# EasyPractice MCP > EasyPractice connects your AI agent directly to a top-tier clinic management platform. You can ask it to check daily appointments, find specific client history, list outstanding invoices, or pull structural details on services—all without logging into a separate dashboard. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Tags:** clinic-management, appointment-booking, patient-records, invoicing, healthcare-operations, client-tracking ## Description This MCP lets you run your entire practice through natural conversation. Think of it like having an operations assistant who knows where every piece of data lives: the scheduling calendar, the patient file cabinet, and the billing ledger. You can ask to see all upcoming sessions or check the full history for a single client. Need to know what services cost money? It pulls that metadata for you. If your agent needs quick visibility into cash flow, it can list invoices and payment statuses instantly. By connecting this integration through Vinkius, your AI client becomes your central point of control, letting you manage everything from appointment oversight to financial monitoring just by talking to your agent. ## Tools ### get_easypractice_account_metadata Checks usage limits and metadata for your EasyPractice account. ### get_appointment_details Retrieves detailed information for one specific appointment date. ### get_client_details Pulls a client's profile and full appointment history. ### quick_clinic_volume_audit Gathers a quick, high-level summary of client and appointment activity for immediate review. ### list_clinic_appointments Lists every scheduled appointment in the clinic's system. ### list_clinic_clients Gives you a list of all registered clients in your practice. ### list_clinic_invoices Lists every invoice issued by the clinic, including amounts and statuses. ### list_latest_appointments Finds the appointments that were most recently updated or scheduled. ### list_clinic_services Retrieves a comprehensive list of all services and session types offered. ### search_clinic_clients Searches the database for clients using a name or email keyword. ## Prompt Examples **Prompt:** ``` List all appointments for tomorrow. ``` **Response:** ``` I've found 5 appointments for tomorrow, including sessions with 'John Doe' (9:00 AM) and 'Alice Miller' (11:00 AM). Would you like to see the service type for any of these appointments? ``` **Prompt:** ``` Show me the details for client 'John Doe'. ``` **Response:** ``` John Doe has 12 total appointments in your clinic. Their last session was on March 15th and they have no outstanding invoices. Should I pull their contact information for you? ``` **Prompt:** ``` Are there any unpaid invoices in the system? ``` **Response:** ``` I've identified 3 unpaid invoices, including INV-101 ($150.00) and INV-105 ($200.00). 2 of these are past their due date. Would you like me to pull the associated client names for these invoices? ``` ## Capabilities ### Reviewing Client Records You can find a patient's full profile and review their past appointments using the client details tool. ### Managing Appointments The MCP allows you to list all scheduled sessions or pull up detailed information for one specific appointment date. ### Monitoring Billing and Payments You can generate reports on invoices, tracking total amounts due and current payment statuses for the clinic. ### Auditing Practice Volume It provides a high-level summary of client activity and appointment volumes across your entire practice. ### Discovering Services Offered The agent can pull the official list of all services, session types, and their associated pricing tiers. ## Use Cases ### The end of 'Where is that client?' A new practitioner needs to find a patient who only provided an email address. Instead of searching through the main list, they ask their agent to run `search_clinic_clients` using just the email. The system instantly surfaces the correct profile, saving minutes and frustration. ### End-of-Week Billing Cleanup The billing specialist needs a full picture of revenue for the last week. They ask the agent to run `list_clinic_invoices` and then follow up by asking for associated service metadata using `list_clinic_services`, confirming that every item billed matches current pricing. ### Daily Operational Check The clinic manager wants a quick audit before opening. They ask the agent to run `quick_clinic_volume_audit` and immediately see the total appointments scheduled for the day, plus how many unique clients are expected. ### Checking Records Mid-Session A therapist needs context on a client they haven't seen in months. They ask the agent to run `get_client_details` and instantly get their last session date, total visits recorded, and any notes. ## Benefits - You cut down on manual searching. Instead of clicking through multiple tabs to get a full picture, your agent can pull together reports by calling `quick_clinic_volume_audit` in one go. It gives you immediate operational oversight. - Never waste time cross-referencing dates and details. If you only need the specifics for today's visit, using `get_appointment_details` gives you all the required info without listing out every session. - Streamline billing checks. You can list invoices with `list_clinic_invoices` and instantly know which payments are overdue or pending, giving your finance team clarity fast. - Improve client care flow. When a patient walks in, your agent uses `get_client_details` to give you their full history and contact info immediately, making the interaction smooth. - Maintain structural accuracy. By using `list_clinic_services`, you always know the official names and pricing tiers for every session type, keeping your billing accurate. ## How It Works The bottom line is: Your AI agent handles all the backend API calls, so you just talk to it and get answers. 1. Connect the EasyPractice integration to your AI client. You'll need to authorize using your API Key from your account settings. 2. Your agent uses the available tools, like `list_clinic_appointments` or `search_clinic_clients`, to gather the data you request through conversation. 3. The information is returned directly to your chat interface—no clicking around in dashboards required. ## Frequently Asked Questions **How do I check if my EasyPractice account has usage limits using `get_easypractice_account_metadata`?** Just ask your agent to run `get_easypractice_account_metadata`. It checks the current API status and any metadata or usage restrictions tied to your specific account, keeping you from hitting a hard limit. **What's the difference between using `list_clinic_clients` and `search_clinic_clients`?** `list_clinic_clients` provides a full roster of every client. Use `search_clinic_clients` when you know part of the name or email, because it narrows down results immediately instead of giving you thousands of names. **Can I list appointments and then see which services were used? How does that work with `list_clinic_services`?** You first use `list_clinic_appointments` to get the session details. Then, you can reference `list_clinic_services` if you need confirmation of the official name or pricing tier for the service type found in those appointments. **If I want a summary, should I use `quick_clinic_volume_audit` or `list_clinic_appointments`?** Use `quick_clinic_volume_audit`. That tool is built to give you the high-level 'how busy are we' snapshot. If you need every single appointment listed—the raw data—then use `list_clinic_appointments`. **When I use `list_clinic_invoices`, what specific financial details can my agent pull about the billing status?** The API returns key fields like total amount, due date, and payment status. This data lets your agent determine if an invoice is overdue or paid without needing multiple calls. **Which tool should I use for checking appointments that were updated very recently, like `list_latest_appointments`?** You need to use `list_latest_appointments`. This function bypasses listing every single appointment and focuses only on records marked as newly scheduled or modified. It's the fastest way to check for changes. **If I try to run `get_client_details` using a client ID that doesn't exist, what should my agent expect?** The API returns a standard 404 Not Found error. Your agent must be programmed to handle this specific code and report it gracefully instead of failing the entire workflow. **How granular is the data provided when I use `get_appointment_details` for a single session?** It provides highly detailed information for that one appointment, including precise start/end times and all associated service metadata. This depth is much better than just seeing it listed on a general schedule. **How do I get an EasyPractice API Key?** Log in to your EasyPractice account, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. API access is typically enabled for pro plans. **Can the agent book new appointments?** This integration currently focuses on listing and auditing clinic data. Booking new appointments or sessions should be managed via your EasyPractice online booking page or calendar app. **Does the integration show client contact info?** Yes, you can use the list_clinic_clients or search_clinic_clients tools to retrieve client profile details, including their registered email addresses and phone numbers.