tebra-mcp-server
This server connects your Tebra (formerly Kareo) practice management account to AI agents like Claude, exposing 45 tools (33 SOAP + 12 optional FHIR) for managing patients, appointments, encounters, billing, insurance, documents, and clinical data.
Patient Management: Search using 20+ filters, get full records (insurance, cases, authorizations), create/update patients, bulk retrieve with pagination, link external system IDs, and update patient cases.
Appointments: Search by date range/provider/patient/status, get full details, create, update/reschedule/cancel, delete, and manage appointment reasons/types.
Encounters & Billing: Get encounter details, create encounters (superbills) with diagnoses/procedures, manage workflow (Draft → Review → Approved/Rejected), search charges and payments, post payments (Cash, Check, CreditCard, EFT, Other), and get granular transaction data for reporting.
Insurance & Authorizations: View patient authorizations (status, remaining visits, expiry, CPT codes) and check insurance eligibility based on on-file data.
Practice Configuration: List providers (with NPI), service locations, practice metadata, procedure code catalog, and appointment reasons.
Documents: Upload (PDF, JPG, PNG, TIFF) and delete documents from patient charts.
External Vendor & System: Validate connection, monitor API rate limits, and register/list external vendors for ID linking.
FHIR Clinical Data (requires optional FHIR credentials): Access allergies, medications, conditions, vitals, lab results, immunizations, procedures, care plans, care team, diagnostic reports, clinical documents, and implantable devices.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@tebra-mcp-serversearch for patient John Smith"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
tebra-mcp-server
MCP server for Tebra (formerly Kareo) practice management. Connects your existing Tebra account to Claude and other MCP-compatible AI agents, exposing 34 SOAP tools and 13 FHIR clinical tools for patients, encounters, appointments, billing, documents, insurance, and clinical data. Every request body is generated from the live Tebra WSDL contract (member names and sequence order verified against KareoServices.svc?xsd=xsd0/xsd7), with a regression suite locking the wire format in place. No data is accessible without valid Tebra API credentials.
Hosted version available
Do not want to manage credentials, hosting, and updates yourself? DOCK is the managed version of this server: encrypted per-practice auth, audit logs, draft-first write actions, and a workflow library. Founding practices lock lifetime pricing: Front Desk $49/mo (Zenoti), Billing Desk $99/mo (Tebra, BAA included), Full Practice $129/mo (both). https://dockhq.vercel.app
Quick Start
npx tebra-mcp-serverRelated MCP server: MediLinkAI
Prerequisites
Node.js 18+
Tebra SOAP API credentials (generated in Tebra PM admin under Settings > API)
(Optional) Tebra FHIR API credentials for clinical data access
Environment Variables
SOAP API (required)
Variable | Required | Description |
| Yes | SOAP API user (email) |
| Yes | SOAP API password |
| Yes | Customer key from Tebra PM admin |
| No | Override SOAP endpoint (for testing) |
FHIR API (optional -- enables 13 clinical data tools)
Variable | Required | Description |
| For FHIR | OAuth2 client ID from Tebra appSphere registration |
| For FHIR | OAuth2 client secret |
| No | FHIR R4 base URL (defaults to |
| No | OAuth2 token endpoint (defaults to Tebra production) |
| No | OAuth2 scope (defaults to |
FHIR credentials are obtained through Tebra appSphere. The server uses the OAuth2 client credentials flow with automatic token caching, refresh 60s before expiry, and a one-shot retry on 401. Note: both the practice and the backend-service client must be activated by Tebra Customer Care before tokens are issued — a 401 can mean "not yet activated" rather than "bad credentials".
Installation
Claude Code
Add to .mcp.json in your project root:
{
"mcpServers": {
"tebra": {
"command": "npx",
"args": ["-y", "tebra-mcp-server"],
"env": {
"TEBRA_SOAP_USER": "user@practice.com",
"TEBRA_SOAP_PASSWORD": "your-password",
"TEBRA_CUSTOMER_KEY": "your-customer-key",
"TEBRA_FHIR_CLIENT_ID": "optional-fhir-client-id",
"TEBRA_FHIR_CLIENT_SECRET": "optional-fhir-client-secret"
}
}
}
}Claude Desktop
Add to your claude_desktop_config.json:
{
"mcpServers": {
"tebra": {
"command": "npx",
"args": ["-y", "tebra-mcp-server"],
"env": {
"TEBRA_SOAP_USER": "user@practice.com",
"TEBRA_SOAP_PASSWORD": "your-password",
"TEBRA_CUSTOMER_KEY": "your-customer-key"
}
}
}
}Cursor / VS Code
Add to your MCP settings:
{
"mcpServers": {
"tebra": {
"command": "npx",
"args": ["-y", "tebra-mcp-server"],
"env": {
"TEBRA_SOAP_USER": "user@practice.com",
"TEBRA_SOAP_PASSWORD": "your-password",
"TEBRA_CUSTOMER_KEY": "your-customer-key"
}
}
}
}Available Tools (47 total)
Patient Management
Tool | Description |
| Search patients by name, DOB range, insurance, practice, and more (16 server-side filters) |
| Get full patient record (by Tebra ID or external ID) with cases, insurance policies, and authorizations |
| Register a new patient with demographics, insurance, and guarantor |
| Update patient demographics and contact info |
| Bulk patient retrieval with pagination (for sync operations) |
Appointments
Tool | Description |
| Search appointments by date range, resource (provider), patient, status, location |
| Get full appointment detail including recurrence, group data, and resources |
| Create an appointment (provider, location, start time + duration/end) |
| Update or reschedule an existing appointment |
| Change only the status (Confirmed, CheckedIn, NoShow, Cancelled, ...) |
| Permanently delete an appointment |
| List configured appointment types/reasons for the practice |
| Create a new appointment type/reason |
Encounters & Billing
Tool | Description |
| Get encounter details with status, providers, and service line IDs |
| Create an encounter (superbill) with per-line diagnoses and procedures |
| Workflow transitions: Draft -> Submitted -> Approved / Rejected / Unpayable |
| Search charges with 18 filters (dates, patient name, provider, status) |
| Search payment records by post date, payer, batch, reference number |
| Post a payment to a patient account |
Insurance & Authorizations
Tool | Description |
| Get all authorizations with status, remaining visits, and CPT codes |
| Check eligibility from on-file insurance data |
Practice Configuration
Tool | Description |
| List all providers with IDs, specialties, and NPI numbers |
| List practice locations with addresses and contact info |
| Get practice metadata (name, tax ID, billing info) |
| Get procedure code catalog with descriptions and default fees |
Documents
Tool | Description |
| Upload a document (PDF, image) to a patient's chart |
| Remove a document from a patient's chart |
Financial Analysis
Tool | Description |
| Get granular transaction data for financial reporting |
External Vendor & System
Tool | Description |
| Health check -- verifies SOAP credentials and connectivity |
| Get current API rate limit status and remaining quota |
| Register an external vendor for ID linking |
| List registered external vendors |
| Link an external system ID to a Tebra patient |
| Promote an existing patient case to primary (by case ID) |
FHIR Clinical Data (requires FHIR credentials)
These tools access clinical data via the Tebra FHIR R4 API. They require separate FHIR credentials (see Environment Variables above). If FHIR credentials are not configured, these tools will not be registered.
FHIR patient IDs are a different identifier space from SOAP patient IDs — use tebra_fhir_search_patients to resolve them. All FHIR searches follow Bundle pagination automatically (up to 10 pages), and the three resources where Tebra requires a second search parameter (MedicationRequest intent, CarePlan category, CareTeam status) get sensible defaults so they don't silently return empty.
Tool | Description |
| Find FHIR patient IDs by name, birthdate, or identifier |
| Patient allergy and intolerance list |
| Active and historical medication list |
| Problem list / active conditions |
| Recent vital signs (BP, HR, temp, weight, BMI) |
| Lab results and observation values |
| Vaccination records |
| Procedures performed |
| Active care plans |
| Care team members and roles |
| Diagnostic reports (radiology, pathology) |
| Clinical documents (CDA, notes) |
| Implantable devices (UDI data) |
Rate Limits
The SOAP client enforces a minimum interval between calls per action, mirroring the throttling thresholds in the Tebra API Technical Guide. When a tool is called more frequently than its limit allows, the client sleeps just long enough to satisfy the interval before sending the request — calls are delayed, never dropped.
Action | Min interval between calls |
| 250 ms |
| 500 ms |
| 1000 ms |
| 5000 ms |
On top of client-side throttling, every SOAP call retries up to 3 times with exponential backoff (1s, 2s, 4s) before surfacing an error. Use tebra_get_throttles to query Tebra's server-side rate limit counters in real time.
