Coordinalo — Service Business Operations

Get the complete financial balance for a client: total sales, charges, payments, pending debt, and credits.

Create a manual charge (cobro) for a client. Not linked to a sale/venta. Requires confirm: true.

Create a service sale (venta) for a client. Optionally auto-creates a charge (cobro) depending on org configuration. Requires confirm: true.

Get details of a specific charge (cobro) including all associated payments.

List charges (cobros) for an organization. Filter by client, status, or date range. Includes summary totals.

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).

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 (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 payments received with filters. Includes summary by payment type.

List sales (ventas) for an organization. Filter by client, service, provider, or status.

Register a manual payment against an existing charge (cobro). Updates cobro status automatically. Requires confirm: true.

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.

Get the current lifecycle state of a session, including available transitions, state history, and SC resolution. Returns current_state, available_transitions, verification_deadline (when state=delivered), timestamps, duration, sc_resolution (the fundamental SC event: resolved, resolved_at, resolved_by, billing_model), and recent transition history with from/to/at/by/method fields. Requires X-Org-Api-Key. Shape per docs/protocol/sc-event-canonical-schema-2026-04-18.md §7.1.

Get the SCEvent stream for a session — all observed transitions reconstructed from status_history. Returns events[] with discriminated union by event_type (sc.scheduled, sc.confirmed, sc.completed, sc.delivered, sc.verified, sc.cancelled, etc.), plus stream_completeness ("complete" | "partial_pre_trigger") and pagination cursor. Events carry origin="reprojected_from_status_history" and canonical SCEvent shape per docs/protocol/sc-event-canonical-schema-2026-04-18.md §7.2. Filters: event_types (e.g. ["sc.delivered"]), from_sequence (cursor), limit (default 50, max 500). PII note: delivery_proof clinical fields (summary, outcome, next_steps) are returned only for admin-scoped keys. IMPORTANT: backfilled sc_resolved timestamps do NOT emit sc.resolved events in this stream (Forma B, see decisions log 2026-04-18-lifecycle-history-backfill-policy). For current resolution status, use lifecycle_get_state.sc_resolution. Requires X-Org-Api-Key.

Execute a state transition on a session. Accepts either to_state (target state name per Servicialo spec: confirmed, in_progress, completed, verified, documented, cancelled, no_show) or action (semantic verb: confirm, start, complete, verify, document, cancel, no_show). When to_state=no_show, no_show_type is required. NOTE: to_state="delivered" / action="deliver" 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. Returns transition record with from, to, at, by, method fields. Requires X-Org-Api-Key.

Invite a new member to the organization by email. Sends an invitation email. Requires confirm: true.

List members of an organization with their roles and status.

Get NPS summary for the organization: score, trend, promoter/passive/detractor counts. Use to answer questions about customer satisfaction.

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.

Update organization profile fields: name, description, logo URL, or vertical. Only provided fields are updated.

Get payroll summary for a period: total per provider, total cost, pending approvals.

List payroll records for an organization. Filter by period, provider, or status.

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.

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.

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, 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.

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).

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).

Create a new provider in the organization. Links or creates a Person record by email.

Get complete details of a provider including services, schedule, and session stats.

Get detailed performance metrics for a provider over a date range: sessions, occupancy, no-show rate, revenue.

Update provider data: status, commission, coverage areas, permissions.

Query available time slots for public booking. Does NOT require an API key. Returns slots grouped by service from the organization's public agenda. Provider details are hidden — the system auto-assigns at booking time. Use after public_service_list to find bookable times.

Cancel a public booking using the bookingToken. Only works for bookings in pending_confirmation, scheduled, or confirmed status. Optionally include a reason. Does NOT require an API key. The booking token scopes access to a single booking.

Confirm a pending public booking using the confirmationToken returned by public_booking_create. Advances the booking from pending_confirmation to scheduled. The token expires after 30 minutes. Does NOT require an API key. Rate-limited.

Create a public booking request. Does NOT require an API key, but DOES require: (1) requester identity — fullName plus at least email or phone, (2) submission context — channel and whether an agent assisted, (3) authorization.humanIntentConfirmed must be true. The booking is created as pending_confirmation — use public_booking_confirm with the returned confirmationToken to confirm. A bookingToken is also returned for future lifecycle management (cancel, reschedule). Rate-limited per IP+org. All requests are audited with semantic decision codes. Use public_service_list → public_availability_get_slots → public_booking_create → public_booking_confirm as the complete public booking flow.

Get details of a public booking using the bookingToken returned by public_booking_create. Returns status, scheduled time, service, and requester info. Does NOT require an API key — the booking token is the credential. Only returns public-safe data.

Reschedule a public booking using the bookingToken. Cancels the original and creates a new pending_confirmation booking at the new time. Returns new confirmationToken and bookingToken. Only works for bookings in pending_confirmation, scheduled, or confirmed status. Does NOT require an API key.

List publicly bookable services for an organization. Does NOT require an API key. Returns only active, discoverable services with assigned providers. Use this as the first step in the public booking flow to show available services to end users or agents.

Get the full reminder/notification configuration for an organization. Returns detailed settings for each reminder type: bookingReminder (post-booking follow-up), sessionReminder24h (24h before), sessionReminder1h (1h before), paymentReminder (payment due), paymentOverdue (overdue payment), notificationFollowup (post-session NPS/follow-up), pendingConfirmation (auto-cancel unconfirmed). Each has enabled, timing, and frequency settings. More granular than settings_get reminders chapter.

Update reminder/notification configuration for an organization. Partial update — only provided sections are changed. Sections: bookingReminder {enabled, daysAfter, maxReminders, interval}, sessionReminder24h {enabled, hoursBefore, sendTime}, sessionReminder1h {enabled, hoursBefore}, paymentReminder {enabled, daysAfter, maxReminders, interval}, paymentOverdue {enabled, daysOverdue, maxReminders, interval}, notificationFollowup {enabled, daysAfter, maxFollowups, interval}, pendingConfirmation {enabled, timeoutHours, autoConfirm}. Returns the full configuration after update.

Executive summary of the organization: today's sessions, monthly metrics, revenue, pending charges, and alerts.

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.

Report no-show statistics for a period. Group by client, provider, service, or day.

Calculate provider occupancy rates for a period. Group by provider, day, or week.

Calculate revenue for a period grouped by day, week, month, service, or provider.

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).

List the bookable resources of an organization (rooms, boxes, chairs, equipment) with their type, capacity, buffer minutes, location and active state. Filter by type, active state, or a name/description search. Read-only.

Book a session (Servicialo spec). Returns confirmation_credential (opaque token, valid 30 min) and booking_id. Use scheduling_confirm with the credential to finalize. Does NOT require an API key — uses requester identity (fullName + email or phone). Accepts optional submission context for audit trail.

Cancel a session (Servicialo spec). Applies cancellation policy based on time remaining before scheduled time. Requires confirm: true and X-Org-Api-Key.