Coordinalo — Service Business Operations

Official112 tools

by danioni

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

The Model Context Protocol (MCP) server com.coordinalo/mcp-server provides access to appointment-based service information. Its scope covers scheduling and availability, along with related domains such as clients, billing, and customer relationship management (CRM). It is described as handling the operational details needed for appointment workflows.

🛠️ Key Features

Scheduling
Availability
Clients
Billing
CRM (customer relationship management)

🚀 Use Cases

Manage appointment schedules and availability
Support client and customer record handling for appointment services
Coordinate billing tied to appointment-based services
Use CRM data in appointment operations

Captured live from the server via tools/list.

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.

Parameters2

organizationSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "organizationSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "organizationSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

dunning_configure

Update dunning (payment recovery) configuration for an organization. All fields except organizationSlug are optional — only provided fields are updated, rest stays unchanged.

Parameters5

organizationSlug	string	required
enabled	boolean	optional
gracePeriodDays	integer	optional
steps	array	optional
blockOnStep5	boolean	optional

Raw schema

{
  "type": "object",
  "properties": {
    "organizationSlug": {
      "type": "string"
    },
    "enabled": {
      "type": "boolean"
    },
    "gracePeriodDays": {
      "type": "integer",
      "minimum": 0,
      "maximum": 30
    },
    "steps": {
      "maxItems": 5,
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "step": {
            "type": "integer",
            "minimum": 1,
            "maximum": 5
          },
          "daysAfterDue": {
            "type": "integer",
            "minimum": 0,
            "maximum": 90
          },
          "channel": {
            "type": "string",
            "enum": [
              "whatsapp",
              "email",
              "both"
            ]
          }
        },
        "required": [
          "step",
          "daysAfterDue"
        ]
      }
    },
    "blockOnStep5": {
      "type": "boolean"
    }
  },
  "required": [
    "organizationSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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_toggle_discoverable. Next step: admin_set_availability to configure the provider schedule. Requires X-Org-Api-Key header.

Parameters8

orgSlug	string	required
name	string	required
description	string	optional
duration_minutes	integer	required
price	number	required
currency	string	optional
vertical	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "duration_minutes": {
      "type": "integer",
      "minimum": 5,
      "maximum": 480
    },
    "price": {
      "type": "number",
      "minimum": 0
    },
    "currency": {
      "type": "string",
      "enum": [
        "CLP",
        "UF",
        "USD"
      ]
    },
    "vertical": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "name",
    "duration_minutes",
    "price"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters4

orgSlug	string	required
providerId	string	required
schedule	array	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "schedule": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "day": {
            "type": "string",
            "enum": [
              "monday",
              "tuesday",
              "wednesday",
              "thursday",
              "friday",
              "saturday",
              "sunday"
            ]
          },
          "start": {
            "type": "string"
          },
          "end": {
            "type": "string"
          }
        },
        "required": [
          "day",
          "start",
          "end"
        ]
      }
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "providerId",
    "schedule"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 panel (a deliberate, authenticated consent action). Without consent, the cron registry-sync and resolver-heartbeat skip the org, so calling this tool with discoverable=true on a non-consented org flips local flags but does not publish anywhere. Requires X-Org-Api-Key header.

Parameters3

orgSlug	string	required
discoverable	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "discoverable": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "discoverable"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 the public agenda grouped by service, provider auto-assigned at booking; (2) orgSlug + clientId — resolves titular provider if set, falls back to agenda; (3) orgSlug + agendaId — slots for a specific agenda; (4) serviceId — slots for all providers assigned to that service; (5) providerId — slots for a specific provider. Modes 1–3 hide provider details. Use before booking_create.

Parameters11

orgSlug	string	required
clientId	string	optional
agendaId	string	optional
providerId	string	optional
serviceId	string	optional
date	string	optional
dateFrom	string	optional
dateTo	string	optional
duration	integer	optional
timezone	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "agendaId": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "date": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "duration": {
      "type": "integer",
      "minimum": 5,
      "maximum": 480
    },
    "timezone": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters3

orgSlug	string	required
providerId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "providerId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 without publicAgendaId, the org default public agenda is used. Preconditions: (1) service must exist and be active, (2) client must exist (use client_create first). Use availability_get_slots to find valid time slots before calling this. Set retroactive: true to register past sessions (skips slot validation, sets status to completed by default). Use autoCharge: true with retroactive to auto-generate the charge. Retroactive sessions are tagged with self_declared provenance. Max 365 days in the past. Past dates are auto-detected as retroactive — the retroactive flag is optional (system infers it from scheduledAt).

Parameters14

orgSlug	string	required
clientId	string	required
providerId	string	optional
serviceId	string	required
scheduledAt	string	required
duration	integer	optional
modalidad	string	optional
notes	string	optional
publicAgendaId	string	optional
idempotencyKey	string	optional
retroactive	boolean	optional
autoCharge	boolean	optional
retroactiveStatus	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "scheduledAt": {
      "type": "string"
    },
    "duration": {
      "type": "integer",
      "minimum": 5,
      "maximum": 480
    },
    "modalidad": {
      "type": "string",
      "enum": [
        "presencial",
        "a_domicilio",
        "remoto"
      ]
    },
    "notes": {
      "type": "string",
      "maxLength": 1000
    },
    "publicAgendaId": {
      "type": "string"
    },
    "idempotencyKey": {
      "type": "string"
    },
    "retroactive": {
      "type": "boolean"
    },
    "autoCharge": {
      "type": "boolean"
    },
    "retroactiveStatus": {
      "type": "string",
      "enum": [
        "completed",
        "no_show"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId",
    "serviceId",
    "scheduledAt"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

booking_get

Get complete details of a session/appointment by its ID, including client, provider, service, financial, and delivery proof information.

Parameters3

orgSlug	string	required
sessionId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

booking_list

List sessions for an organization with filters by provider, client, service, status, and date range. Supports cursor-based pagination.

Parameters11

orgSlug	string	required
providerId	string	optional
clientId	string	optional
serviceId	string	optional
status	any	optional
dateFrom	string	optional
dateTo	string	optional
cursor	string	optional
limit	integer	optional
orderBy	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      ]
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "cursor": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "orderBy": {
      "type": "string",
      "enum": [
        "scheduledAt_asc",
        "scheduledAt_desc"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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: true.

Parameters7

orgSlug	string	required
sessionId	string	required
reason	string	required
cancelledBy	string	optional
applyCancellationPolicy	boolean	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "reason": {
      "type": "string",
      "maxLength": 500
    },
    "cancelledBy": {
      "type": "string",
      "enum": [
        "client",
        "provider",
        "admin"
      ]
    },
    "applyCancellationPolicy": {
      "type": "boolean"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId",
    "reason",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

booking_reschedule

Reschedule a session to a new time. Cancels the original and creates a new one. Requires confirm: true.

Parameters7

orgSlug	string	required
sessionId	string	required
newScheduledAt	string	required
newProviderId	string	optional
reason	string	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "newScheduledAt": {
      "type": "string"
    },
    "newProviderId": {
      "type": "string"
    },
    "reason": {
      "type": "string",
      "maxLength": 500
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId",
    "newScheduledAt",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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/[orgSlug]/coordinalo/sessions/[sessionId]/deliver which enforces provider binding.

