Claude Desktop Integration
Connect FrontDeskOS to Claude Desktop to manage your front desk operations through natural language conversations with Claude.
Overview
Claude Desktop supports the Model Context Protocol (MCP) natively, making it the easiest way to interact with your FrontDeskOS workspace. Once configured, you can ask Claude to check schedules, review calls, manage leads, and pull analytics -- all through conversation.
Step 1: Install the MCP Server
Terminalbash
npm install -g @frontdeskos/mcp-serverStep 2: Configure Claude Desktop
Open Claude Desktop settings and edit your MCP server configuration file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.jsonjson
{
"mcpServers": {
"frontdeskos": {
"command": "npx",
"args": ["@frontdeskos/mcp-server"],
"env": {
"FRONTDESK_API_KEY": "sk_live_your_api_key_here",
"FRONTDESK_WORKSPACE_ID": "ws_your_workspace_id"
}
}
}
}Windows: %APPDATA%/Claude/claude_desktop_config.jsonjson
{
"mcpServers": {
"frontdeskos": {
"command": "npx",
"args": ["@frontdeskos/mcp-server"],
"env": {
"FRONTDESK_API_KEY": "sk_live_your_api_key_here",
"FRONTDESK_WORKSPACE_ID": "ws_your_workspace_id"
}
}
}
}Restart Required
After updating the configuration, restart Claude Desktop for the changes to take effect. You should see a tools icon in the chat input indicating FrontDeskOS is connected.
Step 3: Verify the Connection
Once Claude Desktop restarts, verify the connection by clicking the tools icon (hammer) next to the chat input. You should see all FrontDeskOS tools listed. Try a simple query:
Example conversationtext
You: What calls did we receive today?
Claude: Let me check today's calls for you.
[Uses frontdesk_list_calls tool]
Here's a summary of today's calls:
1. John Smith (+1-555-0123) - 9:30 AM, 2 min 22 sec
Scheduled an annual check-up for January 22nd. Positive sentiment.
2. Jane Doe (+1-555-0456) - 10:15 AM, 1 min 27 sec
Rescheduled appointment from Jan 18 to Jan 25. Neutral sentiment.
3. Maria Garcia (+1-555-0789) - 11:00 AM, 3 min 15 sec
New patient inquiry about dental cleaning. Created as a lead.
Total: 3 calls today, all completed successfully.Example Workflows
Checking Tomorrow's Schedule
Conversationtext
You: What does Dr. Johnson's schedule look like tomorrow?
Claude: [Uses frontdesk_list_appointments]
Dr. Johnson has 6 appointments tomorrow:
9:00 AM - John Smith (Annual Checkup, 60 min)
10:30 AM - Lisa Wang (Dental Cleaning, 60 min)
12:00 PM - Lunch Break
1:00 PM - Robert Davis (Crown Fitting, 90 min)
3:00 PM - Emily Clark (Consultation, 30 min)
3:30 PM - Open Slot
4:00 PM - Michael Brown (Follow-up, 30 min)
There's one open 30-minute slot at 3:30 PM.Booking an Appointment
Conversationtext
You: Book a dental cleaning for Sarah Lee next week.
Her number is 555-0234.
Claude: [Uses frontdesk_check_availability]
I found these available slots for a dental cleaning next week:
- Monday 9:00 AM with Dr. Johnson
- Tuesday 2:00 PM with Dr. Johnson
- Wednesday 10:30 AM with Dr. Chen
- Thursday 3:00 PM with Dr. Johnson
Which would work best for Sarah?
You: Tuesday at 2pm works.
Claude: [Uses frontdesk_book_appointment]
Done! I've booked Sarah Lee for a dental cleaning:
- Date: Tuesday, January 21 at 2:00 PM
- Provider: Dr. Sarah Johnson
- Duration: 60 minutes
- Confirmation sent to: +1-555-0234Reviewing Weekly Analytics
Conversationtext
You: Give me a summary of this week's performance.
Claude: [Uses frontdesk_call_analytics, frontdesk_booking_stats, frontdesk_lead_report]
Here's your weekly performance summary (Jan 13-17):
Calls: 215 total (83% pickup rate)
- 180 completed, 23 missed, 12 voicemail
- Average call duration: 2 min 36 sec
- Sentiment: 68% positive, 25% neutral, 7% negative
Appointments: 87 booked, 5 cancelled, 2 no-shows
- Most popular: Dental Cleaning (34), Checkup (22)
- Cancellation rate: 5.7% (down from 8.2% last week)
Leads: 12 new leads captured
- 8 from calls, 3 from website, 1 referral
- 4 already converted to appointmentsTips for Best Results
- Be specific about dates and times -- Claude handles natural language dates well.
- You can chain operations: "Check if we have availability Thursday and book John Smith if so."
- Ask Claude to summarize or analyze data: "Which day had the most missed calls this month?"
- Claude remembers context within a conversation, so you can refer back to earlier results.
- Use the daily briefing prompt for a quick morning overview: "Give me my daily briefing."
Restricted Keys
For shared workstations, use a restricted API key that only exposes read-only tools. This prevents accidental modifications to your schedule or patient data.