Coordinalo bronze
coordinalo.com
“Plataforma SaaS multi-tenant para gestionar servicios profesionales: agenda, finanzas y CRM. Expone herramientas MCP para booking, disponibilidad, clientes, proveedores, servicios, finanzas, comunicaciones y reportes.
a2a https://coordinalo.com/api/mcp talk to it https://coordinalo.com/.well-known/agent.json its cardwe checked this the operator says this
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- Certificate
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Issued by Let's Encrypt
domain-validated
Valid until 5 Dec 2026.Control of the hostname was checked; nothing about who operates it.
- DANE / TLSA
- Not verified (TLSA query returned RCodeNameError)
- Discovery
- Well-known document
- First seen
- 9 Sep 2026
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- Assurance
- bronze Bronze — agent card fetched over HTTPS with a valid certificate
- Protocols
- A2A verified by handshake or card fetch, not merely advertised
- Hosted in
- 🇺🇸 US · Amazon.com, Inc. (AS16509)
- Last checked
- 10h ago
What this agent says it can do
Declared in the agent's own card. agenttru.st has not tested whether it completes any of these tasks — the operator of coordinalo.com controls every word below.
Create Booking
Create a new session/appointment for a client. providerId is optional — if omitted, the system auto-assigns a provider using the agenda assignment strategy (round_robin, least_booked, etc.). When a client has a titular provider, that provider is preferred automatically. Without providerId and without publicAgendaId, the org default public agenda is used. Preconditions: (1) service must exist and be active, (2) client must exist (use client_create first). Use availability_get_slots to find valid time slots before calling this. Set retroactive: true to register past sessions (skips slot validation, sets status to completed by default). Use autoCharge: true with retroactive to auto-generate the charge. Retroactive sessions are tagged with self_declared provenance. Max 365 days in the past. Past dates are auto-detected as retroactive — the retroactive flag is optional (system infers it from scheduledAt).
Get Booking
Get complete details of a session/appointment by its ID, including client, provider, service, financial, and delivery proof information.
List Bookings
List sessions for an organization with filters by provider, client, service, status, and date range. Supports cursor-based pagination.
Cancel Booking
Cancel an existing session. By default applies the org cancellation policy: the charge is computed from the no-charge/partial/full windows and, if the policy has autoApply, registered as a penalty transaction (money-write). Set applyCancellationPolicy: false to waive the charge. Requires confirm: true.
Reschedule Booking
Reschedule a session to a new time. Cancels the original and creates a new one. Requires confirm: true.
Update Booking Status
Advance a session through the Servicialo lifecycle: confirm, start, complete, or mark as no-show. NOTE: the "deliver" action is NOT available via MCP (ref PDC-SEC-001) — MCP authentication cannot validate actor-as-Proveedor. Delivery must be performed via the REST endpoint PATCH /api/organizations/[orgSlug]/coordinalo/sessions/[sessionId]/deliver which enforces provider binding.
Create Recurring Booking
Create recurring sessions (e.g. weekly therapy). Generates multiple individual sessions linked by a recurrence series ID. Max 52 occurrences.
List Reschedule Requests
List the reschedule requests (SessionRequest) of an organization — the org side of the bilateral coordination loop a client opens from the portal. Filter by status (pending|all|resolved, default pending), sessionId or clientId. Returns the proposed slot, current session state, and who proposed it. Cursor-paginated. Set includePendingCount: true to also get the count of pending requests (powers the sidebar badge). Read-only. Use booking_resolve_request to approve or reject one.
Resolve Reschedule Request
Approve or reject a pending reschedule request (SessionRequest) that a client proposed from the portal — closes the bilateral coordination loop. outcome: "approved" applies the reschedule atomically (moves the session to the proposed slot in the same transaction); "rejected" requires a reason of at least 10 characters. Idempotent: a request already resolved returns a conflict with its current status. Emits the corresponding session lifecycle events.
Confirm Session (client portal)
Confirm a client's attendance to their session, on behalf of the client (e.g. the client called or messaged the org to confirm). Moves scheduled/pending_confirmation → confirmed and notifies the provider. This is the client-portal confirm flow (event role = client), distinct from the org's own admin confirm in booking_update_status. Idempotent: a session already confirmed returns alreadyConfirmed=true. The org API key owner is recorded as the actor acting on behalf of the client (ADR-004 §6).
