Connect-MCP

Coordinalo — Service Business Operations

com.coordinalo/mcp-server · v4.1.1

Scheduling, availability, clients, billing and CRM for appointment-based services.

MCPremoteAPI keyFinance

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Last check

Reachable, 112 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

C 64/100

What it does: 112 tools · 0 read, 7 write (incl. delete/pay) · Finance, Email

No tool could be tested safely. Only read-only tools that need no input are called.

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +6
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: 0
  • Read/write annotations: 0
  • Safe test call: +8
  • More than 80 tools: -5

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://coordinalo.com/api/mcp

Tools

112 tools listed at last check
  • dunning_get_config Get the current dunning (payment recovery) configuration for an organization. Returns whether dunning is enabled, grace period, step timings, and blocking settings.
  • dunning_configure Update dunning (payment recovery) configuration for an organization. All fields except organizationSlug are optional — only provided fields are updated, rest stays unchanged.
  • admin_list_providers List active providers (professionals) for an organization. Use this to get providerId before calling admin_set_availability. The org owner is auto-provisioned as a provider. Requires X-Org-Api-Key header.
  • admin_create_service Add a bookable service to an organization. Use after admin_create_organization. Auto-discoverable by default. If the org has exactly one active provider, the service is auto-assigned to them. With multiple providers, use service_assign_provider to assign manually — unassigned services block admin_to
  • admin_set_availability Replace the weekly availability schedule for a provider (not additive — overwrites all existing blocks). Get providerId from admin_list_providers first. Schedule uses day names and HH:MM times. Requires X-Org-Api-Key header.
  • admin_toggle_discoverable Toggle the LIFECYCLE flags isPublic and servicialoPublished. ⚠️ This tool does NOT grant public discovery consent — discovery in the Servicialo registry requires Organization.discoveryConsent=true, which can ONLY be set by the human owner via PATCH /api/organizations/:slug/servicialo from the web pa
  • availability_get_slots Query available time slots within a date range. Agenda-aware: without clientId, filters by the org default public agenda — each org decides which services to expose. With clientId, resolves the client titular provider and returns their full service catalog. Five modes: (1) orgSlug only — slots from
  • availability_get_provider_schedule Get the configured weekly availability schedule for a provider (not free slots, but the base configuration). Use admin_set_availability to modify.
  • booking_create Create a new session/appointment for a client. providerId is optional — if omitted, the system auto-assigns a provider using the agenda assignment strategy (round_robin, least_booked, etc.). When a client has a titular provider, that provider is preferred automatically. Without providerId and withou
  • booking_get Get complete details of a session/appointment by its ID, including client, provider, service, financial, and delivery proof information.
  • booking_list List sessions for an organization with filters by provider, client, service, status, and date range. Supports cursor-based pagination.
  • booking_cancel Cancel an existing session. By default applies the org cancellation policy: the charge is computed from the no-charge/partial/full windows and, if the policy has autoApply, registered as a penalty transaction (money-write). Set applyCancellationPolicy: false to waive the charge. Requires confirm: tr
  • booking_reschedule Reschedule a session to a new time. Cancels the original and creates a new one. Requires confirm: true.
  • booking_update_status Advance a session through the Servicialo lifecycle: confirm, start, complete, or mark as no-show. NOTE: the "deliver" action is NOT available via MCP (ref PDC-SEC-001) — MCP authentication cannot validate actor-as-Proveedor. Delivery must be performed via the REST endpoint PATCH /api/organizations/[
  • booking_create_recurring Create recurring sessions (e.g. weekly therapy). Generates multiple individual sessions linked by a recurrence series ID. Max 52 occurrences.
  • booking_list_requests List the reschedule requests (SessionRequest) of an organization — the org side of the bilateral coordination loop a client opens from the portal. Filter by status (pending|all|resolved, default pending), sessionId or clientId. Returns the proposed slot, current session state, and who proposed it. C
  • booking_resolve_request Approve or reject a pending reschedule request (SessionRequest) that a client proposed from the portal — closes the bilateral coordination loop. outcome: "approved" applies the reschedule atomically (moves the session to the proposed slot in the same transaction); "rejected" requires a reason of at
  • client_list List clients of an organization with search and pagination. Can filter by provider or outstanding debt.
  • client_get Get complete details of a client including financial summary and recent sessions.
