com.coordinalo/mcp-server · v4.1.1 · finance-and-payments
Coordinalo — Service Business Operations is healthy: it completed an MCP handshake in 6230 ms and exposes 112 tools. It scores 57/100.
Scheduling, availability, clients, billing and CRM for appointment-based services.
Endpoint: https://coordinalo.com/api/mcp (streamable-http)
Repository · Website · JSON · Add to my inventory
| health | 17 / 25 |
| authEase | 15 / 15 |
| toolQuality | 12 / 15 |
| maintenance | 5 / 15 |
| adoption | 0 / 10 |
| usage | 0 / 10 |
| security | 8 / 10 |
Scoring v0.3, computed 2026-10-15T02:31:07.894Z.
| Checked (UTC) | Status | Latency | Error |
|---|---|---|---|
| 2026-10-14T18:45:52.193Z | Healthy | 6230 |
dunning_get_config | Get the current dunning (payment recovery) configuration for an organization. Returns whether dunning is enabled, grace period, step timings, and blocking settings. |
dunning_configure | Update dunning (payment recovery) configuration for an organization. All fields except organizationSlug are optional — only provided fields are updated, rest stays unchanged. |
admin_list_providers | List active providers (professionals) for an organization. Use this to get providerId before calling admin_set_availability. The org owner is auto-provisioned as a provider. Requires X-Org-Api-Key header. |
admin_create_service | Add a bookable service to an organization. Use after admin_create_organization. Auto-discoverable by default. If the org has exactly one active provider, the service is auto-assigned to them. With multiple providers, use service_assign_provider to assign manually — unassigned services block admin_to |
admin_set_availability | Replace the weekly availability schedule for a provider (not additive — overwrites all existing blocks). Get providerId from admin_list_providers first. Schedule uses day names and HH:MM times. Requires X-Org-Api-Key header. |
admin_toggle_discoverable | Toggle the LIFECYCLE flags isPublic and servicialoPublished. ⚠️ This tool does NOT grant public discovery consent — discovery in the Servicialo registry requires Organization.discoveryConsent=true, which can ONLY be set by the human owner via PATCH /api/organizations/:slug/servicialo from the web pa |
availability_get_slots | Query available time slots within a date range. Agenda-aware: without clientId, filters by the org default public agenda — each org decides which services to expose. With clientId, resolves the client titular provider and returns their full service catalog. Five modes: (1) orgSlug only — slots from |
availability_get_provider_schedule | Get the configured weekly availability schedule for a provider (not free slots, but the base configuration). Use admin_set_availability to modify. |
booking_create | Create a new session/appointment for a client. providerId is optional — if omitted, the system auto-assigns a provider using the agenda assignment strategy (round_robin, least_booked, etc.). When a client has a titular provider, that provider is preferred automatically. Without providerId and withou |
booking_get | Get complete details of a session/appointment by its ID, including client, provider, service, financial, and delivery proof information. |
booking_list | List sessions for an organization with filters by provider, client, service, status, and date range. Supports cursor-based pagination. |
booking_cancel | Cancel an existing session. By default applies the org cancellation policy: the charge is computed from the no-charge/partial/full windows and, if the policy has autoApply, registered as a penalty transaction (money-write). Set applyCancellationPolicy: false to waive the charge. Requires confirm: tr |
booking_reschedule | Reschedule a session to a new time. Cancels the original and creates a new one. Requires confirm: true. |
booking_update_status | Advance a session through the Servicialo lifecycle: confirm, start, complete, or mark as no-show. NOTE: the "deliver" action is NOT available via MCP (ref PDC-SEC-001) — MCP authentication cannot validate actor-as-Proveedor. Delivery must be performed via the REST endpoint PATCH /api/organizations/[ |
booking_create_recurring | Create recurring sessions (e.g. weekly therapy). Generates multiple individual sessions linked by a recurrence series ID. Max 52 occurrences. |
booking_list_requests | List the reschedule requests (SessionRequest) of an organization — the org side of the bilateral coordination loop a client opens from the portal. Filter by status (pending|all|resolved, default pending), sessionId or clientId. Returns the proposed slot, current session state, and who proposed it. C |
