Claude + Practice Better: Connect Clients to Claude
Practice Better doesn’t offer a Claude connector, and it hasn’t published an MCP server. It does have an API, in public beta and free on paid plans, which you switch on from your own subscription page and Practice Better approves. Once it’s on, connect it to Carly, add the Carly connector to Claude, and your clients, bookings and records are in the chat.
Where Practice Better stands with Claude
As of November 5, 2026, there’s no Practice Better connector in Claude and no official MCP server.
Practice Better’s API is a REST interface for reading, updating and creating the data in your account. Access is an add-on: you request API Access (Beta) from your subscription page, Practice Better reviews it and emails you when it’s approved, and from then on you create keys from the API Access page in Settings. There’s no charge for the add-on while it’s in beta.
How to connect Practice Better to Claude through Carly
- Request API access. In Practice Better, open your subscription page and add the API Access (Beta) add-on. Wait for the approval email.
- Create a key. Go to Settings → API Access and create an API key. Copy it; it’s shown once.
- Connect Practice Better in Carly. In Carly, go to Integrations → Connect an API and paste the key.
- Add Carly to Claude. Click Get the Carly connector, then Connect, and sign in.
Rather not do the request yourself? Book a call and we’ll walk through it with you.
What Claude can do with Practice Better once Carly is in
- “Who’s booked this week, and who hasn’t completed their intake form?”
- “Which clients finished a program in the last month and haven’t rebooked?”
- “Draft a check-in email to everyone with a session tomorrow.”
- “How many new clients did I take on this quarter?”
With your Gmail or Outlook connected in Carly too, Claude can match a client’s email to their booking history in one step.
Where Claude stops
Claude answers when you ask. Its scheduled tasks run on a clock, and nothing in Practice Better can start one. A client who finished a program and went quiet, a form still blank the night before a session, a booking that came in while you were with someone: all of it waits for a chat.
Carly handles those in the cloud, on a schedule you set or when an email arrives:
- The evening before each session, email the client a reminder and check whether their forms are done.
- Four weeks after a program ends, email clients who haven’t rebooked, from your address.
- When a prospective client emails, reply with your openings and a booking link, by your rules.
- Every Monday, email yourself last week’s sessions, new clients and anything unpaid.
Carly also answers your phone and texts clients, so the same rules run on every channel. Carly connects to thousands of apps, and you set it up in plain English. Routine steps run as free Zapier-style workflows; work that needs judgment runs as an AI agent. Free Zapier-style workflows; AI agents from $35/month. For practices under HIPAA, Carly signs a BAA on Enterprise plans. Get started with Carly.
Claude alone vs Claude with Carly
| Claude alone | Claude + Carly | |
|---|---|---|
| Practice Better in Claude | No connector | Through the Carly connector |
| Clients, bookings, records | No | Yes |
| Setup | Nothing official to install | Request the add-on, paste a key in Carly |
| Pre-session reminders and form checks | No | Yes, every evening |
| Rebooking emails to lapsed clients | Only when you ask | Yes, on your schedule |
| Runs with your laptop closed | Scheduled tasks only | Yes, in the cloud |
| Price | Your Claude plan | Free Zapier-style workflows; AI agents from $35/month |
FAQ
Does Claude work with Practice Better?
Not directly. Practice Better has no Claude connector and no official MCP server. Once the API Access add-on is approved on your account, connect a key to Carly, add the Carly connector to Claude, and Claude can work with your Practice Better data.
How do I get Practice Better API access?
Add the API Access (Beta) add-on from your subscription page. Practice Better reviews the request and emails you on approval; after that you create keys under Settings → API Access.
Does the API cost extra?
Not while it’s in beta. Practice Better says the add-on is free for customers on paid plans.
Can Carly email clients who haven’t rebooked?
Yes. Carly checks Practice Better for clients past your rebooking window and emails each one from your address, with no chat open.
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