Phorest MCP for AI. Manage your entire salon business from a single chat.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Phorest connects your salon and spa operations directly to your AI client. Manage everything—from creating new clients and listing appointments to updating staff schedules—using natural conversation.
Handle check-ins, track services, and export business data without opening a single desktop app.
What your AI can do
Checkin appointment
Marks a client as present for their scheduled appointment.
Confirm appointments
Confirms one or more booked appointments with the system.
Create break
Schedules a staff member's break period into the timetable.
Create new client records or update existing details and service packages using tools like create_client, update_client, and update_client_course.
List scheduled appointments for a branch, check in clients, confirm bookings, or modify specific appointment details with tools such as list_appointments and checkin_appointment.
Retrieve the work timetables for entire branches or individual staff members (get_staff_timetable, get_branch_timetable) and manage scheduled breaks using create_break.
Trigger CSV export jobs to pull raw data on client lists, appointments, or performance for later analysis (create_csv_export_job).
Get details about a specific client's service package history using get_client_course and view all available packages with list_client_courses.
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Phorest: 17 Tools for Salon & Spa Operations
These tools let you programmatically interact with every core function of your salon business, from check-ins and bookings to staff scheduling and data export.
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 their scheduled appointment.
Confirm Appointments
Confirms one or more booked appointments with the system.
Create Break
Schedules a staff member's break period into the timetable.
Create Client
Adds an entirely new client record to your business database.
Create Csv Export Job
Starts a background job that compiles data into a downloadable CSV file for...
Get Appointment
Retrieves all specific details about a single, known appointment.
Get Branch Timetable
Gets the full work schedule for every staff member at a specific branch location.
Get Client Course
Fetches details about a client's current service package, including expiry dates.
Get Csv Export Job
Checks the status and provides the download URL for an export job you started...
Get Staff Timetable
Retrieves individual staff member timetables for a specific day or range.
List Appointments
Shows all appointments currently scheduled at a given branch location.
List Breaks
Retrieves a list of existing staff breaks in the system.
List Client Courses
Lists all available service packages that can be sold to clients.
List Clients
Returns a list of all client records associated with your business ID.
Update Appointment
Changes details for an existing appointment, such as rescheduling or modifying the...
Update Client Course
Updates the status of a service package, often used to extend an expiry date.
Update Client
Modifies general client information like phone numbers or addresses. Requires a...
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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.
Coordinating client check-ins and staff schedules shouldn't require opening five different tabs.
Today, running a spa involves juggling the main CRM, the booking widget, the staff roster sheet, and maybe an email thread. You jump between them to confirm who is booked, if they are checked in, and what package they used last time. It's clicking, copying, and cross-referencing—a massive waste of minutes.
With this MCP server, you ask your agent one question: 'What do I need to know about the day?' The agent handles the sequence—it checks `list_appointments`, verifies staff availability using `get_staff_timetable`, and confirms client status. You get a single, actionable answer.
Phorest MCP Server: Get Staff Timetables
Before this server, checking staff availability meant logging into the internal scheduling portal, filtering by date and department, and hoping nothing was updated since you opened the page. It was slow and prone to stale data.
Now, simply ask your agent: 'What's Sarah's schedule for Thursday?' The agent executes `get_staff_timetable` and gives you real-time availability, including when she takes breaks (`list_breaks`). You stop guessing; you start managing.
What your AI can actually do with this
Phorest connects your salon and spa operations right to your AI client. You'll manage every detail—from adding a new client record to running end-of-day reports—just by talking to your agent. Forget opening up the desktop app; you handle everything in natural conversation.
Managing Client Profiles: You can start things off by creating an entirely new client record using create_client. To keep records straight, you use list_clients to get a rundown of every person in your book. If a client moves or changes their phone number, you modify the data with update_client, though remember you gotta provide a version number so the system knows which copy is right.
When it comes to services, you can view all available service packages that people buy using list_client_courses. You pull up specific package details for any client using get_client_course to see their current status and when they expire; if they get a new treatment, you extend the membership or change the record with update_client_course.
Handling Appointments: To see what's happening today, you run list_appointments, which shows all bookings for your location. If you need to know the nitty-gritty details of one specific booking, you use get_appointment. When a client walks in, you mark them as present with checkin_appointment. You can also confirm one or more booked appointments using confirm_appointments.
If a service needs moving around, you change the appointment's details—like rescheduling it or changing the treatment type—with update_appointment.
Tracking Staff Schedules: You get full visibility into staff availability. To check what everyone is doing at your location for a whole day, you call get_branch_timetable. If you only need to see one person's schedule for a specific date range, you use get_staff_timetable; this retrieves individual timetables. You manage staff downtime by scheduling breaks using create_break, and if you wanna check what breaks are already logged in the system, you call list_breaks.
Generating Business Reports: For analysis, you don't mess around with manual data entry. You start a background job to compile raw business data into a CSV file using create_csv_export_job. To follow up on that report, you check the status and grab the download link for your export job by running get_csv_export_job.
This entire system lets you handle client records with list_clients, create new clients using create_client, update details via update_client, manage service packages through list_client_courses and get_client_course, and adjust package status with update_client_course. You handle the daily flow by listing all bookings with list_appointments, checking a client in using checkin_appointment, confirming appointments with confirm_appointments, or making changes to existing slots with get_appointment and update_appointment.