Parameters7

orgSlug	string	required
sessionId	string	required
action	string	required
notes	string	optional
noShowType	string	optional
deliveryType	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "action": {
      "type": "string",
      "enum": [
        "confirm",
        "start",
        "complete",
        "deliver",
        "no_show"
      ]
    },
    "notes": {
      "type": "string",
      "maxLength": 1000
    },
    "noShowType": {
      "type": "string",
      "enum": [
        "client",
        "provider"
      ]
    },
    "deliveryType": {
      "type": "string",
      "enum": [
        "completo",
        "parcial"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId",
    "action"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

booking_create_recurring

Create recurring sessions (e.g. weekly therapy). Generates multiple individual sessions linked by a recurrence series ID. Max 52 occurrences.

Parameters10

orgSlug	string	required
clientId	string	required
providerId	string	required
serviceId	string	optional
recurrence	object	required
timezone	string	required
notes	string	optional
skipConflicts	boolean	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "recurrence": {
      "type": "object",
      "properties": {
        "startDate": {
          "type": "string"
        },
        "startTime": {
          "type": "string"
        },
        "duration": {
          "type": "integer",
          "minimum": 15,
          "maximum": 480
        },
        "daysOfWeek": {
          "minItems": 1,
          "maxItems": 7,
          "type": "array",
          "items": {
            "type": "integer",
            "minimum": 0,
            "maximum": 6
          }
        },
        "endCondition": {
          "anyOf": [
            {
              "type": "object",
              "properties": {
                "type": {
                  "type": "string",
                  "const": "until"
                },
                "date": {
                  "type": "string"
                }
              },
              "required": [
                "type",
                "date"
              ]
            },
            {
              "type": "object",
              "properties": {
                "type": {
                  "type": "string",
                  "const": "count"
                },
                "count": {
                  "type": "integer",
                  "minimum": 1,
                  "maximum": 52
                }
              },
              "required": [
                "type",
                "count"
              ]
            }
          ]
        }
      },
      "required": [
        "startDate",
        "startTime",
        "duration",
        "daysOfWeek",
        "endCondition"
      ]
    },
    "timezone": {
      "type": "string"
    },
    "notes": {
      "type": "string",
      "maxLength": 1000
    },
    "skipConflicts": {
      "type": "boolean"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId",
    "providerId",
    "recurrence",
    "timezone",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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. Cursor-paginated. Set includePendingCount: true to also get the count of pending requests (powers the sidebar badge). Read-only. Use booking_resolve_request to approve or reject one.

Parameters8

orgSlug	string	required
status	string	optional
sessionId	string	optional
clientId	string	optional
limit	integer	optional
cursor	string	optional
includePendingCount	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "status": {
      "type": "string",
      "enum": [
        "pending",
        "all",
        "resolved"
      ]
    },
    "sessionId": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "cursor": {
      "type": "string"
    },
    "includePendingCount": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 least 10 characters. Idempotent: a request already resolved returns a conflict with its current status. Emits the corresponding session lifecycle events.

Parameters5

orgSlug	string	required
requestId	string	required
outcome	string	required
reason	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "requestId": {
      "type": "string"
    },
    "outcome": {
      "type": "string",
      "enum": [
        "approved",
        "rejected"
      ]
    },
    "reason": {
      "type": "string",
      "maxLength": 500
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "requestId",
    "outcome"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

client_list

List clients of an organization with search and pagination. Can filter by provider or outstanding debt.

Parameters7

orgSlug	string	required
search	string	optional
providerId	string	optional
hasDebt	boolean	optional
cursor	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "search": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "hasDebt": {
      "type": "boolean"
    },
    "cursor": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

client_get

Get complete details of a client including financial summary and recent sessions.

Parameters5

orgSlug	string	required
clientId	string	required
includeFinancials	boolean	optional
includeHistory	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "includeFinancials": {
      "type": "boolean"
    },
    "includeHistory": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

client_create

Create a new client in the organization. If a Person with the same email exists, it will be linked (not duplicated).

Parameters12

orgSlug	string	required
name	string	required
lastName	string	required
email	string	optional
phone	string	optional
rut	string	optional
comuna	string	optional
direccion	string	optional
notes	string	optional
proveedorTitularId	string	optional
idempotencyKey	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "name": {
      "type": "string",
      "minLength": 1
    },
    "lastName": {
      "type": "string",
      "minLength": 1
    },
    "email": {
      "type": "string",
      "format": "email",
      "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
    },
    "phone": {
      "type": "string"
    },
    "rut": {
      "type": "string"
    },
    "comuna": {
      "type": "string"
    },
    "direccion": {
      "type": "string"
    },
    "notes": {
      "type": "string"
    },
    "proveedorTitularId": {
      "type": "string"
    },
    "idempotencyKey": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "name",
    "lastName"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

client_update

Update an existing client's personal data. Email cannot be changed via MCP.

Parameters11

orgSlug	string	required
clientId	string	required
name	string	optional
lastName	string	optional
phone	string	optional
rut	string	optional
comuna	string	optional
direccion	string	optional
notes	string	optional
proveedorTitularId	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "lastName": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "rut": {
      "type": "string"
    },
    "comuna": {
      "type": "string"
    },
    "direccion": {
      "type": "string"
    },
    "notes": {
      "type": "string"
    },
    "proveedorTitularId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 bookings. Optional delivery-verification overrides per service: verificationLevel (none = silent auto-complete, legacy; default_confirm = both can confirm and silence auto-confirms after the org window; dual_confirm = the client must positively confirm, silence does NOT; documented = the provider must attach evidence) and qualityCapture (ask the client for a 1–5 rating on confirmation). Omit both to inherit the organization defaults.

Parameters13

orgSlug	string	required
name	string	required
description	string	optional
price	number	required
currency	string	optional
duration	integer	required
modalidad	string	optional
category	string	optional
isDiscoverable	boolean	optional
providerId	string	optional
verificationLevel	any	optional
qualityCapture	any	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "price": {
      "type": "number",
      "minimum": 0
    },
    "currency": {
      "type": "string"
    },
    "duration": {
      "type": "integer",
      "minimum": 5,
      "maximum": 480
    },
    "modalidad": {
      "type": "string",
      "enum": [
        "presencial",
        "a_domicilio",
        "remoto"
      ]
    },
    "category": {
      "type": "string"
    },
    "isDiscoverable": {
      "type": "boolean"
    },
    "providerId": {
      "type": "string"
    },
    "verificationLevel": {
      "anyOf": [
        {
          "type": "string",
          "enum": [
            "none",
            "default_confirm",
            "dual_confirm",
            "documented"
          ]
        },
        {
          "type": "null"
        }
      ]
    },
    "qualityCapture": {
      "anyOf": [
        {
          "type": "boolean"
        },
        {
          "type": "null"
        }
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "name",
    "price",
    "duration"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

service_list

List services of an organization. Can filter by active status, discoverability, or category.

Parameters5

orgSlug	string	required
activeOnly	boolean	optional
discoverableOnly	boolean	optional
category	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "activeOnly": {
      "type": "boolean"
    },
    "discoverableOnly": {
      "type": "boolean"
    },
    "category": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 confirmation). Pass null on either to reset that field and inherit the organization default again; omit to leave it unchanged.

Parameters15

orgSlug	string	required
serviceId	string	required
name	string	optional
description	string	optional
price	number	optional
currency	string	optional
duration	integer	optional
modalidad	string	optional
isActive	boolean	optional
isDiscoverable	boolean	optional
category	string	optional
publicDescription	string	optional
verificationLevel	any	optional
qualityCapture	any	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "price": {
      "type": "number",
      "minimum": 0
    },
    "currency": {
      "type": "string"
    },
    "duration": {
      "type": "integer",
      "minimum": 5,
      "maximum": 480
    },
    "modalidad": {
      "type": "string",
      "enum": [
        "presencial",
        "a_domicilio",
        "remoto"
      ]
    },
    "isActive": {
      "type": "boolean"
    },
    "isDiscoverable": {
      "type": "boolean"
    },
    "category": {
      "type": "string"
    },
    "publicDescription": {
      "type": "string"
    },
    "verificationLevel": {
      "anyOf": [
        {
          "type": "string",
          "enum": [
            "none",
            "default_confirm",
            "dual_confirm",
            "documented"
          ]
        },
        {
          "type": "null"
        }
      ]
    },
    "qualityCapture": {
      "anyOf": [
        {
          "type": "boolean"
        },
        {
          "type": "null"
        }
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "serviceId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

service_assign_provider

Assign or unassign a provider to/from a service. Controls which providers can deliver which services.

