Categories › Productivity & Office › Project & task management
Scheduling, availability, clients, billing and CRM for appointment-based services.
Remote server: your requests and data go to coordinalo.com. Claude Code: claude mcp add --transport http coordinalo-service-business-operations https://coordinalo.com/api/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
dunning_get_config — Get the current dunning (payment recovery) configuration for an organization. Returns whether dunning is enabled, grace period, step timingsdunning_configure — Update dunning (payment recovery) configuration for an organization. All fields except organizationSlug are optional — only provided fields admin_list_providers — List active providers (professionals) for an organization. Use this to get providerId before calling admin_set_availability. The org owner iadmin_create_service — Add a bookable service to an organization. Use after admin_create_organization. Auto-discoverable by default. If the org has exactly one actadmin_set_availability — Replace the weekly availability schedule for a provider (not additive — overwrites all existing blocks). Get providerId from admin_list_provadmin_toggle_discoverable — Toggle the LIFECYCLE flags isPublic and servicialoPublished. ⚠️ This tool does NOT grant public discovery consent — discovery in the Serviciavailability_get_slots — Query available time slots within a date range. Agenda-aware: without clientId, filters by the org default public agenda — each org decides 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 mbooking_create — Create a new session/appointment for a client. providerId is optional — if omitted, the system auto-assigns a provider using the agenda assibooking_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 abooking_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 availablbooking_create_recurring — Create recurring sessions (e.g. weekly therapy). Generates multiple individual sessions linked by a recurrence series ID. Max 52 occurrencesbooking_list_requests — List the reschedule requests (SessionRequest) of an organization — the org side of the bilateral coordination loop a client opens from the pbooking_resolve_request — Approve or reject a pending reschedule request (SessionRequest) that a client proposed from the portal — closes the bilateral coordination lclient_list — List clients of an organization with search and pagination. Search is accent-insensitive, matches words in any order across name, last name 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 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 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" orfinance_list_confirmations — List pending charge confirmations and their status. Shows cobros in pending_confirmation state that await client verification. Filter by clifinance_send_confirmations — Send pending confirmation digest to clients. Groups all pending_confirmation charges by client and sends a single message per client via WhaNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.