Coordinalo — Service Business Operations

com.coordinaloPublished by coordinalo.comOfficial publisherv4.1.1Updated Oct 28, 2026

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

VerifiedStreamable HTTPWeb executableProductivity & WorkflowFinanceBusiness & Commerce

Overview

AI-generated overview

Connects an assistant to Coordinalo's booking platform to manage availability, appointments, clients, providers, services and billing.

What you can do
  • Query free slots and weekly provider schedules, and create, list, reschedule, cancel or advance appointments, including recurring series and client reschedule requests
  • Manage clients, providers and bookable services, including provider-to-service assignment and provider performance stats
  • Handle billing: list sales, charges and payments, create sales and manual charges, register payments, check client balances and receivables aging
  • Send pending charge confirmation digests to clients and configure dunning (payment recovery) settings
  • Set up an organization, its services and provider availability through admin tools
When to use it
Useful when an assistant should run day-to-day operations for an appointment-based service business — checking open slots, booking or moving sessions, keeping client and provider records, and answering who-owes-what questions — without opening the web dashboard.
Requirements
A remote MCP endpoint hosted by Coordinalo; no local package. An organization API key and organization slug are needed, sent as the Authorization bearer token and X-Org-Slug header per the README, or as the X-Org-Api-Key header for org-scoped tools. Creating an organization uses a separate bootstrap key (X-Bootstrap-Key) obtained through self-service signup.
Before you install
The key grants write access to bookings, clients, services and finances: several tools create or change money records and require confirm: true, and cancelling can register a penalty charge under the org cancellation policy. Sending confirmation digests messages clients via WhatsApp or email. The bootstrap key can create organizations. Keep keys out of shared configs; the README and manifest describe headers differently, so verify the correct auth setup.

Installation

In SourceWeft

  1. Open Coordinalo — Service Business Operations in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.coordinalo%2Fmcp-server/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "coordinalo-service-business-operations": {
      "type": "http",
      "url": "https://coordinalo.com/api/mcp"
    }
  }
}

README

[Coordinalo]

Coordinalo MCP Server

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

[npm version] [Apache 2.0 License] [Status: Production]


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:

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

Authentication

Every request requires:

HeaderValueDescription
AuthorizationBearer <API_KEY>Your API key from coordinalo.com
X-Org-Slugyour-org-slugYour organization identifier

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

Tool Summary

ToolDescriptionKey Params
availability_get_slotsQuery free slots for a provider/serviceorgSlug, providerId?, serviceId?, dateFrom, dateTo
booking_createCreate a new session/appointmentorgSlug, providerId, serviceId, clientId, scheduledAt
booking_listList sessions with filtersorgSlug, status?, providerId?, dateFrom?, dateTo?
booking_getGet a single booking's detailsorgSlug, sessionId
booking_rescheduleMove a booking to a new timeorgSlug, sessionId, newScheduledAt, confirm
booking_cancelCancel a sessionorgSlug, sessionId, reason, confirm
client_listList organization clientsorgSlug, search?
client_getGet client detailsorgSlug, clientId
client_createCreate a new clientorgSlug, name, lastName, email?, phone?
admin_list_providersList active providersorgSlug
service_listList bookable servicesorgSlug
report_dashboardGet org summary metricsorgSlug, 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

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

License

Apache 2.0

Source: README.md at commit 7916fc5

Tools

112

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.

ParametersapiKeyorganizationSlugrequired

dunning_configure

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

ParametersstepsenabledblockOnStep5gracePeriodDaysorganizationSlugrequired

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.

ParametersapiKeyorgSlugrequired

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.

ParametersnamerequiredpricerequiredapiKeyorgSlugrequiredcurrencyverticaldescriptionduration_minutesrequired

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.

ParametersapiKeyorgSlugrequiredschedulerequiredproviderIdrequired

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.

ParametersapiKeyorgSlugrequireddiscoverablerequired

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.

ParametersdateapiKeydateToorgSlugrequiredagendaIdclientIddateFromdurationtimezoneserviceIdproviderId

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.

ParametersapiKeyorgSlugrequiredproviderIdrequired

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).

ParametersnotesapiKeyorgSlugrequiredclientIdrequireddurationmodalidadserviceIdrequiredautoChargeproviderIdretroactivescheduledAtrequiredidempotencyKey+2 more

booking_get

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

ParametersapiKeyorgSlugrequiredsessionIdrequired

booking_list

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

ParameterslimitapiKeycursordateTostatusorderByorgSlugrequiredclientIddateFromserviceIdproviderId

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.