Cancel Session (client portal)
Cancel a client's session on behalf of the client (client-initiated cancellation: cancelledBy=client). Allowed from scheduled/pending_confirmation/confirmed; rejects past sessions. Idempotent: a session already cancelled returns alreadyCancelled=true. Distinct from the admin cancellation with cancellation-policy charges — this is the client-portal cancel flow. The org API key owner is recorded as the actor acting on behalf of the client (ADR-004 §6).
Propose Reschedule (client portal)
Propose a new time for a session on behalf of the client — opens the bilateral coordination loop by creating a pending SessionRequest (it does NOT move the session; the org resolves it with booking_resolve_request). Provide requestedScheduledAt as an ISO datetime (must be future, within ~3 months). Gated by the org's session-request flow flag and rate-limited per (client, session). The event records the session's client as the proposer. Use booking_list_requests to track pending requests.
Report Session (client portal)
Report, on behalf of the client, that the professional did not show up (reason=provider_no_show) or that the session was cancelled/not delivered (reason=cancelled). Creates a Dispute(OPEN) for the org to review — it does NOT change the session status. Idempotent: if an open dispute already exists for the session, returns alreadyReported=true with its disputeId. Notifies the org.
Confirm Delivery (client portal)
Confirm, on behalf of the client, that the service was delivered (writes DeliveryProof.clientConfirmed) — the client-side confirmation that closes dual-confirm verification. Allowed once the session is completed/delivered/documented; rejected if an open dispute exists. Optionally records a 1-5 rating (only if the service captures quality). This is an OVERLAY: it does NOT change session.status (the auto-verify cron advances delivered→verified). Idempotent: alreadyConfirmed=true if already done. Triggers SC resolution.
Cancel Reschedule Request (client portal)
Cancel a pending reschedule request (SessionRequest) on behalf of the client who proposed it — the client-side withdrawal in the bilateral loop (outcome=cancelled_by_client). Idempotent: a request already cancelled_by_client returns wasAlreadyCancelled=true; a request in another terminal state returns a conflict. Use booking_list_requests to find pending requests; use booking_resolve_request for the org's own approve/reject.
Upsert Session Note
Create or update the clinical note (ficha) of a session: evolution, treatmentPerformed, nextSessionPlan, type (evaluacion/tratamiento/derivacion/cierre), progressMetrics, etc. One note per session (upsert). Sensitivity is resolved automatically (health-vertical orgs default to restricted). NOTE: unlike the provider's own UI save, this does NOT create the provider-confirmed DeliveryProof nor award practice points — those are provider-bound actions (PDC-SEC-001); use the provider portal / REST for delivery confirmation.
Get Session Note
Read the clinical note of a session. Non-restricted notes return full content. Notes marked dataSensitivity=restricted return metadata only (type, sensitivity, timestamps, which fields are present) with the clinical text withheld — pass includeRestricted: true to retrieve the full content, which logs an audited restricted-access event and increments the access counter. Returns note: null if the session has no note.
Get Available Slots
Query available time slots within a date range. Agenda-aware: without clientId, filters by the org default public agenda — each org decides which services to expose. With clientId, resolves the client titular provider and returns their full service catalog. Five modes: (1) orgSlug only — slots from the public agenda grouped by service, provider auto-assigned at booking; (2) orgSlug + clientId — resolves titular provider if set, falls back to agenda; (3) orgSlug + agendaId — slots for a specific agenda; (4) serviceId — slots for all providers assigned to that service; (5) providerId — slots for a specific provider. Modes 1–3 hide provider details. Use before booking_create.
Get Provider Schedule
Get the configured weekly availability schedule for a provider (not free slots, but the base configuration). Use admin_set_availability to modify.
List Clients
List clients of an organization with search and pagination. Can filter by provider or outstanding debt.
Get Client
Get complete details of a client including financial summary and recent sessions.
Create Client
Create a new client in the organization. If a Person with the same email exists, it will be linked (not duplicated).
Update Client
Update an existing client's personal data. Email cannot be changed via MCP.