Example Workflows
Scheduling Flow
1. tebra_get_providers -- Get provider IDs
2. tebra_get_service_locations -- Get location IDs
3. tebra_get_appointment_reasons -- Get reason/type IDs
4. tebra_create_appointment -- Create with provider, location, reason IDs
5. tebra_get_appointment_detail -- Verify creationEncounter Approval Flow
1. tebra_create_encounter -- Create superbill (status: Draft)
2. tebra_update_encounter_status -- Move to Submitted (shows as "Review" in Tebra's UI)
3. tebra_update_encounter_status -- Move to Approved (triggers billing)
OR
3. tebra_update_encounter_status -- Reject back to DraftFront-Desk Check-In Flow
1. tebra_get_appointments -- Today's schedule (resourceName = provider)
2. tebra_update_appointment_status -- CheckedIn on arrival
3. tebra_update_appointment_status -- CheckedOut at departurePayment Posting Flow
1. tebra_search_patients -- Find patient
2. tebra_get_charges -- Find outstanding charges
3. tebra_create_payment -- Post payment to patient account
4. tebra_get_payments -- Verify payment postedPatient Onboarding
1. tebra_search_patients -- Check for existing patient
2. tebra_create_patient -- Create if not found
3. tebra_update_patient_external_id -- Link Supabase client ID
4. tebra_create_appointment -- Schedule first visitClinical Context for Note Creation
1. tebra_get_appointments -- Get today's schedule
2. tebra_get_appointment_detail -- Get appointment context
3. tebra_get_patient -- Full patient demographics
4. tebra_get_patient_authorizations -- Check auth status
5. tebra_fhir_get_allergies -- Allergies
6. tebra_fhir_get_medications -- Current medications
7. tebra_fhir_get_conditions -- Problem list
8. tebra_fhir_get_vitals -- Recent vitalsTool Dependency Chains
Some tools require IDs obtained from other tools. Key dependencies:
tebra_create_appointment
requires: patientId (from tebra_search_patients or tebra_create_patient)
requires: providerId (from tebra_get_providers)
requires: locationId (from tebra_get_service_locations)
optional: reasonId (from tebra_get_appointment_reasons)
tebra_create_encounter
requires: patientId (from tebra_search_patients)
requires: providerId (from tebra_get_providers)
recommended: practiceName/practiceId (from tebra_get_practices)
optional: authorization number (from tebra_get_patient_authorizations)
tebra_create_payment
requires: patientId (from tebra_search_patients)
tebra_update_encounter_status
requires: encounterId (from tebra_create_encounter or tebra_get_encounter)
tebra_create_document
requires: patientId (from tebra_search_patients)
tebra_update_patient_external_id
requires: patientId (from tebra_search_patients or tebra_create_patient)
recommended: externalVendorId (from tebra_get_external_vendors)
tebra_set_primary_patient_case
requires: patientCaseId (from tebra_get_patient — cases[].caseId)
All clinical tebra_fhir_get_* tools
require: FHIR patientId (from tebra_fhir_search_patients — NOT the SOAP patient ID)API Reference
The server wraps two Tebra APIs:
SOAP API v2.1 (34 tools)
Endpoint:
https://webservice.kareo.com/services/soap/2.1/KareoServices.svcAuth: RequestHeader with CustomerKey, Password, User (WSDL sequence order matters)
Request bodies generated in WSDL (
?xsd=xsd0/xsd7) member order — WCF silently drops out-of-order membersAll requests include retry with exponential backoff (3 attempts at 1s, 2s, 4s)
FHIR R4 API (13 tools)
Endpoint:
https://fhir.prd.cloud.tebra.com/fhir-request(note the hyphen — configurable viaTEBRA_FHIR_BASE_URL)Auth: OAuth2 client credentials flow against
https://fhir.prd.cloud.tebra.com/smartauth/oauth/tokenToken caching with automatic refresh before expiry and one-shot 401 retry
Bundle pagination followed automatically (up to 10 pages per search)
Development
git clone https://github.com/jamesrosing/tebra-mcp-server.git
cd tebra-mcp-server
npm install
npm run dev # tsx — runs src/index.ts directly without a build step
npm run build # tsc — compiles to dist/
npm test # node:test via tsx — 37 regression tests covering wire-format invariants
npm start # node dist/index.js — runs the compiled outputThe regression suite pins the three Tebra wire-format invariants (SOAPAction contract segment, RequestHeader order, empty-Fields/populated-Filter) plus per-tool WSDL member order for every request builder — the failure mode for all of these is a silent empty result, not an error, so the tests are the only fast feedback loop.
Roadmap
Live smoke-test suite for the 0.4.0 write shapes against a sandbox practice (shapes are WSDL-derived and unit-pinned; production verification is the remaining step)
Client-side pagination (
limit/offset+has_more) on the large list tools, mirroringtebra_get_all_patientsZod runtime validation with
.strict()schemas so misspelled arguments fail loudly instead of being droppedMigration from
Server.setRequestHandlerto the SDK'sMcpServer/registerToolAPI, addingoutputSchema/structuredContentAgent-facing evaluation set (10 read-only, verifiable questions) to catch wrong-but-plausible data — the failure class unit tests cannot see
Changelog
0.4.3 (2026-08-04)
fix(external IDs): fail closed on IDs over 25 characters in
tebra_create_patientandtebra_update_patient_external_id— Tebra's external-ID storage silently truncates at 25 chars (verified live via a UNIQUE KEY collision on the truncated value), which breaks every later lookup by the full value. IDs are also unique per vendor. (This guard just missed the 0.4.2 tarball.)
0.4.2 (2026-08-04)
The write path is now production-verified: iterating a live write-smoke harness against a real practice confirmed CreatePatient, CreateAppointment, CreateDocument, and the external-ID batch + vendor-scoped lookup end-to-end (encounter write ops remain opt-in to verify). The runs surfaced four additional wire facts, all fixed here:
Required members (
minOccursaudit after CreatePatient faulted "Expecting element 'Practice'"): PatientCreate/PatientUpdate requirePractice; AppointmentCreate requiresPracticeId; AppointmentUpdate requiresPatientId+ServiceLocationId; DocumentCreateRequest requiresPracticeId.External IDs are vendor-scoped, unique per vendor, and silently truncated at 25 characters — writes with longer IDs now fail closed (truncation breaks every later lookup).
DocumentDateis a truexs:dateTime— date-only input is normalized to ISO midnight; US-format strings fault the deserializer (Filter date members, beingxs:string, still accept either).The
UpdatePatientsExternalIDresponse returns an emptyItemsUpdatedecho even on success — verify via the vendor-scopedExternalIDlookup ontebra_get_patientinstead.
Details:
fix(create/update_patient):
Practiceis a required member of PatientCreate AND PatientUpdate — now always emitted; when practiceName/practiceId are omitted, the account's first practice is auto-resolved via GetPractices (cached).tebra_update_patientgains optional practiceName/practiceId args.fix(create_appointment):
PracticeIdis required — auto-resolved when omitted.fix(update_appointment):
PatientIdandServiceLocationIdare required — auto-hydrated from GetAppointment when omitted, so a status-only or reschedule-only update still works.fix(create_document):
PracticeIdis required — auto-resolved when omitted.Builders fail closed with clear messages if the required members are still missing; 3 new regression tests (39 total).
0.4.1 (2026-08-04)
Live production verification of the 0.4.0 shapes — a full read-only smoke pass (24 checks: every SOAP read tool plus the FHIR pipeline) now passes against a real Tebra practice. Fixes found only by going live:
fix(xsd7 namespace): GetServiceLocations and GetProcedureCodes faulted with "Expecting element 'Fields'" — xsd7's targetNamespace has NO trailing slash (
…/api/schemasvs xsd0's…/api/schemas/), so their Fields/Filter members are different XML names. The envelope now declares both namespaces and those two tools emitkar7:-prefixed members.fix(get_appointment_reasons):
PracticeIdis required by the WSDL (fault when omitted). The handler now auto-resolves the account's first practice ID via GetPractices (cached) when not supplied.fix(search_patients):
ToDateOfBirthis exclusive server-side — an exactdateOfBirthsearch now sends [DOB, DOB+1) instead of a zero-width range that matched nothing.fix(rate limiting): +250ms safety margin per endpoint window — an exact-interval gap still trips Tebra's server-side 429; throttle errors (reported inside HTTP-200 ErrorResponse blocks) are now classified retryable.
fix(get_encounter): GetEncounterDetails returns EncounterStatus as a 1-based numeric code; now mapped to labels (3=Approved, verified live against the same encounter's charge rows).
fix(FHIR auth): on
invalid_scope, the token server names the scope the client is registered with — the client now retries once with that scope automatically (registrations vary betweensystem/*.readandpatient/*.read).
