vCita MCP for AI. Manage bookings, billing, and client data without switching apps.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Connect to your AI in seconds.
vCita MCP Server connects your small business operations—scheduling, client records, and billing—to any AI agent. Manage appointments, track invoices, create new clients, and coordinate staff availability all through natural conversation.
It keeps your entire service business workflow in one place.
What your AI can do
Cancel appointment
Cancels an existing client booking using a specific appointment ID.
Create new booking
Schedules a service appointment for a client using specified services, dates, and times.
Create crm client
Adds a brand new customer record to your CRM with contact and metadata information.
Create new customer entries or pull detailed history on existing clients using their ID or contact info.
Book services for specific dates, list upcoming meetings, or instantly cancel a booking through natural language prompts.
Retrieve lists of outstanding invoices, payments received, and pricing estimates sent to clients.
List all team members and their roles to check who is available for a specific service or date range.
Verify the connection status of your vCita account before running critical business tasks.
Ask an AI about this
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vCita MCP Server: 12 Tools for Business Management
Manage every part of your service business—from booking the first appointment to logging the final payment—using these twelve tools.
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 vCita on VinkiusCancel Appointment
Cancels an existing client booking using a specific appointment ID.
Create New Booking
Schedules a service appointment for a client using specified services, dates, and...
Create Crm Client
Adds a brand new customer record to your CRM with contact and metadata information.
Get Api Status
Checks the current connection health status of your vCita account to ensure all...
Get Client Details
Retrieves comprehensive contact and history details for a specific client ID.
List Staff Members
Lists all staff members associated with the account, including their roles and user IDs.
List Scheduled Appointments
Pulls a list of future and past bookings on your calendar for review.
List Crm Clients
Pulls a searchable directory listing of all customers stored in your CRM system.
List Price Estimates
Retrieves a list of past price quotes or estimates sent to clients for future...
List Client Invoices
Fetches a list of all invoices associated with a given client ID.
List Recorded Payments
Shows a history of all recorded payments and transactions against client accounts.
List Offered Services
Lists every service and its current pricing that you have configured for booking.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
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
Advanced settings to add credentials.
Start a conversation
Open a new chat. The vCita integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with vCita, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by vCita. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
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 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Switching between calendar, CRM, and accounting dashboards wastes time. It’s a headache.
Today, if you need to book an appointment for Jane Doe, you open your calendar app, find the slot, then copy her email into the CRM to verify her record exists, and finally switch to the accounting software just to check if she paid last month. That’s three different logins, five clicks minimum, and a whole lot of mental effort.
With this MCP server, you tell your agent: 'Book Jane Doe for next Tuesday.' The agent handles everything. It checks `list_scheduled_appointments` for conflicts, runs `get_client_details` to confirm her record, and then executes the booking via `create_new_booking`. You get confirmation without leaving your chat.
vCita MCP Server: Manage services and money in one place.
The biggest manual step that disappears is the reconciliation process. Before finalizing a booking, you used to have to manually cross-reference if the service price matched an outstanding estimate or invoice number. This was slow and error-prone.
Now, your agent handles it automatically. It pulls up `list_price_estimates` alongside the new service details in real-time. You don't just book; you confirm that the booking is financially sound based on vCita’s live data.
What your AI can actually do with this
You connect your vCita account right into your AI client—whether it's Claude or Cursor—and you get direct control over every core part of a service business, all through natural chat. This server gives your agent immediate access to your CRM records, scheduling calendar, and financial ledger. You don't have to jump between systems; everything happens in one conversation.
To make sure nothing breaks when you run critical tasks, you can first check the connection health using get_api_status. That verifies that all your operations will actually run smoothly before you start booking or billing.
Managing client records is straightforward. You can pull a directory of every customer in your CRM by calling list_crm_clients, giving you a searchable rundown of everyone you've ever seen. If you know who you're looking for, get_client_details pulls comprehensive history and contact info based on their ID or contact data.
Need to add a brand-new person? Just run create_crm_client; it adds them as a new customer record with all the metadata you specify.
Scheduling appointments is quick. To book services, your agent uses create_new_booking, taking specified services, dates, and times into account. If plans change, you can instantly cancel an existing booking by running cancel_appointment using only the specific appointment ID. You don't need to guess what's open; list_scheduled_appointments pulls a full list of both future and past meetings on your calendar so you know exactly where you stand.
When it comes to staff, you can check who works for you by calling list_staff_members. This gives you a complete roster of all team members, along with their roles and unique user IDs. If you need to see what services are even available, list_offered_services shows every service name and its current pricing structure that you've set up for booking.
Reviewing the money trail is another thing this server handles perfectly. You can retrieve a list of all invoices tied to a client by calling list_client_invoices. To see how much cash has come through, run list_recorded_payments which shows a history of every payment and transaction against any client account. If you're trying to estimate costs before sending a final bill, list_price_estimates pulls up a record of past quotes or estimates that were sent out for future work.
These tools let your AI agent pull together complex data sets. You can list all the invoices and payments received for one client, then check their full details, all in sequence. The system handles it. It's built to keep your entire service business workflow contained right where you are.
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Here's how it actually works
The bottom line is that your AI client acts as a unified dashboard, running all necessary vCita API calls so you don't have to switch apps.
Subscribe to the server and enter your vCita API Token (you find this in your developer portal).
Connect your preferred AI client (like Claude or Cursor) to the Vinkius Marketplace using the token.
Start giving commands. Your agent uses the tools—for example, 'Show me Jane Doe's invoices'—and pulls the data directly into the conversation.
Who is this actually for?