  • client_create Create a new client in the organization. If a Person with the same email exists, it will be linked (not duplicated).
  • client_update Update an existing client's personal data. Email cannot be changed via MCP.
  • service_create Create a new bookable service in an existing organization. Use this for day-to-day service management (requires X-Org-Api-Key). For initial org setup, prefer admin_create_service instead. After creating, use service_assign_provider to link providers. A service without providers cannot accept booking
  • service_list List services of an organization. Can filter by active status, discoverability, or category.
  • service_update Update an existing service (price, duration, status, etc.). Creates a price history entry if price changes. Delivery-verification overrides can be changed too: verificationLevel (none / default_confirm / dual_confirm / documented — see service_create for semantics) and qualityCapture (1–5 rating on
  • service_assign_provider Assign or unassign a provider to/from a service. Controls which providers can deliver which services.
  • provider_get Get complete details of a provider including services, schedule, and session stats.
  • provider_create Create a new provider in the organization. Links or creates a Person record by email.
  • provider_update Update provider data: status, commission, coverage areas, permissions.
  • provider_get_stats Get detailed performance metrics for a provider over a date range: sessions, occupancy, no-show rate, revenue.
  • finance_list_cobros List charges (cobros) for an organization. Filter by client, status, or date range. Includes summary totals.
  • finance_get_cobro Get details of a specific charge (cobro) including all associated payments.
  • finance_register_payment Register a manual payment against an existing charge (cobro). Updates cobro status automatically. Requires confirm: true.
  • finance_client_balance Get the complete financial balance for a client: total sales, charges, payments, pending debt, and credits.
  • finance_list_payments List payments received with filters. Includes summary by payment type.
  • finance_list_ventas List sales (ventas) for an organization. Filter by client, service, provider, or status.
  • finance_create_venta Create a service sale (venta) for a client. Optionally auto-creates a charge (cobro) depending on org configuration. Requires confirm: true.
  • finance_create_cobro Create a manual charge (cobro) for a client. Not linked to a sale/venta. Requires confirm: true.
  • finance_aging Get accounts receivable aging report: pending charges grouped by age buckets (0-7, 7-30, 30-90, 90+ days). Use to answer "who owes money" or "old debts" questions.
  • finance_list_confirmations List pending charge confirmations and their status. Shows cobros in pending_confirmation state that await client verification. Filter by client or confirmation status (pending, confirmed, disputed, auto_confirmed).
  • finance_send_confirmations Send pending confirmation digest to clients. Groups all pending_confirmation charges by client and sends a single message per client via WhatsApp or email. Creates confirmation tokens and sets a grace period for auto-confirmation. Requires confirm: true.
  • finance_list_gastos List operational expenses (gastos operacionales) of an organization with their category, plus totals broken down by category type (FIJO/VARIABLE/COSTO_PRODUCTO/PROVISION). Filter by date range (dateFrom/dateTo), category id, type(s), or recurring-only. Read-only — complements finance_list_cobros/fin
  • finance_list_invoices List invoices (facturas) of an organization with total, balance (saldo), status, SII status, linked-sales count and the amount already applied via payment links (with a derived payment status: pendiente/abonada/pagada). Filter by client or status (pendiente/pagada/cancelada). Read-only.
  • comms_get_preferences Get the communication preferences for an organization (WhatsApp, email, confirmation, reminder channels and messages).
  • comms_update_preferences Enable or disable communication channels and features for an organization. Partial update — only provided fields are changed. Creates preferences if none exist.
  • comms_list_campaigns List communication campaigns (WhatsApp/email) for the organization. Filter by status.
  • comms_get_campaign Get details of a specific campaign with optional delivery logs per recipient.
  • comms_send_message Send a single WhatsApp or email message to a specific client. Use templateKey for predefined templates or customMessage for free text. Requires confirm: true.
  • comms_render_message Render a communication template as a visual image (PNG). Available templates: session-confirmation, session-reminder, payment-reminder. Use action "preview" to get the image URL, "send" to render and send via WhatsApp with the image attached. Each template requires specific data fields (clientName,
  • comms_create_campaign Create a new email campaign with HTML body to send to a segmented audience. Supports variable substitution: {nombre}, {apellido}, {nombre_completo}, {email}, {telefono}, {organizacion}. Use audienceType "predefined" with audienceId "active"/"inactive"/"new"/"withPhone"/"withoutPhone", or "adhoc" wit