0.4.0 (2026-08-03)
Full-surface WSDL contract audit. Every request builder was re-derived from the live WSDL (KareoServices.svc?xsd=xsd0/xsd7), which surfaced that the Fields/Filter misplacement fixed for GetCharges in 0.3.0 affected every other list GET, and that most write operations used wrong wrapper elements or member names. The failure mode in all cases is silent (unfiltered results, dropped fields, or server-side faults), which is why these survived so long. 26 new regression tests pin the corrected shapes.
fix(list GETs): patients, appointments, payments, transactions, providers, service-locations, procedure-codes, bulk-patients, and encounter-details now put criteria in
<kar:Filter>(WSDL sequence order) with an empty<kar:Fields/>— previously all of their filter args were silently ignored, and every call returned the unfiltered set. Args with no WSDL filter member now fail closed with guidance (patients.mrn,appointments.providerId→ useresourceName,payments.patientId).fix(get_patient / authorizations / eligibility):
GetPatientReqhas no Fields member at all — the ID now goes inFilter(SinglePatientFilter), so single-patient lookup works.tebra_get_patientalso gains lookup byexternalId/externalVendorId.fix(response parsers): real WSDL member names throughout — nested case/policy/authorization data (
PatientCaseData→PatientInsurancePolicyData→PatientInsurancePolicyAuthorizationData,AuthorizedNumberOfVisits),MedicalRecordNumber,NationalProviderIdentifier,PatientBatchData+nextStartKeyfor bulk paging,ThrottleDetail,ExternalVendorData,EncounterDetailsData. Previous names matched nothing, so insurance/auth/case data always parsed empty. All list parsers drop Tebra's phantom empty placeholder row.fix(writes):
create/update_patientmembers re-ordered to WSDL sequence (out-of-order members were silently dropped — DOB, gender, email, address never persisted) with correct names (SocialSecurityNumber,PatientExternalID,MedicalRecordNumber) and insurance nested underCases → Policies;create/update_appointmentrewritten to the flatAppointmentCreate/Updateshape (StartTime/EndTime,PatientSummary,ProviderId);delete_appointmentwrapsAppointment;create_encounterrewritten toEncounterCreate(per-service-lineDiagnosisCode1–4,RenderingProvider,Practice);update_encounter_statuswrapsEncounterUpdateStatuswith the real enum (Draft/Submitted/Approved/Rejected/Unpayable— "Review" is a UI label, not an API status);create_paymentuses thePaymentCreatenested groups;create_documentwrapsDocumentToCreatein member order;delete_documentsendsDocumentId(case-sensitive); external-ID tools useExternalVendor/Updates→UpdateBatchbatch shapes;create_appointment_reasonin member order with integer color;validate_connectionsends the credentialsGetCustomerIdFromKeyRequestactually expects.change:
tebra_update_patient_case→tebra_set_primary_patient_case— the underlying op (UpdatePrimaryPatientCase) only promotes a case to primary byPatientCaseId; it never accepted name/payer-scenario edits. Old tool name still routes.new:
tebra_update_appointment_status— targeted status changes (CheckedIn/NoShow/Cancelled...) viaUpdateAppointmentStatus, cheaper than a full update.fix(FHIR): default base URL corrected to
https://fhir.prd.cloud.tebra.com/fhir-request(hyphen — the old/fhir/requestpath returns HTTP 200 with an empty body for every call, verified live 2026-08-03); empty-200 responses now raise a descriptive configuration error; 401 triggers one automatic token refresh + retry; from/to date ranges emit two repeateddateparams (previously percent-encoded into one malformed value); Bundle pagination followed automatically (link[rel=next], up to 10 pages, truncation flagged); required second search params defaulted (MedicationRequest intent=order,CarePlan category=assess-plan,CareTeam status=active) — without them Tebra returns a silent empty bundle.new:
tebra_fhir_search_patients— FHIR Patient lookup by name/birthdate/identifier; FHIR patient IDs are a separate identifier space from SOAP IDs and previously had no in-server resolution path.fix(core):
extractTag/extractAllTagsrequire a tag-name boundary (Patientno longer matchesPatientData); server version is read from package.json (was hardcoded0.2.5); server name corrected totebra-mcp-server; rate-limit table keysCreatePayment/UpdateAppointmentStatus.
0.3.2 (2026-07-15)
chore: removed the bundled project-specific integration templates (
src/integrations/epic-notes-integration.ts,src/integrations/fal-integration.ts) and every reference to them (README "Integration Services" section, workflow-example labels, contributor docs). These were copy-paste connector modules for external downstream projects — never imported by the server and not part of its runtime — so they did not belong in the published package. No MCP tools were added or removed; the 45-tool surface is unchanged and the compiled tarball no longer shipsdist/integrations/.
0.3.1 (2026-07-07)
fix(get_charges):
<kar:Fields/>is now sent EMPTY. 0.3.0's explicit column toggles triggered Tebra's projection-inversion quirk — every call returned a single empty<ChargeData/>placeholder (zero real fields, no fault) regardless of filter matches. Empty Fields returns the full record, including thePrimaryInsurance*adjudication columns (payment, contract adjustment + reason, secondary adjustment + reason, adjudication date) the explicit toggles were meant to surface.Response parser (
parseChargeBlocks, exported) drops the empty placeholder block — a no-match response previously counted as one phantom all-empty charge.statusfilter documented with live-observed enum values:Pending,Completed,Error - Rejection,Voided,Ready. At least some accounts have NODeniedstatus — denials surface asError - Rejection.Verified live against production Tebra: a 12-month, 14-window pull returned 293 real charges with populated financials; server-side
Statusfiltering confirmed working.
0.3.0 (2026-07-06)
fix(get_charges): filter criteria moved out of
<kar:Fields>into<kar:Filter>, emitted in WSDL (xsd0) sequence order — inside Fields they were silently skipped by WCF, so GetCharges returned unfiltered data for the package's entire history.patientIdnow throws (ChargeFilter has no patient ID member; usepatientName).Note: Tebra enforces a server-side ≤60-day posting-date window on GetCharges.
0.2.6 (2026-07-06)
fix(get_appointment_detail):
GetAppointmentdoes NOT take theFields/Filterrequest shape the list endpoints use. Per the live WSDL (KareoServices.svc?xsd=xsd0),GetAppointmentReq = RequestBase + <Appointment>{ AppointmentId: xs:long }(lowercase "d"). The old envelope faulted on every call with'EndElement' 'request' … Expecting element 'Appointment', sotebra_get_appointment_detailnever worked against live Tebra.The response is the WSDL
AppointmentCreateshape — patient nested under<PatientSummary>(group attendees under<PatientSummaries>), ISOStartTime/EndTime,AppointmentStatus, enum-letterAppointmentType. The tool's output now maps these real fields (patient name + DOB, appointment mode, reason id, recurrence, group attendees, audit timestamps) instead of the fictionalAppointmentDatafield set.Verified live: full detail returned for a real appointment. Contributor lesson: single-record Tebra ops can have entirely different WSDL contracts from their list counterparts — read
?xsd=xsd0before assuming the Fields/Filter pattern.
0.2.5 (2026-04-28)
fix(soap): every GET request body now includes a sibling
<kar:Filter />after<kar:Fields>. Tebra's WSDL marksFilterasminOccurs="0", but their server-sideGetFilteredX(...)methods dereference the filter parameter without null-checking and throwNullReferenceExceptionwhen it's absent. Tools patched: practices, providers, service-locations, procedure-codes, transactions, payments, charges, encounters, patients (search + get-by-id), bulk-patients, appointments. Without 0.2.5, every GET call fails with a server-side NullRef.Added regression test asserting
<kar:Filter />is emitted in WSDL-required order (Fields before Filter).
0.2.4 (2026-04-28)
fix(soap):
<RequestHeader>children now serialize in WSDL-required order (CustomerKey → Password → User). The previousCustomerKey → User → Passwordorder caused silent authorization failures even with valid credentials. Confirmed in writing by Tebra customer care.
0.2.3 (2026-04-28)
fix(soap):
SOAPActionHTTP header now includes theKareoServices/WCF contract segment that Kareo's dispatcher requires. Versions 0.2.2 and earlier sent${SOAP_NAMESPACE}${operation}, which the dispatcher rejected with HTTP 500 (ContractFilter mismatch at the EndpointDispatcher). Header value is now also explicitly quoted per RFC 3902 §3.2.Added a regression test asserting the exact header value (
npm test).
0.2.2 (2026-04-27)
fix(soap):
RequestHeader(User/Password/CustomerKey) is now placed inside the request body where Tebra's WSDL expects it, rather than in the SOAP envelope header.
0.2.1 (2026-04-26)
Published to the MCP Registry under
com.jamesrosingmd/tebra(verified-domain namespace).
0.2.0
Initial public release.
Upgrade urgently from 0.2.4 or earlier. All prior releases hit at least one of the three wire-format bugs above, and only 0.2.5 satisfies all three of Tebra's WSDL/runtime requirements end-to-end.
License
MIT License
Copyright (c) 2026 James H. Rosing, MD, FACS
Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Available Tools
33 toolstebra_check_insurance_eligibilityA
Check insurance eligibility for a Tebra patient. Examines active insurance policies and authorization history. Note: this is an approximation based on on-file data, not a real-time payer eligibility check.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description discloses key behavioral traits: the result is an approximation based on on-file data, not real-time. It doesn't explicitly state if it modifies data (implied read-only).
