--- title: "Connect Cliniko and SQL Server - APIANT.ai" description: "When \"Cancelled individual appointment\" fires in Cliniko, your agent runs \"Add Row\" in SQL Server." canonical: "https://apiant.ai/connect/cliniko-to-sql-server" --- # Connect Cliniko and SQL Server When **Cancelled individual appointment** fires in [Cliniko](https://apiant.ai/connections/cliniko), your agent runs **Add Row** in [SQL Server](https://apiant.ai/connections/sql-server), or **New or Updated Row** in SQL Server to **Create contact** in Cliniko. Describe the whole flow and it is built, tested on every scenario and kept running. Cliniko **17** triggers Cliniko **36** actions SQL Server **4** triggers SQL Server **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cliniko and SQL Server to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Cliniko holds the patients, appointments and invoices; SQL Server holds the reporting and billing tables the rest of the practice works from. Joining them means a new row in SQL Server can become a Cliniko patient, and a cancelled appointment or new invoice in Cliniko can update the matching rows in your database. The agent builds it, tests every scenario and keeps it running. Example flows ## What Cliniko and SQL Server can do together ### From Cliniko to SQL Server - When **Cancelled individual appointment** in Cliniko then **Add Row** in SQL Server - When **New or updated invoice** in Cliniko then **Update Row** in SQL Server ### From SQL Server to Cliniko - When **New or Updated Row** in SQL Server then **Create contact** in Cliniko - When **New Row** in SQL Server then **Update contact** in Cliniko Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Cliniko and SQL Server ## Triggers and actions 21 triggers · 43 actions - Trigger **Cancelled individual appointment** Triggered when an individual appointment is cancelled. - Trigger **New cancelled attendee** Triggered when an attendee is cancelled. - Trigger **New or updated attendee** Triggered when an attendee is created or updated. - Trigger **New or updated business** Triggered when a business is created or updated. - Trigger **New or updated communication** Triggered when a communication is created or updated. - Trigger **New or updated contact** Triggered when a contact is created or updated. - Trigger **New or updated daily availability** Triggered when a daily availability is created or updated. - Trigger **New or updated group appointment** Triggered when a group appointment is created or updated. - Trigger **New or updated individual appointment** Triggered when an individual appointment is created or updated. - Trigger **New or updated invoice** Triggered when an invoice is created or updated. - Trigger **New or updated patient** Triggered when a patient is created or updated. - Trigger **New or updated patient case** Triggered when a patient case is created or updated. - Trigger **New or updated practitioner** Triggered when a practitioner is created or updated. - Trigger **New or updated treatment notes** Triggered when treatment notes is created or updated. - Trigger **Patient added or removed for group appointment in date range** Triggered when a patient is added or removed for a group appointment within the specified date range. - Trigger **Two-way sync new or updated contacts** A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Two-way sync new or updated patients** A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Action **Archive patient** Archives a patient. An error will occur if the patient is not found. - Action **Create contact** Creates a new contact. - Action **Create patient** Creates a new patient. - Action **Find Appointment by Patient Id** Returns appointment details for the specified patient if the Patient ID exists. - Action **Find cancelled appointment** Searches for a cancelled appointment. If no matching appointment is found, an error occurs. - Action **Find contact by email** Returns details of the contact having the specified email address. An error occurs if zero or multiple are found. - Action **Find patient by email** Returns details of the patient having the specified email address. An error occurs if zero or multiple are found. - Action **Find Patient by Email and Date of Birth** Finds the single active patient whose email and date of birth both match, returning the patient ID and the match count. - Action **Get appointment** Returns details of the specified appointment. - Action **Get appointments by practitioner ID** Returns appointment details by practitioner ID. - Action **Get appointment type** Returns details of the specified appointment type. - Action **Get appointment type billable item** Returns details for a billable item. - Action **Get billable item** Returns details of the specified billable item. - Action **Get business** Returns details of the specified business. - Action **Get cancelled appointment** Returns details of the specified cancelled appointment. - Action **Get contact** Returns details of the specified contact. - Action **Get group appointment** Returns details of the specified group appointment. - Action **Get group appointment attendees** Returns attendee information for the specified group appointment. - Action **Get individual