booking_resolve_request | Approve or reject a pending reschedule request (SessionRequest) that a client proposed from the portal — closes the bilateral coordination loop. outcome: "approved" applies the reschedule atomically (moves the session to the proposed slot in the same transaction); "rejected" requires a reason of at |
client_list | List clients of an organization with search and pagination. Can filter by provider or outstanding debt. |
client_get | Get complete details of a client including financial summary and recent sessions. |
client_create | Create a new client in the organization. If a Person with the same email exists, it will be linked (not duplicated). |
client_update | Update an existing client's personal data. Email cannot be changed via MCP. |
service_create | Create a new bookable service in an existing organization. Use this for day-to-day service management (requires X-Org-Api-Key). For initial org setup, prefer admin_create_service instead. After creating, use service_assign_provider to link providers. A service without providers cannot accept booking |
service_list | List services of an organization. Can filter by active status, discoverability, or category. |
service_update | Update an existing service (price, duration, status, etc.). Creates a price history entry if price changes. Delivery-verification overrides can be changed too: verificationLevel (none / default_confirm / dual_confirm / documented — see service_create for semantics) and qualityCapture (1–5 rating on |
service_assign_provider | Assign or unassign a provider to/from a service. Controls which providers can deliver which services. |
provider_get | Get complete details of a provider including services, schedule, and session stats. |
provider_create | Create a new provider in the organization. Links or creates a Person record by email. |
provider_update | Update provider data: status, commission, coverage areas, permissions. |
provider_get_stats | Get detailed performance metrics for a provider over a date range: sessions, occupancy, no-show rate, revenue. |
finance_list_cobros | List charges (cobros) for an organization. Filter by client, status, or date range. Includes summary totals. |
finance_get_cobro | Get details of a specific charge (cobro) including all associated payments. |
finance_register_payment | Register a manual payment against an existing charge (cobro). Updates cobro status automatically. Requires confirm: true. |
finance_client_balance | Get the complete financial balance for a client: total sales, charges, payments, pending debt, and credits. |
finance_list_payments | List payments received with filters. Includes summary by payment type. |
finance_list_ventas | List sales (ventas) for an organization. Filter by client, service, provider, or status. |
finance_create_venta | Create a service sale (venta) for a client. Optionally auto-creates a charge (cobro) depending on org configuration. Requires confirm: true. |
finance_create_cobro | Create a manual charge (cobro) for a client. Not linked to a sale/venta. Requires confirm: true. |
finance_aging | Get accounts receivable aging report: pending charges grouped by age buckets (0-7, 7-30, 30-90, 90+ days). Use to answer "who owes money" or "old debts" questions. |
finance_list_confirmations | List pending charge confirmations and their status. Shows cobros in pending_confirmation state that await client verification. Filter by client or confirmation status (pending, confirmed, disputed, auto_confirmed). |
finance_send_confirmations | Send pending confirmation digest to clients. Groups all pending_confirmation charges by client and sends a single message per client via WhatsApp or email. Creates confirmation tokens and sets a grace period for auto-confirmation. Requires confirm: true. |
finance_list_gastos | List operational expenses (gastos operacionales) of an organization with their category, plus totals broken down by category type (FIJO/VARIABLE/COSTO_PRODUCTO/PROVISION). Filter by date range (dateFrom/dateTo), category id, type(s), or recurring-only. Read-only — complements finance_list_cobros/fin |
finance_list_invoices | List invoices (facturas) of an organization with total, balance (saldo), status, SII status, linked-sales count and the amount already applied via payment links (with a derived payment status: pendiente/abonada/pagada). Filter by client or status (pendiente/pagada/cancelada). Read-only. |
