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vcita.com

Connect Claude & ChatGPT to vcita

Ask your AI who is booked this week, when a staff member is free, or what a client has been invoiced, and get the answer from vcita. It can search clients, appointments, invoices, estimates, payments and matters, and check service and staff availability. It can also add and update clients, book or reschedule appointments, create invoices and record or refund payments.

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Free plan, no credit card. Takes about a minute.

Try asking

  • “What appointments are scheduled for next week?”

    The AI lists scheduled appointments sorted by start time, with client, service and staff.

  • “When can someone book a consultation on Thursday?”

    It finds the service and lists its open time slots for that day.

  • “Book John Park with Maria for a consultation on Thursday at 10:00.”

    It finds the client, the service and the staff member and books the appointment. The client may be notified.

What your AI can do

Clients and matters

Search, create and update clients, list their invoices, estimates, payments and matters, and add notes to matters.

Appointments and availability

List appointments, check service and staff availability, and book, reschedule or cancel bookings.

Invoices and payments

Create invoices, list invoices, estimates and payments, record payments received and refund payments.

  • “Invoice Lena Berg for 2 coaching sessions at 120 USD and email it.”

    It creates the invoice with the items, currency and due date and emails it to the client.

  • “Lena paid 240 USD by bank transfer. Record it.”

    It records the payment and can email her a receipt. The client is not charged.

  • “Which estimates are approved?”

    It lists estimates with state approved, so you can see which ones to invoice.

