How to Use the Zenoti MCP in Windsurf

Q: How does Zenoti manage appointment scheduling with Windsurf?

You use the listappointments tool to filter by date and see exactly what's booked for a specific day. If you need to check guest history before booking, Windsurf chains this action together using the searchguests tool right after fetching the schedule.

Q: Can I retrieve employee data using Zenoti and Windsurf?

Absolutely. The listemployees tool gives you a full roster, including their role, current schedule, and commission structure. This is great for quickly identifying who needs coverage or who earned a bonus this month.

Q: What kind of financial data can I pull using Zenoti and Windsurf?

You can run reports on sales by calling listinvoices with specific date filters. You also get visibility into recurring revenue streams by checking both listmemberships and listpackages pricing.

Q: If I want to check a guest's status, which Zenoti tool do I use with Windsurf?

Start with the searchguests tool. It returns more than just a profile—you get visit history and loyalty points right there. You can then follow up by calling getguestloyalty for specific point totals.

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Connect Zenoti MCP to Windsurf

Create your Vinkius account to connect Zenoti to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Zenoti with Windsurf

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Chain appointments and guest data in one go

Need to know what a specific client is doing next week? The `get_appointment` tool pulls detailed appointment information. Windsurf uses this context, then calls `search_guests` to pull up their profile history and loyalty status so you see everything at once. It’s ideal for checking complex scenarios—like figuring out if a guest needs a reminder about an upcoming service or if they hit a loyalty milestone based on their visit history.

Manage locations with the Zenoti MCP Server

To set up a new franchise location, you need key details. The `list_centers` tool gives you name, address, and operating hours for all branches. From there, Windsurf can pull down staffing data using `list_employees`, ensuring you get payroll info and commission structures for every manager. This process means you don't have to jump between multiple screens or manually check location details across different systems.

Process sales records with Zenoti

Running end-of-month reports is tedious. Use the `list_invoices` tool and filter it by date range to pull all revenue data for accounting. Next, you can use `list_memberships` alongside `list_packages` to break down where that money came from—was it a single service or a recurring membership? Windsurf handles this multi-step financial query automatically, giving you a complete picture of sales and services sold.

Setup guide

Set up Zenoti MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Zenoti MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Zenoti payment history." If connected, Cascade will call the Zenoti tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "zenoti-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Zenoti. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Zenoti MCP in Windsurf

You use the `list_appointments` tool to filter by date and see exactly what's booked for a specific day. If you need to check guest history before booking, Windsurf chains this action together using the `search_guests` tool right after fetching the schedule.

Absolutely. The `list_employees` tool gives you a full roster, including their role, current schedule, and commission structure. This is great for quickly identifying who needs coverage or who earned a bonus this month.

You can run reports on sales by calling `list_invoices` with specific date filters. You also get visibility into recurring revenue streams by checking both `list_memberships` and `list_packages` pricing.

Start with the `search_guests` tool. It returns more than just a profile—you get visit history and loyalty points right there. You can then follow up by calling `get_guest_loyalty` for specific point totals.

This MCP Server handles Guest Profile Data, including names, contact information, visit history, product preferences, and loyalty status. All actions require proper authentication via the endpoint token.

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