practice_better_find_clients

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.

read-only

Argument	Type	Description
query*	string	Text to look for in first name, last name, preferred name or email.
status	array	Only these statuses.
max_results	integer	Most matches to return, 1-50 (default 10).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "maxLength": 100,
      "minLength": 2,
      "description": "Text to look for in first name, last name, preferred name or email."
    },
    "status": {
      "type": "array",
      "items": {
        "enum": [
          "pendingcreate",
          "created"
        ],
        "type": "string"
      },
      "maxItems": 2,
      "minItems": 1,
      "description": "Only these statuses."
    },
    "max_results": {
      "type": "integer",
      "maximum": 50,
      "description": "Most matches to return, 1-50 (default 10).",
      "exclusiveMinimum": 0
    }
  }
}

practice_better_get_account

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.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

practice_better_get_availability

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.

read-only

Argument	Type	Description
day*	string	The day to start from, ISO 8601 date-time with timezone, e.g. 2026-10-12T00:00:00Z.
type	string	Session type: face (in person), phone or virtual.
package_id	string	Only slots usable with this client package.
service_id*	string	Service id (practice_better_list_services).
location_id	string	Only slots at this location.
practitioner_id*	string	Practitioner id (practice_better_list_practitioners).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "practitioner_id",
    "service_id",
    "day"
  ],
  "properties": {
    "day": {
      "type": "string",
      "description": "The day to start from, ISO 8601 date-time with timezone, e.g. 2026-10-12T00:00:00Z."
    },
    "type": {
      "enum": [
        "face",
        "phone",
        "virtual"
      ],
      "type": "string",
      "description": "Session type: face (in person), phone or virtual."
    },
    "package_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Only slots usable with this client package."
    },
    "service_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Service id (practice_better_list_services)."
    },
    "location_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Only slots at this location."
    },
    "practitioner_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Practitioner id (practice_better_list_practitioners)."
    }
  }
}

practice_better_get_client

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}.

read-only

Argument	Type	Description
record_id*	string	Client record id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "record_id"
  ],
  "properties": {
    "record_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Client record id."
    }
  }
}

practice_better_get_invoice

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}.

read-only

Argument	Type	Description
invoice_id*	string	Invoice id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_id"
  ],
  "properties": {
    "invoice_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Invoice id."
    }
  }
}

practice_better_get_session

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}.

read-only

Argument	Type	Description
record_id	string	Group sessions only: the client record id.
session_id*	string	Session id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "session_id"
  ],
  "properties": {
    "record_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Group sessions only: the client record id."
    },
    "session_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Session id."
    }
  }
}

practice_better_list_clients

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.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
status	array	Only these statuses. pendingcreate = prospective client, created = added client.
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).
has_account	boolean	true = only clients with an active Practice Better user account.
child_records	boolean	true = only sub-records (dependants), false = only primary records.
modified_after	string	ISO 8601 date-time with a timezone, e.g. 2026-10-01T00:00:00Z.
modified_before

practice_better_list_form_requests

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.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).
completed	boolean	true = only completed requests, false = only incomplete ones.
record_ids	array	Only requests for these client records.
created_after	string	Created on or after this date-time.
created_before	string	Created on or before this date-time.
practitioner_ids	array	Only requests of these practitioners.

practice_better_list_forms

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

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
team_for	string	Whose items: self (default), all (all team members) or other (team members except you).
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "after_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor for lists in ascending order: return items after this id. Normally use before_id."
    },
    "team_for": {
      "enum": [
        "self",
        "all",
        "other"
      ],
      "type": "string",
      "description": "Whose items: self (default), all (all team members) or other (team members except you)."
    },
    "before_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first)."
    }
  }
}

practice_better_list_invoices

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.

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).
record_ids	array	Only invoices of these client records.
payment_status	array	Only invoices with these payment statuses.
practitioner_ids	array	Only invoices of these practitioners.
invoice_date_after	string	Invoice date on or after this date-time.
invoice_date_before	string	Invoice date on or before this date-time.

practice_better_list_packages

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

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "after_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor for lists in ascending order: return items after this id. Normally use before_id."
    },
    "before_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first)."
    }
  }
}

practice_better_list_practitioners

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.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

practice_better_list_services

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

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
team_for	string	Whose items: self (default), all (all team members) or other (team members except you).
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "after_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor for lists in ascending order: return items after this id. Normally use before_id."
    },
    "team_for": {
      "enum": [
        "self",
        "all",
        "other"
      ],
      "type": "string",
      "description": "Whose items: self (default), all (all team members) or other (team members except you)."
    },
    "before_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first)."
    }
  }
}

practice_better_list_sessions

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.

read-only

Argument	Type	Description
group	boolean	true = only group sessions, false = only 1-1 sessions.
limit	integer	Results per page, 1-100 (default 25).
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).
date_after	string	Sessions on or after this date-time (ISO 8601 with timezone).
record_ids	array	Only sessions of these client records.
date_before	string	Sessions on or before this date-time (ISO 8601 with timezone).
service_ids	array

practice_better_list_tags

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

read-only

Argument	Type	Description
limit	integer	Results per page, 1-100 (default 25).
after_id	string	Cursor for lists in ascending order: return items after this id. Normally use before_id.
before_id	string	Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "description": "Results per page, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "after_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor for lists in ascending order: return items after this id. Normally use before_id."
    },
    "before_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Cursor: pass next_page.before_id of the previous reply to get the next page (lists are newest first)."
    }
  }
}

Practice Better MCP by usefulapi

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practice_better_find_clients

Practice Better MCP by usefulapi

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practice_better_find_clients

Tools (15)