Create Service
Create a new bookable service in an existing organization. Use this for day-to-day service management (requires X-Org-Api-Key). For initial org setup, prefer admin_create_service instead. After creating, use service_assign_provider to link providers. A service without providers cannot accept bookings. Optional delivery-verification overrides per service: verificationLevel (none = silent auto-complete, legacy; default_confirm = both can confirm and silence auto-confirms after the org window; dual_confirm = the client must positively confirm, silence does NOT; documented = the provider must attach evidence) and qualityCapture (ask the client for a 1–5 rating on confirmation). Omit both to inherit the organization defaults.
List Services
List services of an organization. Can filter by active status, discoverability, or category.
Update Service
Update an existing service (price, duration, status, etc.). Creates a price history entry if price changes. Delivery-verification overrides can be changed too: verificationLevel (none / default_confirm / dual_confirm / documented — see service_create for semantics) and qualityCapture (1–5 rating on confirmation). Pass null on either to reset that field and inherit the organization default again; omit to leave it unchanged.
Assign Provider to Service
Assign or unassign a provider to/from a service. Controls which providers can deliver which services.
Get Provider
Get complete details of a provider including services, schedule, and session stats.
Create Provider
Create a new provider in the organization. Links or creates a Person record by email.
Update Provider
Update provider data: status, commission, coverage areas, permissions.
Get Provider Stats
Get detailed performance metrics for a provider over a date range: sessions, occupancy, no-show rate, revenue.
List Charges
List charges (cobros) for an organization. Filter by client, status, or date range. Includes summary totals.
Get Charge
Get details of a specific charge (cobro) including all associated payments.
Create Charge
Create a manual charge (cobro) for a client. Not linked to a sale/venta. Requires confirm: true.
Register Payment
Register a manual payment against an existing charge (cobro). Updates cobro status automatically. Requires confirm: true.
Get Client Balance
Get the complete financial balance for a client: total sales, charges, payments, pending debt, and credits.
List Payments
List payments received with filters. Includes summary by payment type.
List Sales
List sales (ventas) for an organization. Filter by client, service, provider, or status.
Create Sale
Create a service sale (venta) for a client. Optionally auto-creates a charge (cobro) depending on org configuration. Requires confirm: true.
Accounts Receivable Aging
Get accounts receivable aging report: pending charges grouped by age buckets (0-7, 7-30, 30-90, 90+ days). Use to answer "who owes money" or "old debts" questions.
List Charge Confirmations
List pending charge confirmations and their status. Shows cobros in pending_confirmation state that await client verification. Filter by client or confirmation status (pending, confirmed, disputed, auto_confirmed).
Send Confirmation Digest
Send pending confirmation digest to clients. Groups all pending_confirmation charges by client and sends a single message per client via WhatsApp or email. Creates confirmation tokens and sets a grace period for auto-confirmation. Requires confirm: true.
List Operating Expenses
List operational expenses (gastos operacionales) of an organization with their category, plus totals broken down by category type (FIJO/VARIABLE/COSTO_PRODUCTO/PROVISION). Filter by date range (dateFrom/dateTo), category id, type(s), or recurring-only. Read-only — complements finance_list_cobros/finance_list_payments (income side) to complete the financial picture.
List Invoices
List invoices (facturas) of an organization with total, balance (saldo), status, SII status, linked-sales count and the amount already applied via payment links (with a derived payment status: pendiente/abonada/pagada). Filter by client or status (pendiente/pagada/cancelada). Read-only.
List Campaigns
List communication campaigns (WhatsApp/email) for the organization. Filter by status.
Get Campaign
Get details of a specific campaign with optional delivery logs per recipient.
List Audiences
List the saved audiences/segments used for campaign targeting, each with its filter definition and campaign-usage count. Set includeCount: true to also resolve how many clients currently match each audience, and includePredefined: true to include built-in predefined segments. Read-only — use before comms_create_campaign to pick a target audience.
Create Email Campaign
Create a new email campaign with HTML body to send to a segmented audience. Supports variable substitution: {nombre}, {apellido}, {nombre_completo}, {email}, {telefono}, {organizacion}. Use audienceType "predefined" with audienceId "active"/"inactive"/"new"/"withPhone"/"withoutPhone", or "adhoc" with custom filters. On send, links in the body are auto-tagged with UTMs (utm_campaign = stable slug from campaign name) and a legal footer with unsubscribe link is appended. Returns campaign ID and recipient count. Campaign starts as draft — use comms_send_campaign to execute. Requires confirm: true.