Service providers and small business owners who are tired of juggling three different windows: the calendar app, the CRM, and the accounting software. This is for people whose daily job involves coordinating a person's schedule while simultaneously checking if they paid last month.
Uses list_scheduled_appointments to see client availability and then uses get_client_details to check their contact history before sending a follow-up email.
Manages team capacity by running list_staff_members to ensure the right person is available for an upcoming booking, then uses create_new_booking.
Needs a quick financial overview. They ask their agent to run list_client_invoices and summarize which invoices are overdue this week.
What Changes When You Connect
Stop jumping between tabs. Need to confirm a booking? Your agent can check list_scheduled_appointments, pull the client's contact info with get_client_details, and tell you if they have an outstanding invoice—all in one chat window. No copy/pasting needed.
Never miss a payment reminder. Instead of running reports manually, ask your agent to run list_client_invoices for the top 10 clients. It instantly summarizes who owes what and when it was due.
Keep client data clean. Before booking someone new, use create_crm_client to ensure you have all necessary metadata attached to their record right away. This prevents having incomplete files later on.
Coordinate team resources fast. If a client books an appointment, the agent can check list_staff_members first. You immediately know if the service provider is free or needs coverage before confirming the time slot.
Verify your setup instantly. Before running any major task (like billing), run get_api_status. This confirms the connection is active and ready, saving you from frustrating 'connection error' messages mid-process.
See it in action
The Client Follow-Up
A client calls back after a service. Instead of having to log into the CRM, check the calendar, and then look up billing history, you simply ask your agent: 'What's going on with John Smith?' The agent runs get_client_details (for contact info), checks list_scheduled_appointments (to see recent services), and reviews list_client_invoices (to check for payment status). You get a complete summary in seconds.
The New Service Offering
You launch a new service package. Instead of manually updating your booking form, you run list_offered_services to see the current catalog and then use create_new_booking with the correct ID/price structure, confirming it's bookable immediately.
The Overdue Account Check
You need a quick picture of cash flow. You ask your agent to list all invoices for clients who haven't had an appointment in 60 days. The agent runs list_crm_clients and filters that data, then uses list_client_invoices on the results to pinpoint exactly where the money is stuck.
The Staff Scheduling Conflict
An Operations Manager needs to book a team meeting. They first run list_staff_members to see who works and their roles. Then, they use create_new_booking, specifying the desired staff member ID and service type, making sure the right people are booked.
The honest tradeoffs
Assuming data is up-to-date
The agent tries to schedule a booking for a client without checking if their payment status was cleared first, leading to an appointment that might be canceled later due to billing issues.
Always check the financial side first. Before calling create_new_booking, run list_client_invoices and verify payments using list_recorded_payments. This confirms the client is in good standing.
Ignoring staff roles
The manager tries to schedule a service with an employee who doesn't actually exist or whose role prevents them from doing that type of consultation.
Always start by calling list_staff_members. This gives you the authoritative list of employees and their permissions. Use those specific IDs when creating bookings.
Trying to update records directly
The user asks the agent to 'change' a client's phone number without giving enough detail, and the agent fails because it can only read data via listed tools.
For simple reads, use get_client_details. If you need to update records (like adding new metadata), verify if that capability is available in the tool documentation before assuming the action will work.
When It Fits, When It Doesn't
Use this server if your primary business process revolves around coordinating service delivery: a client needs an appointment, and that appointment requires checking their payment status and updating their record. It’s for full-cycle operational management—from lead to billing.
Don't use it if you only need simple messaging or pure data retrieval (like just fetching stock quotes). If your workflow is highly linear and never involves scheduling or money, a simpler read-only tool might suffice. However, because of the interconnected nature of list_client_invoices, create_new_booking, and get_client_details, this server is designed for complex state transitions—where one action triggers checks across multiple data types.
Questions you might have
How do I find out if a client has an overdue bill using list_client_invoices? +
The agent runs list_client_invoices and returns all invoices for that client. You can then ask the agent to filter those results by 'due date' or 'status' to see exactly what is outstanding.
What if I need to change an existing appointment? Should I use cancel_appointment? +
Yes, for a full cancellation, cancel_appointment works. If you just need to modify details or reschedule it slightly, the agent can usually handle that update through natural language, referencing the original booking ID.
Can I use list_staff_members to check who is available? +
The list_staff_members tool lists all staff and their roles. For availability on a specific date, you must follow up by using list_scheduled_appointments, which pulls the actual booking data.
What is the difference between list_client_invoices and list_recorded_payments? +
list_client_invoices shows what was billed to the client. list_recorded_payments shows all money that has actually been received and processed against those accounts.
How do I check if my vCita connection is active before running a command, like using `get_api_status`? +
You call get_api_status. The tool returns an immediate status code and metadata. This verifies your API token works correctly before you run any complex operations, such as scheduling or billing.
When I use `list_client_details`, what types of contact and history data can my agent retrieve for a client? +
The tool returns comprehensive records including full contact information, service history links, and associated metadata. This gives your AI client everything it needs to build a complete profile in one go.
If I try to use `create_new_booking` and there’s a scheduling conflict, how does the system handle the error? +
The tool reports specific error codes and the reason for the failure. For example, it will specify if the slot is double-booked or unavailable. Your agent can then immediately prompt you with resolution options.
If I use `list_crm_clients` and have thousands of records, is the data paginated for performance? +
Yes, the tool handles bulk client requests by returning results in manageable pages. You can specify a page limit or number to ensure your agent processes large lists without timing out.
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.
We've already built the connector for vCita. Just plug in your AI agents and start using Vinkius.
No hosting. No infrastructure. No complex setup.
All 12 tools are live and waiting.
You're up and running in seconds.
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