229 tools for vcita

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_matter_noteChanges dataAdd a note (`note` {content}) to a matter by `matter_uid`.
  • approve_bookingVisible to othersAccept a booking. Has effects visible outside this system. API summary: Accept a Booking [Business].
  • archive_couponVisible to othersDisable a coupon (uid). Has effects visible outside this system. API summary: Disable Coupon.
  • archive_productDeletesDisable a product. Destructive action; may require approval. API summary: External app disable.
  • archive_product_external_calendarDeletesDeactivate a product. Destructive action; may require approval. API summary: External app deactivate external calendar.
  • book_appointmentChanges dataBook an appointment for a client (`client_id`) with a staff member (`staff_id`) for a service (`service_id`) at `start_time` (ISO 8601), in your `business_id`. The client may be notified of the booking.
  • cancel_a_booking_businessMoves moneyCancel a booking. Financial or irreversible action; may require approval. API summary: Cancel a Booking [Business].
  • cancel_bookingDeletesCancel a booking (appointment or event registration) by `booking_id` in `business_id`. The client is notified and this cannot be undone.
  • cancel_cartDeletesCancel a cart (uid). Destructive action; may require approval. API summary: Cancel an open sale.
  • cancel_client_package_redemptionMoves moneyCancel a client package. Financial or irreversible action; may require approval. API summary: Cancel Credit Redemption [Alpha].
  • cancel_invoiceDeletesCancel a invoice (invoice uid). Destructive action; may require approval. API summary: Cancel Invoice.
  • cancel_scheduled_payments_ruleDeletesCancel a scheduled payments rule (uid). Destructive action; may require approval. API summary: Cancel Recurring Payments Rule.
  • cancel_waitlistMoves moneyCancel a waitlist. Financial or irreversible action; may require approval. API summary: Cancel a Waitlist registration.
  • create_a_paymentgatewayassignmentChanges dataCreate a new payment. Required: gateway uid or directory uid. Search payments first to avoid duplicates. API summary: Create a PaymentGatewayAssignment.
  • create_an_invoiceChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create an Invoice.
  • create_appointmentChanges dataCreate a new appointment. Required: appointments or new api. API summary: Create Appointments [Business].
  • create_bookingChanges dataCreate a new booking. Required: business id or form data. API summary: Create New Booking [Alpha].
  • create_bulkVisible to othersCreate a new bulk. Required: views. Has effects visible outside this system. API summary: Bulk update views.
  • create_cardChanges dataCreate a new card. Required: card. Search cards first to avoid duplicates. API summary: Create New Card On File.
  • create_card_requestChanges dataCreate a new card request. Required: card request. API summary: Create Card Request.
  • create_cartChanges dataCreate a new cart. Required: cart. API summary: Create Cart.
  • create_categoryChanges dataCreate a new category. Required: name. API summary: Create Category.
  • create_clientChanges dataAdd a new client with `first_name` and optional last name, email, phone, address, `status` (lead, customer, loyal, inactive) and tags.
  • create_client_packageChanges dataCreate a new client package. Required: client id or package id. Search client packages first to avoid duplicates. API summary: Create Client Package.
  • create_contact_matterChanges dataCreate a new matter for a contact. Required: matter. Search matters first to avoid duplicates.
  • create_couponChanges dataCreate a new coupon. Required: name, coupon type, amount, starts at or expires at. API summary: Create Coupon.
  • create_coupon_applyChanges dataCreate a new apply for a coupon. Required: entity type or entity id. API summary: Apply Coupon to Entity.
  • create_coupon_expireChanges dataCreate a new expire for a coupon. API summary: Expire Coupon.
  • create_credit_noteChanges dataCreate a new credit note. Required: invoice uid or line items. API summary: Create a Credit Note.
  • create_depositChanges dataCreate a new deposit. Required: deposit. Search deposits first to avoid duplicates. API summary: Create Deposit.
  • create_invoiceChanges dataCreate an invoice for a client (`client_id`) with `items` (title, amount, quantity), `currency`, `address`, `issued_at` and `due_date`. Set `send_email` to email it to the client.
  • create_leadgenChanges dataCreate a new leadgen. Required: first name, identifier type or request title. API summary: Creates a lead.
  • create_matter_collaboratorChanges dataCreate a new collaborator for a matter. Required: collaborator. API summary: Adds a collaborator to a Matter.
  • create_matter_tagChanges dataCreate a new tag for a matter. Required: tag. API summary: [Deprecated] Adds a tag to a Matter.
  • create_messageChanges dataCreate a new message. Required: matter uid. API summary: Create a ClientNote.
  • create_new_invoiceChanges dataCreate a new invoice. Required: address, client id, currency, due date, issued at or items. Search invoices first to avoid duplicates. API summary: Create New Invoice.