  • comms_send_campaign Execute a draft or scheduled campaign. Sends messages to all matching recipients asynchronously, skipping recipients with email opt-out or bounced addresses (logged as "skipped"). Campaign must be in draft or scheduled status. Returns immediately — use comms_get_campaign to track progress (sent/deli
  • comms_list_audiences List the saved audiences/segments used for campaign targeting, each with its filter definition and campaign-usage count. Set includeCount: true to also resolve how many clients currently match each audience, and includePredefined: true to include built-in predefined segments. Read-only — use before
  • org_summary Compact organization overview (~500 tokens). Returns services, providers, schedules, active features, key counts, and an onboarding_status checklist showing what is configured vs missing (services, providers, availability, public agenda). Use as first call to orient yourself — cheaper than report_da
  • report_occupancy Calculate provider occupancy rates for a period. Group by provider, day, or week.
  • report_revenue Calculate revenue for a period grouped by day, week, month, service, or provider.
  • report_sc_summary Breakdown of Servicio Coordinado (SC) events by month and resolver path (backfill, cac-native, live, compensalo). Use to validate SC coverage and monitor live SC resolution growth. Key metric: sc_live shows SCs resolved in production (not backfill).
  • report_no_shows Report no-show statistics for a period. Group by client, provider, service, or day.
  • report_deuda_real Real-time report of clients with genuine outstanding debt. Excludes temporal payment mismatches (prepaid clients whose global balance is covered). Shows: client name, debt amount, periods with debt, last payment date, and collection status (active/inactive/never_paid). Use to answer "who actually ow
  • report_dashboard Executive summary of the organization: today's sessions, monthly metrics, revenue, pending charges, and alerts.
  • report_evidence_gates Adoption and switching evidence for one organization, by month and week: sessions created natively in the app vs imported (count and %), date of the last bulk import, weeks since it, switching level (0 no use / 1 activation / 2 adoption / 3 cutover), no-show rate split by whether a reminder was sent
  • agendas_list List public agendas for an organization. Returns agendas with their provider, service, and session counts.
  • agendas_get Get complete details of a public agenda by ID. Returns all configuration including booking flow (service_first, provider_first, auto), selection modes, assignment strategy, privacy settings, linked provider/service, and session count. Use before agendas_update to inspect current settings.
  • agendas_create Create a public agenda — a shareable booking page where external clients can self-book appointments. Links to a specific provider and/or service. The agenda gets a public URL at /{orgSlug}/agenda/{slug}. Create this after services and availability are configured. Without a public agenda, clients can
  • agendas_update Update a public agenda’s configuration. Partial update — only provided fields are changed. Supports modifying: title, description, visibility (isPublic/isActive), booking flow order (service_first/provider_first/auto), selection modes for service and provider (required/optional/auto/hidden), assignm
  • agendas_delete Delete a public agenda permanently. Cascades to related sessions booked through this agenda, comments, and service configs. Requires confirm: true. Cannot be undone.
  • disputes_list List disputes for an organization. Filter by status or type. Returns disputes with client and provider info.
  • delivery_confirmations_list List the delivery-confirmation ledger for an organization's sessions. Each row reflects the DeliveryProof overlay: whether the provider confirmed delivery, whether the client confirmed, and whether the system auto-confirmed after the verification window (silence). Filter by state — awaiting_client (
  • members_list List members of an organization with their roles and status.
  • members_invite Invite a new member to the organization by email. Sends an invitation email. Requires confirm: true.
  • org_update Update organization profile fields: name, description, logo URL, or vertical. Only provided fields are updated.
  • email_domain_get Get the email sending domain configured for an organization and its verification status (PENDING, VERIFIED, FAILED). Returns null if no domain is configured. Use email_domain_register to set one up.
  • email_domain_register Register a custom email sending domain for an organization via Resend. Returns DNS records that must be configured in the domain provider before verification. Replaces any previously configured domain. After adding DNS records, call email_domain_verify to check status.
  • email_domain_verify Trigger DNS verification for the configured email domain and return updated status. Call this after the organization has added the required DNS records. Status will be VERIFIED (ready to send), PENDING (DNS not yet propagated), or FAILED.
  • email_domain_delete Remove the configured email sending domain from the organization. This deletes it from both Resend and the database. The organization will revert to using the default Coordinalo sending address. Requires confirm: true.