Parameters8

orgSlug	string	required
serviceId	string	required
providerId	string	required
action	string	required
price	number	optional
commission	number	optional
confirm	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "action": {
      "type": "string",
      "enum": [
        "assign",
        "unassign"
      ]
    },
    "price": {
      "type": "number",
      "minimum": 0
    },
    "commission": {
      "type": "number",
      "minimum": 0,
      "maximum": 100
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "serviceId",
    "providerId",
    "action"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

provider_get

Get complete details of a provider including services, schedule, and session stats.

Parameters3

orgSlug	string	required
providerId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "providerId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

provider_create

Create a new provider in the organization. Links or creates a Person record by email.

Parameters11

orgSlug	string	required
name	string	required
lastName	string	required
email	string	required
phone	string	optional
isInternal	boolean	optional
defaultCommission	number	optional
comunasCobertura	array	optional
serviceIds	array	optional
idempotencyKey	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "name": {
      "type": "string",
      "minLength": 1
    },
    "lastName": {
      "type": "string",
      "minLength": 1
    },
    "email": {
      "type": "string",
      "format": "email",
      "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
    },
    "phone": {
      "type": "string"
    },
    "isInternal": {
      "type": "boolean"
    },
    "defaultCommission": {
      "type": "number",
      "minimum": 0,
      "maximum": 100
    },
    "comunasCobertura": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "serviceIds": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "idempotencyKey": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "name",
    "lastName",
    "email"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

provider_update

Update provider data: status, commission, coverage areas, permissions.

Parameters11

orgSlug	string	required
providerId	string	required
name	string	optional
lastName	string	optional
phone	string	optional
isActive	boolean	optional
defaultCommission	number	optional
comunasCobertura	array	optional
canManageOwnAvailability	boolean	optional
canManageOwnServices	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "lastName": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "isActive": {
      "type": "boolean"
    },
    "defaultCommission": {
      "type": "number",
      "minimum": 0,
      "maximum": 100
    },
    "comunasCobertura": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "canManageOwnAvailability": {
      "type": "boolean"
    },
    "canManageOwnServices": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "providerId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

provider_get_stats

Get detailed performance metrics for a provider over a date range: sessions, occupancy, no-show rate, revenue.

Parameters5

orgSlug	string	required
providerId	string	required
dateFrom	string	optional
dateTo	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "providerId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_list_cobros

List charges (cobros) for an organization. Filter by client, status, or date range. Includes summary totals.

Parameters8

orgSlug	string	required
clientId	string	optional
estado	any	optional
dateFrom	string	optional
dateTo	string	optional
cursor	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "estado": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "array",
          "items": {
            "type": "string"
          }
        }
      ]
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "cursor": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_get_cobro

Get details of a specific charge (cobro) including all associated payments.

Parameters3

orgSlug	string	required
cobroId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "cobroId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "cobroId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_register_payment

Register a manual payment against an existing charge (cobro). Updates cobro status automatically. Requires confirm: true.

Parameters9

orgSlug	string	required
cobroId	string	required
monto	number	required
tipo	string	required
fecha	string	optional
descripcion	string	optional
idempotencyKey	string	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "cobroId": {
      "type": "string"
    },
    "monto": {
      "type": "number",
      "exclusiveMinimum": 0
    },
    "tipo": {
      "type": "string",
      "enum": [
        "EFECTIVO",
        "TRANSFERENCIA",
        "TARJETA",
        "MERCADOPAGO",
        "OTRO"
      ]
    },
    "fecha": {
      "type": "string"
    },
    "descripcion": {
      "type": "string"
    },
    "idempotencyKey": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "cobroId",
    "monto",
    "tipo",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_client_balance

Get the complete financial balance for a client: total sales, charges, payments, pending debt, and credits.

Parameters3

orgSlug	string	required
clientId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_list_payments

List payments received with filters. Includes summary by payment type.

Parameters8

orgSlug	string	required
clientId	string	optional
tipo	string	optional
dateFrom	string	optional
dateTo	string	optional
cursor	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "tipo": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "cursor": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_list_ventas

List sales (ventas) for an organization. Filter by client, service, provider, or status.

Parameters10

orgSlug	string	required
clientId	string	optional
servicioId	string	optional
proveedorId	string	optional
estado	string	optional
dateFrom	string	optional
dateTo	string	optional
cursor	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "servicioId": {
      "type": "string"
    },
    "proveedorId": {
      "type": "string"
    },
    "estado": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "cursor": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_create_venta

Create a service sale (venta) for a client. Optionally auto-creates a charge (cobro) depending on org configuration. Requires confirm: true.

Parameters10

orgSlug	string	required
clientId	string	required
servicioId	string	required
proveedorId	string	optional
precio	number	required
cantidad	integer	optional
estado	string	optional
fechaRef	string	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "servicioId": {
      "type": "string"
    },
    "proveedorId": {
      "type": "string"
    },
    "precio": {
      "type": "number",
      "minimum": 0
    },
    "cantidad": {
      "type": "integer",
      "minimum": 1,
      "maximum": 9007199254740991
    },
    "estado": {
      "type": "string",
      "enum": [
        "realizado",
        "proyectado"
      ]
    },
    "fechaRef": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId",
    "servicioId",
    "precio",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

finance_create_cobro

Create a manual charge (cobro) for a client. Not linked to a sale/venta. Requires confirm: true.

Parameters9

orgSlug	string	required
clientId	string	required
monto	number	required
descripcion	string	required
tipo	string	optional
fecha	string	optional
idempotencyKey	string	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "monto": {
      "type": "number",
      "exclusiveMinimum": 0
    },
    "descripcion": {
      "type": "string"
    },
    "tipo": {
      "type": "string"
    },
    "fecha": {
      "type": "string"
    },
    "idempotencyKey": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId",
    "monto",
    "descripcion",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters4

orgSlug	string	required
limit	number	optional
cursor	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 200
    },
    "cursor": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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).

Parameters4

orgSlug	string	required
clientId	string	optional
status	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "status": {
      "type": "string",
      "enum": [
        "pending",
        "confirmed",
        "disputed",
        "auto_confirmed"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters5

orgSlug	string	required
clientId	string	optional
channel	string	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "channel": {
      "type": "string",
      "enum": [
        "whatsapp",
        "email"
      ]
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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/finance_list_payments (income side) to complete the financial picture.

Parameters8

orgSlug	string	required
dateFrom	string	optional
dateTo	string	optional
categoriaId	string	optional
tipo	array	optional
recurrente	boolean	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "categoriaId": {
      "type": "string"
    },
    "tipo": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "FIJO",
          "VARIABLE",
          "COSTO_PRODUCTO",
          "PROVISION"
        ]
      }
    },
    "recurrente": {
      "type": "boolean"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 500
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters5

orgSlug	string	required
clientId	string	optional
estado	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "estado": {
      "type": "string",
      "enum": [
        "pendiente",
        "pagada",
        "cancelada"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

comms_get_preferences

Get the communication preferences for an organization (WhatsApp, email, confirmation, reminder channels and messages).