  • create_new_paymentChanges dataCreate a new payment. Required: amount, client id, currency, payment method or title. Search payments first to avoid duplicates. API summary: Create New Payment.
  • create_orderChanges dataCreate a new order. Required: product order. Search orders first to avoid duplicates. API summary: Create Product Order.
  • create_packageChanges dataCreate a new package. Required: currency, expiration, expiration unit, items, name or price. API summary: Create Catalog Package.
  • create_payment_gatewayChanges dataCreate a new payment gateway. Required: app code name, gateway logo url, default locale, gateway type, status or main gateway benefits. API summary: Create a PaymentGateway.
  • create_payment_matchChanges dataCreate a new match for a payment. Required: matter uid or payment status uid. API summary: Match Payment.
  • create_payment_planChanges dataCreate a new payment plan. Required: name, amount, currency, frequency type, start date or matter uid. API summary: Create a PaymentPlan.
  • create_payoutChanges dataCreate a new payout. Required: payout. API summary: Create Payout.
  • create_productChanges dataCreate a new product. Required: product. Search products first to avoid duplicates. API summary: Create Product.
  • create_quoteChanges dataCreate a new quote. Required: estimate. Search quotes first to avoid duplicates. API summary: Create Estimate.
  • create_removeChanges dataCreate a new remove. Required: entity type or entity id. API summary: Remove Coupon from Entity.
  • create_resourceChanges dataCreate a new resource. Required: name or resource type uid. API summary: Create a Resource.
  • create_resource_typeChanges dataCreate a new resource type. Required: name. API summary: Create a ResourceType.
  • create_saleChanges dataCreate a new cart. Required: cart or is sale. API summary: Create Sale.
  • create_scheduled_payments_ruleChanges dataCreate a new scheduled payments rule. Required: scheduled payments rule. API summary: Create Scheduled Payment Rule.
  • create_serviceChanges dataCreate a new service. Required: name, duration, interaction type or category. API summary: Create Service.
  • create_settingChanges dataCreate a new setting. API summary: Update Payment Settings.
  • create_taxChanges dataCreate a new tax. Required: tax. API summary: Create Tax [Alpha].
  • create_tax_bulkVisible to othersCreate a new tax bulk. Required: data. Has effects visible outside this system. API summary: Create Multiple Taxes.
  • create_time_slotChanges dataCreate a new time slot. Required: business id, day, end time, start time or weekly availability uid. API summary: General availability - Create new time slot.
  • create_viewChanges dataCreate a new view. Required: view.
  • create_waitlistChanges dataCreate a new waitlist. Required: business id or event instance id. API summary: Create event Waitlist.
  • delete_cardDeletesPermanently delete a card by card id. Destructive action; may require approval. API summary: Delete saved card.
  • delete_couponDeletesPermanently delete a coupon by uid. Destructive action; may require approval. API summary: Delete Coupon.
  • delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Deletes a Client by Id.
  • delete_depositDeletesPermanently delete a deposit by uid. Destructive action; may require approval. API summary: Delete Deposit.
  • delete_matter_collaboratorDeletesPermanently delete a collaborator by staff uid. Destructive action; may require approval. API summary: Removes a collaborator from a Matter.
  • delete_matter_messageDeletesPermanently delete a message by message uid. Destructive action; may require approval. API summary: Remove a note.
  • delete_matter_tagsMoves moneyPermanently delete a tag by matter uid. Financial or irreversible action; may require approval. API summary: Remove a tag from a Matter.
  • delete_messageDeletesPermanently delete a message by uid. Destructive action; may require approval. API summary: Delete a ClientNote.
  • delete_payment_gatewayDeletesPermanently delete a payment gateway by uid. Destructive action; may require approval. API summary: Delete a PaymentGateway.
  • delete_productDeletesPermanently delete a product by product uid. Destructive action; may require approval. API summary: Remove Product [Alpha].
  • delete_resourceDeletesPermanently delete a resource by uid. Destructive action; may require approval.
  • delete_resource_typeDeletesPermanently delete a resource type by uid. Destructive action; may require approval. API summary: Delete a ResourceType.
  • delete_tagsMoves moneyPermanently delete a tag. Financial or irreversible action; may require approval. API summary: Bulk remove tags from matters.
  • delete_taxDeletesPermanently delete a tax by tax uid. Destructive action; may require approval. API summary: Remove Tax [Alpha].
  • delete_tax_bulksMoves moneyPermanently delete a tax bulk. Financial or irreversible action; may require approval. API summary: Delete Multiple Taxes.
