Practice Better MCP by usefulapi

Search client records by name, preferred name or email (case-insensitive text match). Practice Better has no search endpoint, so this reads the 500 most recent records (5 pages of 100) and filters them; complete says whether every record was checked. Returns at most max_results matches with the same fields as practice_better_list_clients. GET /consultant/records.

The practitioner (API user) behind this connection: id, name, title, timezone, default currency, role flags and the practice (company) id and name. Settings, integrations and the bio are not returned. GET /consultant/profile.

Open booking slots of one practitioner for one service, starting on the given day: start, end and duration of each slot. It follows the practitioner's booking settings. Needs a practitioner id and a service id. GET /consultant/availability/slots.

One client record by id: status, name, preferred name, pronouns, email, phones, timezone, activity dates and tag ids. Date of birth, address, insurance, emergency contacts, notes and health history are not returned. GET /consultant/records/{recordId}.

One invoice by id with its line items (date, quantity, amount, tax) and totals. Descriptions, payment history and billing contact are not returned. GET /consultant/payments/invoices/{invoiceId}.

One session (appointment) by id: date, duration, service, practitioner, client (id and name), location and status. Booking notes and session notes are not returned. For a group session pass record_id to see one client's view. GET /consultant/sessions/{sessionId}.

List client records, newest first: id, status, name, email, phone, timezone and activity dates. Date of birth, address, insurance and notes are not returned. A page holds at most 100 records. To look up one person by name or email use practice_better_find_clients. GET /consultant/records.

List forms sent to clients, newest first: which form, which client (id), practitioner, and whether it was started or completed, with dates. The answers are never returned. GET /consultant/formrequests.

List the form templates of the practice (intake forms, questionnaires, consent forms): id and name only. GET /consultant/forms.

List client invoices, newest first: number, date, totals, amount due and paid, payment status, client (id and name) and practitioner. Payment history and line items are not in the list; use practice_better_get_invoice. GET /consultant/payments/invoices.

List the package definitions (bundles of sessions or programs) the practice sells: id, name and SKU. GET /consultant/packages.

List the practitioners and admin users of the practice, with id, name, role flags and activation status. Use the ids to filter sessions and invoices. GET /company/administration/members.

List the services (appointment types) the practice offers: id, name, duration, group or 1-1, session types and SKU. GET /consultant/services.

List sessions (appointments), newest first: date, duration, service, practitioner, client (id and name), status and payment status. Booking notes and session notes are not returned. Filter by date range, practitioner, client record, service or group/1-1. GET /consultant/sessions.

List the tags the practice uses to organize clients: id and name. A client record carries tag ids. GET /tags.