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters13

orgSlug	string	required
primaryChannel	string	optional
phoneRequired	boolean	optional
phoneRequiredMessage	string	optional
whatsappEnabled	boolean	optional
whatsappConfirmationEnabled	boolean	optional
whatsappReminderEnabled	boolean	optional
whatsappConfirmationMessage	string	optional
whatsappReminderMessage	string	optional
emailEnabled	boolean	optional
emailConfirmationEnabled	boolean	optional
emailReminderEnabled	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "primaryChannel": {
      "type": "string",
      "enum": [
        "WHATSAPP",
        "EMAIL"
      ]
    },
    "phoneRequired": {
      "type": "boolean"
    },
    "phoneRequiredMessage": {
      "type": "string"
    },
    "whatsappEnabled": {
      "type": "boolean"
    },
    "whatsappConfirmationEnabled": {
      "type": "boolean"
    },
    "whatsappReminderEnabled": {
      "type": "boolean"
    },
    "whatsappConfirmationMessage": {
      "type": "string"
    },
    "whatsappReminderMessage": {
      "type": "string"
    },
    "emailEnabled": {
      "type": "boolean"
    },
    "emailConfirmationEnabled": {
      "type": "boolean"
    },
    "emailReminderEnabled": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

comms_list_campaigns

List communication campaigns (WhatsApp/email) for the organization. Filter by status.

Parameters5

orgSlug	string	required
status	string	optional
cursor	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "status": {
      "type": "string",
      "enum": [
        "draft",
        "scheduled",
        "sent",
        "completed",
        "failed"
      ]
    },
    "cursor": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

comms_get_campaign

Get details of a specific campaign with optional delivery logs per recipient.

Parameters5

orgSlug	string	required
campaignId	string	required
includeLogs	boolean	optional
logLimit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "campaignId": {
      "type": "string"
    },
    "includeLogs": {
      "type": "boolean"
    },
    "logLimit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "campaignId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters8

orgSlug	string	required
clientId	string	required
channel	string	required
templateKey	string	optional
customMessage	string	optional
variables	object	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "channel": {
      "type": "string",
      "enum": [
        "whatsapp",
        "email"
      ]
    },
    "templateKey": {
      "type": "string"
    },
    "customMessage": {
      "type": "string",
      "maxLength": 2000
    },
    "variables": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {
        "type": "string"
      }
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId",
    "channel",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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, providerName, date, time, etc.).

Parameters9

orgSlug	string	required
apiKey	string	optional
template	string	required
data	object	required
action	string	optional
whatsappTo	string	optional
whatsappBody	string	optional
clientId	string	optional
width	number	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    },
    "template": {
      "type": "string",
      "enum": [
        "session-confirmation",
        "session-reminder",
        "payment-reminder"
      ]
    },
    "data": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    },
    "action": {
      "default": "preview",
      "type": "string",
      "enum": [
        "preview",
        "upload",
        "send"
      ]
    },
    "whatsappTo": {
      "type": "string"
    },
    "whatsappBody": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "width": {
      "type": "number"
    }
  },
  "required": [
    "orgSlug",
    "template",
    "data"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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" with custom filters. On send, links in the body are auto-tagged with UTMs (utm_campaign = stable slug from campaign name) and a legal footer with unsubscribe link is appended. Returns campaign ID and recipient count. Campaign starts as draft — use comms_send_campaign to execute. Requires confirm: true.

Parameters10

orgSlug	string	required
apiKey	string	optional
name	string	required
type	string	optional
emailBody	string	required
emailSubject	string	optional
audienceType	string	required
audienceId	string	optional
adHocFilters	object	optional
confirm	boolean	required

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    },
    "name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 100
    },
    "type": {
      "default": "email",
      "type": "string",
      "enum": [
        "email",
        "whatsapp",
        "auto"
      ]
    },
    "emailBody": {
      "type": "string"
    },
    "emailSubject": {
      "type": "string",
      "maxLength": 200
    },
    "audienceType": {
      "type": "string",
      "enum": [
        "predefined",
        "adhoc"
      ]
    },
    "audienceId": {
      "type": "string"
    },
    "adHocFilters": {
      "type": "object",
      "properties": {
        "rules": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "field": {
                "type": "string"
              },
              "operator": {
                "type": "string"
              },
              "value": {}
            },
            "required": [
              "field",
              "operator",
              "value"
            ]
          }
        },
        "operator": {
          "type": "string",
          "enum": [
            "AND",
            "OR"
          ]
        }
      },
      "required": [
        "rules",
        "operator"
      ]
    },
    "confirm": {
      "type": "boolean"
    }
  },
  "required": [
    "orgSlug",
    "name",
    "emailBody",
    "audienceType",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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/delivered/opened/clicked update via provider webhooks). Requires confirm: true.

Parameters4

orgSlug	string	required
apiKey	string	optional
campaignId	string	required
confirm	boolean	required

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    },
    "campaignId": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    }
  },
  "required": [
    "orgSlug",
    "campaignId",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 comms_create_campaign to pick a target audience.

Parameters4

orgSlug	string	required
includeCount	boolean	optional
includePredefined	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "includeCount": {
      "type": "boolean"
    },
    "includePredefined": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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_dashboard. If onboarding_status.ready is false, follow the missing steps before booking.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

report_occupancy

Calculate provider occupancy rates for a period. Group by provider, day, or week.

Parameters6

orgSlug	string	required
dateFrom	string	optional
dateTo	string	optional
providerId	string	optional
groupBy	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "groupBy": {
      "type": "string",
      "enum": [
        "provider",
        "day",
        "week"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

report_revenue

Calculate revenue for a period grouped by day, week, month, service, or provider.

Parameters5

orgSlug	string	required
dateFrom	string	optional
dateTo	string	optional
groupBy	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "groupBy": {
      "type": "string",
      "enum": [
        "day",
        "week",
        "month",
        "service",
        "provider"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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).

Parameters3

orgSlug	string	required
periodo	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

report_no_shows

Report no-show statistics for a period. Group by client, provider, service, or day.

Parameters6

orgSlug	string	required
dateFrom	string	optional
dateTo	string	optional
groupBy	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "groupBy": {
      "type": "string",
      "enum": [
        "client",
        "provider",
        "service",
        "day"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 owes money" questions.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

report_dashboard

Executive summary of the organization: today's sessions, monthly metrics, revenue, pending charges, and alerts.

Parameters3

orgSlug	string	required
date	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "date": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

agendas_list

List public agendas for an organization. Returns agendas with their provider, service, and session counts.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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, booking policies (advance booking, same-day, on-demand), cancellation policies, privacy settings, linked provider/service, and session count. Use before agendas_update to inspect current settings.

Parameters3

orgSlug	string	required
agendaId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "agendaId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "agendaId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 only be booked via the API or dashboard.

