SimplePractice API and MCP server Let your AI agent run your practice admin.

ToolWhat it doesAccess

• list_appointments Appointments on the calendar in a date range, with client, service and status. read

  Returns appointments in start order with client name, clinician, service, location, status (Show, No show, Canceled, Late canceled, Clinician canceled) and whether the appointment is a client's first. Pending requests are left out: use list_appointment_requests. Progress notes and other clinical documents are never returned.

  MCP callsimplepractice_read → list_appointments

  REST endpointGET https://cotlet.dev/api/v1/simplepractice/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.
  clinician string	string	Clinician name as SimplePractice shows it. Default: every clinician you can see.
  status string	string	Show, No show, Canceled, Late canceled or Clinician canceled. Default: all.

  Example response

  {
    "appointments": [
      {
        "appointment_id": "ap_5021",
        "start": "2026-10-28T09:00:00-07:00",
        "duration_minutes": 53,
        "client": "Jordan Avery",
        "client_id": "cl_3104",
        "clinician": "Dr. Sam Lee",
        "service": "90837",
        "location": "Telehealth",
        "status": "Show",
        "first_session": false
      },
      {
        "appointment_id": "ap_5022",
        "start": "2026-10-28T11:00:00-07:00",
        "duration_minutes": 60,
        "client": "Riley Chen",
        "client_id": "cl_3188",
        "clinician": "Dr. Sam Lee",
        "service": "90791",
        "location": "Main office",
        "status": "Show",
        "first_session": true
      }
    ]
  }

• list_appointment_requests Pending requests from the Requests page, with source and requested time. read

  Returns pending requests, oldest first, with the requested time, service, whether the person is a new or existing client, and the source: Therapy Finder, Client Portal, Professional Website or In-network referrals. SimplePractice expires requests from Therapy Finder and the Optum provider portal 72 hours after submission. Nothing is changed.

  MCP callsimplepractice_read → list_appointment_requests

  REST endpointGET https://cotlet.dev/api/v1/simplepractice/appointment-requests

  Parameters

  Parameters: list_appointment_requests

  Name	Type	Description
  source string	string	Therapy Finder, Client Portal, Professional Website or In-network referrals. Default: all.

  Example response

  {
    "requests": [
      {
        "request_id": "rq_8810",
        "source": "Professional Website",
        "requested_start": "2026-10-29T15:00:00-07:00",
        "service": "90791",
        "new_client": true,
        "name": "Riley Chen",
        "submitted_at": "2026-10-26T20:14:00-07:00"
      },
      {
        "request_id": "rq_8812",
        "source": "Client Portal",
        "requested_start": "2026-10-30T10:00:00-07:00",
        "service": "90837",
        "new_client": false,
        "name": "Jordan Avery",
        "submitted_at": "2026-10-27T07:02:00-07:00"
      }
    ]
  }

• accept_appointment_request Accepts a pending request and sends the client the confirmation email. writeasks first

  Accepts the request as SimplePractice's Accept button does: the appointment moves onto the calendar and the client gets the confirmation email, with the intake documents you name. By default you confirm each call; you can switch that off for this tool.

  MCP callsimplepractice_write → accept_appointment_request

  REST endpointPOST https://cotlet.dev/api/v1/simplepractice/requests/{request_id}/appointment-request/accept

  Parameters

  Parameters: accept_appointment_request

  Name	Type	Description
  request_id string required	string	Request ID from list_appointment_requests.
  documents string[]	string[]	Names of shareable documents to send with the confirmation. Default: none.
  message string	string	Text added to the confirmation email.

  Example input

  {
    "request_id": "rq_8810",
    "documents": [
      "Intake packet"
    ],
    "message": "Looking forward to meeting you on Thursday."
  }

  Example response

  {
    "request_id": "rq_8810",
    "status": "accepted",
    "appointment_id": "ap_5040",
    "client_id": "cl_3188",
    "start": "2026-10-29T15:00:00-07:00",
    "documents_shared": [
      "Intake packet"
    ],
    "email_sent": true
  }

• decline_appointment_request Declines a pending request with a reason and emails the client. writeasks first

  Declines the request. SimplePractice archives a new client's profile and emails them; an existing client gets an email with a Client Portal link to pick another time. The reason stays private to the practice. By default you confirm each call; you can switch that off for this tool.

  MCP callsimplepractice_write → decline_appointment_request

  REST endpointPOST https://cotlet.dev/api/v1/simplepractice/requests/{request_id}/appointment-request/decline

  Parameters

  Parameters: decline_appointment_request

  Name	Type	Description
  request_id string required	string	Request ID from list_appointment_requests.
  reason string required	string	Reason for declining, kept in SimplePractice.