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences with front-loaded action and no extraneous words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The description explains the tool's purpose and limitation but does not specify the return format or output, which would be helpful given no output schema.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% (parameter described as 'Tebra patient ID'), so the description adds no new semantic meaning beyond restating the tool's scope.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool checks insurance eligibility for a Tebra patient, uses a specific verb and resource, and distinguishes itself by noting it examines active policies and authorization history.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit context by noting it is an approximation and not a real-time payer check, guiding the agent on when to use it vs. alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_create_appointmentB
Create a new appointment in Tebra. Requires patient, provider, service location, appointment reason, and start date.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID | |
| providerId | Yes | Tebra provider ID | |
| serviceLocationId | Yes | Tebra service location ID | |
| appointmentReasonId | Yes | Tebra appointment reason ID | |
| startDate | Yes | Appointment start date/time (ISO 8601, e.g. 2026-04-01T09:00:00) | |
| duration | No | Optional duration in minutes (defaults to appointment reason default) | |
| notes | No | Optional appointment notes | |
| confirmationStatus | No | Optional confirmation status (e.g. Confirmed, Unconfirmed) |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description should disclose behavioral details. It only lists required parameters but does not mention side effects, permissions, error handling, or the outcome of the creation process.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is concise with one sentence, but it could be improved by separating required vs optional parameters or adding more structure. Still, it is not verbose.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 8 parameters and no output schema, the description lacks completeness. It does not explain return values, error conditions, or any behavioral context beyond listing required fields.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema covers 100% of parameters, so baseline is 3. The description adds minimal value by naming required parameters but does not provide additional semantics or context beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action ('Create'), the resource ('appointment'), and the system ('Tebra'). It also lists the required entities, distinguishing it from sibling tools like update or delete.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for creating new appointments but does not explicitly state when to use it versus alternatives like tebra_update_appointment. No guidance on exclusions or prerequisites.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_create_appointment_reasonB
Create a new appointment reason in Tebra with name, default duration, and optional color/category.
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Appointment reason name | |
| duration | Yes | Default duration in minutes | |
| color | No | Optional color code (hex or named color) | |
| category | No | Optional category |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the full burden of behavioral disclosure. It explains that the tool creates an appointment reason with required and optional parameters, but does not disclose the response (e.g., whether it returns the created reason's ID) or any potential side effects, duplicate handling, or permissions required.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, efficient sentence of 16 words that immediately conveys the tool's purpose and key parameters. No redundant or extraneous information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite the tool having no output schema and no annotations, the description omits important context such as the expected return value after creation, uniqueness constraints on the name, or any behavioral traits like idempotency. This leaves the agent uncertain about the tool's full behavior.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so baseline is 3. The description merely restates the parameters ('name, default duration, and optional color/category') without adding new meaning or clarifying parameter constraints beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Create' and the resource 'appointment reason', and lists the key parameters. It distinguishes from siblings like tebra_get_appointment_reasons and tebra_create_appointment, which operate on different resources or perform different actions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives. It does not mention conditions, prerequisites, or suggest related tools like tebra_get_appointment_reasons for listing existing reasons.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_create_documentB
Upload a document to a patient record in Tebra. Supports PDF, JPG, PNG, and TIFF files via base64 content.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID | |
| documentLabel | Yes | Document category label (e.g. Lab Results, Referral Letter) | |
| fileName | Yes | File name with extension (e.g. lab_results.pdf) | |
| fileContent | Yes | Base64-encoded file content | |
| fileType | Yes | File type: PDF, JPG, PNG, or TIFF | |
| description | No | Optional document description/notes | |
| encounterDate | No | Optional encounter date to associate with (ISO 8601) |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, and the description does not disclose behavioral traits beyond the action itself. It lacks details on idempotency, permissions, rate limits, or side effects.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise with two sentences: one for purpose and one for supported formats. No redundant information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
While the description covers the main action and file types, it lacks information about the output (e.g., whether it returns a document ID) and any error handling or response format. Given no output schema, this is a gap.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the baseline is 3. The description adds minimal value beyond summarizing the supported file types and base64 content, which are already in the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool uploads a document to a patient record in Tebra, specifies supported file types (PDF, JPG, PNG, TIFF), and distinguishes from sibling tools like tebra_delete_document through the verb 'Upload' and resource 'document to a patient record'.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is provided on when to use this tool versus alternatives, such as when to delete a document. The description only states the basic purpose without context for appropriate use.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_create_encounterB
Create a new encounter (superbill) in Tebra with diagnoses and procedures. Returns the created encounter ID.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID | |
| providerId | Yes | Tebra provider ID | |
| serviceDate | Yes | Date of service (ISO 8601, e.g. 2026-03-25) | |
| diagnoses | Yes | Array of diagnosis codes | |
| procedures | Yes | Array of procedure codes | |
| authorizationId | No | Optional authorization ID to link |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full responsibility. It mentions returning the encounter ID but omits behavioral details like side effects, idempotency, or failure handling. This is insufficient for a creation tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, front-loaded sentence with no wasted words. It efficiently conveys the action and return value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 6 parameters, 5 required, no output schema, and no annotations, the description is too brief. It lacks guidance on constructing arrays, valid codes, or success/error expectations, making it incomplete for a complex creation tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the baseline is 3. The description adds no extra meaning beyond stating it includes diagnoses and procedures, which is already in the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb ('Create'), the resource ('encounter/superbill'), and the key inclusions ('diagnoses and procedures'), distinguishing it from sibling tools like tebra_get_encounter and tebra_update_encounter_status.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No explicit guidance on when to use this tool versus alternatives (e.g., update vs. create). The description implies the tool is for new encounters, but does not state prerequisites or exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_create_patientB
Create a new patient in Tebra with demographics, address, insurance, and guarantor information.
| Name | Required | Description | Default |
|---|---|---|---|
| firstName | Yes | Patient first name | |
| lastName | Yes | Patient last name | |
| dateOfBirth | Yes | Date of birth (ISO 8601, e.g. 1990-01-15) | |
| gender | No | Optional gender (Male, Female, Other) | |
| No | Optional email address | ||
| homePhone | No | Optional home phone number | |
| mobilePhone | No | Optional mobile phone number | |
| address1 | No | Optional street address line 1 | |
| address2 | No | Optional street address line 2 | |
| city | No | Optional city | |
| state | No | Optional state (2-letter abbreviation) | |
| zipCode | No | Optional ZIP code | |
| ssn | No | Optional SSN (will be transmitted securely) | |
| referralSource | No | Optional referral source | |
| primaryInsurance | No | Optional primary insurance information | |
| guarantor | No | Optional guarantor information | |
| externalId | No | Optional external system ID |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Description only states creation action. No annotation support. Does not disclose side effects, permission requirements, rate limits, or whether patient creation is idempotent. Behavioral traits beyond basic mutation are absent.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single sentence covering main purpose without extraneous words. Information is front-loaded and efficient.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite schema richness, the description lacks output/return value information (no output schema) and does not address validations, error handling, or behavior for optional fields. Incomplete for a complex create tool with many parameters and nested objects.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Input schema has 100% coverage with descriptions for all 17 parameters, including nested objects. The description does not add extra semantic value beyond listing categories.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states verb 'Create' and resource 'patient in Tebra' with scope of data (demographics, address, insurance, etc.). Differentiates from sibling tools like tebra_update_patient or tebra_get_patient.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use vs alternatives (e.g., tebra_search_patients for existing patients, tebra_update_patient for modifications). No prerequisites or caveats provided.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_create_paymentB
Create a new payment in Tebra for a patient. Supports Cash, Check, CreditCard, ElectronicFundsTransfer, and Other payment methods.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID | |
| amount | Yes | Payment amount in dollars (e.g. 150.00) | |
| paymentMethod | Yes | Payment method: Cash, Check, CreditCard, ElectronicFundsTransfer, or Other | |
| paymentDate | No | Optional payment date (ISO 8601, defaults to today) | |
| referenceNumber | No | Optional reference or check number | |
| notes | No | Optional payment notes | |
| appointmentId | No | Optional appointment ID to link payment to | |
| batchNumber | No | Optional batch number |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full burden. It states the tool creates a payment and lists methods, but does not disclose side effects (e.g., whether patient balance is updated), authorization requirements, or whether the payment is posted immediately.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, well-structured sentence with no wasted words. It front-loads the action and key constraint (supported methods).