Parameters28

orgSlug	string	required
slug	string	required
title	string	optional
description	string	optional
proveedorId	string	optional
isPublic	boolean	optional
isActive	boolean	optional
allowComments	boolean	optional
bookingFlowOrder	string	optional
serviceSelectionMode	string	optional
providerSelectionMode	string	optional
allowGroupSelection	boolean	optional
defaultDurations	array	optional
assignmentStrategy	string	optional
minAdvanceBookingMinutes	number	optional
maxAdvanceBookingDays	number	optional
allowSameDayBooking	boolean	optional
allowOnDemandBooking	boolean	optional
cancellationPolicyType	string	optional
cancellationDeadlineMinutes	number	optional
cancellationPenaltyType	string	optional
cancellationPenaltyValue	number	optional
showSessions	boolean	optional
showClientNames	boolean	optional
showProviderUtilization	boolean	optional
showProviderList	boolean	optional
requiresPrepayment	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "slug": {
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "proveedorId": {
      "type": "string"
    },
    "isPublic": {
      "type": "boolean"
    },
    "isActive": {
      "type": "boolean"
    },
    "allowComments": {
      "type": "boolean"
    },
    "bookingFlowOrder": {
      "type": "string",
      "enum": [
        "service_first",
        "provider_first",
        "auto"
      ]
    },
    "serviceSelectionMode": {
      "type": "string",
      "enum": [
        "required",
        "optional",
        "auto",
        "hidden"
      ]
    },
    "providerSelectionMode": {
      "type": "string",
      "enum": [
        "required",
        "optional",
        "auto",
        "hidden"
      ]
    },
    "allowGroupSelection": {
      "type": "boolean"
    },
    "defaultDurations": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "assignmentStrategy": {
      "type": "string",
      "enum": [
        "manual",
        "round_robin",
        "least_booked",
        "most_available",
        "priority",
        "random"
      ]
    },
    "minAdvanceBookingMinutes": {
      "type": "number"
    },
    "maxAdvanceBookingDays": {
      "type": "number"
    },
    "allowSameDayBooking": {
      "type": "boolean"
    },
    "allowOnDemandBooking": {
      "type": "boolean"
    },
    "cancellationPolicyType": {
      "type": "string",
      "enum": [
        "none",
        "flexible",
        "moderate",
        "strict"
      ]
    },
    "cancellationDeadlineMinutes": {
      "type": "number"
    },
    "cancellationPenaltyType": {
      "type": "string",
      "enum": [
        "none",
        "fixed",
        "percentage"
      ]
    },
    "cancellationPenaltyValue": {
      "type": "number"
    },
    "showSessions": {
      "type": "boolean"
    },
    "showClientNames": {
      "type": "boolean"
    },
    "showProviderUtilization": {
      "type": "boolean"
    },
    "showProviderList": {
      "type": "boolean"
    },
    "requiresPrepayment": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "slug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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), assignment strategy (manual/round_robin/least_booked/most_available/priority/random), booking policies (min/max advance, same-day, on-demand), cancellation policies (type, deadline, penalty), privacy flags (showSessions, showClientNames, showProviderUtilization, showProviderList), prepayment, and provider/service linking. When a provider is assigned, their services are auto-linked to the agenda.

Parameters32

orgSlug	string	required
agendaId	string	required
slug	string	optional
title	string	optional
description	string	optional
proveedorId	string	optional
isPublic	boolean	optional
isActive	boolean	optional
isDefault	boolean	optional
allowComments	boolean	optional
category	string	optional
expiresAt	string	optional
bookingFlowOrder	string	optional
serviceSelectionMode	string	optional
providerSelectionMode	string	optional
allowGroupSelection	boolean	optional
defaultDurations	array	optional
assignmentStrategy	string	optional
minAdvanceBookingMinutes	number	optional
maxAdvanceBookingDays	number	optional
allowSameDayBooking	boolean	optional
allowOnDemandBooking	boolean	optional
cancellationPolicyType	string	optional
cancellationDeadlineMinutes	number	optional
cancellationPenaltyType	string	optional
cancellationPenaltyValue	number	optional
showSessions	boolean	optional
showClientNames	boolean	optional
showProviderUtilization	boolean	optional
showProviderList	boolean	optional
requiresPrepayment	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "agendaId": {
      "type": "string"
    },
    "slug": {
      "type": "string"
    },
    "title": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "proveedorId": {
      "type": "string"
    },
    "isPublic": {
      "type": "boolean"
    },
    "isActive": {
      "type": "boolean"
    },
    "isDefault": {
      "type": "boolean"
    },
    "allowComments": {
      "type": "boolean"
    },
    "category": {
      "type": "string"
    },
    "expiresAt": {
      "type": "string"
    },
    "bookingFlowOrder": {
      "type": "string",
      "enum": [
        "service_first",
        "provider_first",
        "auto"
      ]
    },
    "serviceSelectionMode": {
      "type": "string",
      "enum": [
        "required",
        "optional",
        "auto",
        "hidden"
      ]
    },
    "providerSelectionMode": {
      "type": "string",
      "enum": [
        "required",
        "optional",
        "auto",
        "hidden"
      ]
    },
    "allowGroupSelection": {
      "type": "boolean"
    },
    "defaultDurations": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "assignmentStrategy": {
      "type": "string",
      "enum": [
        "manual",
        "round_robin",
        "least_booked",
        "most_available",
        "priority",
        "random"
      ]
    },
    "minAdvanceBookingMinutes": {
      "type": "number"
    },
    "maxAdvanceBookingDays": {
      "type": "number"
    },
    "allowSameDayBooking": {
      "type": "boolean"
    },
    "allowOnDemandBooking": {
      "type": "boolean"
    },
    "cancellationPolicyType": {
      "type": "string",
      "enum": [
        "none",
        "flexible",
        "moderate",
        "strict"
      ]
    },
    "cancellationDeadlineMinutes": {
      "type": "number"
    },
    "cancellationPenaltyType": {
      "type": "string",
      "enum": [
        "none",
        "fixed",
        "percentage"
      ]
    },
    "cancellationPenaltyValue": {
      "type": "number"
    },
    "showSessions": {
      "type": "boolean"
    },
    "showClientNames": {
      "type": "boolean"
    },
    "showProviderUtilization": {
      "type": "boolean"
    },
    "showProviderList": {
      "type": "boolean"
    },
    "requiresPrepayment": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "agendaId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters4

orgSlug	string	required
agendaId	string	required
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "agendaId": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "agendaId",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

disputes_list

List disputes for an organization. Filter by status or type. Returns disputes with client and provider info.

Parameters6

orgSlug	string	required
status	string	optional
type	string	optional
page	integer	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "status": {
      "type": "string"
    },
    "type": {
      "type": "string"
    },
    "page": {
      "type": "integer",
      "minimum": 1,
      "maximum": 9007199254740991
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 (provider confirmed, client has not, not yet auto-confirmed), confirmed (client confirmed or auto-confirmed), or provider_pending (proof exists but the provider has not confirmed delivery) — or look one up by sessionId. Privacy: returns confirmation flags/timestamps and a hasEvidence boolean only, never the evidence summary content.

Parameters6

orgSlug	string	required
state	string	optional
sessionId	string	optional
page	integer	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "state": {
      "type": "string",
      "enum": [
        "awaiting_client",
        "confirmed",
        "provider_pending"
      ]
    },
    "sessionId": {
      "type": "string"
    },
    "page": {
      "type": "integer",
      "minimum": 1,
      "maximum": 9007199254740991
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

members_list

List members of an organization with their roles and status.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

members_invite

Invite a new member to the organization by email. Sends an invitation email. Requires confirm: true.

Parameters5

orgSlug	string	required
email	string	required
role	string	required
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "email": {
      "type": "string",
      "format": "email",
      "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
    },
    "role": {
      "type": "string",
      "enum": [
        "admin",
        "provider",
        "assistant"
      ]
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "email",
    "role",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

org_update

Update organization profile fields: name, description, logo URL, or vertical. Only provided fields are updated.

