Use Access Practice SE MCP to take action in your AI tools

Add/Update Contact to Client

Create or update a contact, based on the contact ID or the contact's email already existing.

Add Recurring Task to Client

Creates a recurring task using the default template recurrence settings.

Create/Update Client

Create or update a client, based on the Client ID or the client's name already existing.

Start Task

Starts a new task.

Find Client

Finds an existing client based on the name or ID. If neither is provided, returns all clients.

Find Contact

Find an existing contact.