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 8 parameters, no output schema, and no annotations, the description is incomplete. It does not explain return values, error handling, or whether a payment ID is returned, leaving significant gaps for an agent.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline is 3. The description adds minor value by listing payment methods (which aligns with schema enum) but does not enhance meaning beyond the schema descriptions for other parameters.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'create', the resource 'payment', and the context 'in Tebra for a patient'. It also lists the supported payment methods, which distinguishes it from other sibling tools like tebra_get_payments.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives (e.g., tebra_get_payments for viewing payments) or when not to use it. It also lacks prerequisites such as requiring a valid patientId.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_delete_appointmentB
Delete an appointment from Tebra by appointment ID.
| Name | Required | Description | Default |
|---|---|---|---|
| appointmentId | Yes | Tebra appointment ID to delete |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, and the description does not disclose behavioral traits such as whether the deletion is permanent or soft, any side effects, or required permissions. This is a critical gap for a destructive operation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single sentence, no unnecessary words. Perfectly concise.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the low complexity (one param, no output schema), the description is mostly adequate but lacks behavioral transparency. For a destructive tool, more context is expected to ensure correct usage.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% with a single parameter description. The description adds no additional meaning beyond the schema, so baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action (Delete), the target resource (appointment), and the required identifier (by appointment ID). It distinguishes from sibling tools like tebra_update_appointment or tebra_get_appointment_detail.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool versus alternatives (e.g., tebra_update_appointment for status changes). No prerequisites or cautions about deleting appointments with linked records.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_delete_documentB
Delete a document from Tebra by document ID.
| Name | Required | Description | Default |
|---|---|---|---|
| documentId | Yes | Tebra document ID to delete |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description is the sole source of behavioral info. It only states the action without disclosing whether the delete is hard/soft, reversible, cascading, or permission requirements. Lacks depth.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single sentence, front-loaded, no wasted words. However, it is perhaps overly concise given missing behavioral details.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple delete operation with one required parameter and no output schema, the description is adequate but lacks detail on error handling, idempotency, and post-deletion state. Could be more complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline is 3. The parameter description in the schema already states 'Tebra document ID to delete'; the tool description adds no additional semantic value beyond that.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly identifies the action (Delete), the resource (document), and the identifier (by document ID). It distinguishes from sibling tools like tebra_create_document and tebra_delete_appointment.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool versus alternatives, no prerequisites or side effects mentioned. The description is too brief to inform usage context.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_all_patientsA
Get all patients in bulk with pagination. Returns a page of patients and a continuation key for the next page. Use startKey from the previous response to get the next batch.
| Name | Required | Description | Default |
|---|---|---|---|
| batchSize | No | Number of patients per page (default 200, max 1000) | |
| startKey | No | Continuation key from previous response (omit for first page) | |
| isActive | No | Optional filter: true for active patients only, false for inactive only |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description must cover behavior. Pagination and continuation key are well described, but safety (read-only vs mutation) and other side effects are not mentioned.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences, front-loaded with purpose and pagination details, no filler. Efficient and to the point.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
No output schema, so description should describe response. It mentions a page of patients and continuation key, but lacks exact structure (e.g., 'patients' array and 'startKey' string). Adequate but not fully complete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so description adds limited value beyond schema. It clarifies startKey usage but does not significantly enhance parameter understanding beyond what schema already provides.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states it retrieves all patients in bulk with pagination, using specific verbs and resource. It distinguishes from sibling tools like tebra_get_patient (single patient) and tebra_search_patients (filtered search).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explains pagination usage with startKey, but lacks explicit when-not-to-use guidance compared to alternatives like tebra_get_patient or tebra_search_patients.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_appointment_detailA
Get full detail for a single appointment by ID, including recurrence rules, group data, and all resource slots.
| Name | Required | Description | Default |
|---|---|---|---|
| appointmentId | Yes | Tebra appointment ID |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden. It explicitly mentions the returned data aspects (recurrence rules, group data, resource slots), giving good transparency into what the tool returns. However, it does not explicitly state that it is read-only or discuss any side effects, which is acceptable for a 'get' operation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence that is front-loaded with the primary purpose and covers key details without unnecessary words. Every word earns its place.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple get-by-ID tool with one parameter and no output schema, the description is fairly complete. It explains what the tool returns, which is sufficient. It could be enhanced by mentioning the return type (e.g., 'returns an appointment object'), but the current description is adequate.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% with a clear description for appointmentId ('Tebra appointment ID'). The tool description does not add further detail about the parameter beyond what the schema provides, so baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool gets full detail for a single appointment by ID, specifying what is included (recurrence rules, group data, resource slots). It distinguishes from sibling tools like tebra_get_appointments (list) and tebra_update_appointment (mutation).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage when you need full details for a specific appointment, but it does not explicitly state when to use this tool versus alternatives (e.g., tebra_get_appointments for a list) or any prerequisites. No exclusion criteria or when-not-to-use guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_appointment_reasonsA
Get all appointment reasons configured in the practice. Returns reason IDs, names, default durations, and color codes.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description carries full burden. It describes a read operation returning specific data, with no side effects hinted. Could be more explicit about being read-only, but for a simple list tool it's adequate.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single sentence that is front-loaded with the action ('Get all appointment reasons') and includes return details. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a parameterless list tool without output schema, the description provides essential information: purpose and return fields. Could mention if pagination exists, but 'all' suggests full list. Adequate for the complexity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Input schema has no parameters, so baseline is 4. Description adds value by explaining the return structure (IDs, names, durations, color codes) beyond the empty schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states it gets all appointment reasons and lists the returned fields (IDs, names, durations, color codes). It distinguishes from sibling 'tebra_create_appointment_reason' by using 'Get' vs 'create'.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Implies usage for listing all appointment reasons, but does not explicitly state when to use or exclude alternatives. Sibling create tool provides context, but no direct usage guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_appointmentsA
Get appointments from Tebra within a date range. Filter by provider, patient, confirmation status, service location, reason, type, and more.
| Name | Required | Description | Default |
|---|---|---|---|
| startDate | Yes | Start date (ISO 8601, e.g. 2026-03-25) | |
| endDate | Yes | End date (ISO 8601, e.g. 2026-03-31) | |
| providerId | No | Tebra provider ID to filter by | |
| confirmationStatus | No | Filter by confirmation status | |
| patientFullName | No | Filter by patient full name | |
| patientId | No | Filter by Tebra patient ID | |
| serviceLocationName | No | Filter by service location name | |
| appointmentReason | No | Filter by appointment reason | |
| appointmentType | No | Filter by type: U=Unknown, P=Patient, O=Other | |
| fromCreatedDate | No | Created date range start (YYYY-MM-DD) | |
| toCreatedDate | No | Created date range end (YYYY-MM-DD) | |
| fromLastModifiedDate | No | Modified date range start (YYYY-MM-DD) | |
| toLastModifiedDate | No | Modified date range end (YYYY-MM-DD) | |
| casePayerScenario | No | Patient case payer scenario filter |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description carries full burden. It fails to mention key behaviors like pagination, rate limits, or required permissions. As a read operation listing many appointments, these details are important for safe invocation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single sentence that is front-loaded with the main purpose and lists key filters. Every part is necessary and no wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a complex tool with 14 parameters and no output schema, the description should provide more context about typical usage or the returned data structure. It is adequate but leaves gaps.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% and each parameter has a description in the input schema. The tool description merely lists filter categories without adding new meaning, so baseline score applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Get appointments from Tebra within a date range' with specific filters, distinguishing it from sibling tools like tebra_get_appointment_detail for single appointments.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It explicitly describes when to use (within a date range), but lacks explicit guidance on when not to use or direct alternatives. The sibling to get a single appointment is implied but not stated.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_chargesA
Get charges from Tebra with flexible filters: date range, patient, provider, procedure/diagnosis codes, billing status, encounter status, and more. Returns charge details with payment status, amounts, and balances.
| Name | Required | Description | Default |
|---|---|---|---|
| fromDate | No | Service start date filter (ISO 8601) | |
| toDate | No | Service end date filter (ISO 8601) | |
| patientId | No | Tebra patient ID to filter by | |
| fromPostingDate | No | Posting date range start (YYYY-MM-DD) | |
| toPostingDate | No | Posting date range end (YYYY-MM-DD) | |
| batchNumber | No | Filter by batch number | |
| renderingProviderName | No | Rendering provider full name | |
| procedureCode | No | Filter by CPT procedure code | |
| diagnosisCode | No | Filter by ICD diagnosis code | |
| status | No | Charge status filter | |
| billedTo | No | Billed-to entity filter | |
| includeUnapprovedCharges | No | Include unapproved charges (default false) | |
| encounterStatus | No | Encounter status filter | |
| casePayerScenario | No | Case payer scenario filter | |
| fromLastModifiedDate | No | Modified date range start (YYYY-MM-DD) | |
| toLastModifiedDate | No | Modified date range end (YYYY-MM-DD) | |
| fromCreatedDate | No | Created date range start (YYYY-MM-DD) | |
| toCreatedDate | No | Created date range end (YYYY-MM-DD) |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided; the description indicates it returns charge details but lacks disclosure of default behaviors, pagination, limits, or side effects. It conveys read-only intent but fails to cover these details.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences. The first sentence establishes purpose and key filters; the second states the output. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With 18 optional parameters and no output schema, the description is brief and omits pagination, default sort order, and result limits. Adequate but leaves unanswered questions for complex queries.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, and the description merely echoes common filter categories already in the schema. It adds minimal value beyond the schema descriptions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves charges with flexible filters and specifies the return fields. It effectively distinguishes from sibling tools like payments and transactions by focusing on charge-specific filters.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies use for retrieving charges but does not explicitly advise when to use this over alternatives (e.g., tebra_get_payments) or when not to use it.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_encounterB
Get encounter details from Tebra by encounter ID, including linked charges, diagnoses, and procedures.