Parameters6

orgSlug	string	required
name	string	optional
description	any	optional
logoUrl	any	optional
vertical	any	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "name": {
      "type": "string",
      "minLength": 2,
      "maxLength": 100
    },
    "description": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 500
        },
        {
          "type": "null"
        }
      ]
    },
    "logoUrl": {
      "anyOf": [
        {
          "type": "string",
          "format": "uri"
        },
        {
          "type": "null"
        }
      ]
    },
    "vertical": {
      "anyOf": [
        {
          "type": "string",
          "maxLength": 100
        },
        {
          "type": "null"
        }
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters3

orgSlug	string	required
domain	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "domain": {
      "type": "string",
      "minLength": 3
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "domain"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters3

orgSlug	string	required
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

cierre_preview_cliente

Preview the financial snapshot for a client in a period WITHOUT creating the closing. Returns totals for ventas, cobros, pagos, sessions.

Parameters4

orgSlug	string	required
clientId	string	required
periodo	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId",
    "periodo"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters6

orgSlug	string	required
clientId	string	required
periodo	string	required
notas	string	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "notas": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "clientId",
    "periodo",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

cierre_listar_clientes

List client closings for an organization. Filter by period and/or client.

Parameters4

orgSlug	string	required
periodo	string	optional
clientId	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

cierre_eliminar_cliente

Delete (reopen) a client closing. Only allowed if the organizational period is not frozen. Requires confirm: true.

Parameters4

orgSlug	string	required
cierreId	string	required
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "cierreId": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "cierreId",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters3

orgSlug	string	required
periodo	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "periodo"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

cierre_cerrar_org

Close the organizational period. Requires ALL active clients with historialCompleto=true to be closed first. Freezes the period. Requires confirm: true.

Parameters4

orgSlug	string	required
periodo	string	required
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "periodo",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters5

orgSlug	string	required
periodo	string	required
montoDistribuido	number	required
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "montoDistribuido": {
      "type": "number",
      "minimum": 0
    },
    "confirm": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "periodo",
    "montoDistribuido",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

cierre_listar_utilidades

List retained earnings (utilidades retenidas) for an organization. Returns per-period records with accumulated totals: ingresos, costos, utilidadNeta, distribuido, retenido.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

payroll_list_records

List payroll records for an organization. Filter by period, provider, or status.

Parameters6

orgSlug	string	required
periodo	string	optional
providerId	string	optional
status	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "providerId": {
      "type": "string"
    },
    "status": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

payroll_get_summary

Get payroll summary for a period: total per provider, total cost, pending approvals.

Parameters3

orgSlug	string	required
periodo	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "periodo": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "periodo"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

nps_get_summary

Get NPS summary for the organization: score, trend, promoter/passive/detractor counts. Use to answer questions about customer satisfaction.

Parameters3

orgSlug	string	required
days	number	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "days": {
      "type": "number"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

settings_get

Get organization settings by chapter or specific keys. Chapters: basics (name, description, vertical, timezone, currency), availability (weekday hours, saturday, assisted assignment), communication (channels, phone required), finances (provider payment type, client payment timing, max balance), policies (no-show strikes, blocking duration, no-show charge, auto-apply), reminders (session 24h, booking, payment, confirmation timeout), client_data (required fields: lastName, rut, email, phone, direccion). Use chapter param for a group, or keys param for specific settings (comma-separated, e.g. "policies.noShowMaxStrikes,finances.clientPaymentTiming").

Parameters4

orgSlug	string	required
chapter	string	optional
keys	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "chapter": {
      "type": "string",
      "enum": [
        "basics",
        "availability",
        "communication",
        "finances",
        "policies",
        "reminders",
        "client_data"
      ]
    },
    "keys": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 writing — if any key fails validation, no changes are applied. Returns the full updated settings for the affected chapters. See settings_get for available keys and valid values.

Parameters3

orgSlug	string	required
settings	object	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "settings": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "settings"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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), notificationFollowup (post-session NPS/follow-up), pendingConfirmation (auto-cancel unconfirmed). Each has enabled, timing, and frequency settings. More granular than settings_get reminders chapter.

Parameters2

orgSlug	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 {enabled, daysAfter, maxReminders, interval}, paymentOverdue {enabled, daysOverdue, maxReminders, interval}, notificationFollowup {enabled, daysAfter, maxFollowups, interval}, pendingConfirmation {enabled, timeoutHours, autoConfirm}. Returns the full configuration after update.

Parameters9

orgSlug	string	required
bookingReminder	object	optional
sessionReminder24h	object	optional
sessionReminder1h	object	optional
paymentReminder	object	optional
paymentOverdue	object	optional
notificationFollowup	object	optional
pendingConfirmation	object	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "bookingReminder": {
      "type": "object",
      "properties": {
        "enabled": {
          "type": "boolean"
        },
        "daysAfter": {
          "type": "integer",
          "minimum": 1,
          "maximum": 30
        },
        "maxReminders": {
          "type": "integer",
          "minimum": 1,
          "maximum": 10
        },
        "interval": {
          "type": "integer",
          "minimum": 1,
          "maximum": 30
        }
      }
    },
    "sessionReminder24h": {
      "type": "object",
      "properties": {
        "enabled": {
          "type": "boolean"
        },
        "hoursBefore": {
          "type": "integer",
          "minimum": 1,
          "maximum": 72
        },
        "sendTime": {
          "type": "string"
        }
      }
    },
    "sessionReminder1h": {
      "type": "object",
      "properties": {
        "enabled": {
          "type": "boolean"
        },
        "hoursBefore": {
          "type": "integer",
          "minimum": 1,
          "maximum": 12
        }
      }
    },
    "paymentReminder": {
      "type": "object",
      "properties": {
        "enabled": {
          "type": "boolean"
        },
        "daysAfter": {
          "type": "integer",
          "minimum": 1,
          "maximum": 30
        },
        "maxReminders": {
          "type": "integer",
          "minimum": 1,
          "maximum": 10
        },
        "interval": {
          "type": "integer",
          "minimum": 1,
          "maximum": 30
        }
      }
    },
    "paymentOverdue": {
      "type": "object",
      "properties": {
        "enabled": {
          "type": "boolean"
        },
        "daysOverdue": {
          "type": "integer",
          "minimum": 1,
          "maximum": 90
        },
        "maxReminders": {
          "type": "integer",
          "minimum": 1,
          "maximum": 10
        },
        "interval": {
          "type": "integer",
          "minimum": 1,
          "maximum": 30
        }
      }
    },
    "notificationFollowup": {
      "type": "object",
      "properties": {
        "enabled": {
          "type": "boolean"
        },
        "daysAfter": {
          "type": "integer",
          "minimum": 1,
          "maximum": 30
        },
        "maxFollowups": {
          "type": "integer",
          "minimum": 1,
          "maximum": 10
        },
        "interval": {
          "type": "integer",
          "minimum": 1,
          "maximum": 30
        }
      }
    },
    "pendingConfirmation": {
      "type": "object",
      "properties": {
        "enabled": {
          "type": "boolean"
        },
        "timeoutHours": {
          "type": "integer",
          "minimum": 1,
          "maximum": 168
        },
        "autoConfirm": {
          "type": "boolean"
        }
      }
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 confirm in booking_update_status. Idempotent: a session already confirmed returns alreadyConfirmed=true. The org API key owner is recorded as the actor acting on behalf of the client (ADR-004 §6).

Parameters3

orgSlug	string	required
sessionId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 cancellation-policy charges — this is the client-portal cancel flow. The org API key owner is recorded as the actor acting on behalf of the client (ADR-004 §6).

Parameters4

orgSlug	string	required
sessionId	string	required
cancellationReason	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "cancellationReason": {
      "type": "string",
      "maxLength": 500
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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). Gated by the org's session-request flow flag and rate-limited per (client, session). The event records the session's client as the proposer. Use booking_list_requests to track pending requests.