  • delete_time_slotDeletesPermanently delete a time slot by time slot uid. Destructive action; may require approval. API summary: General availability - Remove time slot.
  • delete_viewDeletesPermanently delete a view by uid. Destructive action; may require approval.
  • get_appointmentGet one appointment by `appointment_id`: client, service, staff, time and status.
  • get_card_new_cardGet one card. API summary: Get most recent pending card added to client [Alpha].
  • get_card_requestGet one card request by client uid. API summary: Get Card Request.
  • get_cartGet one cart by cart uid. API summary: Show Cart.
  • get_checkoutGet one checkout by url key. API summary: Get Open Checkout For Specific urlkey.
  • get_clientGet one client by `customer_id` (the client ID), with contact details, status, tags and source.
  • get_client_packageGet one client package. API summary: Validate Credit Availability [Alpha].
  • get_client_package_getGet one client package by uid. API summary: Show Client Package [Alpha].
  • get_client_settingGet one client setting by client uid. API summary: Retrieve Client Settings.
  • get_credit_noteGet one credit note by uid. API summary: Retrieve a Credit Note.
  • get_current_payment_settingsList settings. API summary: Get Current Payment Settings.
  • get_depositGet one deposit by deposit uid. API summary: Show Deposit.
  • get_deposit_getGet one deposit by uid. API summary: Show Deposit.
  • get_event_attendanceGet one event attendance by event attendance uid. API summary: Get Event Attendance.
  • get_event_instanceGet one event instance by event instance id. API summary: Get Event Instance.
  • get_invoiceGet one invoice by `invoice_id`, with items, totals, status and payments.
  • get_invoice_by_idGet one invoice by invoice id. API summary: Get Invoice By ID.
  • get_matterGet one matter by `uid`, with its client, fields and status.
  • get_matter_messageGet one message for a matter by message uid. API summary: Get a note.
  • get_messageGet one message by uid. API summary: Retrieve a ClientNote.
  • get_orderGet one order by order uid. API summary: Get Product Order.
  • get_packageGet one package by package id. API summary: Show Catalog Package (Public) [Alpha].
  • get_package_getGet one package by package id. API summary: Show Catalog Package Details.
  • get_paymentGet one payment by payment uid. API summary: Get Payment.
  • get_payment_by_idGet one payment by payment uid. API summary: Get Payment by ID.
  • get_payment_gatewayGet one payment gateway by uid. API summary: Retrieve a PaymentGateway.
  • get_payment_planGet one payment plan by uid. API summary: Retrieve a PaymentPlan.
  • get_payment_requestGet one payment request by payment request uid. API summary: GET Payment Request.
  • get_payment_requests_listSearch payment requests by sort or filter. Use this to find existing payment requests before creating a new payment request. Results are paginated. API summary: GET Payment Requests List.
  • get_payment_status_couponGet one payment status by payment status id. API summary: Validate Coupon.
  • get_payoutGet one payout by provider payout id. API summary: Get Payout.
  • get_productGet one product by product uid. API summary: Get Product [Alpha].
  • get_quoteGet one quote by quote uid. API summary: Get Estimate.
  • get_resourceGet one resource by uid. API summary: Retrieve a Resource.
  • get_resource_typeGet one resource type by uid. API summary: Retrieve a ResourceType.
  • get_saleGet one cart by uid. API summary: Get Sale.
  • get_scheduled_payments_ruleGet one scheduled payments rule by uid. API summary: Get Scheduled Payment Rule.
  • get_scheduling_form_formGet one scheduling form. API summary: Get Scheduling Form.
  • get_serviceGet one service by service uid. API summary: Get Service Details.
  • get_services_availabilityGet open time slots between `start_date` and `end_date`, optionally for specific `service_ids` or `staff_ids_array`.
  • get_staff_availabilityGet when staff members (`staff_ids_array`) are free between `start_date` and `end_date`.
  • get_taxGet one tax by tax uid. API summary: Get Tax [Alpha].
  • get_transactionGet one payment by provider transaction id. API summary: Get Transaction.
  • get_viewGet one view by uid. API summary: Get a specific view.
  • list_appointmentsList appointments, filtered by `client_id` or `state` (scheduled, done, cancelled, rejected...), sorted with `sort` (e.g. start_at:ASC). Use `page` and `limit` to page.
  • list_availability_slotsList availability slots. Optional filters: start time, end time, service uid, resource type uids, resource uids or staff uids. API summary: Get all AvailabilitySlots.
  • list_bookingsList bookings. Optional filters: business id, matter uid, passed, start time or end time. Results are paginated. API summary: Get Bookings [Alpha].
  • list_business_availabilitiesList business availabilities. Optional filters: date start, date end or scheduling enabled. Results are paginated. API summary: Get all BusinessAvailabilities.
  • list_cardsList cards. API summary: Get Client Payment Cards.
  • list_catalog_packagesList packages. Optional filters: include items or active only. API summary: List Catalog Packages.