| Name | Required | Description | Default |
|---|---|---|---|
| encounterId | Yes | Tebra encounter ID |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries full burden for behavioral disclosure. It indicates a read operation (Get) but does not mention authentication requirements, rate limits, error handling, or whether the linked data is included in a single request. The description is too sparse for a tool with no annotation backup.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
One sentence with 11 words, no filler. Front-loaded with the core action and resource. Every word earns its place, making it highly efficient for an agent to parse.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple tool with one required parameter and no output schema, the description is minimally adequate. It explains what is returned (linked data) but lacks context on potential error states, authentication, or how it compares to other tools in this domain. Given the low complexity, a score of 3 is fair—covers basic purpose but leaves gaps.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% for the single parameter (encounterId). The description adds minimal extra value by specifying the included data (charges, diagnoses, procedures), which hints at the response structure. However, this is not essential since the schema already defines the parameter and its purpose. Baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action (Get), the resource (encounter details from Tebra), and the specific included components (linked charges, diagnoses, procedures). It effectively distinguishes from sibling tools like tebra_get_charges or tebra_get_patient.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is provided on when to use this tool versus alternatives. There are many sibling tools, but the description does not offer any comparison, prerequisites, or exclusions. The agent has no information to decide between this and similar retrieval tools.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_external_vendorsB
Get all registered external vendors in Tebra.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must fully disclose behavioral traits. It only states the action, omitting authentication requirements, rate limits, or side effects. The description adds no value beyond the name.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence that immediately conveys the tool's purpose. No extraneous words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple list-all operation with no parameters and no output schema, the description is largely sufficient. It could mention the output structure, but the tool's purpose is clear enough for an agent.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has zero parameters with 100% description coverage. The description adds that it retrieves 'all registered' vendors, implying no filtering. This meets the baseline for a parameterless tool.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'get', the resource 'all registered external vendors', and the system 'Tebra'. It distinguishes itself from sibling tools like 'tebra_register_external_vendor' which is a write operation.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus the many other 'get_' tools (e.g., tebra_get_transactions, tebra_get_patients). No context on scenarios or exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_patientA
Get full patient record from Tebra by patient ID, including insurance policies, cases, and authorizations.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries full burden. It states the tool retrieves a full patient record including insurance, cases, and authorizations, implying a read-only operation. However, it does not disclose potential side effects, rate limits, or response size. The description is adequate but lacks depth.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
A single sentence that is front-loaded with the verb and resource, then specifies what is included. Zero wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the simple input (one parameter) and no output schema, the description sufficiently explains what the tool returns. It lists key components (insurance, cases, authorizations), which is helpful for the agent.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the schema already documents the single parameter 'patientId'. The description reiterates 'by patient ID' but adds no new semantics beyond what the schema provides.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Get' and the resource 'full patient record from Tebra', specifying included components. This distinguishes it from sibling tools like 'tebra_get_all_patients' (multiple records) and 'tebra_search_patients' (search by criteria).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No explicit when-to-use or when-not-to-use guidance is provided. The description implies using this tool for a full record by ID, but it does not contrast with alternatives like 'tebra_get_patient_authorizations' for specific sub-resources.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_patient_authorizationsA
Get all authorizations for a Tebra patient across all cases. Returns auth number, approved/used/remaining visits, expiry dates, and covered CPT codes.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are present, so the description carries full burden. It does not disclose whether the operation is read-only, any authentication requirements, rate limits, or side effects. The description only lists return fields without behavioral context.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences: first clearly states the purpose, second lists return values. No redundant or missing words. Front-loaded with key information, achieving high conciseness.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given a simple tool with one parameter and no output schema, the description covers the essential purpose and return fields. However, it lacks usage guidelines and behavioral transparency, which would make it more complete for agent reasoning.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% for the single parameter 'patientId', so the description adds minimal extra meaning beyond 'Tebra patient ID' — just specifying that it returns authorizations for that patient across all cases. No format or source details are added.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action ('Get all authorizations'), the resource ('Tebra patient'), the scope ('across all cases'), and the returned data fields (auth number, visits, expiry, CPT codes). This distinguishes it from sibling tools like tebra_get_patient or tebra_get_appointments.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for retrieving authorizations but does not specify when to use this tool versus alternatives like tebra_search_patients or tebra_get_encounter. No explicit 'when not to use' or prerequisite context is provided.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_paymentsC
Get payments from Tebra with optional date range and patient filters. Returns payment details with amounts, methods, and payer info.
| Name | Required | Description | Default |
|---|---|---|---|
| fromPostDate | No | Optional start post date filter (ISO 8601) | |
| toPostDate | No | Optional end post date filter (ISO 8601) | |
| patientId | No | Optional Tebra patient ID filter | |
| payerName | No | Optional payer name filter | |
| batchNumber | No | Optional batch number filter | |
| referenceNumber | No | Optional reference/check number filter | |
| fromLastModifiedDate | No | Optional start last-modified date filter (ISO 8601) | |
| toLastModifiedDate | No | Optional end last-modified date filter (ISO 8601) |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries full responsibility for behavioral disclosure. It states the tool returns payment details but does not mention any side effects, required permissions, rate limits, or whether it is read-only. The description is too minimal for such a parameter-rich tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences long, front-loaded with the action and resource, and contains no extraneous information. Every word adds value.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given that this tool has 8 optional parameters and no output schema, the description is too brief. It does not explain pagination, sorting, or any constraints (e.g., whether at least one filter is required). A more complete description would improve usability.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
All 8 parameters have full descriptions in the input schema, so the schema coverage is 100%. The description adds some value by summarizing filters as 'date range and patient filters', but this does not enhance understanding beyond what the schema provides. It omits mention of other filters like payerName, batchNumber, etc.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses the verb 'Get' and clearly specifies the resource 'payments from Tebra'. It lists return fields (amounts, methods, payer info) and indicates optional filters. However, it does not differentiate from similar sibling tools like tebra_get_charges or tebra_get_transactions, which could cause confusion about when to use each.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is provided on when to use this tool versus alternatives. It does not mention any prerequisites, limitations, or scenarios where this tool is inappropriate. Siblings like tebra_get_transactions might overlap in functionality, but the description offers no comparative context.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_practicesA
Get all practices associated with the Tebra account. Returns practice IDs, names, NPI, tax ID, and contact info.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must disclose behavioral traits. It only lists returned fields but does not mention authentication, side effects (likely none), or that it is read-only. The 'Get' verb implies safety, but no explicit statements are made.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, clear sentence that conveys the purpose and output without unnecessary words. It is efficiently front-loaded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Without an output schema, the description should detail the return structure. It lists fields but does not specify types or whether it returns an array. It is somewhat complete for a simple list tool but lacks structure details.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There are no parameters, so the schema coverage is 100%. The description adds value by listing the specific return fields, which compensates for the lack of parameters. Baseline for 0 parameters is 4.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action (Get) and the resource (practices), and provides specific details about the returned information (practice IDs, names, NPI, tax ID, contact info). It is distinct from sibling tools, which focus on other entities.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool versus alternatives, or any prerequisites. It is a simple retrieval tool, but the description does not indicate when it should be called (e.g., before other operations) or if there are any restrictions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_procedure_codesA
Get procedure codes configured in the Tebra practice. Optionally filter by CPT code or search term. Returns codes with descriptions and default fees.
| Name | Required | Description | Default |
|---|---|---|---|
| searchTerm | No | Optional CPT code or search term to filter by |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Without annotations, the description carries the full burden for behavioral disclosure. It transparently states that the operation retrieves data (read-only), can be filtered, and returns specific fields. However, it lacks details on potential side effects, rate limits, or authentication requirements, though for a read operation this is acceptable. The description does not contradict any annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description consists of two concise sentences. The first sentence front-loads the core purpose, and the second adds essential details about filtering and return values. Every word contributes value with no redundancy.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one optional parameter, no output schema), the description covers all essential aspects: what the tool does, the optional filter, and what is returned. No critical information is missing for an agent to understand and use the tool correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, with the parameter 'searchTerm' already described as 'Optional CPT code or search term to filter by'. The tool description adds no extra meaning beyond restating the schema, so the baseline score of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves procedure codes configured in the Tebra practice. It specifies the ability to filter by CPT code or search term and indicates the return includes descriptions and default fees. This effectively distinguishes it from sibling tools like tebra_get_charges or tebra_get_appointment_reasons.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for retrieving procedure codes with optional filtering but does not explicitly state when to use this tool versus alternatives. No guidance is provided on when not to use it or what other tools might be more appropriate for related tasks.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_providersA
Get all providers with IDs, names, specialties, NPI, and active status. Used to resolve provider names to IDs for appointments and encounters.
