Coordinalo — Service Business Operations

Connect Remote server

claude mcp add --transport http mcp-server https://coordinalo.com/api/mcp --header "X-Org-Api-Key: <X_ORG_API_KEY>" --header "X-Bootstrap-Key: <X_BOOTSTRAP_KEY>"

{
  "mcpServers": {
    "mcp-server": {
      "url": "https://coordinalo.com/api/mcp",
      "headers": {
        "X-Org-Api-Key": "<X_ORG_API_KEY>",
        "X-Bootstrap-Key": "<X_BOOTSTRAP_KEY>"
      }
    }
  }
}

{
  "servers": {
    "mcp-server": {
      "type": "http",
      "url": "https://coordinalo.com/api/mcp",
      "headers": {
        "X-Org-Api-Key": "<X_ORG_API_KEY>",
        "X-Bootstrap-Key": "<X_BOOTSTRAP_KEY>"
      }
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://coordinalo.com/api/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 80 found in our last check

• dunning_get_config

  Get the current dunning (payment recovery) configuration for an organization. Returns whether dunning is enabled, grace period, step timings, and blocking settings.

• dunning_configure

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

• admin_list_providers

  List active providers (professionals) for an organization. Use this to get providerId before calling admin_set_availability. The org owner is auto-provisioned as a provider. Requires X-Org-Api-Key header.

• admin_create_service

  Add a bookable service to an organization. Use after admin_create_organization. Auto-discoverable by default. If the org has exactly one active provider, the service is auto-assigned to them. With multiple providers, use service_assign_provider to assign manually — unassigned se…

• admin_set_availability

  Replace the weekly availability schedule for a provider (not additive — overwrites all existing blocks). Get providerId from admin_list_providers first. Schedule uses day names and HH:MM times. Requires X-Org-Api-Key header.

• admin_toggle_discoverable

  Toggle the LIFECYCLE flags isPublic and servicialoPublished. ⚠️ This tool does NOT grant public discovery consent — discovery in the Servicialo registry requires Organization.discoveryConsent=true, which can ONLY be set by the human owner via PATCH /api/organizations/:slug/servi…

• 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) orgSl…

• availability_get_provider_schedule

  Get the configured weekly availability schedule for a provider (not free slots, but the base configuration). Use admin_set_availability to modify.

• booking_create

  Create a new session/appointment for a client. providerId is optional — if omitted, the system auto-assigns a provider using the agenda assignment strategy (round_robin, least_booked, etc.). When a client has a titular provider, that provider is preferred automatically. Without…

• booking_get

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

• booking_list

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

• booking_cancel

  Cancel an existing session. By default applies the org cancellation policy: the charge is computed from the no-charge/partial/full windows and, if the policy has autoApply, registered as a penalty transaction (money-write). Set applyCancellationPolicy: false to waive the charge.…

• booking_reschedule

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

• booking_update_status

  Advance a session through the Servicialo lifecycle: confirm, start, complete, or mark as no-show. NOTE: the "deliver" action is NOT available via MCP (ref PDC-SEC-001) — MCP authentication cannot validate actor-as-Proveedor. Delivery must be performed via the REST endpoint PATCH…

• booking_create_recurring

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

• booking_list_requests

  List the reschedule requests (SessionRequest) of an organization — the org side of the bilateral coordination loop a client opens from the portal. Filter by status (pending|all|resolved, default pending), sessionId or clientId. Returns the proposed slot, current session state, a…

• 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" req…

• client_list

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

• client_get

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

• client_create

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

• client_update

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

• service_create

  Create a new bookable service in an existing organization. Use this for day-to-day service management (requires X-Org-Api-Key). For initial org setup, prefer admin_create_service instead. After creating, use service_assign_provider to link providers. A service without providers…

• service_list

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

• service_update

  Update an existing service (price, duration, status, etc.). Creates a price history entry if price changes. Delivery-verification overrides can be changed too: verificationLevel (none / default_confirm / dual_confirm / documented — see service_create for semantics) and qualityCa…

• service_assign_provider

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

• provider_get

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

• provider_create

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

• provider_update

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

• provider_get_stats

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

• finance_list_cobros

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

• finance_get_cobro

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

• finance_register_payment

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

• finance_client_balance

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

• finance_list_payments

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

• finance_list_ventas

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

• finance_create_venta

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

• finance_create_cobro

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

• finance_aging

  Get accounts receivable aging report: pending charges grouped by age buckets (0-7, 7-30, 30-90, 90+ days). Use to answer "who owes money" or "old debts" questions.

