# EasyPractice MCP for AI Agents AI Agent Connect > EasyPractice MCP lets you manage clinic appointments, track client profiles, and monitor invoices through your AI agent. It pulls real-time data from your EasyPractice account so you can handle scheduling and billing without switching tabs. This connector makes it easy to check patient history, review billing statuses, and audit clinic volume using natural language. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_oZSeKRhpAt7tUb4DdU8X3Gdz8oyob99MTPo6E8Tc/ai-agent-connect - **Tags:** clinic-management, appointment-booking, patient-records, invoicing, healthcare-operations, client-tracking ## Description This clinic management connector lets you handle the heavy lifting of your practice's daily operations through natural conversation. Instead of hunting through a dashboard to see who's coming in today or checking if a specific client paid their last invoice, you just ask your AI. It pulls real-time data from your clinic's backend so you can handle scheduling, patient research, and billing without switching tabs. You can ask about upcoming sessions, look up a patient's history while you're on a call, or get a quick pulse on your weekly billing. It handles the data fetching from your clinic's management platform so you can stay focused on your patients. When you add this to your workflow via the Vinkius catalog, your AI becomes a functional clinic admin. You stop copy-pasting appointment times and start getting answers in plain English. It's about having your clinic's data ready exactly when you need it, whether you're checking volume for the month or verifying a specific service price. It takes the tedium out of administrative tasks by making your records accessible through a simple chat interface. You can monitor your practice's growth, keep track of your client base, and ensure your billing is up to date without ever leaving your primary workspace. It turns your complex management data into a clear, conversational tool that works as fast as you do. ## Tools ### get_easypractice_account_metadata See your account's usage limits and metadata. This helps you keep an eye on your subscription status. ### get_appointment_details Pull specific details for a single scheduled appointment. Use this to see exact start times and session types. ### get_client_details Get a full profile and history for a specific client. It's perfect for reviewing patient records quickly. ### list_clinic_appointments View all scheduled appointments in your clinic. Use this to get a bird's-eye view of your daily calendar. ### list_clinic_clients See all clients registered in your clinic. This is useful for reviewing your entire patient base. ### list_clinic_invoices List all invoices issued by your clinic. Use this to monitor your billing history and payments. ### list_latest_appointments Identify the most recently updated or scheduled sessions. This helps you stay on top of new bookings. ### list_clinic_services See all services and session types offered by your clinic. Use this to verify your current pricing tiers. ### search_clinic_clients Find clients using a name or email keyword. This makes it easy to pull up specific records without scrolling. ### quick_clinic_volume_audit Get a high-level summary of client and appointment activity. This gives you a pulse on your clinic's volume. ## Prompt Examples **Prompt:** ``` List all appointments for tomorrow. ``` **Response:** ``` I've found 5 appointments for tomorrow, including sessions with **John Doe** (9:00 AM) and **Alice Miller** (11:00 AM). Would you like to see the service type for any of these appointments? ``` **Prompt:** ``` Show me the details for client 'John Doe'. ``` **Response:** ``` John Doe has 12 total appointments in your clinic. Their last session was on March 15th and they have no outstanding invoices. Should I pull their contact information for you? ``` **Prompt:** ``` Are there any unpaid invoices in the system? ``` **Response:** ``` I've identified 3 unpaid invoices, including **INV-101** ($150.00) and **INV-105** ($200.00). 2 of these are past their due date. Would you like me to pull the associated client names for these invoices? ``` ## Capabilities ### Pull session details Get specific info on any scheduled appointment. ### Search client profiles Find patient records by name or email. ### Audit clinic volume See a high-level summary of recent activity. ### Track billing status View all clinic invoices and payment details. ### Review service catalog Access pricing and session types. ### Find specific records Filter your client base using keywords. ## Use Cases ### Checking tomorrow's schedule A clinic manager asks for tomorrow's appointments and gets a list of names and times using `list_clinic_appointments`. ### Verifying a client A therapist searches for a client by email using `search_clinic_clients` to pull up their history during a session. ### Monitoring unpaid bills An admin asks for unpaid invoices and gets a list of outstanding amounts using `list_clinic_invoices`. ### Checking service rates A practitioner uses `list_clinic_services` to confirm the cost of a specific new session type. ### Checking account limits A clinic owner asks for account metadata to see usage limits and status using `get_easypractice_account_metadata`. ## Benefits - Stop switching between tabs by using `list_clinic_appointments` to see your daily schedule in one place. - Get quick patient context with `get_client_details` while you're speaking with a client. - Spot billing issues faster by using `list_clinic_invoices` to monitor payment statuses. - Save time on admin tasks with `quick_clinic_volume_audit` for a snapshot of your practice activity. - Keep your pricing consistent by pulling data from `list_clinic_services` whenever you need to check a rate. - Find specific records quickly by using `search_clinic_clients` to filter by name or email. ## How It Works The bottom line is your clinic's data becomes conversational. 1. Connect the EasyPractice MCP to your AI client. 2. Provide your EasyPractice API Key from your account settings. 3. Ask your agent to check schedules, find clients, or pull billing data. ## Frequently Asked Questions **How does the EasyPractice MCP help with clinic scheduling?** It lets you see your entire schedule and specific appointment details using just your voice or text. You can quickly check who is coming in next without having to log into the full management portal. **Can I use EasyPractice MCP to find patient records?** Yes, you can search for clients by name or email. Your AI agent will pull up their full profile and history so you have the context you need during a session. **Will the EasyPractice MCP show me my clinic's billing status?** It can list all your clinic's invoices and show you payment statuses. This makes it easy to spot which clients have outstanding balances at a glance. **Is EasyPractice MCP good for clinic managers?** It's a great tool for managers who need a high-level overview of clinic volume and activity. You can get a summary of your practice's performance without manual reporting. **Can I check my service prices with EasyPractice MCP?** Yes, you can pull up your clinic's full service catalog. This allows you to quickly verify session types and pricing tiers whenever you need them. **Does EasyPractice MCP work with my current AI agent?** It works with any MCP-compatible client. Once connected, your agent can access your clinic data whenever you ask a question about your practice. **How do I get an EasyPractice API Key?** Log in to your EasyPractice account, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. API access is typically enabled for pro plans. **Can the agent book new appointments?** This integration currently focuses on listing and auditing clinic data. Booking new appointments or sessions should be managed via your EasyPractice online booking page or calendar app. **Does the integration show client contact info?** Yes, you can use the list_clinic_clients or search_clinic_clients tools to retrieve client profile details, including their registered email addresses and phone numbers.