this day. Default: every day.

  Example response

  {
    "wait_list": [
      {
        "entry_id": "wl_2207",
        "patient_id": "pt_11873",
        "patient": "Jordan Patel",
        "staff_member": "Dana Lee",
        "treatment": "Physiotherapy Follow-up 30 min",
        "available": "Mon to Fri, 09:00 to 12:00",
        "date_range": "2026-10-27 to 2026-11-10",
        "added": "2026-10-14",
        "note": "Prefers mornings"
      },
      {
        "entry_id": "wl_2231",
        "patient_id": "pt_12004",
        "patient": "Casey Nguyen",
        "staff_member": "Dana Lee",
        "treatment": "Physiotherapy Follow-up 30 min",
        "available": "Anytime for a Week",
        "date_range": "2026-10-27 to 2026-11-03",
        "added": "2026-10-21",
        "note": ""
      }
    ]
  }

• add_to_wait_list Put a patient on a practitioner's Wait List with a treatment and availability. write

  Adds a Wait List entry as staff do from the Schedule, with the requested treatment, the available days and times and a note. Jane sends nothing to the patient when the entry is added, and staff remove it with one click in Jane, so this runs without asking. Returns the new entry.

  MCP calljane_app_write → add_to_wait_list

  REST endpointPOST https://cotlet.dev/api/v1/jane-app/patients/{patient_id}/wait-lists

  Parameters

  Parameters: add_to_wait_list

  Name	Type	Description
  patient_id string required	string	Patient ID from search_patients or list_appointments.
  staff_member string required	string	Practitioner whose Wait List to use.
  treatment string required	string	Treatment name as Jane lists it.
  available string	string	Days and times the patient can come, e.g. "Mon, Wed, 14:00 to 17:00". Default: all of today.
  until date	date	Last day of the request.
  note string	string	Note for other staff.

  Example input

  {
    "patient_id": "patient_8c41d2",
    "staff_member": "staff member",
    "treatment": "treatment"
  }

  Example response

  {
    "entry_id": "wl_2240",
    "patient_id": "pt_10422",
    "staff_member": "Dana Lee",
    "treatment": "Physiotherapy Follow-up 30 min",
    "available": "Mon, Wed, 14:00 to 17:00",
    "date_range": "2026-10-27 to 2026-11-24"
  }

• book_appointment Book a patient into an open slot, from the Wait List or directly. writeasks first

  Books the treatment with the practitioner at the start time, the way staff do from the Schedule or with the Book button on a Wait List entry. Jane then sends the patient its usual appointment notifications, with any intake form set for that treatment. With wait_list_entry_id, the entry is removed after booking unless keep_on_wait_list is true. A slot that overlaps another appointment fails. By default you confirm each call; you can switch that off for this tool.

  MCP calljane_app_write → book_appointment

  REST endpointPOST https://cotlet.dev/api/v1/jane-app/patients/{patient_id}/appointments

  Parameters

  Parameters: book_appointment

  Name	Type	Description
  patient_id string required	string	Patient ID from search_patients or list_appointments.
  staff_member string required	string	Practitioner to book with.
  treatment string required	string	Treatment name as Jane lists it.
  start datetime required	datetime	Start time in the clinic's time zone.
  wait_list_entry_id string	string	Wait List entry this booking fills, from list_wait_list.
  keep_on_wait_list boolean	boolean	Keep the entry after booking. Default: false.
  location string	string	Clinic location name, for clinics with more than one.

  Example input

  {
    "patient_id": "pt_11873",
    "staff_member": "Dana Lee",
    "treatment": "Physiotherapy Follow-up 30 min",
    "start": "2026-10-28T10:00:00-07:00",
    "wait_list_entry_id": "wl_2207"
  }

  Example response

  {
    "appointment_id": "apt_48251",
    "patient_id": "pt_11873",
    "staff_member": "Dana Lee",
    "treatment": "Physiotherapy Follow-up 30 min",
    "start": "2026-10-28T10:00:00-07:00",
    "state": "Booked",
    "removed_from_wait_list": true
  }

• send_wait_list_notification Notify the eligible Wait List clients about an opening at once. writeasks first

  Clicks Send Notification(s) Now on a Wait List cue, the held spot Jane creates after a cancellation, deletion, no-show or move. Every eligible client listed on the cue gets the notification at the same time, and the hold switches to your Exclusive Access period. Jane offers Wait List Notifications on the Thrive and Legacy plans only. By default you confirm each call; you can switch that off for this tool.

  MCP calljane_app_write → send_wait_list_notification

  REST endpointPOST https://cotlet.dev/api/v1/jane-app/wait-list-notifications

  Parameters

  Parameters: send_wait_list_notification

  Name	Type	Description
  staff_member string required	string	Practitioner of the opening.
  start datetime required	datetime	Start time of the Wait List cue.