comms_get_preferences | Get the communication preferences for an organization (WhatsApp, email, confirmation, reminder channels and messages). |
comms_update_preferences | Enable or disable communication channels and features for an organization. Partial update — only provided fields are changed. Creates preferences if none exist. |
comms_list_campaigns | List communication campaigns (WhatsApp/email) for the organization. Filter by status. |
comms_get_campaign | Get details of a specific campaign with optional delivery logs per recipient. |
comms_send_message | Send a single WhatsApp or email message to a specific client. Use templateKey for predefined templates or customMessage for free text. Requires confirm: true. |
comms_render_message | Render a communication template as a visual image (PNG). Available templates: session-confirmation, session-reminder, payment-reminder. Use action "preview" to get the image URL, "send" to render and send via WhatsApp with the image attached. Each template requires specific data fields (clientName, |
comms_create_campaign | Create a new email campaign with HTML body to send to a segmented audience. Supports variable substitution: {nombre}, {apellido}, {nombre_completo}, {email}, {telefono}, {organizacion}. Use audienceType "predefined" with audienceId "active"/"inactive"/"new"/"withPhone"/"withoutPhone", or "adhoc" wit |
comms_send_campaign | Execute a draft or scheduled campaign. Sends messages to all matching recipients asynchronously, skipping recipients with email opt-out or bounced addresses (logged as "skipped"). Campaign must be in draft or scheduled status. Returns immediately — use comms_get_campaign to track progress (sent/deli |
comms_list_audiences | List the saved audiences/segments used for campaign targeting, each with its filter definition and campaign-usage count. Set includeCount: true to also resolve how many clients currently match each audience, and includePredefined: true to include built-in predefined segments. Read-only — use before |
org_summary | Compact organization overview (~500 tokens). Returns services, providers, schedules, active features, key counts, and an onboarding_status checklist showing what is configured vs missing (services, providers, availability, public agenda). Use as first call to orient yourself — cheaper than report_da |
report_occupancy | Calculate provider occupancy rates for a period. Group by provider, day, or week. |
report_revenue | Calculate revenue for a period grouped by day, week, month, service, or provider. |
report_sc_summary | Breakdown of Servicio Coordinado (SC) events by month and resolver path (backfill, cac-native, live, compensalo). Use to validate SC coverage and monitor live SC resolution growth. Key metric: sc_live shows SCs resolved in production (not backfill). |
report_no_shows | Report no-show statistics for a period. Group by client, provider, service, or day. |
report_deuda_real | Real-time report of clients with genuine outstanding debt. Excludes temporal payment mismatches (prepaid clients whose global balance is covered). Shows: client name, debt amount, periods with debt, last payment date, and collection status (active/inactive/never_paid). Use to answer "who actually ow |
report_dashboard | Executive summary of the organization: today's sessions, monthly metrics, revenue, pending charges, and alerts. |
report_evidence_gates | Adoption and switching evidence for one organization, by month and week: sessions created natively in the app vs imported (count and %), date of the last bulk import, weeks since it, switching level (0 no use / 1 activation / 2 adoption / 3 cutover), no-show rate split by whether a reminder was sent |
agendas_list | List public agendas for an organization. Returns agendas with their provider, service, and session counts. |
agendas_get | Get complete details of a public agenda by ID. Returns all configuration including booking flow (service_first, provider_first, auto), selection modes, assignment strategy, privacy settings, linked provider/service, and session count. Use before agendas_update to inspect current settings. |
agendas_create | Create a public agenda — a shareable booking page where external clients can self-book appointments. Links to a specific provider and/or service. The agenda gets a public URL at /{orgSlug}/agenda/{slug}. Create this after services and availability are configured. Without a public agenda, clients can |
agendas_update | Update a public agenda’s configuration. Partial update — only provided fields are changed. Supports modifying: title, description, visibility (isPublic/isActive), booking flow order (service_first/provider_first/auto), selection modes for service and provider (required/optional/auto/hidden), assignm |
