wyre-ai/msp-claude-plugins/appointment-types

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TimeZest appointment types: the types configured for a tenant, each type's duration, and how to match a type to the work described on a ConnectWise / Autotask / Halo ticket.

Install

npx vskill@latest install wyre-ai/msp-claude-plugins/appointment-types

SKILL.md

TimeZest Appointment Types

An appointment type defines what kind of meeting a TimeZest booking is — its name, its duration, and the availability rules behind it. Picking the wrong type produces a customer-facing mistake: a 15-minute "Quick Call" type used for a half-day onsite books a slot that is far too short.

Domain & Tools

Enter the domain with timezest_navigate to appointment_types.

ToolPurpose
timezest_appointment_types_listList all appointment types available for scheduling
timezest_appointment_types_getGet full detail for one type by appointmentTypeId

timezest_appointment_types_list accepts pageSize (1–100, default 50) and a filter TQL string (e.g. active:true).

Each appointment type carries at least:

  • id — the appointmentTypeId used in a scheduling request
  • name — e.g. "Onsite Visit", "Remote Session", "Discovery Call"
  • duration — slot length in minutes
  • description — optional free-text detail

Matching a Type to the Work

Ticket / intentTypical appointment type
Remote support session"Remote Session"
Field dispatch to the customer site"Onsite Visit"
Scoping or pre-sales conversation"Discovery Call"
Short follow-up"Quick Call"

These names are tenant-configured — always read the actual list rather than assuming a naming convention.

Anti-triggers

  • Booking, rescheduling, or cancelling an actual appointment — this

skill only reads the type catalogue; the scheduling request and its lifecycle are timezest-scheduling.

  • Who is available to take the appointment — technician and team

availability is timezest-agents-and-teams.

Common Workflows

Pick the type for a booking
  1. timezest_navigate to appointment_types.
  2. Call timezest_appointment_types_list with active:true.
  3. Match the type whose name and duration fit the ticket's work.
  4. If the customer-facing description matters, call

timezest_appointment_types_get to read the full description.

  1. Carry the resolved appointmentTypeId into

timezest_scheduling_create_request.

Audit available types
  1. List all types with pageSize: 100.
  2. Report each type's name, duration, and active status so a

dispatcher knows the menu before booking.

Edge Cases

  • No clear match — If no configured type fits the work, surface

the full list to the dispatcher rather than booking a mismatched type. A wrong duration is visible to the customer.

  • Duration mismatch — Always confirm duration matches the

expected work length; type names can be misleading.

  • Inactive types — Filter active:true; deactivated types still

appear in an unfiltered list but cannot be booked.

Best Practices

  • Resolve the appointment type by name and duration through a list

call every session — do not cache the ID.

  • When timezest_scheduling_create_request is called without an

appointment type, the MCP server elicits a choice; pre-resolving it here avoids that round-trip and keeps the booking deterministic.

  • Never substitute a similarly named type — confirm name and

duration both fit.

Related Skills

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