  Example input

  {
    "staff_member": "staff member",
    "start": "2026-10-01T09:00:00Z"
  }

  Example response

  {
    "opening": {
      "staff_member": "Dana Lee",
      "start": "2026-10-28T10:00:00-07:00"
    },
    "notified": 2,
    "exclusive_access_until": "2026-10-27T17:00:00-07:00"
  }

ToolWhat it doesAccess

• search_patients Patients matching a name, email or phone number. read

  Searches the Patients tab and returns matching patients with their patient_id, email and phone. Pass the patient_id to get_patient or to a write tool. Nothing is changed.

  MCP calljane_app_read → search_patients

  REST endpointGET https://cotlet.dev/api/v1/jane-app/patients/search

  Parameters

  Parameters: search_patients

  Name	Type	Description
  query string required	string	Name, email or phone number.

  Example input

  {
    "query": "query"
  }

  Example response

  {
    "patients": [
      {
        "patient_id": "pt_10422",
        "name": "Alex Morgan",
        "email": "alex@example.com",
        "phone": "+1 604 555 0142"
      }
    ]
  }

• get_patient One patient profile: contact details, upcoming appointments, last visit and balance owing. read

  Returns the Patient Profile as staff see it: contact details, upcoming and recent appointments, return visit reminders and the amount owing on the Billing tab. Chart notes are not returned. Nothing is changed.

  MCP calljane_app_read → get_patient

  REST endpointGET https://cotlet.dev/api/v1/jane-app/patients/{patient_id}

  Parameters

  Parameters: get_patient

  Name	Type	Description
  patient_id string required	string	Patient ID from search_patients or list_appointments.

  Example input

  {
    "patient_id": "patient_8c41d2"
  }

  Example response

  {
    "patient_id": "pt_10422",
    "name": "Alex Morgan",
    "email": "alex@example.com",
    "upcoming": [],
    "last_visit": {
      "date": "2026-09-08",
      "staff_member": "Dana Lee",
      "state": "Arrived"
    },
    "return_visit_reminders": [],
    "balance_owing": 145
  }

• list_intake_forms A patient's online intake forms with their status: not started, in progress or completed. read

  Reads the Online Intake Forms section of the Patient Profile. Each form has its name and status, so the agent can tell who still has to fill one in before a visit. Answers are not returned. Nothing is changed.

  MCP calljane_app_read → list_intake_forms

  REST endpointGET https://cotlet.dev/api/v1/jane-app/patients/{patient_id}/intake-forms

  Parameters

  Parameters: list_intake_forms

  Name	Type	Description
  patient_id string required	string	Patient ID from search_patients or list_appointments.

  Example input

  {
    "patient_id": "patient_8c41d2"
  }

  Example response

  {
    "patient_id": "pt_10988",
    "forms": [
      {
        "form_id": "if_771",
        "name": "New Patient Physiotherapy Intake",
        "status": "not_started"
      },
      {
        "form_id": "if_402",
        "name": "Treatment Consent",
        "status": "completed"
      }
    ]
  }

• email_intake_form Email a patient an intake form from their profile. writeasks first

  Uses the Email option in the Online Intake Forms section of the Patient Profile, so the patient gets a link to fill in the form online. Jane already reminds patients about unfinished forms in appointment emails and 24 hours before the visit; this sends one more on demand. By default you confirm each call; you can switch that off for this tool.

  MCP calljane_app_write → email_intake_form

  REST endpointPOST https://cotlet.dev/api/v1/jane-app/patients/{patient_id}/intake-form/email

  Parameters

  Parameters: email_intake_form

  Name	Type	Description
  patient_id string required	string	Patient ID from search_patients or list_appointments.
  form_id string required	string	Form ID from list_intake_forms.

  Example input

  {
    "patient_id": "patient_8c41d2",
    "form_id": "form_8c41d2"
  }

  Example response

  {
    "patient_id": "pt_10988",
    "form_id": "if_771",
    "name": "New Patient Physiotherapy Intake",
    "status": "sent",
    "sent_to": "sam@example.com"
  }

ToolWhat it doesAccess

• get_accounts_receivable Patients and insurers with money owing, with the amount by age. read

  Reads Reports > Accounts Receivable: each patient or insurer with the total owing and a breakdown of how long it has been owing. Filter by location, staff member, account type and date; a past date gives balances as of that day. Jane does not subtract account credit from these totals. Nothing is changed.

  MCP calljane_app_read → get_accounts_receivable

  REST endpointGET https://cotlet.dev/api/v1/jane-app/accounts-receivable

  Parameters

  Parameters: get_accounts_receivable

  Name	Type	Description
  account_type string	string	patient or insurer. Default: both.
  as_of date	date	Balances as of this day. Default: today.
  staff_member string	string	Practitioner name as Jane shows it. Default: every practitioner your access lets you see.
  location string	string	Clinic location name, for clinics with more than one.

  Example response

  {
    "as_of": "2026-10-27",
    "accounts": [
      {
        "patient_id": "pt_10422",
        "name": "Alex Morgan",
        "type": "patient",
        "owing": 145,
        "current": 0,
        "days_31_60": 145,
        "days_61_90": 0,
        "over_90": 0
      },
      {
        "patient_id": "pt_09810",
        "name": "Riley Chen",
        "type": "patient",
        "owing": 90,
        "current": 90,
        "days_31_60": 0,
        "days_61_90": 0,
        "over_90": 0
      }
    ]
  }

• send_pay_balance_email Email a patient a request to pay their balance online. writeasks first

  Clicks Pay Balance on the Patient Profile, which emails the patient a link to pay what they owe online. It needs Jane Payments on the clinic's account. Returns the balance the email asked for. By default you confirm each call; you can switch that off for this tool.