agendas_delete | Delete a public agenda permanently. Cascades to related sessions booked through this agenda, comments, and service configs. Requires confirm: true. Cannot be undone. |
disputes_list | List disputes for an organization. Filter by status or type. Returns disputes with client and provider info. |
delivery_confirmations_list | List the delivery-confirmation ledger for an organization's sessions. Each row reflects the DeliveryProof overlay: whether the provider confirmed delivery, whether the client confirmed, and whether the system auto-confirmed after the verification window (silence). Filter by state — awaiting_client ( |
members_list | List members of an organization with their roles and status. |
members_invite | Invite a new member to the organization by email. Sends an invitation email. Requires confirm: true. |
org_update | Update organization profile fields: name, description, logo URL, or vertical. Only provided fields are updated. |
email_domain_get | Get the email sending domain configured for an organization and its verification status (PENDING, VERIFIED, FAILED). Returns null if no domain is configured. Use email_domain_register to set one up. |
email_domain_register | Register a custom email sending domain for an organization via Resend. Returns DNS records that must be configured in the domain provider before verification. Replaces any previously configured domain. After adding DNS records, call email_domain_verify to check status. |
email_domain_verify | Trigger DNS verification for the configured email domain and return updated status. Call this after the organization has added the required DNS records. Status will be VERIFIED (ready to send), PENDING (DNS not yet propagated), or FAILED. |
email_domain_delete | Remove the configured email sending domain from the organization. This deletes it from both Resend and the database. The organization will revert to using the default Coordinalo sending address. Requires confirm: true. |
cierre_preview_cliente | Preview the financial snapshot for a client in a period WITHOUT creating the closing. Returns totals for ventas, cobros, pagos, sessions. |
cierre_crear_cliente | Create a client monthly closing (immutable financial snapshot). Requires historialCompleto=true on the client. One closing per client per period. Requires confirm: true. |
cierre_listar_clientes | List client closings for an organization. Filter by period and/or client. |
cierre_eliminar_cliente | Delete (reopen) a client closing. Only allowed if the organizational period is not frozen. Requires confirm: true. |
cierre_evaluar_org | Evaluate organizational closing readiness for a period. Returns: active clients, closed count, excluded count, pending count, completion percentage, and whether closing is possible. |
cierre_cerrar_org | Close the organizational period. Requires ALL active clients with historialCompleto=true to be closed first. Freezes the period. Requires confirm: true. |
cierre_distribuir_utilidades | Distribute profits for a closed period. Freezes the current period and all prior open periods. Requires the period to be organizationally closed first. Requires confirm: true. |
cierre_listar_utilidades | List retained earnings (utilidades retenidas) for an organization. Returns per-period records with accumulated totals: ingresos, costos, utilidadNeta, distribuido, retenido. |
payroll_list_records | List payroll records for an organization. Filter by period, provider, or status. |
payroll_get_summary | Get payroll summary for a period: total per provider, total cost, pending approvals. |
settings_get | Get organization settings. THIS IS THE ENTRY POINT for anything configurable: call it with no filters first to get the full map. Settings are indexed on two axes — `group` (the sections a human sees in the settings screen: profile, availability, client_fields, communication, reminders, automations, |
settings_update | Update organization settings. Partial update — only provided keys are changed. Pass a settings object with key-value pairs (e.g. {"policies.noShowMaxStrikes": 3, "finances.clientPaymentTiming": "BEFORE"}). ALL values are validated before ANY is written: if one key fails, nothing changes — so related |
reminders_get_config | Get the full reminder/notification configuration for an organization. Returns detailed settings for each reminder type: bookingReminder (post-booking follow-up), sessionReminder24h (24h before), sessionReminder1h (1h before), paymentReminder (payment due), paymentOverdue (overdue payment), notificat |
