# Phorest MCP for AI Agents AI Agent Connect > Phorest MCP lets you manage your salon or spa's operations through an AI agent. You can handle client records, book appointments, manage staff schedules, and pull CSV reports without switching tabs. It connects your Phorest account directly to your favorite AI client so you can run your business using natural language. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_PwvLdN1Gv8tvYctcNPFTbI9Hf4ae2bg5wMdTmWmv/ai-agent-connect - **Tags:** salon-management, appointment-booking, spa-software, client-management, staff-scheduling ## Description Phorest is the tool you need to stop jumping between different tabs to keep your salon or spa running. Instead of clicking through a complex dashboard to see who's coming in or to see if a stylist is on break, you can just ask your AI client to do the heavy lifting. You can pull up client histories, update booking details, and check out staff timetables in seconds. If you're looking for a way to manage your business more naturally, this Connector on Vinkius lets you turn your Phorest account into a conversational workspace. You can handle the boring stuff like creating new client profiles or updating course expiry dates while staying focused on the people in your chairs. It's about getting the information you need exactly when you need it, whether you're at the front desk or checking the daily schedule from your phone. ## Tools ### get_appointment Get specific appointment details. Use this to see what a client has booked and when. ### get_branch_timetable Get the branch work timetable. This gives you a high-level view of your location's hours. ### get_client_course Get details of a specific client course. Use this to see what packages a customer has purchased. ### create_break Create a staff break. This helps you keep the daily schedule accurate for your team. ### get_csv_export_job Retrieve the status and download URL of a CSV export job. Use this to get your data once it's ready. ### get_staff_timetable Get timetables for all staff in a branch. This helps you see everyone's availability at once. ### list_appointments List appointments for a branch. Use this to see your full daily or weekly schedule. ### list_client_courses List client courses. Use this to see all the different packages your customers own. ### checkin_appointment Check-in a client for an appointment. Use this to clear your waiting room quickly. ### confirm_appointments Confirm one or more appointments. This is a fast way to verify your morning bookings. ### create_client Create a new client. Use this to add a person to your database with all their contact info. ### create_csv_export_job Create a CSV export job. This starts the process of pulling your business data for reports. ### list_breaks List staff breaks. This lets you see who is currently off the floor. ### list_clients List clients for a business. This is the quickest way to find a specific person in your database. ### update_appointment Update an appointment. Use this to change times or services for a booking. ### update_client_course Update a client course. Use this to change details like an expiry date on a package. ### update_client Update an existing client. This ensures your records stay current with the latest contact info. ## Prompt Examples **Prompt:** ``` List all clients for business ID 12345. ``` **Response:** ``` I've retrieved the client list for business 12345. I found 50 clients on the first page, including 'Jane Doe' and 'John Smith'. Would you like to see more details for a specific client? ``` **Prompt:** ``` Show me the appointments for branch 678 today. ``` **Response:** ``` Fetching appointments for branch 678... There are 12 appointments scheduled for today. The next one is a 'Full Hair Color' at 2:00 PM for client ID 9988. ``` **Prompt:** ``` Get the timetable for staff member 5544 in branch 678. ``` **Response:** ``` Accessing staff timetable... Staff member 5544 is working from 9:00 AM to 6:00 PM today with a break scheduled at 1:00 PM. They have 3 available slots remaining. ``` ## Capabilities ### Manage client profiles Create and update client contact details and history through natural conversation. ### Check in customers Mark clients as arrived for their appointments to clear your waiting area. ### Control appointments List, view, and modify booking details for any branch location. ### Track staff schedules View staff timetables and manage break times to keep your team organized. ### Monitor client courses Track treatment packages and course expiry dates for your customers. ### Export business data Generate and retrieve CSV export jobs for reporting and analysis. ## Use Cases ### Quickly finding a customer's history A receptionist is busy and can't find a client's history. They ask the agent to list_clients and then get_client_course to see what the customer is owed. ### Checking current floor status A salon owner wants to see if everyone is on-site. They ask the agent to list_breaks and get_staff_timetable to check the current floor status. ### Gathering sales data for a meeting A manager needs to prep for a meeting. They ask the agent to create_csv_export_job and then get_csv_export_job to get the latest sales data. ### Moving a hair appointment on the fly A client calls to move their hair appointment. The staff member uses update_appointment to change the time without leaving the chat window. ## Benefits - Stop hunting for buttons by using list_appointments to see your entire day in one view. - Speed up front desk tasks by using checkin_appointment to clear your waiting room instantly. - Keep your team organized by using get_staff_timetable to see who's working and who's on a break. - Save hours on admin work by using create_csv_export_job to pull your business data for analysis. - Maintain accurate records by using update_client to keep contact info and history current. - Track revenue better by using list_client_courses to see exactly what packages your customers own. ## How It Works The bottom line is you get a conversational interface for your entire salon management system. 1. Subscribe to the Phorest MCP on Vinkius. 2. Enter your Phorest API username and password. 3. Start managing your salon records from your preferred AI client. ## Frequently Asked Questions **Can I use Phorest MCP to manage my salon bookings with Claude?** Yes, you can use it to manage bookings, check in clients, and view staff schedules using natural language within Claude. **How does the Phorest MCP help with my spa's client records?** It allows you to quickly search for clients, update their contact information, and view their specific treatment packages without opening the desktop app. **Can I use Phorest MCP to see if my staff members are on break?** Yes, you can ask your agent to list breaks or show the full staff timetable for any branch to see who is currently available. **Does the Phorest MCP support exporting data for my reports?** It does. You can ask your agent to start a CSV export job and then retrieve the download link once the data is ready for analysis. **Is Phorest MCP good for busy receptionists?** It's designed for high-traffic environments. Receptionists can update bookings and check in clients using quick text commands to stay focused on the customers. **Can I update client courses and expiry dates with Phorest MCP?** Yes, you can use it to modify specific course details, such as updating an expiry date on a client's treatment package. **Can I check in a client for their appointment using the AI?** Yes! Use the `checkin_appointment` tool with the Business ID, Branch ID, and Appointment ID. The agent will process the check-in immediately. **How do I see a specific staff member's schedule?** You can use the `get_staff_timetable` tool. Just provide the Business ID, Branch ID, and Staff ID to see their working hours and availability. **Is it possible to export client data to CSV?** Yes, you can initiate an export using `create_csv_export_job` and then retrieve the status or file using `get_csv_export_job`.