appointment attendees** Returns attendee information for the specified individual appointment. - Action **Get invoice** Returns details of the specified invoice. - Action **Get patient** Returns details of the specified patient. - Action **Get patient attachment** Returns a patient attachment from Cliniko, including its filename, file type and description. - Action **Get patient case** Returns details of the specified patient case. - Action **Get patient referral source** Returns the referral source for the specified patient. - Action **Get practitioner** Returns details of the specified practitioner. An error occurs if not found. - Action **Get practitioner availabilities** Returns availability information for the specified practitioner. - Action **List Appointments in Date Range** Returns every individual appointment that starts within a given time window, with the total count. - Action **List invoices for patient case** Emits all invoice IDs for the specified patient case. - Action **List Patients** Returns Cliniko patients, optionally filtered (e.g. updated after a date) and sorted, with the total count. - Action **Two-way sync add or update a contact** An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Two-way sync add or update a patient** An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Update contact** Updates a contact. - Action **Update patient** Updates a patient. - Action **Update patient custom field** Updates the value of the specified custom field for the specified patient. - Action **Update patient referral** Sets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact). - Action **Upload patient attachment** Uploads a file, such as a PDF, to a patient's record in Cliniko as an attachment. - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected SQL Server database. - Action **Add Row** Add one row to a table on the connected SQL Server database. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Find the first row in a table whose chosen column matches a value. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches. - Action **Run Custom Statement** Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed. - Action **Update Row** Change column values on every row of a table whose chosen column matches a value. ## Each app on its own - [ **Cliniko** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connections/cliniko) - [ **SQL Server** Connect directly to a Microsoft SQL Server database and run SQL statements from your automations.](https://apiant.ai/connections/sql-server) Reviews ## What our customers say ## More from Cliniko - [ **Cliniko to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/cliniko-to-jira) - [ **Cliniko to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/cliniko-to-zoom) - [ **Cliniko to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/cliniko-to-sendgrid) - [ **Cliniko to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/cliniko-to-intercom) - [ **Cliniko to Freshdesk** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/cliniko-to-freshdesk) - [ **Cliniko to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/cliniko-to-klaviyo) ## More into SQL Server - [ **HubSpot to SQL Server** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sql-server) - [ **Slack to SQL Server** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sql-server) - [ **Mailchimp to SQL Server** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sql-server) - [ **Shopify to SQL Server** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-sql-server) - [ **QuickBooks Online to SQL Server** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-sql-server) - [ **Pipedrive to SQL Server** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-sql-server) Questions ## Cliniko and SQL Server, answered ### ### Can a patient created in Cliniko update an existing row in SQL Server instead of adding a duplicate? Yes — the agent can use Find Row to look up the matching row by a column such as patient email, then use Update Row to change the values on it. If no row matches, it can add one instead. ### ### Can I use my own SQL to decide when something happens in Cliniko? Yes — the New or Updated Row (Custom Query) trigger fires for each new or changed row returned by a SELECT statement you write. From there the agent can create a patient, update a patient, or set a patient custom field in Cliniko. ### ### What can start an automation from Cliniko? Any of Cliniko's 17 triggers in the catalog, including Cancelled individual appointment, New or updated invoice, New or updated practitioner and New cancelled attendee. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SQL Server when something happens in Cliniko? Any of SQL Server's 7 actions, including Add Row, Run Custom Statement, Update Row and Find Row. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SQL Server to Cliniko? Yes. When something happens in SQL Server, your agent can act in Cliniko too. This page covers both directions: SQL Server's triggers and Cliniko's actions are listed here as well. ### ### Do I have to build a connector for Cliniko or SQL Server? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Cliniko and SQL Server without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.