• finance_list_confirmations

  List pending charge confirmations and their status. Shows cobros in pending_confirmation state that await client verification. Filter by client or confirmation status (pending, confirmed, disputed, auto_confirmed).

• finance_send_confirmations

  Send pending confirmation digest to clients. Groups all pending_confirmation charges by client and sends a single message per client via WhatsApp or email. Creates confirmation tokens and sets a grace period for auto-confirmation. Requires confirm: true.

• finance_list_gastos

  List operational expenses (gastos operacionales) of an organization with their category, plus totals broken down by category type (FIJO/VARIABLE/COSTO_PRODUCTO/PROVISION). Filter by date range (dateFrom/dateTo), category id, type(s), or recurring-only. Read-only — complements fi…

• 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). Re…

• comms_get_preferences

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

• comms_update_preferences

  Enable or disable communication channels and features for an organization. Partial update — only provided fields are changed. Creates preferences if none exist.

• comms_list_campaigns

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

• comms_get_campaign

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

• comms_send_message

  Send a single WhatsApp or email message to a specific client. Use templateKey for predefined templates or customMessage for free text. Requires confirm: true.

• comms_render_message

  Render a communication template as a visual image (PNG). Available templates: session-confirmation, session-reminder, payment-reminder. Use action "preview" to get the image URL, "send" to render and send via WhatsApp with the image attached. Each template requires specific data…

• 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"/"withoutP…

• 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 trac…

• 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. Re…

• 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 — c…

• report_occupancy

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

• report_revenue

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

• report_sc_summary

  Breakdown of Servicio Coordinado (SC) events by month and resolver path (backfill, cac-native, live, compensalo). Use to validate SC coverage and monitor live SC resolution growth. Key metric: sc_live shows SCs resolved in production (not backfill).

• report_no_shows

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

• report_deuda_real

  Real-time report of clients with genuine outstanding debt. Excludes temporal payment mismatches (prepaid clients whose global balance is covered). Shows: client name, debt amount, periods with debt, last payment date, and collection status (active/inactive/never_paid). Use to an…

• report_dashboard

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

• report_evidence_gates

  Adoption and switching evidence for one organization, by month and week: sessions created natively in the app vs imported (count and %), date of the last bulk import, weeks since it, switching level (0 no use / 1 activation / 2 adoption / 3 cutover), no-show rate split by whethe…

• agendas_list

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

• agendas_get

  Get complete details of a public agenda by ID. Returns all configuration including booking flow (service_first, provider_first, auto), selection modes, assignment strategy, privacy settings, linked provider/service, and session count. Use before agendas_update to inspect current…

• 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 publi…

• 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/…

• agendas_delete

  Delete a public agenda permanently. Cascades to related sessions booked through this agenda, comments, and service configs. Requires confirm: true. Cannot be undone.

• disputes_list

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

• delivery_confirmations_list

  List the delivery-confirmation ledger for an organization's sessions. Each row reflects the DeliveryProof overlay: whether the provider confirmed delivery, whether the client confirmed, and whether the system auto-confirmed after the verification window (silence). Filter by stat…

• members_list

  List members of an organization with their roles and status.

• members_invite

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

• org_update

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

• email_domain_get

  Get the email sending domain configured for an organization and its verification status (PENDING, VERIFIED, FAILED). Returns null if no domain is configured. Use email_domain_register to set one up.

• email_domain_register

  Register a custom email sending domain for an organization via Resend. Returns DNS records that must be configured in the domain provider before verification. Replaces any previously configured domain. After adding DNS records, call email_domain_verify to check status.

• email_domain_verify

  Trigger DNS verification for the configured email domain and return updated status. Call this after the organization has added the required DNS records. Status will be VERIFIED (ready to send), PENDING (DNS not yet propagated), or FAILED.

• email_domain_delete

  Remove the configured email sending domain from the organization. This deletes it from both Resend and the database. The organization will revert to using the default Coordinalo sending address. Requires confirm: true.

• cierre_preview_cliente

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

• cierre_crear_cliente

  Create a client monthly closing (immutable financial snapshot). Requires historialCompleto=true on the client. One closing per client per period. Requires confirm: true.

• cierre_listar_clientes

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

• cierre_eliminar_cliente

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

• cierre_evaluar_org

  Evaluate organizational closing readiness for a period. Returns: active clients, closed count, excluded count, pending count, completion percentage, and whether closing is possible.

• cierre_cerrar_org

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

• cierre_distribuir_utilidades

  Distribute profits for a closed period. Freezes the current period and all prior open periods. Requires the period to be organizationally closed first. Requires confirm: true.

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