Send Campaign
Execute a draft or scheduled campaign. Sends messages to all matching recipients asynchronously, skipping recipients with email opt-out or bounced addresses (logged as "skipped"). Campaign must be in draft or scheduled status. Returns immediately — use comms_get_campaign to track progress (sent/delivered/opened/clicked update via provider webhooks). Requires confirm: true.
Get Communication Preferences
Get the communication preferences for an organization (WhatsApp, email, confirmation, reminder channels and messages).
Update Communication Preferences
Enable or disable communication channels and features for an organization. Partial update — only provided fields are changed. Creates preferences if none exist.
Send Message
Send a single WhatsApp or email message to a specific client. Use templateKey for predefined templates or customMessage for free text. Requires confirm: true.
Render Visual Message
Render a communication template as a visual image (PNG). Available templates: session-confirmation, session-reminder, payment-reminder. Use action "preview" to get the image URL, "send" to render and send via WhatsApp with the image attached. Each template requires specific data fields (clientName, providerName, date, time, etc.).
Dashboard Report
Executive summary of the organization: today's sessions, monthly metrics, revenue, pending charges, and alerts.
Occupancy Report
Calculate provider occupancy rates for a period. Group by provider, day, or week.
Revenue Report
Calculate revenue for a period grouped by day, week, month, service, or provider.
No-Shows Report
Report no-show statistics for a period. Group by client, provider, service, or day.
SC Summary Report
Breakdown of Servicio Coordinado (SC) events by month and resolver path (backfill, cac-native, live, compensalo). Use to validate SC coverage and monitor live SC resolution growth. Key metric: sc_live shows SCs resolved in production (not backfill).
Real Debt Report
Real-time report of clients with genuine outstanding debt. Excludes temporal payment mismatches (prepaid clients whose global balance is covered). Shows: client name, debt amount, periods with debt, last payment date, and collection status (active/inactive/never_paid). Use to answer "who actually owes money" questions.
Evidence Gates Report
Adoption and switching evidence for one organization, by month and week: sessions created natively in the app vs imported (count and %), date of the last bulk import, weeks since it, switching level (0 no use / 1 activation / 2 adoption / 3 cutover), no-show rate split by whether a reminder was sent, reminders sent/delivered/confirmed/cancelled, outstanding balance, amount collected after a payment reminder, weekly active staff, and attributable per-org costs (WhatsApp, email, AI tokens) with shared infrastructure prorated separately. Read-only, scoped to the organization of the API key. Use it to answer "is this org actually using the product or still on its spreadsheet". Metrics that cannot be measured today (support events, churn, transfer reconciliation) come back null, never zero.
Organization Summary
Compact organization overview (~500 tokens). Returns services, providers, schedules, active features, key counts, and an onboarding_status checklist showing what is configured vs missing (services, providers, availability, public agenda). Use as first call to orient yourself — cheaper than report_dashboard. If onboarding_status.ready is false, follow the missing steps before booking.
List Agendas
List public agendas for an organization. Returns agendas with their provider, service, and session counts.
Create Agenda
Create a public agenda — a shareable booking page where external clients can self-book appointments. Links to a specific provider and/or service. The agenda gets a public URL at /{orgSlug}/agenda/{slug}. Create this after services and availability are configured. Without a public agenda, clients can only be booked via the API or dashboard.
Get Agenda
Get complete details of a public agenda by ID. Returns all configuration including booking flow (service_first, provider_first, auto), selection modes, assignment strategy, privacy settings, linked provider/service, and session count. Use before agendas_update to inspect current settings.
Technical agent card
Copied from the agent's card. The operator controls these values; agenttru.st has not verified them.
- Provider
- Coordinalo — what this agent says about itself; other agents claiming the same provider are not thereby related
- Protocol
- a2a
- Version
- 1.0.0
- Auth schemes
- apiKey publicIdentity
- Card completeness
-
a2a.proto v1.0 requires eight top-level fields. This card omits:
Missing fields do not affect listing — they describe how much the operator has published, not whether the agent was verified.
View all card details
- Capabilities
- pushNotifications stateTransitionHistory streaming
- Agent card
- https://coordinalo.com/.well-known/agent.json
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