  • list_categoriesList categories.
  • list_client_estimatesList the estimates for one client by `client_id`.
  • list_client_invoicesList the invoices for one client by `client_id`.
  • list_client_mattersList the matters that belong to a client by `client_uid`.
  • list_client_payment_cardsList client payment cards. Optional filters: client uid. API summary: List stored Payment Cards.
  • list_client_paymentsList the payments made by one client by `client_id`.
  • list_couponsList coupons. Optional filters: status, uid list or sort. Results are paginated. API summary: Get all Coupons.
  • list_credit_notesList credit notes. Optional filters: invoice uid or sort. Results are paginated. API summary: Get all Credit Notes.
  • list_estimatesList estimates (quotes), filtered by `filter` on state (issued, approved, draft, invoiced, rejected) or dates.
  • list_invoicesList invoices, filtered by `filter` on state (issued, draft, declined) or dates, sorted with `sort`. Use `page` and `limit` to page.
  • list_matter_collaboratorsList collaborators for a matter. API summary: Gets the collaborators of a Matter.
  • list_matter_notesList the notes on a matter by `matter_uid`.
  • list_matter_tagsList tags for a matter. API summary: Gets a list of tags of a Matter.
  • list_messagesList messages. Optional filters: matter uid. Results are paginated. API summary: Get all ClientNotes.
  • list_packagesList packages. Optional filters: business id or active only. Results are paginated. API summary: List Catalog Packages (Public) [Alpha].
  • list_payment_gatewaysList payment gateways. Optional filters: directory uid, country, currency or gateway name. API summary: Get all PaymentGateways.
  • list_payment_plansList payment plans. Optional filters: sort, payment request uid, status, matter uid or client uid. Results are paginated. API summary: Get all PaymentPlans.
  • list_payment_request_checkoutsList checkouts for a payment request. Optional filters: coupon code. API summary: Get Checkout Session.
  • list_paymentsList payments, filtered by `filter` on state (paid, pending, failed, refunded...) or created date.
  • list_payments_2List payments. Results are paginated.
  • list_payments_widgetsList payments widgets. API summary: Retrieve Payments Widget Data.
  • list_possible_merge_mastersList possible merge masters. Optional filters: client ids. API summary: List of clients that can be used as primary for merge.
  • list_primary_provider_connected_applicationsList primary provider connected applications. API summary: Get External Connected Payment Application.
  • list_resource_typesList resource types. Optional filters: sort or with deleted. Results are paginated. API summary: Get all ResourceTypes.
  • list_resourcesList resources. Optional filters: sort, resource type uid, service uid, with deleted or uid. Results are paginated. API summary: Get all Resources.
  • list_scheduled_payments_rulesList scheduled payments rules. Results are paginated. API summary: Get list of Scheduled Payment Rules.
  • list_service_availabilitiesList availabilities for a service. Optional filters: staff id. API summary: Get Service Specific Availability.
  • list_servicesList the services clients can book, for your vcita `business_id`.
  • list_settingsList settings. API summary: Show business client settings.
  • list_taxesList taxes. Results are paginated. API summary: Get Taxes List [Alpha].
  • list_view_filtersList view filters. API summary: Get available filters.
  • list_viewsList views. Optional filters: pinned. API summary: Get all views.
  • list_views_columnsList views columns. API summary: Get available columns.
  • record_paymentChanges dataRecord a payment from a client (`client_id`) with `title`, `amount`, `currency` and `payment_method` (Cash, Bank Transfer, Cheque, Other...). This records money received; it does not charge the client. `send_receipt` emails them a receipt.
  • refund_paymentChanges dataRefund a payment: in `refund` pass `payment_uid` and optional `amount` (defaults to the remaining amount). This returns money to the client and cannot be undone; set `record_refund` true only to log a refund already made elsewhere.
  • reschedule_bookingChanges dataChange a booking by `booking_id` (pass the same ID as `body_booking_id`) in `business_id`: new `start_time`, duration, title, price or message. `notify_client` emails the client about the change.
  • restore_couponChanges dataEnable a coupon (uid). API summary: Enable Coupon.
  • retrieve_payments_forecast_dataList payments. API summary: Retrieve Payments Forecast Data.
  • search_cardsSearch cards by filter usage permission. Use this to find existing cards before creating a new card. API summary: Get Client Payment Cards (Staff Access).
  • search_client_packagesSearch client packages by matter uid, sort or filter. Use this to find existing client packages before creating a new client package. Results are paginated. API summary: List Client Packages.
  • search_clientsFind clients by `search_term` matched on the field in `search_by` (email, phone or uid), or list recently updated clients with `updated_at`. Use `page` and `limit` to page.
