Phorest MCP for AI. Manage bookings and staff schedules via natural chat.
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Phorest MCP Server manages salon or spa operations—including client details, staff timetables, and appointments—directly through your AI agent. It lets you list clients, update bookings, check in patrons, and manage staff breaks using natural conversation.
What your AI can do
Checkin appointment
Marks a client as present for an appointment.
Confirm appointments
Confirms one or more scheduled appointments in the system.
Create break
Logs a staff member's break time into the schedule.
Create a new client record or update existing details for any customer.
List, retrieve specific details, confirm, or check in clients for their scheduled appointments.
View the work schedules and breaks for staff members across a branch.
Fetch detailed records of a client's past treatments or service packages.
Start data export jobs to generate CSV files for business reporting and analysis.
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Phorest MCP Server: 17 Tools for Salon Operations
Use these tools to programmatically manage every aspect of your spa or salon, from checking in clients to generating detailed sales reports.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Phorest on VinkiusCheckin Appointment
Marks a client as present for an appointment.
Confirm Appointments
Confirms one or more scheduled appointments in the system.
Create Break
Logs a staff member's break time into the schedule.
Create Client
Adds a brand new client record to the system.
Create Csv Export Job
Initiates an export job, queuing up data for CSV download later.
Get Appointment
Retrieves full details for a single specific appointment time slot.
Get Branch Timetable
Gets the work schedule and hours for all staff at a specific branch location.
Get Client Course
Retrieves detailed records about one client's treatment package or course history.
Get Csv Export Job
Checks the status and provides the download link for a previously requested CSV...
Get Staff Timetable
Retrieves the work schedule for all staff members at a specific branch.
List Appointments
Lists all scheduled appointments for a given branch or date range.
List Breaks
Retrieves a list of currently logged staff breaks.
List Client Courses
Lists all available treatment packages or course options for clients.
List Clients
Retrieves a list of all existing client records within the business.
Update Appointment
Modifies details for an existing booking, like changing the time or service type.
Update Client Course
Updates a client's package status, such as extending an expiry date.
Update Client
Edits basic information (contact details) on a client's profile.
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Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 17 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Daily operations involve jumping between 5+ different screens just to manage one client visit.
Right now, if a receptionist needs to confirm an appointment, they might have to click into the calendar view, find the client's name, open their profile tab, and then hit 'Confirm.' If they need to update the phone number at the same time? That's another separate modal pop-up. It takes clicks, context switching, and a high risk of forgetting one step.
With the Phorest MCP Server, you just tell your agent: 'Update client Jane Doe's number and confirm her 3 PM appointment.' The AI runs `update_client` and `confirm_appointments` in sequence. You get the confirmation immediately. No clicking required.
Phorest MCP Server: Update Client Details (The `update_client` Tool)
Manually updating a client record means logging into Phorest, searching by name or ID, finding the correct field, and typing in the new data. If you're on mobile, that process is slow and prone to errors.
Now, tell your agent: 'Update John Smith's email address.' The AI executes `update_client` with the necessary details. It handles the API call, checks for required version fields, and confirms success—all in one conversation.
What your AI can actually do with this
Phorest Management via MCP Server
Connect your Phorest account to any compatible AI agent. You'll use this server to handle day-to-day salon or spa business operations without opening a single desktop application. This toolset exposes core functions for managing client data, scheduling appointments, and tracking staff resources, letting you talk through complex tasks with natural conversation.
Client Profiles and Data Management
You can manage the full lifecycle of your customer records. If you gotta add a brand-new person to the books, use create_client to log their details immediately. Need to correct an address or phone number? Just hit up update_client. For existing clients, you'll always have access to their history; run list_client_courses to see all available packages and options, then use get_client_course to pull detailed records on a specific client’s past treatments or service package history.
You don't gotta keep paper files for anything.
Appointments and Check-Ins
The booking process is totally covered. To get a full picture of what's booked, you can run list_appointments to see every scheduled slot across the entire branch or within a date range. If you only need details on one specific time slot, use get_appointment. You gotta confirm those bookings? Use confirm_appointments to lock in multiple appointments at once.
When a client walks through the door, mark them as present immediately using checkin_appointment. And if things change—maybe they need to swap services or reschedule completely—you can modify an existing booking with update_appointment.
Staff Scheduling and Breaks
You'll maintain total visibility over your team. To check the general work schedule for every staff member at a specific location, use get_branch_timetable. For just one person, pull their individual hours using get_staff_timetable. You can also get a list of all current breaks logged by staff with list_breaks, or you can log a break period into the system for an employee when they step away from work using create_break.
Reporting and Exporting Data
For your accounting or marketing reports, this server handles data extraction. To start generating a massive CSV file containing business data, use create_csv_export_job. If you need to know if that export job is done or where the download link is, run get_csv_export_job.
This system gives your AI client total operational control. You manage clients, schedules, and inventory reporting without ever needing to log into the Phorest desktop program.
019ea5fe-792c-735f-b6a8-e9f4af08f404 
Here's how it actually works
The bottom line is: you talk to your AI client; it talks to Phorest's tools; you get the actionable data back.
Subscribe to the Phorest server and enter your required API credentials (Username/Password).