  • cierre_preview_cliente Preview the financial snapshot for a client in a period WITHOUT creating the closing. Returns totals for ventas, cobros, pagos, sessions.
  • cierre_crear_cliente Create a client monthly closing (immutable financial snapshot). Requires historialCompleto=true on the client. One closing per client per period. Requires confirm: true.
  • cierre_listar_clientes List client closings for an organization. Filter by period and/or client.
  • cierre_eliminar_cliente Delete (reopen) a client closing. Only allowed if the organizational period is not frozen. Requires confirm: true.
  • cierre_evaluar_org Evaluate organizational closing readiness for a period. Returns: active clients, closed count, excluded count, pending count, completion percentage, and whether closing is possible.
  • cierre_cerrar_org Close the organizational period. Requires ALL active clients with historialCompleto=true to be closed first. Freezes the period. Requires confirm: true.
  • cierre_distribuir_utilidades Distribute profits for a closed period. Freezes the current period and all prior open periods. Requires the period to be organizationally closed first. Requires confirm: true.
  • cierre_listar_utilidades List retained earnings (utilidades retenidas) for an organization. Returns per-period records with accumulated totals: ingresos, costos, utilidadNeta, distribuido, retenido.
  • payroll_list_records List payroll records for an organization. Filter by period, provider, or status.
  • payroll_get_summary Get payroll summary for a period: total per provider, total cost, pending approvals.
  • settings_get Get organization settings. THIS IS THE ENTRY POINT for anything configurable: call it with no filters first to get the full map. Settings are indexed on two axes — `group` (the sections a human sees in the settings screen: profile, availability, client_fields, communication, reminders, automations,
  • settings_update Update organization settings. Partial update — only provided keys are changed. Pass a settings object with key-value pairs (e.g. {"policies.noShowMaxStrikes": 3, "finances.clientPaymentTiming": "BEFORE"}). ALL values are validated before ANY is written: if one key fails, nothing changes — so related
  • reminders_get_config Get the full reminder/notification configuration for an organization. Returns detailed settings for each reminder type: bookingReminder (post-booking follow-up), sessionReminder24h (24h before), sessionReminder1h (1h before), paymentReminder (payment due), paymentOverdue (overdue payment), notificat
  • reminders_update_config Update reminder/notification configuration for an organization. Partial update — only provided sections are changed. Sections: bookingReminder {enabled, daysAfter, maxReminders, interval}, sessionReminder24h {enabled, hoursBefore, sendTime}, sessionReminder1h {enabled, hoursBefore}, paymentReminder
  • portal_session_confirm Confirm a client's attendance to their session, on behalf of the client (e.g. the client called or messaged the org to confirm). Moves scheduled/pending_confirmation → confirmed and notifies the provider. This is the client-portal confirm flow (event role = client), distinct from the org's own admin
  • portal_session_cancel Cancel a client's session on behalf of the client (client-initiated cancellation: cancelledBy=client). Allowed from scheduled/pending_confirmation/confirmed; rejects past sessions. Idempotent: a session already cancelled returns alreadyCancelled=true. Distinct from the admin cancellation with cancel
  • portal_propose_reschedule Propose a new time for a session on behalf of the client — opens the bilateral coordination loop by creating a pending SessionRequest (it does NOT move the session; the org resolves it with booking_resolve_request). Provide requestedScheduledAt as an ISO datetime (must be future, within ~3 months).
  • portal_report_session Report, on behalf of the client, that the professional did not show up (reason=provider_no_show) or that the session was cancelled/not delivered (reason=cancelled). Creates a Dispute(OPEN) for the org to review — it does NOT change the session status. Idempotent: if an open dispute already exists fo
  • portal_confirm_delivery Confirm, on behalf of the client, that the service was delivered (writes DeliveryProof.clientConfirmed) — the client-side confirmation that closes dual-confirm verification. Allowed once the session is completed/delivered/documented; rejected if an open dispute exists. Optionally records a 1-5 ratin
  • portal_cancel_reschedule_request Cancel a pending reschedule request (SessionRequest) on behalf of the client who proposed it — the client-side withdrawal in the bilateral loop (outcome=cancelled_by_client). Idempotent: a request already cancelled_by_client returns wasAlreadyCancelled=true; a request in another terminal state retur
  • session_note_upsert Create or update the clinical note (ficha) of a session: evolution, treatmentPerformed, nextSessionPlan, type (evaluacion/tratamiento/derivacion/cierre), progressMetrics, etc. One note per session (upsert). Sensitivity is resolved automatically (health-vertical orgs default to restricted). NOTE: unl