  • search_depositsSearch deposits by matter uid, sort or filter. Use this to find existing deposits before creating a new deposit. Results are paginated. API summary: Show Deposits List.
  • search_deposits_getSearch deposits by sort or filter. Use this to find existing deposits before creating a new deposit. Results are paginated. API summary: Show Deposits List.
  • search_invoicesSearch invoices by matter uid, filter or sort. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: Show Invoices List.
  • search_mattersSearch matters (client work items/conversations) with `filter`, e.g. filter[advanced][startwith]=john to match name, email or phone.
  • search_ordersSearch orders by matter uid, filter or sort. Use this to find existing orders before creating a new order. Results are paginated. API summary: Show Product Orders List.
  • search_payment_requestsSearch payment requests by matter uid, filter or sort. Use this to find existing payment requests before creating a new payment request. Results are paginated. API summary: Get Payment Requests List.
  • search_paymentsSearch payments by matter uid or filter. Use this to find existing payments before creating a new payment. Results are paginated. API summary: Show Payments List.
  • search_productsSearch products by filter. Use this to find existing products before creating a new product. Results are paginated. API summary: Get Products List.
  • search_searchesSearch searches by query, entity, entities, quick, search filter text filter or search filter staff filter. Use this to find existing searches before creating a new search. Results are paginated. API summary: Search business data.
  • send_a_client_messageChanges dataCreate a new message. Required: message. API summary: Send a Client Message.
  • send_payment_request_linkVisible to othersSend a payment request (payment request uid). Has effects visible outside this system. API summary: Send payment request link.
  • submit_bookingVisible to othersComplete a booking. Has effects visible outside this system. API summary: Mark booking as no show.
  • submit_cardVisible to othersSync a card. Has effects visible outside this system. API summary: Create sync card.
  • submit_merge_clientsDeletesMerge a merge. Destructive action; may require approval. API summary: Merge duplicate clients into a primary client.
  • update_apply_defaultsVisible to othersUpdate an existing apply default. Has effects visible outside this system. API summary: Apply Default Taxes.
  • update_booking_rsvp_stateChanges dataUpdate an existing booking identified by booking uid. API summary: Update RSVP state.
  • update_bulk_createsVisible to othersUpdate an existing bulk create. Has effects visible outside this system. API summary: External app bulk create external items.
  • update_bulk_deactivatesVisible to othersUpdate an existing bulk deactivate. Has effects visible outside this system. API summary: External app bulk deactivate external items.
  • update_bulksVisible to othersUpdate an existing bulk. Has effects visible outside this system. API summary: Bulk Update Clients.
  • update_cardChanges dataUpdate an existing card identified by uid. API summary: Update Card.
  • update_cards_sessionChanges dataUpdate an existing card. API summary: Create New Save Card Session.
  • update_cart_cart_completedsVisible to othersUpdate an existing cart completed identified by uid. Has effects visible outside this system. API summary: Complete an open sale.
  • update_checkoutsVisible to othersUpdate an existing checkout. Has effects visible outside this system. API summary: Send checkout update by webhook.
  • update_clientChanges dataUpdate a client by `customer_id`: name, email, phone, address, status, tags or custom fields. Only the fields you pass change.
  • update_client_packageChanges dataUpdate an existing client package identified by uid. API summary: Update Client Package [Alpha].
  • update_client_packages_usageChanges dataUpdate an existing client package. API summary: Use Client Package Credit [Alpha].
  • update_client_packages_usage_updateChanges dataUpdate an existing client package. API summary: Use Client Package Credit [Alpha].
  • update_client_settingChanges dataUpdate an existing client setting identified by client uid. API summary: Update Client Settings.
  • update_connectsVisible to othersUpdate an existing connect. Has effects visible outside this system. API summary: External app connect.
  • update_couponChanges dataUpdate an existing coupon identified by uid. API summary: Update Coupon.
  • update_depositChanges dataUpdate an existing deposit identified by uid. API summary: Update Deposit.
  • update_disconnectsVisible to othersUpdate an existing disconnect. Has effects visible outside this system. API summary: External app disconnect.
  • update_invoiceChanges dataUpdate an existing invoice identified by invoice uid.
  • update_matterChanges dataUpdate an existing matter identified by uid. API summary: Updates a Matter.
  • update_matter_messageChanges dataUpdate an existing message identified by message uid. API summary: Update a note.