Direct your AI client to execute a task, like listing all appointments for today using list_appointments.
The server runs the function against Phorest and returns structured data—like confirming 12 appointments or providing a list of clients.
Who is this actually for?
Anyone who runs a salon or spa and spends time managing bookings, staff schedules, or client files. This is for the owner who needs an instant overview of daily operations from anywhere, and the receptionist tired of clicking through multiple tabs just to update a simple detail.
Checks the day's schedule or staff availability quickly via list_appointments without logging into the physical desktop app.
Updates a client’s contact info using update_client or checks them in for an appointment using checkin_appointment with voice commands.
Triggers CSV exports (create_csv_export_job) and gathers specific staff performance metrics needed for monthly reports.
What Changes When You Connect
Check a client's full treatment history instantly using get_client_course, eliminating manual record searches for packages or services. You see exactly what they received last time.
Never miss an update: Use update_appointment and confirm_appointments to modify bookings—rescheduling, adding notes, or confirming status—without navigating deep into the web portal.
Staffing management is simple. Get a clear view of who's working today using get_branch_timetable, then log breaks with create_break. You track availability in one go.
Client data integrity matters. Use update_client to fix misspelled names or phone numbers on a client record, keeping your CRM clean and current.
Stop manually compiling reports. Trigger an export job using create_csv_export_job, then check its status later with get_csv_export_job. The data comes directly to you.
See it in action
The Day-of Emergency Check-in
A receptionist needs to quickly process a client who is running late. Instead of finding the appointment in the calendar, manually checking their file, and then marking them present, they just tell their agent: 'Check in Jane Doe for her 2 PM color.' The agent uses checkin_appointment and the task is done instantly.
Post-Service Follow-up
A business analyst needs to know if a client's promotional package expired. They prompt their agent: 'What courses are active for Client ID 123?' The agent runs get_client_course, providing the expiry date and allowing staff to use update_client_course if it needs extension.
Morning Staff Huddle Prep
The salon owner arrives early. Instead of logging into the app, they ask: 'Who is working today in Branch 789?' The agent runs get_branch_timetable, providing a full list of staff and their hours, letting them adjust shifts before anyone walks in.
End-of-Month Reporting
The office manager needs to analyze all appointments from the last quarter. They command: 'Create a CSV export job for all bookings.' The agent runs create_csv_export_job, and later, they check the status using get_csv_export_job to download the clean dataset.
The honest tradeoffs
Trying to update everything at once
The user tries to change a client's address, reschedule an appointment, and create a break all in one giant text prompt.
Break it down. First, use update_client for the address change. Second, run list_appointments to confirm availability, then use update_appointment. Finally, call create_break separately.
Assuming data is always fresh
A user reads a schedule from their internal notes but forgets to check the actual system status before confirming.
Always verify staffing first. Use get_staff_timetable or get_branch_timetable. If you need to confirm an appointment, run confirm_appointments after verifying availability.
Manually checking for data gaps
A user needs a report on services but manually searches through dozens of client files.
Do not search. Use the structured tools: create_csv_export_job to gather all required business records at once, then use get_csv_export_job to retrieve the final file.
When It Fits, When It Doesn't
Use this server if your daily work involves managing time-sensitive operations in a salon or spa setting. If you need to list clients, update appointments, track staff hours, or manage packages, these tools handle it. Don't use it if you just need basic general knowledge about the industry—it only works with Phorest data.
Don't use this server if your main task is accounting (use an accounting tool) or managing inventory outside of service packages. If you are building a completely new booking system, this isn't it; it connects to existing records. This is for operational control and reading/writing within the Phorest ecosystem.
Questions you might have
How do I check a client's history using get_client_course? +
The get_client_course tool retrieves the specific details of a client's package or treatment course. You give it the client ID, and it returns their full service history.
Can I schedule staff breaks using create_break? +
Yes, create_break logs a staff member’s break time directly into the system's timetable. This ensures that scheduling tools know when they are unavailable.
What is the difference between list_appointments and get_appointment? +
list_appointments gives you an overview, showing many appointments for a branch. get_appointment dives deeper, giving full details on just one specific booking slot.
How do I export data to CSV using create_csv_export_job? +
You run create_csv_export_job first. This doesn't give you the file instantly; it just queues the job. You must then use get_csv_export_job later to check the status and get the download link.
Do I need to know the client ID for update_client? +
Yes, while you can ask by name, using the client ID is more reliable. The tool requires specific identifiers to ensure you modify the correct record and maintain data integrity.
Does `create_client` require specific permissions or credentials? +
Yes, your AI agent needs valid Phorest API credentials to perform this action. The system uses these credentials to authenticate against your business account, ensuring the client record is created in real time.
What happens if I use `update_appointment` and the data has changed? +
The tool requires a version field for optimistic locking. If another user updated the appointment after you retrieved it, the update will fail. Your agent must detect this failure and prompt you for fresh information.
How do I check staff availability using `get_staff_timetable`? +
This tool retrieves the full work schedule for specified staff members at a branch. It lists working hours, scheduled breaks, and shows available slots, letting your agent confirm who is free before booking.
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.
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