# Coordinalo — Service Business Operations (slim) > Coordinalo — Service Business Operations, an MCP server by coordinalo.com, listed from the official MCP registry. Indexed, not reviewed: facts and our own checks, no score or ranking. Scheduling, availability, clients, billing and CRM for appointment-based services. - Full: https://www.anchorterminal.com/tools/coordinalo-mcp-server.md (~5,650 tokens) · this version ~5,580 tokens · JSON https://www.anchorterminal.com/tools/coordinalo-mcp-server.json · canonical https://www.anchorterminal.com/tools/coordinalo-mcp-server - Index: https://www.anchorterminal.com/llms.txt · API: https://www.anchorterminal.com/api/v1/index.json · Updated: 2026-10-05 # Coordinalo — Service Business Operations > Indexed, not reviewed: facts from the official MCP registry and our own checks. No score, grade or rank, and not in the rankings until the panel reviews it. How the index works: https://www.anchorterminal.com/indexed/ - Kind: MCP server, by coordinalo.com (https://coordinalo.com/developers) - Category: Calendars & scheduling (https://www.anchorterminal.com/categories/scheduling.md) - Listed because: It's published in the registry under coordinalo.com, a namespace the registry only gives to whoever proves they control that domain. - What the official MCP registry says: Scheduling, availability, clients, billing and CRM for appointment-based services. ## Facts - MCP registry: `com.coordinalo/mcp-server` 4.1.1 - Endpoint: https://coordinalo.com/api/mcp (streamable HTTP) - Source: https://github.com/danioni/coordinalo-mcp - Website: https://coordinalo.com/developers - GitHub stars: 1 - Registry entry updated: 2026-07-25 ## Tools - Tools it lists (112, about 21,433 tokens of context, `tools/list` without credentials over MCP 2025-11-25, checked 2026-10-04 22:22 UTC): - `dunning_get_config`: Get the current dunning (payment recovery) configuration for an organization. Returns whether dunning is enabled, grace period, step timings, and blocking… - `dunning_configure`: Update dunning (payment recovery) configuration for an organization. All fields except organizationSlug are optional — only provided fields are updated, rest… - `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… - `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… - `admin_set_availability`: Replace the weekly availability schedule for a provider (not additive — overwrites all existing blocks). Get providerId from admin_list_providers first.… - `admin_toggle_discoverable`: Toggle the LIFECYCLE flags isPublic and servicialoPublished. ⚠️ This tool does NOT grant public discovery consent — discovery in the Servicialo registry… - `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… - `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… - `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… - `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… - `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… - `booking_resolve_request`: Approve or reject a pending reschedule request (SessionRequest) that a client proposed from the portal — closes the bilateral coordination loop. outcome:… - `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… - `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:… - `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"… - `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… - `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.… - `finance_list_gastos`: List operational expenses (gastos operacionales) of an organization with their category, plus totals broken down by category type… - `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… - `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… - `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},… - `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… - `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… - `org_summary`: Compact organization overview (~500 tokens). Returns services, providers, schedules, active features, key counts, and an onboarding_status checklist showing… - `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… - `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:… - `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… - `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,… - `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… - `agendas_update`: Update a public agenda’s configuration. Partial update — only provided fields are changed. Supports modifying: title, description, visibility… - `agendas_delete`: Delete a public agenda permanently. Cascades to related sessions booked through this agenda, comments, and service configs. Requires confirm: true. Cannot be… - `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,… - `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.… - `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.… - `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… - `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… - `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… - `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… - `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.… - `cierre_listar_utilidades`: List retained earnings (utilidades retenidas) for an organization. Returns per-period records with accumulated totals: ingresos, costos, utilidadNeta,… - `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… - `settings_update`: Update organization settings. Partial update — only provided keys are changed. Pass a settings object with key-value pairs (e.g. {"policies.noShowMaxStrikes":… - `reminders_get_config`: Get the full reminder/notification configuration for an organization. Returns detailed settings for each reminder type: bookingReminder (post-booking… - `reminders_update_config`: Update reminder/notification configuration for an organization. Partial update — only provided sections are changed. Sections: bookingReminder {enabled,… - `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… - `portal_session_cancel`: Cancel a client's session on behalf of the client (client-initiated cancellation: cancelledBy=client). Allowed from scheduled/pending_confirmation/confirmed;… - `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… - `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… - `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… - `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… - `session_note_upsert`: Create or update the clinical note (ficha) of a session: evolution, treatmentPerformed, nextSessionPlan, type (evaluacion/tratamiento/derivacion/cierre),… - `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,… - `resources_list`: List the bookable resources of an organization (rooms, boxes, chairs, equipment) with their type, capacity, buffer minutes, location and active state. Filter… - `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… - `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… - `lifecycle_get_state`: Get the current lifecycle state of a session, including available transitions, state history, and SC resolution. Returns current_state, available_transitions,… - `lifecycle_history`: Get the SCEvent stream for a session — all observed transitions reconstructed from status_history. Returns events[] with discriminated union by event_type… - `lifecycle_transition`: Execute a state transition on a session. Accepts either to_state (target state name per Servicialo spec: confirmed, in_progress, completed, verified,… - `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… - `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… - `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… - `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… - `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… - `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… - `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… - `public_booking_confirm`: Confirm a pending public booking using the confirmationToken returned by public_booking_create. Advances the booking from pending_confirmation to scheduled.… - `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… - `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.… - `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… - How its tools read to an agent (0 errors, 227 warnings, 1 note, about 21,433 tokens; rules at https://www.anchorterminal.com/check.md; not part of the score): - warn TC11 admin_create_service: none of its 8 parameters has a description - warn TC11 admin_list_providers: none of its 2 parameters has a description - warn TC11 admin_set_availability: none of its 4 parameters has a description - warn TC11 admin_toggle_discoverable: none of its 3 parameters has a description - warn TC11 agendas_create: none of its 19 parameters has a description - warn TC11 agendas_delete: none of its 4 parameters has a description - warn TC11 agendas_get: none of its 3 parameters has a description - warn TC11 agendas_list: none of its 2 parameters has a description - warn TC11 agendas_update: none of its 23 parameters has a description - warn TC11 availability_get_provider_schedule: none of its 3 parameters has a description - warn TC11 availability_get_slots: none of its 11 parameters has a description - warn TC11 booking_cancel: none of its 7 parameters has a description - warn TC11 booking_create: none of its 14 parameters has a description - warn TC11 booking_create_recurring: none of its 10 parameters has a description - warn TC11 booking_get: none of its 3 parameters has a description - warn TC11 booking_list: none of its 11 parameters has a description - warn TC11 booking_list_requests: none of its 8 parameters has a description - warn TC11 booking_reschedule: none of its 7 parameters has a description - warn TC11 booking_resolve_request: none of its 5 parameters has a description - warn TC11 booking_update_status: none of its 7 parameters has a description - warn TC11 cierre_cerrar_org: none of its 4 parameters has a description - warn TC11 cierre_crear_cliente: none of its 6 parameters has a description - warn TC11 cierre_distribuir_utilidades: none of its 5 parameters has a description - warn TC11 cierre_eliminar_cliente: none of its 4 parameters has a description - JSON: https://www.anchorterminal.com/api/v1/tools/coordinalo-mcp-server.json - Being indexed says nothing about quality, and nobody can pay for it. Ask for a review: https://www.anchorterminal.com/builders/#claiming