  MCP calljane_app_write → send_pay_balance_email

  REST endpointPOST https://cotlet.dev/api/v1/jane-app/patients/{patient_id}/pay-balance-emails

  Parameters

  Parameters: send_pay_balance_email

  Name	Type	Description
  patient_id string required	string	Patient ID from search_patients or list_appointments.

  Example input

  {
    "patient_id": "patient_8c41d2"
  }

  Example response

  {
    "patient_id": "pt_10422",
    "balance": 145,
    "status": "sent",
    "sent_to": "alex@example.com"
  }

• list_unscheduled_patients Patients with no future booking, with their last visit and return visit reminder status. read

  Reads the Unscheduled Patient Report (Last Visit). Filter by days since last visit, reminder status (due, sent or not set up) and the state of the last visit. Discharged and deceased patients are left out by Jane. Staff see their own patients unless they have Full Access or Administrator / All Billing access. Nothing is changed.

  MCP calljane_app_read → list_unscheduled_patients

  REST endpointGET https://cotlet.dev/api/v1/jane-app/unscheduled-patients

  Parameters

  Parameters: list_unscheduled_patients

  Name	Type	Description
  days_since_last_visit integer	integer	Only patients not seen for at least this many days.
  reminder string	string	due, sent or not_set. Default: any.
  last_visit_to_clinic_only boolean	boolean	Count only the last visit to the clinic, not per practitioner. Default: false.
  staff_member string	string	Practitioner name as Jane shows it. Default: every practitioner your access lets you see.

  Example response

  {
    "patients": [
      {
        "patient_id": "pt_10422",
        "name": "Alex Morgan",
        "last_visit": "2026-09-08",
        "staff_member": "Dana Lee",
        "last_state": "Arrived",
        "reminder": "not_set"
      },
      {
        "patient_id": "pt_08877",
        "name": "Morgan Blake",
        "last_visit": "2026-08-30",
        "staff_member": "Chris Wong",
        "last_state": "Cancelled",
        "reminder": "sent"
      }
    ]
  }

• add_return_visit_reminder Add a return visit reminder to a patient's last appointment. writeasks first

  Adds a Return Visit Reminder with a suggested date, a reminder date, staff member and treatment. With remind_by email_auto, Jane emails the patient at 7am on the reminder date, only if they have not booked by then; automatic email needs the Thrive plan. email_manual and phone_manual put the patient on the clinic's Reminders list instead. By default you confirm each call; you can switch that off for this tool.

  MCP calljane_app_write → add_return_visit_reminder

  REST endpointPOST https://cotlet.dev/api/v1/jane-app/patients/{patient_id}/return-visit-reminders

  Parameters

  Parameters: add_return_visit_reminder

  Name	Type	Description
  patient_id string required	string	Patient ID from search_patients or list_appointments.
  suggested_date date required	date	When the next visit should be.
  reminder_date date required	date	When Jane sends or lists the reminder.
  remind_by string required	string	email_auto, email_manual or phone_manual.
  staff_member string	string	Practitioner to book with. Default: the last one.
  treatment string	string	Treatment to book. Default: the last one.

  Example input

  {
    "patient_id": "patient_8c41d2",
    "suggested_date": "2026-10-01",
    "reminder_date": "2026-10-01",
    "remind_by": "remind by"
  }

  Example response

  {
    "reminder_id": "rvr_3310",
    "patient_id": "pt_10422",
    "suggested_date": "2026-11-10",
    "reminder_date": "2026-11-03",
    "remind_by": "email_auto",
    "staff_member": "Dana Lee",
    "treatment": "Physiotherapy Follow-up 30 min"
  }

• get_retention_report New patients, returning patients, total visits and percent returning per practitioner. read

  Reads Reports > Patient Retention for a date range, for the practice and per staff member. Jane counts only appointments marked Arrived; no-shows are left out. Nothing is changed.

  MCP calljane_app_read → get_retention_report

  REST endpointGET https://cotlet.dev/api/v1/jane-app/retention-report

  Parameters

  Parameters: get_retention_report

  Name	Type	Description
  from date required	date	First day of the range.
  to date required	date	Last day of the range.
  staff_member string	string	Practitioner name as Jane shows it. Default: every practitioner your access lets you see.

  Example input

  {
    "from": "2026-10-01",
    "to": "2026-10-01"
  }

  Example response

  {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "staff": [
      {
        "staff_member": "Dana Lee",
        "new_patients": 14,
        "returning_patients": 61,
        "total_patients": 75,
        "total_visits": 182,
        "percent_returning": 92.3
      },
      {
        "staff_member": "Chris Wong",
        "new_patients": 9,
        "returning_patients": 40,
        "total_patients": 49,
        "total_visits": 104,
        "percent_returning": 91.3
      }
    ]
  }