Parameters5

orgSlug	string	required
sessionId	string	required
requestedScheduledAt	string	required
reason	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "requestedScheduledAt": {
      "type": "string"
    },
    "reason": {
      "type": "string",
      "maxLength": 500
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId",
    "requestedScheduledAt"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 for the session, returns alreadyReported=true with its disputeId. Notifies the org.

Parameters5

orgSlug	string	required
sessionId	string	required
reason	string	required
note	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "reason": {
      "type": "string",
      "enum": [
        "provider_no_show",
        "cancelled"
      ]
    },
    "note": {
      "type": "string",
      "maxLength": 500
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId",
    "reason"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 rating (only if the service captures quality). This is an OVERLAY: it does NOT change session.status (the auto-verify cron advances delivered→verified). Idempotent: alreadyConfirmed=true if already done. Triggers SC resolution.

Parameters5

orgSlug	string	required
sessionId	string	required
rating	integer	optional
note	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "rating": {
      "type": "integer",
      "minimum": 1,
      "maximum": 5
    },
    "note": {
      "type": "string",
      "maxLength": 1000
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 returns a conflict. Use booking_list_requests to find pending requests; use booking_resolve_request for the org's own approve/reject.

Parameters3

orgSlug	string	required
requestId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "requestId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "requestId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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: unlike the provider's own UI save, this does NOT create the provider-confirmed DeliveryProof nor award practice points — those are provider-bound actions (PDC-SEC-001); use the provider portal / REST for delivery confirmation.

Parameters9

orgSlug	string	required
sessionId	string	required
evolution	any	optional
treatmentPerformed	any	optional
nextSessionPlan	any	optional
type	any	optional
isPrivate	boolean	optional
dataSensitivity	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "evolution": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "treatmentPerformed": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "nextSessionPlan": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "type": {
      "anyOf": [
        {
          "type": "string",
          "enum": [
            "evaluacion",
            "tratamiento",
            "derivacion",
            "cierre"
          ]
        },
        {
          "type": "null"
        }
      ]
    },
    "isPrivate": {
      "type": "boolean"
    },
    "dataSensitivity": {
      "default": "internal",
      "type": "string",
      "enum": [
        "public",
        "internal",
        "confidential",
        "restricted"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 logs an audited restricted-access event and increments the access counter. Returns note: null if the session has no note.

Parameters4

orgSlug	string	required
sessionId	string	required
includeRestricted	boolean	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "sessionId": {
      "type": "string"
    },
    "includeRestricted": {
      "type": "boolean"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "sessionId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters6

orgSlug	string	required
type	string	optional
isActive	boolean	optional
search	string	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "type": {
      "type": "string"
    },
    "isActive": {
      "type": "boolean"
    },
    "search": {
      "type": "string"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 200
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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).

Parameters7

orgSlug	string	required
clientId	string	optional
status	string	optional
proveedorId	string	optional
page	integer	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "clientId": {
      "type": "string"
    },
    "status": {
      "type": "string"
    },
    "proveedorId": {
      "type": "string"
    },
    "page": {
      "type": "integer",
      "minimum": 1,
      "maximum": 9007199254740991
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters3

orgSlug	string	required
planId	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "planId": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "planId"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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_by, billing_model), and recent transition history with from/to/at/by/method fields. Requires X-Org-Api-Key. Shape per docs/protocol/sc-event-canonical-schema-2026-04-18.md §7.1.

Parameters3

orgSlug	string	required
session_id	string	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "session_id": {
      "type": "string"
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "session_id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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_trigger") and pagination cursor. Events carry origin="reprojected_from_status_history" and canonical SCEvent shape per docs/protocol/sc-event-canonical-schema-2026-04-18.md §7.2. Filters: event_types (e.g. ["sc.delivered"]), from_sequence (cursor), limit (default 50, max 500). PII note: delivery_proof clinical fields (summary, outcome, next_steps) are returned only for admin-scoped keys. IMPORTANT: backfilled sc_resolved timestamps do NOT emit sc.resolved events in this stream (Forma B, see decisions log 2026-04-18-lifecycle-history-backfill-policy). For current resolution status, use lifecycle_get_state.sc_resolution. Requires X-Org-Api-Key.

Parameters6

orgSlug	string	required
session_id	string	required
event_types	array	optional
from_sequence	integer	optional
limit	integer	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "session_id": {
      "type": "string"
    },
    "event_types": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "from_sequence": {
      "type": "integer",
      "minimum": 0,
      "maximum": 9007199254740991
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 500
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "session_id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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_type is required. NOTE: to_state="delivered" / action="deliver" 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/[orgSlug]/coordinalo/sessions/[sessionId]/deliver which enforces provider binding. Returns transition record with from, to, at, by, method fields. Requires X-Org-Api-Key.

Parameters9

orgSlug	string	required
session_id	string	required
to_state	string	optional
action	string	optional
evidence	any	optional
notes	string	optional
delivery_type	string	optional
no_show_type	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "session_id": {
      "type": "string"
    },
    "to_state": {
      "type": "string"
    },
    "action": {
      "type": "string"
    },
    "evidence": {},
    "notes": {
      "type": "string",
      "maxLength": 1000
    },
    "delivery_type": {
      "type": "string",
      "enum": [
        "completo",
        "parcial"
      ]
    },
    "no_show_type": {
      "type": "string",
      "enum": [
        "client",
        "provider"
      ]
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "session_id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters4

orgSlug	string	required
booking_id	string	optional
credential	string	optional
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "booking_id": {
      "type": "string"
    },
    "credential": {
      "type": "string",
      "minLength": 20
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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 trail.

Parameters8

orgSlug	string	required
service_id	string	required
datetime	string	required
provider_id	string	optional
requester	object	required
submission	object	optional
notes	string	optional
idempotencyKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "service_id": {
      "type": "string"
    },
    "datetime": {
      "type": "string"
    },
    "provider_id": {
      "type": "string"
    },
    "requester": {
      "type": "object",
      "properties": {
        "fullName": {
          "type": "string",
          "minLength": 2
        },
        "email": {
          "type": "string",
          "format": "email",
          "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
        },
        "phone": {
          "type": "string",
          "minLength": 6
        },
        "nationalId": {
          "type": "string"
        }
      },
      "required": [
        "fullName"
      ]
    },
    "submission": {
      "type": "object",
      "properties": {
        "channel": {
          "default": "api",
          "type": "string",
          "enum": [
            "web",
            "whatsapp",
            "phone",
            "chat",
            "api",
            "other"
          ]
        },
        "submittedByType": {
          "default": "agent",
          "type": "string",
          "enum": [
            "human",
            "agent",
            "human_with_agent_assistance"
          ]
        },
        "agentId": {
          "type": "string"
        },
        "agentName": {
          "type": "string"
        },
        "platform": {
          "type": "string"
        }
      }
    },
    "notes": {
      "type": "string",
      "maxLength": 500
    },
    "idempotencyKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "service_id",
    "datetime",
    "requester"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

scheduling_cancel

Cancel a session (Servicialo spec). Applies cancellation policy based on time remaining before scheduled time. Requires confirm: true and X-Org-Api-Key.

Parameters5

orgSlug	string	required
session_id	string	required
reason	string	optional
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "session_id": {
      "type": "string"
    },
    "reason": {
      "type": "string",
      "maxLength": 500
    },
    "confirm": {
      "type": "boolean",
      "const": true
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "session_id",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters5

orgSlug	string	required
session_id	string	required
new_datetime	string	required
confirm	boolean	required
apiKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "session_id": {
      "type": "string"
    },
    "new_datetime": {
      "type": "string"
    },
    "confirm": {
      "type": "boolean",
      "const": true
    },
    "apiKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "session_id",
    "new_datetime",
    "confirm"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters1

orgSlug

string

required

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters6

orgSlug	string	required
serviceId	string	optional
date	string	optional
dateFrom	string	optional
dateTo	string	optional
timezone	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "date": {
      "type": "string"
    },
    "dateFrom": {
      "type": "string"
    },
    "dateTo": {
      "type": "string"
    },
    "timezone": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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_confirmation — use public_booking_confirm with the returned confirmationToken to confirm. A bookingToken is also returned for future lifecycle management (cancel, reschedule). Rate-limited per IP+org. All requests are audited with semantic decision codes. Use public_service_list → public_availability_get_slots → public_booking_create → public_booking_confirm as the complete public booking flow.