| Name | Required | Description | Default |
|---|---|---|---|
| practiceName | No | Optional practice name filter |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden. It correctly implies a read-only operation and lists returned fields, but it does not disclose pagination, ordering, or any potential limitations like server-side filters beyond the optional practiceName. No contradictions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences, minimal wording, front-loaded with verb and resource. Every sentence adds value without redundancy.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one optional parameter, no output schema, 100% schema coverage), the description sufficiently covers purpose, behavior, and return fields. It could optionally mention if there is pagination or a limit, but the gap is minor.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100% (one parameter described). The description adds meaning by stating that omitting the filter returns all providers and that the tool is used for name-to-ID resolution, which goes beyond the schema's bare description of 'Optional practice name filter'.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the specific verb 'Get' and resource 'providers' with the exact fields returned (IDs, names, specialties, NPI, active status). It also distinguishes from siblings by explicitly mentioning its use case: resolving provider names to IDs for appointments and encounters.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explains when to use the tool ('Used to resolve provider names to IDs for appointments and encounters'), providing clear context. It does not explicitly exclude alternative tools or state when not to use, but the use case is specific enough.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_service_locationsA
Get all service locations (offices/facilities). Required for creating appointments and encounters.
| Name | Required | Description | Default |
|---|---|---|---|
| practiceName | No | Optional practice name filter |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description carries full burden. It discloses basic read nature and necessity, but lacks details on pagination, rate limits, or what happens if no locations exist. Adequate for a simple list tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences, front-loaded with purpose, no unnecessary words. Highly efficient.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (one optional parameter, no output schema), the description adequately covers purpose and usage context. Complete for a lookup tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema has 100% coverage with clear description for the single optional parameter. Description adds no additional semantics beyond what schema already provides.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clearly states verb 'Get', resource 'service locations', and provides context that it's required for creating appointments and encounters. Distinguishes from sibling tools focused on creation.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly states when it's needed (before creating appointments and encounters), but does not mention when not to use or provide alternatives. Good context overall.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_throttlesA
Get current API rate limit (throttle) data for each endpoint. Useful for monitoring API usage.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description correctly identifies this as a read-only operation ('Get'). It discloses the purpose and scope, though it does not detail the output format or any potential side effects, which are minimal for a read tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two concise sentences that front-load the action and purpose, with no unnecessary words or redundancy.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given no output schema, the description could elaborate on what 'throttle data' includes (e.g., limits, usage, reset times). However, for a simple monitoring tool, the current level is adequate and likely sufficient for an AI agent.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool has no parameters, so schema coverage is complete. The description does not need to add parameter details; it correctly omits them.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves current API rate limit data for each endpoint, using a specific verb and resource. It is distinct from sibling tools which are all CRUD operations on different resources.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly states it is 'useful for monitoring API usage', providing clear context. While it does not mention alternatives or when not to use it, the uniqueness of the tool among siblings makes exclusion unnecessary.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_get_transactionsC
Get transactions from Tebra with optional date range, type, and payer filters. Returns financial transaction details.
| Name | Required | Description | Default |
|---|---|---|---|
| fromServiceDate | No | Optional start service date filter (ISO 8601) | |
| toServiceDate | No | Optional end service date filter (ISO 8601) | |
| fromPostingDate | No | Optional start posting date filter (ISO 8601) | |
| toPostingDate | No | Optional end posting date filter (ISO 8601) | |
| fromTransactionDate | No | Optional start transaction date filter (ISO 8601) | |
| toTransactionDate | No | Optional end transaction date filter (ISO 8601) | |
| transactionType | No | Optional transaction type filter | |
| payerType | No | Optional payer type filter | |
| procedureCode | No | Optional CPT/procedure code filter | |
| practiceName | No | Optional practice name filter |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided; description carries full burden. Only states returns financial transaction details, omitting behavioral traits like pagination, rate limits, permissions, or safety (e.g., read-only). Minimal transparency.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single clear sentence, front-loaded with verb and resource. No extraneous words, efficient.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 10 optional parameters and no output schema, the description is too sparse. Lacks details on return value structure, pagination, or constraints. Incomplete for a complex parameter set.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema covers all 10 parameters with descriptions (100% coverage). Description adds no extra meaning beyond summarizing filters; baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clearly states verb 'Get' and resource 'transactions' with optional filters. Distinguishes from siblings by resource type, but does not explicitly differentiate from similar get tools like tebra_get_charges or tebra_get_payments.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description mentions optional filters but provides no guidance on when to use this tool versus alternatives (e.g., tebra_get_charges for charges, tebra_get_payments for payments). No context on when not to use it.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_register_external_vendorB
Register a new external vendor in Tebra for external ID mapping.
| Name | Required | Description | Default |
|---|---|---|---|
| vendorName | Yes | Vendor name to register | |
| vendorDescription | No | Optional vendor description |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided; description bears full burden. It mentions 'register' (creation) but does not disclose side effects, idempotency, permission requirements, or error handling. The description is too brief to inform the agent of expected behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Single sentence, no redundancy, front-loaded with action and resource. Every word serves a purpose.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given low complexity (2 params, no output schema), the description is minimal but adequate for a simple registration tool. However, it lacks behavioral details (e.g., return value, duplicate handling) that could aid agent decision-making.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline is 3. The description adds the context 'for external ID mapping' but does not elaborate on parameter meaning beyond the schema (e.g., vendorName is just 'Vendor name to register'). No additional semantic value.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action ('register'), resource ('new external vendor'), and purpose ('for external ID mapping'). It distinguishes from sibling tools like 'tebra_get_external_vendors' (retrieval) and 'tebra_update_patient_external_id' (update).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool vs. alternatives. It does not mention prerequisites, such as checking if the vendor already exists, or when not to use (e.g., if vendor already registered).
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_search_patientsA
Search for patients in Tebra with flexible filters. Use query/fullName for name search, or combine specific filters like firstName, lastName, DOB, MRN, insurance, etc. Returns demographics and insurance policies.
| Name | Required | Description | Default |
|---|---|---|---|
| query | No | Search by full name (backward-compatible alias for fullName) | |
| firstName | No | Filter by first name | |
| lastName | No | Filter by last name | |
| fullName | No | Search by full name | |
| dateOfBirth | No | Exact date of birth (YYYY-MM-DD) | |
| fromDateOfBirth | No | DOB range start (YYYY-MM-DD) | |
| toDateOfBirth | No | DOB range end (YYYY-MM-DD) | |
| gender | No | Filter by gender | |
| mrn | No | Medical Record Number | |
| externalId | No | External system ID | |
| isActive | No | Filter by active/inactive status | |
| practiceName | No | Practice name filter | |
| insuranceCompanyName | No | Insurance company name filter | |
| referringProviderName | No | Referring provider name filter | |
| fromLastModifiedDate | No | Modified date range start (YYYY-MM-DD) | |
| toLastModifiedDate | No | Modified date range end (YYYY-MM-DD) | |
| fromCreatedDate | No | Created date range start (YYYY-MM-DD) | |
| toCreatedDate | No | Created date range end (YYYY-MM-DD) |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description adds some behavioral context: it returns demographics and insurance policies and mentions filter flexibility. However, it omits details like pagination, default behavior with no filters, or rate limits. The lack of annotations increases the burden, but the description partially compensates.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences effectively front-load the purpose and usage. Every clause provides value: first sentence defines action and flexibility, second gives concrete filter groups and return types. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 18 parameters and no output schema, the description covers the general purpose and return content but misses important context like pagination, sorting, or default behavior when no filters are specified. The lack of output schema means the description should elaborate more on the return structure, but it only gives a vague 'demographics and insurance policies'.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so all parameters have descriptions. The description adds a high-level strategy (use query for name search, combine specific fields), which is helpful but not essential. It does not add meaning beyond what the schema already provides for individual parameters.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool searches for patients with flexible filters and lists specific filter types. It distinguishes itself from siblings like tebra_get_patient (single patient by ID) and tebra_get_all_patients (list all) by emphasizing flexible, combinable filters, though not explicitly naming alternatives.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description advises using query/fullName for name search and combining specific filters, but does not contrast with similar tools (e.g., using get_patient for exact ID) or specify when not to use this tool. Guidance is implied but lacks explicit boundaries.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_update_appointmentA
Update an existing appointment in Tebra. Only provided fields will be changed.
| Name | Required | Description | Default |
|---|---|---|---|
| appointmentId | Yes | Tebra appointment ID to update | |
| startDate | No | Optional new start date/time (ISO 8601) | |
| duration | No | Optional new duration in minutes | |
| providerId | No | Optional new provider ID | |
| confirmationStatus | No | Optional new confirmation status | |
| notes | No | Optional updated notes | |
| cancellationReason | No | Optional cancellation reason (for cancelled appointments) |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full burden. It discloses the partial update behavior ('Only provided fields will be changed'), which is a key feature, but does not mention any side effects, permission requirements, or error conditions.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise: two sentences conveying the core purpose and a critical behavioral note. No unnecessary words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite full schema coverage, the description lacks explanation of return values, error handling, or the effect of omitting optional fields (e.g., cancellationReason triggers cancellation?). For a mutation tool with 7 parameters, more context is needed for safe use.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% with each parameter having its own description. The description adds no additional meaning beyond what the schema already provides. The baseline score of 3 applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states 'Update an existing appointment in Tebra' and emphasizes partial update via 'Only provided fields will be changed'. This distinguishes it from sibling tools like tebra_create_appointment and tebra_delete_appointment.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
While the description indicates it is for updating appointments, it does not provide explicit when-to-use or when-not-to-use guidance, nor does it reference alternatives like tebra_get_appointment_detail for checking status before updating.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_update_encounter_statusA
Update the status of an encounter in Tebra. Use to move encounters through the workflow (Draft, Review, Approved, Rejected).