Staff management is covered when you pull the whole schedule for a branch via get_branch_timetable, check an employee's schedule using get_staff_timetable, set breaks with create_break, or see all current break listings by running list_breaks. Finally, your business intelligence relies on starting exports with create_csv_export_job and checking the status of those reports using get_csv_export_job.
019ea5fe-7a63-7067-aed5-7d8e62e5ed52 Here's how it actually works
The bottom line is you talk naturally; the server handles the complex API calls and updates in the background.
Subscribe to the Phorest server and provide your API credentials (Username/Password).
Your agent connects to the system, allowing it to read and write data within your business account.
Ask your agent a direct question: 'List all clients for today' or 'Check in client Jane Doe.' The agent executes the necessary tool calls.
Who is this actually for?
This is for salon owners who hate switching between scheduling apps, receptionists tired of manual data entry at check-in, or business analysts needing instant performance reports. If your job involves coordinating staff time or managing client flow across multiple systems, this server saves you hours.
Checks the overall daily schedule and needs to know if staff are properly scheduled for breaks or if there are any booking gaps.
Manages the front desk flow, performing quick client check-ins, updating contact details, or confirming next day appointments via voice commands.
Runs reports on staff performance and generates CSV exports of historical data to analyze revenue trends outside the main platform.
What Changes When You Connect
Checks in clients instantly. Use checkin_appointment to mark someone present without navigating deep into the scheduling interface. It's one command, done.
Tracks staff time efficiently. Need to know who’s free? get_staff_timetable pulls an individual staff member’s schedule right here, showing breaks and open slots.
Keeps data clean. If a client moves or changes their phone number, use update_client. It handles the version control so you don't accidentally overwrite critical info.
Never lose reports again. Instead of manual exports to Excel, use create_csv_export_job and then check its status with get_csv_export_job for a direct download link.
Manages packages easily. If a client needs an extension on their service package, use update_client_course. It’s quicker than logging into the main CRM.
See it in action
The Check-In Rush
It's peak hour. The receptionist needs to check in five clients, but they are logged into three different screens. Instead, they simply tell their agent: 'Check in all 10 AM appointments.' The agent runs checkin_appointment for everyone and confirms the list instantly.
The Scheduling Conflict
A client calls to move a booking. Instead of looking up the old appointment, checking staff availability, and then updating it manually, the agent runs get_staff_timetable for all relevant staff first. Then, they use update_appointment with the new time—all in one conversational flow.
The End-of-Month Audit
The owner needs to report on how many clients paid for a specific package last month and who those staff members were. They ask the agent to run create_csv_export_job targeting 'Client Activity,' giving them all the data they need for accounting.
The Staffing Gap
It's Monday morning, and a new stylist calls in sick. The manager needs to know who is covering their shift. They ask the agent: 'List staff schedules for this week.' The agent uses get_branch_timetable and immediately points out where the gap is.
The honest tradeoffs
Manual Data Syncing
Copying client lists from one spreadsheet into another, or having to check three different apps just to confirm a booking. This wastes time and introduces human error.
Use the agent to manage data flow directly. To get all clients, call list_clients. To verify an appointment, use get_appointment instead of guessing.
Ignoring Version Control
Trying to update a client record (update_client) without knowing the current 'version' number. The API call fails because it thinks your data is stale.
When updating clients, always ensure you have the required version field. This prevents accidental overwrites and maintains data integrity.
Booking Without Checking Time
Attempting to update an appointment (update_appointment) for a time slot that is already booked by another staff member, leading to a failed booking or double-booking.
Always check availability first. Run get_staff_timetable or list_appointments before attempting any modification.
When It Fits, When It Doesn't
Use this server if your primary pain point is coordinating real-time, transactional data across multiple business functions: scheduling, client records, and staff time. You need an automated layer that can execute a sequence of actions (e.g., 'Check in the client AND update their package'). Don't use it if you only want to view static historical reports—in those cases, simply running list_clients is enough. If your needs expand into complex financial ledger management or deep supply chain tracking, this server won't cover that; look for a dedicated accounting tool instead.
Questions you might have
How do I check a client's service history using the Phorest MCP Server? +
Use get_client_course. This tool pulls details about a specific client’s package, letting you see their current status and when it expires without manually searching through records.
Can I update an appointment using the Phorest MCP Server? +
Yes, use update_appointment. You can change booking times or services directly. Remember to confirm the new time slot is available first by listing appointments.
How do I get a list of all clients in my business? +
You call list_clients. This tool provides an immediate roster of everyone associated with your account, which you can then ask the agent to filter or detail further.
What is the best way to get a full report for my business? +
You must use create_csv_export_job. This tool starts the data collection process. After running it, you check its status using get_csv_export_job to get your download link.
Can I manage staff breaks with the Phorest MCP Server? +
Yes, use create_break. This tool lets you schedule and track staff time off or short breaks directly through the agent interface.
How do I use the `create_client` tool to add a new client record? +
You call create_client and provide the necessary details like name, contact information, and initial services. The system handles saving this new account directly into your salon's database.
What is the function of the `get_staff_timetable` tool? +
The get_staff_timetable tool retrieves a specific employee's full schedule for a given date. It shows their working hours, scheduled breaks, and available time slots.
How do I use the `confirm_appointments` tool? +
To confirm appointments, pass the IDs of one or more bookings to confirm_appointments. This updates the status for several clients instantly, ensuring your records are accurate.
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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