  • update_matter_nestsVisible to othersUpdate an existing nest identified by matter uid. Has effects visible outside this system. API summary: Nest a matter under another contact person.
  • update_matter_reassignsVisible to othersUpdate an existing reassign identified by matter uid. Has effects visible outside this system. API summary: Reassign staff to Matter.
  • update_messageChanges dataUpdate an existing message identified by uid. API summary: Update a ClientNote.
  • update_orderChanges dataUpdate an existing order identified by order uid. API summary: Update Product Order.
  • update_packageChanges dataUpdate an existing package identified by package id. API summary: Update Catalog Package [Alpha].
  • update_paymentChanges dataUpdate an existing payment identified by payment uid. API summary: Update Payment.
  • update_payment_gatewayChanges dataUpdate an existing payment gateway identified by uid. API summary: Update a PaymentGateway.
  • update_payment_planChanges dataUpdate an existing payment plan identified by uid. Only the fields you pass are changed. API summary: Update a PaymentPlan.
  • update_payment_requestChanges dataUpdate an existing payment request identified by payment request uid.
  • update_payment_status_apply_couponsVisible to othersUpdate an existing apply coupon identified by payment status id. Has effects visible outside this system.
  • update_payoutMoves moneyUpdate an existing payout identified by provider payout id. Financial or irreversible action; may require approval. API summary: Update Payout.
  • update_productChanges dataUpdate an existing product identified by product uid. API summary: Update Product.
  • update_quoteChanges dataUpdate an existing quote identified by quote uid.
  • update_reordersVisible to othersUpdate an existing reorder. Has effects visible outside this system. API summary: Reorder Catalog Packages [Alpha].
  • update_report_sync_statusesVisible to othersUpdate an existing report sync status. Has effects visible outside this system. API summary: External app reportsyncstatus.
  • update_resourceChanges dataUpdate an existing resource identified by uid. API summary: Update a Resource.
  • update_resource_typeChanges dataUpdate an existing resource type identified by uid. API summary: Update a ResourceType.
  • update_scheduled_payments_ruleChanges dataUpdate an existing scheduled payments rule identified by uid. API summary: Update Scheduled Payment Rule.
  • update_settingsVisible to othersUpdate an existing setting. Has effects visible outside this system. API summary: Update business client settings.
  • update_settings_default_currencyVisible to othersUpdate an existing setting. Has effects visible outside this system. API summary: Update Default Currency.
  • update_start_exportsVisible to othersUpdate an existing start export. Has effects visible outside this system. API summary: External app startexport.
  • update_stop_importsVisible to othersUpdate an existing stop import. Has effects visible outside this system. API summary: External app stop import.
  • update_tagsVisible to othersUpdate an existing tag. Has effects visible outside this system. API summary: Bulk add tags to matters.
  • update_taxChanges dataUpdate an existing tax identified by tax uid. API summary: Update Tax [Alpha].
  • update_tax_bulksVisible to othersUpdate an existing tax bulk. Has effects visible outside this system. API summary: Update Multiple Taxes.
  • update_time_slotChanges dataUpdate an existing time slot identified by time slot uid. API summary: General availability - Update time slot.
  • update_transactionChanges dataUpdate an existing payment identified by provider transaction id. API summary: Update Transaction.
  • update_viewChanges dataUpdate an existing view identified by uid. API summary: Update a view.
  • upload_appChanges dataImport a app (app code name). API summary: Import clients app.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose vcita from the app list.

  2. 2

    Paste your key

    Paste your vcita API token. Your vcita account needs API access. In vcita go to Settings > Integrations and click Connect on the Webhooks tile to see the token. It is also shown on the Business Info page.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in vcita?

The AI can search and read clients, appointments, invoices, estimates, payments, services and matters, and check service and staff availability. It can create and update clients, book, reschedule and cancel bookings, create invoices, record and refund payments, and add notes to matters.

Does the AI see my vcita credentials?

No. Your vcita credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Cancelling a booking and refunding a payment cannot be undone and affect the client, so they can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own vcita account.

Does my vcita account need API access?

Yes. The API token is only available on accounts with API access. When you have it, the token is under Settings > Integrations on the Webhooks tile and on the Business Info page. You paste it into HeyMyApps once.

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