reminders_update_config | Update reminder/notification configuration for an organization. Partial update — only provided sections are changed. Sections: bookingReminder {enabled, daysAfter, maxReminders, interval}, sessionReminder24h {enabled, hoursBefore, sendTime}, sessionReminder1h {enabled, hoursBefore}, paymentReminder |
portal_session_confirm | Confirm a client's attendance to their session, on behalf of the client (e.g. the client called or messaged the org to confirm). Moves scheduled/pending_confirmation → confirmed and notifies the provider. This is the client-portal confirm flow (event role = client), distinct from the org's own admin |
portal_session_cancel | Cancel a client's session on behalf of the client (client-initiated cancellation: cancelledBy=client). Allowed from scheduled/pending_confirmation/confirmed; rejects past sessions. Idempotent: a session already cancelled returns alreadyCancelled=true. Distinct from the admin cancellation with cancel |
portal_propose_reschedule | Propose a new time for a session on behalf of the client — opens the bilateral coordination loop by creating a pending SessionRequest (it does NOT move the session; the org resolves it with booking_resolve_request). Provide requestedScheduledAt as an ISO datetime (must be future, within ~3 months). |
portal_report_session | Report, on behalf of the client, that the professional did not show up (reason=provider_no_show) or that the session was cancelled/not delivered (reason=cancelled). Creates a Dispute(OPEN) for the org to review — it does NOT change the session status. Idempotent: if an open dispute already exists fo |
portal_confirm_delivery | Confirm, on behalf of the client, that the service was delivered (writes DeliveryProof.clientConfirmed) — the client-side confirmation that closes dual-confirm verification. Allowed once the session is completed/delivered/documented; rejected if an open dispute exists. Optionally records a 1-5 ratin |
portal_cancel_reschedule_request | Cancel a pending reschedule request (SessionRequest) on behalf of the client who proposed it — the client-side withdrawal in the bilateral loop (outcome=cancelled_by_client). Idempotent: a request already cancelled_by_client returns wasAlreadyCancelled=true; a request in another terminal state retur |
session_note_upsert | Create or update the clinical note (ficha) of a session: evolution, treatmentPerformed, nextSessionPlan, type (evaluacion/tratamiento/derivacion/cierre), progressMetrics, etc. One note per session (upsert). Sensitivity is resolved automatically (health-vertical orgs default to restricted). NOTE: unl |
session_note_get | Read the clinical note of a session. Non-restricted notes return full content. Notes marked dataSensitivity=restricted return metadata only (type, sensitivity, timestamps, which fields are present) with the clinical text withheld — pass includeRestricted: true to retrieve the full content, which log |
resources_list | List the bookable resources of an organization (rooms, boxes, chairs, equipment) with their type, capacity, buffer minutes, location and active state. Filter by type, active state, or a name/description search. Read-only. |
treatment_plans_list | List treatment/care plans of an organization with client, provider, status, objectives and their items (services with quantity/frequency/priority). Filter by clientId, status or proveedorId; paginated (page/limit). Read-only — plan creation/editing stays in the UI (requires clinical supervision). |
treatment_plans_get | Get the full detail of a single treatment/care plan by id: diagnosis, objectives, notes, status timeline, expiration, the intake session, and all plan items (service, quantity, frequency, priority, sessions booked/completed). Read-only. |
lifecycle_get_state | Get the current lifecycle state of a session, including available transitions, state history, and SC resolution. Returns current_state, available_transitions, verification_deadline (when state=delivered), timestamps, duration, sc_resolution (the fundamental SC event: resolved, resolved_at, resolved_ |
lifecycle_history | Get the SCEvent stream for a session — all observed transitions reconstructed from status_history. Returns events[] with discriminated union by event_type (sc.scheduled, sc.confirmed, sc.completed, sc.delivered, sc.verified, sc.cancelled, etc.), plus stream_completeness ("complete" | "partial_pre_tr |