• CLIENT DATA
  • BOOKINGS
  • VERIFICATION
  • HUMAN

How to retrieve client and booking data with your AI

Connect SimplyBook.me to your AI client once. From then on, you can pull up any customer profile or appointment history just by asking.

Ask AI about this page

Short answer

How can I get client and booking info using my AI?

Your AI uses the SimplyBook.me MCP to fetch specific client profiles and appointment records. You'll get the exact details needed to verify customers during interactions. Here is the breakdown of how it works.

The outcomes

Where your data lands

The AI pulls information from SimplyBook.me and delivers it straight to your chat.

CLIENT DATA

Instant client profiles

The AI pulls contact info and profile details. You get the specific data needed to confirm who you are talking to.

BOOKINGS

Appointment histories

Your agent retrieves past and upcoming booking details. This lets you see exactly what a client scheduled.

VERIFICATION

Quick detail checks

The AI cross-references booking info with client profiles. You get a clear view of the customer's history.

HUMAN

Manual updates needed

The AI only reads data. If you need to change a booking or edit a profile, you still handle that in the SimplyBook.me dashboard.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat interface and your SimplyBook.me account.

  1. Find the client

    The AI scans your account to find the right person by name or email.

    list_clients

  2. Pull the profile

    Once identified, the AI grabs the full profile for that specific individual.

    get_client

  3. Check the schedule

    The AI looks up the specific details of a particular appointment.

    get_booking_details

  4. Present the facts

    The AI summarizes the requested info in your chat window.

    get_client

Try it

Copy these to start.

Use these prompts to trigger the data retrieval.

Starting points

These are just ideas. Swap out the names and dates with your actual client info.

SimplyBook.me Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_SVMbSRaaDlMhd90g4RVg26vaS6w8W0CBUTLcRV9U/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — SimplyBook.me capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "simplybookme-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_SVMbSRaaDlMhd90g4RVg26vaS6w8W0CBUTLcRV9U/mcp"
    }
  }
}
Copy into chat04

  • List all my clients so I can find someone.

  • Get the profile details for the client named Sarah Jenkins.

  • Show me the booking details for the appointment scheduled for tomorrow.

  • Find the client with the email alex@example.com and tell me their last booking.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect SimplyBook.me once, then ask.

Follow the link to link your account. Your credentials stay encrypted, and you'll be ready to chat with your data immediately.

Connect SimplyBook.me to your AI

FAQ

How this task behaves

  • 01

    Can my AI cancel a booking for me?

    No. This MCP only provides tools to read and retrieve data. You must log in to SimplyBook.me to modify or cancel appointments.

  • 02

    Can the AI add new clients to my list?

    No. The AI can only pull existing client information using the available tools.

  • 03

    How does the AI find the right client?

    It uses the list and get tools to match the names or emails you provide in your prompt.

  • 04

    Will the AI change my client's contact info?

    No. The AI is read-only for these specific actions. It cannot edit or delete any data in your SimplyBook.me account.

  • 05

    Can I see past appointments?

    Yes, as long as you ask for the booking details of a specific appointment.

  • More questions about SimplyBook.me? See everything the SimplyBook.me Connector can do

Connect SimplyBook.me to Claude, Cursor, ChatGPT & more