How to Use the Patient Copilot MCP Server

This article will show you how to leverage the new Patient Copilot MCP (Model Context Protocol) server to empower your AI agents and copilots to access Patient Copilot data and tools seamlessly — all via a secure, standardized HTTP protocol.

What is the MCP Server?

The Patient Copilot MCP server is a standardized, secure protocol that allows AI agents to read and write data in Patient Copilot without needing SDKs or deep custom integrations. You can now give agents access to critical tools like Calendar, Contacts, Conversations, Opportunities, and Payments through a single, unified interface.

Key Benefits of Using the MCP Server Connecting your AI agents to Patient Copilot has never been easier or safer.

• Standardized Access: Query and update data through a unified protocol.
• Fast Integration: No SDKs required; works with any HTTP-supporting client.
• Secure: Uses private integration tokens (PITs) for granular, permission-based access.
• Scalable: Designed for future expansion to 250+ tools.
• Flexible: Supports popular clients like Cursor, Windsurf, and OpenAI Playground. Below is the initial set of tools your AI agents can use today:

  #	Tool	Endpoint	Description
  1	Get Calendar Events	calendars_get-calendar-events	Get calendar events using userId, groupId, or calendarId.
  2	Get Appointment Notes	calendars_get-appointment-notes	Retrieve notes for a specific appointment.
  3	Get All Tasks	contacts_get-all-tasks	Retrieve all tasks for a contact.
  4	Add Tags	contacts_add-tags	Add tags to a contact.
  5	Remove Tags	contacts_remove-tags	Remove tags from a contact.
  6	Get Contact	contacts_get-contact	Fetch contact details.
  7	Update Contact	contacts_update-contact	Update a contact.
  8	Upsert Contact	contacts_upsert-contact	Update or create a contact.
  9	Create Contact	contacts_create-contact	Create a new contact.
  10	Get Contacts	contacts_get-contacts	Fetch all contacts.
  11	Search Conversation	conversations_search-conversation	Search/filter/sort conversations.
  12	Get Messages	conversations_get-messages	Retrieve messages by conversation ID.
  13	Send a New Message	conversations_send-a-new-message	Send a message to a conversation thread.
  14	Get Location	locations_get-location	Get location details by ID.
  15	Get Custom Fields	locations_get-custom-fields	Retrieve custom field definitions for a location.
  16	Search Opportunity	opportunities_search-opportunity	Search for opportunities by criteria.
  17	Get Pipelines	opportunities_get-pipelines	Fetch all opportunity pipelines.
  18	Get Opportunity	opportunities_get-opportunity	Fetch opportunity details by ID.
  19	Update Opportunity	opportunities_update-opportunity	Update opportunity details.
  20	Get Order by ID	payments_get-order-by-id	Retrieve payment order details.
  21	List Transactions	payments_list-transactions	Fetch paginated list of transactions.
  22	Check Blog URL Slug	blogs_check-url-slug-exists	Check the blog slug which is needed before publishing any blog post.
  23	Update Blog Post	blogs_update-blog-post	Update blog post for any given blog site
  24	Create Blog Post	blogs_create-blog-post	create blog post for any given blog site
  25	Get Blog Authors	blogs_get-all-blog-authors-by-location	get blog authors for a given location ID
  26	Get Blog Categories	blogs_get-all-categories-by-location	get blog categories for a given location ID
  27	Get Blog Posts by Blog ID	blogs_get-blog-post	get blog posts for any given blog site using blog ID
  28	Get Blogs by Location	blogs_get-blogs	get blogs using Location ID
  29	Create Email Template	emails_create-template	Create a new template
  30	Get Email Templates	emails_fetch-template	Fetch email templates by location id
  31	Get Social Media Accounts	socialmediaposting_get-account	Get list of accounts and groups
  32	Get Social Media Statistics	socialmediaposting_get-social-media-statistics	Retrieve analytics data for multiple social media accounts
  33	Create Social Media Post	socialmediaposting_create-post	Create posts for all supported platforms
  34	Get Social Media Post	socialmediaposting_get-post	Get social media post
  35	Get Social Media Posts	socialmediaposting_get-posts	Get social media posts
  36	Update Social Media Post	socialmediaposting_edit-post	Edit social media post

  How To Set Up the MCP Server

Step 1:

Configure Your Agent/Client Add the MCP endpoint and headers to your agent configuration: json CopyEdit { “mcpServers”: { “prod-ghl-mcp”: { “url”: “https://services.leadconnectorhq.com/mcp/”, “headers”: { “Authorization”: “Bearer ”, “locationId”: "" } } } }

Step 2:

Get Your Private Integration Token (PIT) 1. Go to Settings → Private Integrations in your Patient Copilot location. 2. Click Create New Integration. 3. Select the required scopes (listed below). 4. Copy and securely store your token.

Required Scopes Make sure your PIT includes:

• View/Edit Contacts - View/Edit Conversations - View/Edit Conversation Messages - View/Edit Opportunities - View Calendars & Calendar Events - View Locations - View Payment Orders & Transactions - View Custom Fields - View Forms - Check Blog Post Slug - Update Blog Post - Create Blog Post - View Blog Authors - View Blog Categories - blogspostsreadonly - blogslistreadonly - Create, Update and Delete Email Templates - View Email Templates - View Social Media Accounts - View Social Media Statistics - Edit Social Media Posts - View Social Media Posts

Step 3: Start Building!

Your agents can now call tools using natural language instructions, seamlessly translated into secure API calls via MCP. Python example: python CopyEdit import requests headers = { “Authorization”: “Bearer YOUR_PIT_TOKEN”, “locationId”: “YOUR_LOCATION_ID” } data = { “tool”: “contacts_get-contact”, “input”: { “contactId”: “abc123” } } response = requests.post( “https://services.leadconnectorhq.com/mcp/”, headers=headers, json=data ) print(response.json)

Roadmap & Vision The current MCP release is just the beginning. Our roadmap includes:

• Individual MCP servers dedicated to specific services for targeted workflows. - npx package to support clients without native HTTP support (e.g., Claude Desktop).
• OAuth support for advanced authorization flows.
• Expansion to 250+ tools to create a true unified orchestrator layer for AI agents.
• Enable complete automation of business processes across all Patient Copilot modules.

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Frequently Asked Questions

Q: Can I use this with OpenAI Playground or Claude? Yes! Any client supporting HTTP requests can integrate with MCP. Q: Do I need to install an SDK? No SDK is required — MCP uses a standard HTTP protocol. Q: Is my data secure? Yes. Data access is fully scoped via Private Integration Tokens and secured through HTTPS. Q: Can I restrict what tools an agent can use? Yes. You can control access by limiting scopes in your PIT. Q: What if I need a new tool or endpoint? Reach out with feedback! We’re actively expanding the available toolset.

Next Steps

• Create your Private Integration Token and configure scopes.
• Update your AI agent or client configuration with the MCP endpoint.
• Start building agent-driven automations and integrations today!
• Provide feedback to help shape future expansions and new tool support.