ParametersapiKeyreasonrequiredconfirmrequiredorgSlugrequiredsessionIdrequiredcancelledByapplyCancellationPolicy

booking_reschedule

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

ParametersapiKeyreasonconfirmrequiredorgSlugrequiredsessionIdrequirednewProviderIdnewScheduledAtrequired

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.

ParametersnotesactionrequiredapiKeyorgSlugrequiredsessionIdrequirednoShowTypedeliveryType

booking_create_recurring

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

ParametersnotesapiKeyconfirmrequiredorgSlugrequiredclientIdrequiredtimezonerequiredserviceIdproviderIdrequiredrecurrencerequiredskipConflicts

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.

ParameterslimitapiKeycursorstatusorgSlugrequiredclientIdsessionIdincludePendingCount

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.

ParametersapiKeyreasonorgSlugrequiredoutcomerequiredrequestIdrequired

client_list

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

ParameterslimitapiKeycursorsearchhasDebtorgSlugrequiredproviderId

client_get

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

ParametersapiKeyorgSlugrequiredclientIdrequiredincludeHistoryincludeFinancials

client_create

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

ParametersrutnamerequiredemailnotesphoneapiKeycomunaorgSlugrequiredlastNamerequireddireccionidempotencyKeyproveedorTitularId

client_update

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

ParametersrutnamenotesphoneapiKeycomunaorgSlugrequiredclientIdrequiredlastNamedireccionproveedorTitularId

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.

ParametersnamerequiredpricerequiredapiKeyorgSlugrequiredcategorycurrencydurationrequiredmodalidadproviderIddescriptionisDiscoverablequalityCapture+1 more

service_list

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

ParametersapiKeyorgSlugrequiredcategoryactiveOnlydiscoverableOnly

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.

ParametersnamepriceapiKeyorgSlugrequiredcategorycurrencydurationisActivemodalidadserviceIdrequireddescriptionisDiscoverable+3 more

service_assign_provider

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

ParameterspriceactionrequiredapiKeyconfirmorgSlugrequiredserviceIdrequiredcommissionproviderIdrequired

provider_get

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

ParametersapiKeyorgSlugrequiredproviderIdrequired

provider_create

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

ParametersnamerequiredemailrequiredphoneapiKeyorgSlugrequiredlastNamerequiredisInternalserviceIdsidempotencyKeycomunasCoberturadefaultCommission

provider_update

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

ParametersnamephoneapiKeyorgSlugrequiredisActivelastNameproviderIdrequiredcomunasCoberturadefaultCommissioncanManageOwnServicescanManageOwnAvailability

provider_get_stats

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

ParametersapiKeydateToorgSlugrequireddateFromproviderIdrequired

finance_list_cobros

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

ParameterslimitapiKeycursordateToestadoorgSlugrequiredclientIddateFrom

finance_get_cobro

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

ParametersapiKeycobroIdrequiredorgSlugrequired

finance_register_payment

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

ParameterstiporequiredfechamontorequiredapiKeycobroIdrequiredconfirmrequiredorgSlugrequireddescripcionidempotencyKey

finance_client_balance

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

ParametersapiKeyorgSlugrequiredclientIdrequired

finance_list_payments

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

ParameterstipolimitapiKeycursordateToorgSlugrequiredclientIddateFrom

finance_list_ventas

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

ParameterslimitapiKeycursordateToestadoorgSlugrequiredclientIddateFromservicioIdproveedorId

finance_create_venta

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

ParametersapiKeyestadopreciorequiredconfirmrequiredorgSlugrequiredcantidadclientIdrequiredfechaRefservicioIdrequiredproveedorId

finance_create_cobro

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

ParameterstipofechamontorequiredapiKeyconfirmrequiredorgSlugrequiredclientIdrequireddescripcionrequiredidempotencyKey

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.

ParameterslimitapiKeycursororgSlugrequired

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).

ParametersapiKeystatusorgSlugrequiredclientId

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.

ParametersapiKeychannelconfirmrequiredorgSlugrequiredclientId

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.

ParameterstipolimitapiKeydateToorgSlugrequireddateFromrecurrentecategoriaId

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.

ParameterslimitapiKeyestadoorgSlugrequiredclientId

comms_get_preferences

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

ParametersapiKeyorgSlugrequired

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.

