Integration · Scheduling

Connect Claude & ChatGPT to Practice Better

Ask your AI when a service has open slots, which forms a client still has to fill in, or to add a new client in Practice Better. It can read and update client records, read sessions, session notes, packages, programs and invoices, assign packages, send form requests and enroll clients in programs. Admin tasks for your practice take one message instead of several screens.

Connect Practice Better free

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

Try asking

“What open slots do I have for an initial consultation next week?”
The AI finds the service and lists your open booking slots, starting from the day you give.
“Add Jonas Berg as a new client, [email protected], and send him a portal invite.”
It creates the client record and emails Jonas an invitation to the client portal.
“Send the intake questionnaire to Maria Jensen.”
It finds the form and Maria's client record and sends the form request. Maria is notified.

What your AI can do

Clients

List, read, create and update client records, see packages and reminders per client, and organize clients with tags.

Sessions and booking

List services and open booking slots, read sessions and session notes, and reschedule or cancel a session.

Forms, packages and programs

Send forms and track requests, assign packages, enroll clients in programs, and read invoices.

“Which forms has Maria not completed yet?”
It lists the form requests sent to her that are not completed.
“Give Jonas the 3-month coaching package.”
It assigns the package to his client record. Jonas gets a confirmation unless you ask it not to notify him.
“Which invoices are still unpaid?”
It lists invoices filtered by payment status.

27 tools for Practice Better

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

assign_package_to_clientChanges dataGive a client (`client_record_id`) a package (`package_id`) with a `name`, optional fee, expiry date and services. Sends the client a confirmation unless `notify` is false.
cancel_sessionDeletesCancel a session by `session_id`, with optional notes; `notify` controls whether the client is told. This cannot be undone.
create_clientChanges dataCreate a client record from a `profile` with first name, last name and email (plus phone, address, notes). Set `send_invitation` to email the client a portal invite.
enroll_clients_in_programChanges dataEnroll clients (`client_record_ids`) in a program by `course_id`.
get_clientGet one client record by `customer_id` (the client record ID).
get_client_packageGet one client's package by `customer_id` (the package instance ID).
get_form_requestGet one form request by `request_id`.
get_invoiceGet one invoice by `invoice_id`.
get_my_profileGet the connected practitioner's own profile, or another consultant's by `as_consultant`.
get_sessionGet one session (appointment) by `session_id`.
get_session_notesGet one set of session notes by `notes_id`.
list_available_slotsList open booking slots for a service (`service_id`) and consultant (`as_consultant`) for 30 days from `day`, optionally by type (face, phone, virtual) or location.
list_client_packagesList packages assigned to clients, filtered by client `records`, `packages`, `status` or expired.
list_clientsList client records, filtered by `status`, active portal account (`client`), sub-records (`child`) or modified date. Set `details` for addresses and contacts.
list_form_requestsList form requests sent to clients, filtered by client `records`, completed or date range.
list_formsList the forms (intake forms, questionnaires) available to send.
list_invoicesList invoices, filtered by client `records`, `paymentstatus` or invoice date range.
list_packagesList the packages (bundles of sessions and programs) the practice offers.
list_programsList the programs (courses) the practice offers.
list_remindersList reminders and to-dos, filtered by client `records`, `type` or completed.
list_servicesList the services (session types) the practice offers.
list_session_notesList session notes, filtered by client `records`, date range or completion.
list_tagsList the tags used to organize clients.
list_team_membersList the members of the practice team.
reschedule_sessionVisible to othersMove a session by `session_id` to a new `session_date`, optionally changing `duration`.
send_form_requestVisible to othersSend forms (`form_ids`) to a client (`client_record_id`) or several clients to complete. The client is notified.
update_clientChanges dataUpdate a client record by `customer_id`: pass the `profile` with first name, last name and email plus any changed details, or set `is_active` / `pinned`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Practice Better from the app list.
2
Paste your key
Paste the API key (Client ID) and secret from Practice Better. First request the API Access (Beta) add-on under your profile menu > My Subscription > View add-ons. Support reviews it and emails you. Then click the Settings gear > Settings & Preferences > API Access, click Create key, set a name and access restrictions, and click Create. Copy the API key and secret from the popup, because the secret is shown only once.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Practice Better?

It can read your profile, team members, clients, services, open booking slots, sessions, session notes, packages, forms, form requests, invoices, programs, reminders and tags. It can create and update client records, reschedule and cancel sessions, assign packages, send form requests and enroll clients in programs.

Does the AI see my Practice Better API key?

No. Your API key and secret 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 with lookups only. Cancelling a session cannot be undone, and sending forms or assigning packages notifies the client, so those tools 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 PipMCP 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?

Practice Better connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Practice Better account.

Why can't I find API Access in Practice Better?

API access is a beta add-on. Open your profile menu > My Subscription > View add-ons and request API Access (Beta). Practice Better support reviews the request and emails you. After that you find it under the Settings gear > Settings & Preferences > API Access.