  • session_note_get Read the clinical note of a session. Non-restricted notes return full content. Notes marked dataSensitivity=restricted return metadata only (type, sensitivity, timestamps, which fields are present) with the clinical text withheld — pass includeRestricted: true to retrieve the full content, which log
  • resources_list List the bookable resources of an organization (rooms, boxes, chairs, equipment) with their type, capacity, buffer minutes, location and active state. Filter by type, active state, or a name/description search. Read-only.
  • treatment_plans_list List treatment/care plans of an organization with client, provider, status, objectives and their items (services with quantity/frequency/priority). Filter by clientId, status or proveedorId; paginated (page/limit). Read-only — plan creation/editing stays in the UI (requires clinical supervision).
  • treatment_plans_get Get the full detail of a single treatment/care plan by id: diagnosis, objectives, notes, status timeline, expiration, the intake session, and all plan items (service, quantity, frequency, priority, sessions booked/completed). Read-only.
  • lifecycle_get_state Get the current lifecycle state of a session, including available transitions, state history, and SC resolution. Returns current_state, available_transitions, verification_deadline (when state=delivered), timestamps, duration, sc_resolution (the fundamental SC event: resolved, resolved_at, resolved_
  • lifecycle_history Get the SCEvent stream for a session — all observed transitions reconstructed from status_history. Returns events[] with discriminated union by event_type (sc.scheduled, sc.confirmed, sc.completed, sc.delivered, sc.verified, sc.cancelled, etc.), plus stream_completeness ("complete" | "partial_pre_tr
  • lifecycle_transition Execute a state transition on a session. Accepts either to_state (target state name per Servicialo spec: confirmed, in_progress, completed, verified, documented, cancelled, no_show) or action (semantic verb: confirm, start, complete, verify, document, cancel, no_show). When to_state=no_show, no_show
  • scheduling_confirm Confirm a booking (Servicialo spec). Dual-mode: (1) with credential — uses the confirmation token from scheduling_book, no API key needed; (2) with booking_id — uses API key to confirm an existing session. Returns confirmed status with timestamp.
  • scheduling_book Book a session (Servicialo spec). Returns confirmation_credential (opaque token, valid 30 min) and booking_id. Use scheduling_confirm with the credential to finalize. Does NOT require an API key — uses requester identity (fullName + email or phone). Accepts optional submission context for audit trai
  • scheduling_cancel Cancel a session through the Servicialo protocol lane. Moves the session to cancelled and emits sc_service.cancelled.v1. It REPORTS the cancellation policy tier that applies (policy_applied: none | partial | full, with the percentage) but does NOT create any charge — no penalty transaction is persis
  • scheduling_reschedule Reschedule a session to a new time (Servicialo spec). Cancels the original session and creates a new one at the specified datetime. Requires confirm: true and X-Org-Api-Key.
  • public_service_list List publicly bookable services for an organization. Does NOT require an API key. Returns only active, discoverable services with assigned providers. Use this as the first step in the public booking flow to show available services to end users or agents.
  • public_availability_get_slots Query available time slots for public booking. Does NOT require an API key. Returns slots grouped by service from the organization's public agenda. Provider details are hidden — the system auto-assigns at booking time. Use after public_service_list to find bookable times.
  • public_booking_create Create a public booking request. Does NOT require an API key, but DOES require: (1) requester identity — fullName plus at least email or phone, (2) submission context — channel and whether an agent assisted, (3) authorization.humanIntentConfirmed must be true. The booking is created as pending_confi
  • public_booking_confirm Confirm a pending public booking using the confirmationToken returned by public_booking_create. Advances the booking from pending_confirmation to scheduled. The token expires after 30 minutes. Does NOT require an API key. Rate-limited.
  • public_booking_get Get details of a public booking using the bookingToken returned by public_booking_create. Returns status, scheduled time, service, and requester info. Does NOT require an API key — the booking token is the credential. Only returns public-safe data.
  • public_booking_cancel Cancel a public booking using the bookingToken. Only works for bookings in pending_confirmation, scheduled, or confirmed status. Optionally include a reason. Does NOT require an API key. The booking token scopes access to a single booking.
  • public_booking_reschedule Reschedule a public booking using the bookingToken. Cancels the original and creates a new pending_confirmation booking at the new time. Returns new confirmationToken and bookingToken. Only works for bookings in pending_confirmation, scheduled, or confirmed status. Does NOT require an API key.

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