ParametersapiKeyorgSlugrequiredemailEnabledphoneRequiredwhatsappEnabledemailReminderEnabledphoneRequiredMessagewhatsappReminderEnabledwhatsappReminderMessageemailConfirmationEnabledwhatsappConfirmationEnabledwhatsappConfirmationMessage

comms_list_campaigns

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

ParameterslimitapiKeycursorstatusorgSlugrequired

comms_get_campaign

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

ParametersapiKeyorgSlugrequiredlogLimitcampaignIdrequiredincludeLogs

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.

ParametersapiKeychannelrequiredconfirmrequiredorgSlugrequiredclientIdrequiredvariablestemplateKeycustomMessage

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.).

ParametersdatarequiredwidthactionapiKeyorgSlugrequiredclientIdtemplaterequiredwhatsappTowhatsappBody

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.

ParametersnamerequiredtypeapiKeyconfirmrequiredorgSlugrequiredemailBodyrequiredaudienceIdadHocFiltersaudienceTyperequiredemailSubject

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.

ParametersapiKeyconfirmrequiredorgSlugrequiredcampaignIdrequired

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.

ParametersapiKeyorgSlugrequiredincludeCountincludePredefined

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.

ParametersapiKeyorgSlugrequired

report_occupancy

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

ParametersapiKeydateTogroupByorgSlugrequireddateFromproviderId

report_revenue

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

ParametersapiKeydateTogroupByorgSlugrequireddateFrom

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).

ParametersapiKeyorgSlugrequiredperiodo

report_no_shows

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

ParameterslimitapiKeydateTogroupByorgSlugrequireddateFrom

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.

ParametersapiKeyorgSlugrequired

report_dashboard

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

ParametersdateapiKeyorgSlugrequired

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, reminders sent/delivered/confirmed/cancelled, outstanding balance, amount collected after a payment reminder, weekly active staff, and attributable per-org costs (WhatsApp, email, AI tokens) with shared infrastructure prorated separately. Read-only, scoped to the organization of the API key. Use it to answer "is this org actually using the product or still on its spreadsheet". Metrics that cannot be measured today (support events, churn, transfer reconciliation) come back null, never zero.

ParameterstofromweeksapiKeyformatorgSlugrequired

agendas_list

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

ParametersapiKeyorgSlugrequired

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.

ParametersapiKeyorgSlugrequiredagendaIdrequired

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.

ParametersslugrequiredtitleapiKeyorgSlugrequiredisActiveisPublicdescriptionproveedorIdshowSessionsshowClientNamesbookingFlowOrderdefaultDurations+7 more

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), privacy flags (showSessions, showClientNames, showProviderUtilization, showProviderList), prepayment, and provider/service linking. When a provider is assigned, their services are auto-linked to the agenda.

ParametersslugtitleapiKeyorgSlugrequiredagendaIdrequiredcategoryisActiveisPublicexpiresAtisDefaultdescriptionproveedorId+11 more

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.

ParametersapiKeyconfirmrequiredorgSlugrequiredagendaIdrequired

disputes_list

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

ParameterspagetypelimitapiKeystatusorgSlugrequired

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.

ParameterspagelimitstateapiKeyorgSlugrequiredsessionId

members_list

List members of an organization with their roles and status.

ParametersapiKeyorgSlugrequired

members_invite

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

ParametersrolerequiredemailrequiredapiKeyconfirmrequiredorgSlugrequired

org_update

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

ParametersnameapiKeylogoUrlorgSlugrequiredverticaldescription

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.

ParametersapiKeyorgSlugrequired

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.

ParametersapiKeydomainrequiredorgSlugrequired

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.

ParametersapiKeyorgSlugrequired

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.

ParametersapiKeyconfirmrequiredorgSlugrequired

cierre_preview_cliente

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

ParametersapiKeyorgSlugrequiredperiodorequiredclientIdrequired

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.

ParametersnotasapiKeyconfirmrequiredorgSlugrequiredperiodorequiredclientIdrequired

cierre_listar_clientes

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

ParametersapiKeyorgSlugrequiredperiodoclientId

cierre_eliminar_cliente

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

ParametersapiKeyconfirmrequiredorgSlugrequiredcierreIdrequired

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.

ParametersapiKeyorgSlugrequiredperiodorequired

cierre_cerrar_org

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

ParametersapiKeyconfirmrequiredorgSlugrequiredperiodorequired

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.

