Bring Small Business Management
to Claude Code
Learn how to connect vCita to Claude Code and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the vCita MCP Server?
Connect your vCita business management account to any AI agent and simplify how you coordinate your schedule, client records, and billing through natural conversation.
What you can do
- Client Management — List, search, and create new client records in your CRM with full metadata support.
- Appointment Scheduling — Book new services, list upcoming appointments, and cancel existing bookings instantly via AI.
- Service Catalog — Query your offered services and prices to understand your bookable offering.
- Financial Tracking — Monitor your cash flow by listing invoices, payments, and price estimates sent to clients.
- Team Coordination — List staff members and their roles to manage your business directory.
- Operational Visibility — Check account status and connection health to ensure your business engine is running smoothly.
How it works
1. Subscribe to this server
2. Enter your vCita API Token (found in your developer portal or settings)
3. Start managing your business operations from Claude, Cursor, or any MCP client
Who is this for?
- Service Providers & Freelancers — quickly book appointments and check client payment statuses via simple AI commands.
- Small Business Owners — monitor invoices and manage the client directory directly from the workspace.
- Operations Managers — coordinate staff availability and track billing history via the AI assistant.
Built-in capabilities (12)
Cancel booking
Add new customer
Schedule a service
Get account status
Get client info
List all invoices
List CRM customers
List bookable services
List client estimates
List transactions
List bookings
List team users
Why Claude Code?
Claude Code registers vCita as an MCP server in a single terminal command. Once connected, Claude Code discovers all 12 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where vCita data drives decisions without human intervention.
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Single-command setup:
claude mcp addregisters the server instantly. no config files to edit or applications to restart - —
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
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Claude Code runs headlessly, enabling unattended batch processing using vCita tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
vCita in Claude Code
vCita and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect vCita to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for vCita in Claude Code
The vCita MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
vCita for Claude Code
Every tool call from Claude Code to the vCita MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I search for a client by their email address?
Yes! Use the list_crm_clients tool and provide the optional email parameter. The agent will return the specific record for that client if it exists in your CRM.
How do I book a new service for an existing client?
Use the create_new_booking action. You'll need to provide the Client ID, the Service ID, and the start time in ISO 8601 format (e.g., 2024-12-01T10:00:00Z).
Is it possible to list all unpaid invoices via AI?
Absolutely. Use the list_client_invoices query. The agent will retrieve all your billing documents, and you can then ask the AI to filter or identify those with a 'pending' or 'overdue' status.
How do I add an MCP server to Claude Code?
Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.
Can Claude Code run MCP tools in headless mode?
Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
How do I list all connected MCP servers?
Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
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