  Example input

  {
    "request_id": "request_8c41d2",
    "reason": "reason"
  }

  Example response

  {
    "request_id": "rq_8815",
    "status": "declined",
    "email_sent": true,
    "client_archived": true
  }

• create_appointment Books an appointment for an existing client on the calendar. writeasks first

  Books the appointment with the client's clinician, service and location. SimplePractice then sends its usual reminders by the client's notification settings, and the client sees it in the Client Portal. By default you confirm each call; you can switch that off for this tool.

  MCP callsimplepractice_write → create_appointment

  REST endpointPOST https://cotlet.dev/api/v1/simplepractice/clients/{client_id}/appointments

  Parameters

  Parameters: create_appointment

  Name	Type	Description
  client_id string required	string	Client ID from find_client.
  start datetime required	datetime	Start time with time zone.
  duration_minutes integer	integer	Length. Default: the service's duration.
  service string	string	Service code as set up in SimplePractice. Default: the client's last service.
  location string	string	Office name or Telehealth. Default: the last location.

  Example input

  {
    "client_id": "client_8c41d2",
    "start": "2026-10-01T09:00:00Z"
  }

  Example response

  {
    "appointment_id": "ap_5051",
    "client_id": "cl_3104",
    "start": "2026-11-03T16:00:00-08:00",
    "duration_minutes": 53,
    "service": "90837",
    "location": "Telehealth",
    "status": "Show"
  }

• set_appointment_status Sets Show, No show, Canceled, Late canceled or Clinician canceled. writeasks first

  Changes the status the way the calendar does. With automatic invoices on, Show, No show and Late canceled create an invoice, and a client on AutoPay is charged the full fee overnight. No show and Late canceled are never billed to insurance. By default you confirm each call; you can switch that off for this tool.

  MCP callsimplepractice_write → set_appointment_status

  REST endpointPUT https://cotlet.dev/api/v1/simplepractice/appointments/{appointment_id}/status

  Parameters

  Parameters: set_appointment_status

  Name	Type	Description
  appointment_id string required	string	Appointment ID from list_appointments.
  status string required	string	Show, No show, Canceled, Late canceled or Clinician canceled.

  Example input

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

  Example response

  {
    "appointment_id": "ap_4987",
    "status": "No show",
    "invoice_created": true,
    "invoice_amount": 150
  }

ToolWhat it doesAccess

• find_client Clients and contacts by name, email or phone, with status and portal access. read

  Searches the Clients and contacts list and returns matches with client_id, status, primary clinician, billing type and whether Client Portal and Secure Messaging are on. Progress notes and other clinical documents are never returned.

  MCP callsimplepractice_read → find_client

  REST endpointGET https://cotlet.dev/api/v1/simplepractice/clients/find

  Parameters

  Parameters: find_client

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

  Example input

  {
    "query": "query"
  }

  Example response

  {
    "clients": [
      {
        "client_id": "cl_3104",
        "name": "Jordan Avery",
        "status": "Active",
        "clinician": "Dr. Sam Lee",
        "billing_type": "Insurance",
        "client_portal": true,
        "secure_messaging": true
      }
    ]
  }

• share_intake_documents Shares intake forms through the Client Portal and emails the client. writeasks first

  Shares the named documents from Settings > Documentation > Shareable documents. The client gets an email with a Client Portal link, and gets portal access if they had none. An incomplete intake cannot be sent again. By default you confirm each call; you can switch that off for this tool.

  MCP callsimplepractice_write → share_intake_documents

  REST endpointPOST https://cotlet.dev/api/v1/simplepractice/clients/{client_id}/intake-documents/share

  Parameters

  Parameters: share_intake_documents

  Name	Type	Description
  client_id string required	string	Client ID from find_client.
  documents string[] required	string[]	Names of shareable documents.

  Example input

  {
    "client_id": "client_8c41d2",
    "documents": [
      "documents"
    ]
  }

  Example response

  {
    "client_id": "cl_3188",
    "shared": [
      "Intake packet",
      "Informed consent"
    ],
    "email_sent": true,
    "portal_access_granted": true
  }

• send_secure_message Sends a Secure Message to one client through the Client Portal. writeasks first

  Sends up to 5,000 characters to one client with Secure Messaging on. The client gets an email with a Client Portal link. SimplePractice has no group Secure Message, so the agent sends one per client. By default you confirm each call; you can switch that off for this tool.

  MCP callsimplepractice_write → send_secure_message

  REST endpointPOST https://cotlet.dev/api/v1/simplepractice/clients/{client_id}/secure-messages

  Parameters

  Parameters: send_secure_message

  Name	Type	Description
  client_id string required	string	Client ID from find_client.
  body string required	string	Message text, up to 5,000 characters.