Parameters8

orgSlug	string	required
serviceId	string	required
startAt	string	required
requester	object	required
submission	object	required
authorization	object	required
notes	string	optional
idempotencyKey	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "serviceId": {
      "type": "string"
    },
    "startAt": {
      "type": "string"
    },
    "requester": {
      "type": "object",
      "properties": {
        "fullName": {
          "type": "string",
          "minLength": 2
        },
        "email": {
          "type": "string",
          "format": "email",
          "pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
        },
        "phone": {
          "type": "string",
          "minLength": 6
        },
        "nationalId": {
          "type": "string"
        },
        "notes": {
          "type": "string",
          "maxLength": 500
        }
      },
      "required": [
        "fullName"
      ]
    },
    "submission": {
      "type": "object",
      "properties": {
        "channel": {
          "type": "string",
          "enum": [
            "web",
            "whatsapp",
            "phone",
            "chat",
            "api",
            "other"
          ]
        },
        "submittedByType": {
          "type": "string",
          "enum": [
            "human",
            "agent",
            "human_with_agent_assistance"
          ]
        },
        "agentName": {
          "type": "string"
        },
        "agentId": {
          "type": "string"
        },
        "platform": {
          "type": "string"
        }
      },
      "required": [
        "channel",
        "submittedByType"
      ]
    },
    "authorization": {
      "type": "object",
      "properties": {
        "mode": {
          "type": "string",
          "enum": [
            "human_confirmed",
            "delegated_confirmed"
          ]
        },
        "humanIntentConfirmed": {
          "type": "boolean",
          "const": true
        }
      },
      "required": [
        "mode",
        "humanIntentConfirmed"
      ]
    },
    "notes": {
      "type": "string",
      "maxLength": 500
    },
    "idempotencyKey": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "serviceId",
    "startAt",
    "requester",
    "submission",
    "authorization"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters2

orgSlug	string	required
confirmationToken	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "confirmationToken": {
      "type": "string",
      "minLength": 20
    }
  },
  "required": [
    "orgSlug",
    "confirmationToken"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters2

orgSlug	string	required
bookingToken	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "bookingToken": {
      "type": "string",
      "minLength": 20
    }
  },
  "required": [
    "orgSlug",
    "bookingToken"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters3

orgSlug	string	required
bookingToken	string	required
reason	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "bookingToken": {
      "type": "string",
      "minLength": 20
    },
    "reason": {
      "type": "string",
      "maxLength": 500
    }
  },
  "required": [
    "orgSlug",
    "bookingToken"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

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.

Parameters3

orgSlug	string	required
bookingToken	string	required
newStartAt	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "orgSlug": {
      "type": "string"
    },
    "bookingToken": {
      "type": "string",
      "minLength": 20
    },
    "newStartAt": {
      "type": "string"
    }
  },
  "required": [
    "orgSlug",
    "bookingToken",
    "newStartAt"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

README.md6 KBView on GitHub

Coordinalo

Coordinalo MCP Server

Connect any AI agent to Coordinalo's scheduling platform via MCP

Coordinalo is a booking and scheduling SaaS platform. This repository is the official documentation and integration guide for connecting AI agents to Coordinalo via the Model Context Protocol (MCP).

Coordinalo implements the Servicialo open protocol. Any Servicialo-compatible MCP client works out of the box. See Built on Servicialo.

Quick Connect

Claude Desktop

Add to your claude_desktop_config.json:

json

{
  "mcpServers": {
    "coordinalo": {
      "url": "https://coordinalo.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY",
        "X-Org-Slug": "your-org-slug"
      }
    }
  }
}

See examples/claude-desktop.json for a ready-to-paste config.

Cursor IDE

Add to your Cursor MCP settings:

json

{
  "mcpServers": {
    "coordinalo": {
      "url": "https://coordinalo.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY",
        "X-Org-Slug": "your-org-slug"
      }
    }
  }
}

See examples/cursor-mcp.json.

Any MCP Client

Point your MCP client to:

code

Endpoint: https://coordinalo.com/api/mcp
Auth:     Authorization: Bearer <YOUR_API_KEY>
Header:   X-Org-Slug: <your-org-slug>

Authentication

Every request requires:

Header	Value	Description
`Authorization`	`Bearer <API_KEY>`	Your API key from coordinalo.com
`X-Org-Slug`	`your-org-slug`	Your organization identifier

Get your API key at coordinalo.com/settings/api. See docs/authentication.md for full details.

Tool Summary

Tool	Description	Key Params
`availability_get_slots`	Query free slots for a provider/service	`orgSlug`, `providerId?`, `serviceId?`, `dateFrom`, `dateTo`
`booking_create`	Create a new session/appointment	`orgSlug`, `providerId`, `serviceId`, `clientId`, `scheduledAt`
`booking_list`	List sessions with filters	`orgSlug`, `status?`, `providerId?`, `dateFrom?`, `dateTo?`
`booking_get`	Get a single booking's details	`orgSlug`, `sessionId`
`booking_reschedule`	Move a booking to a new time	`orgSlug`, `sessionId`, `newScheduledAt`, `confirm`
`booking_cancel`	Cancel a session	`orgSlug`, `sessionId`, `reason`, `confirm`
`client_list`	List organization clients	`orgSlug`, `search?`
`client_get`	Get client details	`orgSlug`, `clientId`
`client_create`	Create a new client	`orgSlug`, `name`, `lastName`, `email?`, `phone?`
`admin_list_providers`	List active providers	`orgSlug`
`service_list`	List bookable services	`orgSlug`
`report_dashboard`	Get org summary metrics	`orgSlug`, `date?`

See docs/tools.md for full parameter docs, response formats, and examples.

Documentation

Quickstart — Connect and make your first booking in 5 minutes
Tool Catalog — Full reference for every available tool
Authentication — API keys, org slugs, and auth flow
Use Cases — Real-world agent integration patterns

Examples

claude-desktop.json — Claude Desktop MCP config
cursor-mcp.json — Cursor IDE MCP config
booking-agent.js — Node.js autonomous booking flow
availability-check.py — Python availability checker

Built on Servicialo

Coordinalo implements the Servicialo open protocol — an open-source MCP server specification for service scheduling platforms. This means:

Any Servicialo-compatible client works with Coordinalo without modification
Tool names and parameters follow the Servicialo spec
Other platforms implementing Servicialo share the same interface, so your agent code is portable

The @servicialo/mcp-server npm package defines the protocol. Coordinalo hosts a production instance at https://coordinalo.com/api/mcp.

Community & Support

Issues — GitHub Issues for bugs and feature requests
Tool Requests — Use the tool request template to propose new MCP tools
Website — coordinalo.com
Servicialo Protocol — github.com/servicialo/mcp-server

License

Apache 2.0

Install

Tools (112)

dunning_get_configdunning_configureadmin_list_providersadmin_create_serviceadmin_set_availabilityadmin_toggle_discoverableavailability_get_slotsavailability_get_provider_schedule

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://coordinalo.com/api/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://coordinalo.com/api/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.