ParametersapiKeyconfirmrequiredorgSlugrequiredperiodorequiredmontoDistribuidorequired

cierre_listar_utilidades

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

ParametersapiKeyorgSlugrequired

payroll_list_records

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

ParameterslimitapiKeystatusorgSlugrequiredperiodoproviderId

payroll_get_summary

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

ParametersapiKeyorgSlugrequiredperiodorequired

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, finances, delivery, cancellation, tax) and `chapter` (the onboarding-interview sequence: basics, availability, communication, finances, policies, reminders, client_data). Prefer `group`. Or pass `keys` for specific settings (comma-separated, e.g. "policies.noShowMaxStrikes,finances.clientPaymentTiming"). Covers ~88 keys including cancellation-policy tiers, granular reminder timing, dunning sequence, retention, delivery verification and the SII tax profile. The response also carries `meta` (label, type, valid options and dependencies per key) and `panels` — the configuration surfaces that are NOT scalar settings (bank accounts, payment credentials, API keys, members): each panel names the tools that cover it, or states why none does.

ParameterskeysgroupapiKeychapterorgSlugrequired

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 keys can be sent together and either all land or none do. That matters for settings with invariants between them (the cancellation tiers, where the partial-charge window must sit closer to the appointment than the no-charge one) and for the SII tax profile, whose legally required fields must arrive in a single call the first time. Returns the full updated settings for the affected chapters. See settings_get for available keys, valid values and dependencies.

ParametersapiKeyorgSlugrequiredsettingsrequired

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

ParametersapiKeyorgSlugrequired

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, cutoffHours, autoConfirm} (cutoffHours = hours BEFORE the appointment that an unaccepted booking expires). Returns the full configuration after update.

ParametersapiKeyorgSlugrequiredpaymentOverduebookingReminderpaymentRemindersessionReminder1hsessionReminder24hpendingConfirmationnotificationFollowup

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).

ParametersapiKeyorgSlugrequiredsessionIdrequired

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).

ParametersapiKeyorgSlugrequiredsessionIdrequiredcancellationReason

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.

ParametersapiKeyreasonorgSlugrequiredsessionIdrequiredrequestedScheduledAtrequired

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.

ParametersnoteapiKeyreasonrequiredorgSlugrequiredsessionIdrequired

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.

ParametersnoteapiKeyratingorgSlugrequiredsessionIdrequired

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.

ParametersapiKeyorgSlugrequiredrequestIdrequired

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.

ParameterstypeapiKeyorgSlugrequiredevolutionisPrivatesessionIdrequireddataSensitivitynextSessionPlantreatmentPerformed

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.

ParametersapiKeyorgSlugrequiredsessionIdrequiredincludeRestricted

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.

ParameterstypelimitapiKeysearchorgSlugrequiredisActive

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).

ParameterspagelimitapiKeystatusorgSlugrequiredclientIdproveedorId

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.

ParametersapiKeyplanIdrequiredorgSlugrequired

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.

ParametersapiKeyorgSlugrequiredsession_idrequired

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.

ParameterslimitapiKeyorgSlugrequiredsession_idrequiredevent_typesfrom_sequence

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.

ParametersnotesactionapiKeyorgSlugrequiredevidenceto_statesession_idrequiredno_show_typedelivery_type

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.

ParametersapiKeyorgSlugrequiredbooking_idcredential

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.

ParametersnotesorgSlugrequireddatetimerequiredrequesterrequiredservice_idrequiredsubmissionprovider_ididempotencyKey

scheduling_cancel

Cancel a session through the Servicialo protocol lane. Moves the session to cancelled and emits sc_service.cancelled.v1. It REPORTS the cancellation policy tier that applies (policy_applied: none | partial | full, with the percentage) but does NOT create any charge — no penalty transaction is persisted and the client owes nothing as a result of this call. If you need the organization lane that actually applies the policy and registers the charge, use booking_cancel instead. Requires confirm: true and X-Org-Api-Key.

ParametersapiKeyreasonconfirmrequiredorgSlugrequiredsession_idrequired

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.

ParametersapiKeyconfirmrequiredorgSlugrequiredsession_idrequirednew_datetimerequired

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.

ParametersorgSlugrequired

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.

ParametersdatedateToorgSlugrequireddateFromtimezoneserviceId

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.

ParametersnotesorgSlugrequiredstartAtrequiredrequesterrequiredserviceIdrequiredsubmissionrequiredauthorizationrequiredidempotencyKey

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.

ParametersorgSlugrequiredconfirmationTokenrequired

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.

ParametersorgSlugrequiredbookingTokenrequired

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.

ParametersreasonorgSlugrequiredbookingTokenrequired

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.

ParametersorgSlugrequirednewStartAtrequiredbookingTokenrequired

Version history

1
  1. v4.1.1LatestSep 16, 2026

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