  Example input

  {
    "client_id": "client_8c41d2",
    "body": "body"
  }

  Example response

  {
    "client_id": "cl_3207",
    "message_id": "msg_66021",
    "sent_at": "2026-10-27T10:05:00-07:00",
    "email_notification": true
  }

ToolWhat it doesAccess

• list_outstanding_balances Clients who owe money, grouped by age as the client invoice aging report shows. read

  Reads the Outstanding balances and Client invoice aging reports under Analytics > Reports. Returns each client with a balance, split into Current, 1 to 30, 31 to 60 and 61+ days past due, largest first. Insurance balances are returned separately. Nothing is changed.

  MCP callsimplepractice_read → list_outstanding_balances

  REST endpointGET https://cotlet.dev/api/v1/simplepractice/outstanding-balances

  Parameters

  Parameters: list_outstanding_balances

  Name	Type	Description
  clinician string	string	Clinician name as SimplePractice shows it. Default: every clinician you can see.
  min_days_past_due integer	integer	0, 1, 31 or 61. Default: 0.

  Example response

  {
    "clients": [
      {
        "client_id": "cl_3207",
        "name": "Morgan Diaz",
        "current": 0,
        "days_1_30": 0,
        "days_31_60": 0,
        "days_61_plus": 300,
        "total": 300
      },
      {
        "client_id": "cl_3166",
        "name": "Taylor Brooks",
        "current": 0,
        "days_1_30": 0,
        "days_31_60": 120,
        "days_61_plus": 0,
        "total": 120
      }
    ],
    "currency": "USD"
  }

• get_client_billing A client's balance and unpaid invoices from their Billing page. read

  Returns the billing summary: client balance (invoiced minus paid), uninvoiced amount, unallocated payments and each unpaid invoice with its date and amount. A credit shows as a negative balance. Nothing is changed.

  MCP callsimplepractice_read → get_client_billing

  REST endpointGET https://cotlet.dev/api/v1/simplepractice/clients/{client_id}/billing

  Parameters

  Parameters: get_client_billing

  Name	Type	Description
  client_id string required	string	Client ID from find_client.

  Example input

  {
    "client_id": "client_8c41d2"
  }

  Example response

  {
    "client_id": "cl_3207",
    "name": "Morgan Diaz",
    "client_balance": 300,
    "uninvoiced": 0,
    "unallocated_payments": 0,
    "currency": "USD",
    "unpaid_invoices": [
      {
        "invoice_id": "inv_1101",
        "date": "2026-08-12",
        "amount": 150,
        "status": "Past Due"
      },
      {
        "invoice_id": "inv_1134",
        "date": "2026-08-19",
        "amount": 150,
        "status": "Past Due"
      }
    ]
  }

• list_claims Insurance claims with payer, date of service and claim status. read

  Returns claims, newest first, with payer, client, date of service, amount and status as SimplePractice shows it: Prepared, Submitted, Received, Accepted, Rejected, Denied, Paid Pending, Paid and others. Without Payment Reports from a payer, a claim stops at Accepted. Nothing is changed.

  MCP callsimplepractice_read → list_claims

  REST endpointGET https://cotlet.dev/api/v1/simplepractice/claims

  Parameters

  Parameters: list_claims

  Name	Type	Description
  from date	date	Start of the range. Default: today.
  to date	date	End of the range. Default: 7 days after from.
  status string	string	One claim status, e.g. Denied or Rejected. Default: all.

  Example response

  {
    "claims": [
      {
        "claim_id": "clm_7712",
        "payer": "Aetna",
        "client": "Jordan Avery",
        "date_of_service": "2026-10-07",
        "amount": 150,
        "status": "Denied"
      },
      {
        "claim_id": "clm_7719",
        "payer": "Cigna",
        "client": "Taylor Brooks",
        "date_of_service": "2026-10-09",
        "amount": 150,
        "status": "Rejected"
      }
    ]
  }

• get_claim One claim's details, status history and the payer's remarks. read

  Returns Claim Details: service lines, billed and paid amounts, status history and, for a denied claim, the Remarks from its Payment Report. A rejected claim carries the rejection message instead. Fixing a claim means a corrected claim in SimplePractice; no tool submits one. Nothing is changed.

  MCP callsimplepractice_read → get_claim

  REST endpointGET https://cotlet.dev/api/v1/simplepractice/claims/{claim_id}

  Parameters

  Parameters: get_claim

  Name	Type	Description
  claim_id string required	string	Claim ID from list_claims.

  Example input

  {
    "claim_id": "claim_8c41d2"
  }

  Example response

  {
    "claim_id": "clm_7712",
    "payer": "Aetna",
    "client": "Jordan Avery",
    "date_of_service": "2026-10-07",
    "status": "Denied",
    "billed": 150,
    "paid": 0,
    "remarks": [
      "CO-16: Claim lacks information needed for adjudication"
    ],
    "history": [
      {
        "status": "Submitted",
        "date": "2026-10-08"
      },
      {
        "status": "Accepted",
        "date": "2026-10-09"
      },
      {
        "status": "Denied",
        "date": "2026-10-21"
      }
    ]
  }