| Name | Required | Description | Default |
|---|---|---|---|
| encounterId | Yes | Tebra encounter ID | |
| status | Yes | New status: Draft, Review, Approved, or Rejected | |
| reviewNote | No | Optional note explaining the status change |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must fully disclose behavioral traits. It confirms mutation but omits critical details: permissions required, whether status transitions are reversible, any ordering constraints (e.g., cannot move from Rejected to Draft), side effects on related records, or success/error response. This leaves significant uncertainty for a mutation tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences with zero superfluous content. It immediately states the purpose and follows with supporting context. Every word earns its place, making it highly efficient for an AI agent to parse.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple tool with three parameters and no output schema, the description covers the core purpose but lacks behavioral and error context. It does not describe what happens on success or failure, nor any constraints beyond status values. Given the low complexity, the description is adequate but misses opportunities to round out completeness.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has 100% coverage with descriptions for all three parameters. The description repeats the enum values and notes the optional nature of reviewNote, but does not add new meaning beyond the schema. Baseline 3 is appropriate as the schema already provides sufficient parameter documentation.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action ('Update'), the resource ('status of an encounter in Tebra'), and the scope (workflow states: Draft, Review, Approved, Rejected). It effectively distinguishes from sibling tools like tebra_create_encounter or tebra_get_encounter by focusing on status transitions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit use context ('move encounters through the workflow') and lists the allowed statuses. However, it does not specify when not to use the tool, exclusion criteria, or alternatives, lacking complete guidance for an AI agent to decide confidently when this tool is inappropriate.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_update_patientA
Update an existing patient in Tebra. Only provided fields will be changed.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID to update | |
| firstName | No | Optional updated first name | |
| lastName | No | Optional updated last name | |
| dateOfBirth | No | Optional updated date of birth (ISO 8601) | |
| gender | No | Optional updated gender | |
| No | Optional updated email address | ||
| homePhone | No | Optional updated home phone number | |
| mobilePhone | No | Optional updated mobile phone number | |
| address1 | No | Optional updated street address line 1 | |
| address2 | No | Optional updated street address line 2 | |
| city | No | Optional updated city | |
| state | No | Optional updated state | |
| zipCode | No | Optional updated ZIP code |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description bears full responsibility for behavioral disclosure. It confirms mutation (update) and partial updates, but fails to mention required permissions, side effects, error handling, or what the response contains. Agents are left unaware of whether the updated patient object is returned or if validation occurs.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single succinct sentence that immediately states the verb and resource, with no redundant or filler content. Every word earns its place, making it easy for an agent to parse quickly.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (13 parameters, no output schema, no annotations), the description is markedly underdeveloped. It omits what the tool returns, error conditions, idempotency, and prerequisites. An agent has insufficient context to confidently invoke this tool without additional documentation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% with detailed parameter descriptions. The description adds the crucial behavior that only provided fields change (partial update), which is not captured in the schema. This provides meaningful context beyond the static parameter list.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool updates an existing patient, distinguishing it from create (tebra_create_patient) and read (tebra_get_patient) tools. It also specifies partial update behavior ('Only provided fields will be changed'), adding unique value beyond the name.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies that only fields to be changed should be provided, but it does not explicitly state when to use this tool vs. alternatives (e.g., create or get patient). No exclusions or prerequisites are mentioned, leaving the agent to infer usage context from sibling tool names.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_update_patient_caseB
Update the primary patient case in Tebra. Used to set case name and payer scenario.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID | |
| caseName | No | Optional case name | |
| payerScenario | No | Optional payer scenario |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full burden. It mentions an update operation but does not disclose side effects, error behavior, idempotency, or whether it is a partial or full update. This is insufficient for a mutation tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise at 17 words across two sentences, with the first sentence front-loading the purpose. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite having only three parameters and no output schema, the tool mutates data. The description lacks prerequisites like requiring an existing patient case, error conditions, or return value information. It is incomplete for safe invocation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the schema already documents all parameters. The description adds 'case name and payer scenario' which matches the param descriptions but does not provide additional meaning beyond the schema. Baseline score of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Update' and the resource 'primary patient case', and specifies the fields it modifies ('case name and payer scenario'). This distinguishes it from sibling tools like tebra_update_patient which updates patient demographics.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for updating case name and payer scenario but does not explicitly state when to use this tool versus alternatives or provide any prerequisites or exclusions. It is adequate but lacks guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_update_patient_external_idB
Set or update a patient external ID in Tebra, linking the patient to an external system.
| Name | Required | Description | Default |
|---|---|---|---|
| patientId | Yes | Tebra patient ID | |
| externalId | Yes | External system ID to assign | |
| vendorName | No | Optional external vendor name |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description must disclose behavioral traits. It only states the action ('Set or update') without mentioning idempotency, whether it overwrites an existing external ID, permissions needed, or any side effects.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single concise sentence with no redundant information, achieving clarity without wordiness.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple mutation tool with no output schema, the description is adequate but fails to explain important context such as whether the external ID replaces or appends, or constraints on vendorName.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the description adds no extra meaning beyond the schema. The baseline is 3, and the description does not enhance parameter understanding.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb ('Set or update') and clearly identifies the resource ('patient external ID'), distinguishing it from sibling tools like tebra_create_patient or tebra_update_patient.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is provided on when to use this tool versus alternatives (e.g., when to use tebra_update_patient instead), nor any when-not-to-use conditions or prerequisites.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
tebra_validate_connectionA
Validate the Tebra API connection by retrieving the customer ID. Use as a health check.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries full burden. It accurately describes a read-only validation operation that retrieves the customer ID, implying no side effects. No contradictions or omitted behavioral traits for this simple tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two concise sentences with no wasted words. The purpose and usage are front-loaded and immediately clear.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (no params, no output schema, no annotations), the description is sufficiently complete for a health check tool. It covers what it does and how to use it.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There are 0 parameters, so schema coverage is 100%. Description does not need to add parameter details; it correctly implies no parameters are needed.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Validate', the resource 'Tebra API connection', and the mechanism 'by retrieving the customer ID'. It explicitly says 'Use as a health check', distinguishing it from all sibling tools which focus on specific CRUD operations on entities.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description indicates usage as a health check, providing clear context for when to use the tool. However, it does not explicitly mention when not to use it or alternatives, though none exist among siblings.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.
33 tool updates
v0.2.5- First observed
tebra_check_insurance_eligibility - First observed
tebra_create_appointment - First observed
tebra_create_appointment_reason - First observed
tebra_create_document - First observed
tebra_create_encounter - First observed
tebra_create_patient - First observed
tebra_create_payment - First observed
tebra_delete_appointment - First observed
tebra_delete_document - First observed
tebra_get_all_patients - First observed
tebra_get_appointment_detail - First observed
tebra_get_appointment_reasons - First observed
tebra_get_appointments - First observed
tebra_get_charges - First observed
tebra_get_encounter - First observed
tebra_get_external_vendors - First observed
tebra_get_patient - First observed
tebra_get_patient_authorizations - First observed
tebra_get_payments - First observed
tebra_get_practices - First observed
tebra_get_procedure_codes - First observed
tebra_get_providers - First observed
tebra_get_service_locations - First observed
tebra_get_throttles - First observed
tebra_get_transactions - First observed
tebra_register_external_vendor - First observed
tebra_search_patients - First observed
tebra_update_appointment - First observed
tebra_update_encounter_status - First observed
tebra_update_patient - First observed
tebra_update_patient_case - First observed
tebra_update_patient_external_id - First observed
tebra_validate_connection
TDQS
Each tool targets a distinct resource-action pair, with no overlap. For example, separate tools exist for creating, reading, updating, and deleting appointments, patients, and documents, and all 'get' tools are clearly scoped to specific entities (e.g., charges, encounters, payments).
All tools follow the consistent pattern 'tebra_<verb>_<noun>', with verbs like create, get, update, delete, search, validate. Even tools like 'tebra_get_all_patients' and 'tebra_search_patients' are clear. The naming is predictable and aids agent selection.
At 33 tools, the set is larger than the recommended 3-15 for a well-scoped server. While many are necessary for a comprehensive EHR integration, the count feels heavy and could potentially be trimmed (e.g., combining some get tools with filters).
The tool set covers core workflows: CRUD for patients and appointments, encounter creation and status updates, payments, charges, documents, and lookups for providers, locations, codes. Minor gaps exist (e.g., no update for appointment reasons, no delete for encounters), but most operations are supported.
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