# Phorest MCP for AI Agents AI Agent Connect > Phorest MCP lets you manage your salon or spa operations directly through your AI agent. You can handle client records, book appointments, check people in, and manage staff schedules without constantly switching between different apps. It turns your business operations into a natural conversation, making it easier to keep your front desk running smoothly while you focus on your clients. ## 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 Running a salon or a spa means juggling a million moving parts every single day. You are constantly switching between the front desk and the back office, trying to keep track of who is coming in, who is currently on a break, and which clients have remaining credits on their treatment packages. This Connector changes that by letting your AI agent do the heavy lifting for you. Instead of clicking through a complex dashboard and navigating deep menus, you just tell your agent what needs to happen. You can pull up a client's history, update their contact info, or check a specific branch's schedule in seconds. If a staff member needs a break or a client needs to be checked in, you just ask. It even handles the boring stuff, like triggering CSV exports for your weekly reports or updating course expiry dates for your regulars. Because it is hosted on Vinkius, you get a reliable way to keep your business running without the constant tab-switching that slows everyone down. You get to stay focused on the actual service while your agent handles the data entry and scheduling updates. ## Tools ### get_appointment Retrieves specific details for a single appointment. This lets you see exactly what a client booked. ### get_branch_timetable Gets the work timetable for a specific branch. This shows you the general schedule for a location. ### get_client_course Gets the details of a specific client's course or package. This shows how many sessions a client has left. ### create_break Creates a staff break in your schedule. This helps you keep track of who is off the floor. ### get_csv_export_job Retrieves the status and download URL for a CSV export job. This tells you when your data is ready to download. ### get_staff_timetable Gets the timetables for all staff in a specific branch. This shows you who is working and when. ### list_appointments Lists all appointments for a specific branch. This gives you a full view of the day's bookings. ### list_client_courses Lists all client courses and treatment packages. This gives you a view of all active memberships. ### checkin_appointment Checks in a client for their scheduled visit. This helps move people through the door faster. ### confirm_appointments Confirms one or more appointments in your system. Use this to verify bookings with your clients. ### create_client Creates a new client record in your database. This is the first step for any new customer. ### create_csv_export_job Starts a CSV export job for your business data. Use this to get your numbers for reporting. ### list_breaks Lists all current staff breaks. This helps you see who is currently unavailable. ### list_clients Lists all clients associated with your business. This helps you find any customer record quickly. ### update_appointment Updates the details of an existing appointment. Use this to change times or services for a booking. ### update_client_course Updates a client course or package. This is useful for changing expiry dates or session counts. ### update_client Updates an existing client record. You must provide the version field to ensure the data is current. ## Prompt Examples **Prompt:** ``` List all clients for business ID 12345. ``` **Response:** ``` I've pulled up the client list for business 12345. There are 50 clients on the first page. Notable names include Jane Doe and John Smith. Would you like to see more details for one of them? ``` **Prompt:** ``` Show me the appointments for branch 678 today. ``` **Response:** ``` Looking at the schedule for branch 678... There are 12 appointments 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:** ``` Checking the schedule for staff member 5544... They are working from 9:00 AM to 6:00 PM today with a break at 1:00 PM. They have 3 slots left. ``` ## Capabilities ### Check in clients Use your agent to check in clients for their appointments instantly. ### Create client profiles Add new customers to your database with a simple text command. ### Update bookings Modify appointment times and details without opening the dashboard. ### Generate data exports Trigger CSV export jobs to get your business data for reporting. ### View staff schedules Get real-time timetables for your staff and your different branches. ### Manage treatment packages Update client courses and treatment package expiry dates easily. ### Track staff breaks See who is on a break and manage staff availability in real-time. ## Use Cases ### High-volume check-in A receptionist is busy with a line of people. They tell the agent to check in the next 5 people using checkin_appointment. ### Quick schedule check A manager is on the floor and needs to know if a stylist is free. They ask the agent to get_staff_timetable for the branch. ### Data reporting An owner needs the weekly sales data. They tell the agent to create_csv_export_job and then get_csv_export_job to find the link. ### Client updates A client calls to change their package expiry. The receptionist uses update_client_course to fix it immediately. ## Benefits - Stop hunting through menus to find a client's history because you can list_clients and get_client_course details instantly. - Reduce front desk friction by using checkin_appointment to get people through the door faster during busy hours. - Keep your team on track by using get_staff_timetable and create_break to see exactly who is available. - Save time on manual reporting by using create_csv_export_job to pull your data for analysis. - Maintain accurate records by using update_client and update_client_course to keep your database current. - Manage your entire schedule from anywhere by using list_appointments and confirm_appointments to stay organized. ## How It Works The bottom line is you get a voice or text interface for your entire salon management system. 1. Subscribe to this Connector on Vinkius. 2. Enter your Phorest API credentials (Username and Password). 3. Start managing your salon operations from Claude, Cursor, or any MCP-compatible client. ## Frequently Asked Questions **Can I use Phorest MCP to book appointments?** Yes, you can use your agent to list, update, and confirm appointments for any branch in your business. **How do I manage my spa clients with Phorest MCP?** You can create new client profiles, list existing ones, and update their specific details through a natural conversation. **Can Phorest MCP handle my staff breaks?** Yes, it lets you see who is currently on a break and create new break times for your team members. **How does Phorest MCP help with salon reports?** It allows you to trigger CSV export jobs for your business data, making it much easier to gather information for reporting. **Is Phorest MCP good for busy receptionists?** It is perfect for receptionists because it lets them handle check-ins and booking changes with quick text or voice commands. **Can I update client packages using Phorest MCP?** Yes, you can use it to monitor and update client courses and treatment packages, including updating expiry dates. **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`.