tebra-mcp-server 0.1.0

package/LICENSE

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+MIT License
+
+Copyright (c) 2026 James Rosing / Allure MD
+
+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.

package/README.md

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+# @allure-md/tebra-mcp-server
+
+MCP server for Tebra (Kareo) practice management. Exposes patient data, encounters, authorizations, appointments, charges, eligibility, and procedure codes to Claude and other MCP-compatible clients.
+
+## Prerequisites
+
+- Node.js 18+
+- Tebra SOAP API credentials (generated in Tebra PM admin under Settings > API)
+
+## Environment Variables
+
+| Variable | Required | Description |
+|---|---|---|
+| `TEBRA_SOAP_USER` | Yes | SOAP API user (email) |
+| `TEBRA_SOAP_PASSWORD` | Yes | SOAP API password |
+| `TEBRA_CUSTOMER_KEY` | Yes | Customer key from Tebra PM admin |
+| `TEBRA_SOAP_ENDPOINT` | No | Override SOAP endpoint (for testing) |
+
+## Setup
+
+```bash
+cd tebra-mcp-server
+npm install
+npm run build
+```
+
+## Usage
+
+### Direct execution
+
+```bash
+TEBRA_SOAP_USER=user@practice.com \
+TEBRA_SOAP_PASSWORD=secret \
+TEBRA_CUSTOMER_KEY=abc123 \
+node dist/index.js
+```
+
+### Claude Desktop configuration
+
+Add to your Claude Desktop config (`claude_desktop_config.json`):
+
+```json
+{
+  "mcpServers": {
+    "tebra": {
+      "command": "node",
+      "args": ["/path/to/tebra-mcp-server/dist/index.js"],
+      "env": {
+        "TEBRA_SOAP_USER": "user@practice.com",
+        "TEBRA_SOAP_PASSWORD": "your-password",
+        "TEBRA_CUSTOMER_KEY": "your-customer-key"
+      }
+    }
+  }
+}
+```
+
+### Claude Code configuration
+
+Add to `.mcp.json` in your project root:
+
+```json
+{
+  "mcpServers": {
+    "tebra": {
+      "command": "node",
+      "args": ["./tebra-mcp-server/dist/index.js"],
+      "env": {
+        "TEBRA_SOAP_USER": "user@practice.com",
+        "TEBRA_SOAP_PASSWORD": "your-password",
+        "TEBRA_CUSTOMER_KEY": "your-customer-key"
+      }
+    }
+  }
+}
+```
+
+## Available Tools
+
+| Tool | Description |
+|---|---|
+| `tebra_search_patients` | Search patients by name, DOB, MRN, or external ID |
+| `tebra_get_patient` | Get full patient record with insurance and authorizations |
+| `tebra_get_patient_authorizations` | Get all authorizations across cases with status and remaining visits |
+| `tebra_get_encounter` | Get encounter details with linked charges and procedures |
+| `tebra_create_encounter` | Create a new encounter (superbill) with diagnoses and procedures |
+| `tebra_get_appointments` | Get appointments within a date range, optionally by provider |
+| `tebra_check_insurance_eligibility` | Check insurance eligibility based on on-file data |
+| `tebra_get_charges` | Get charges with payment status, filterable by date and patient |
+| `tebra_get_procedure_codes` | Get practice procedure codes with fees |
+
+## API Reference
+
+The server wraps the Tebra/Kareo SOAP API v2.1:
+- Endpoint: `https://webservice.kareo.com/services/soap/2.1/KareoServices.svc`
+- Auth: RequestHeader with User, Password, CustomerKey
+- All requests include retry with exponential backoff (3 attempts)
+
+## Development
+
+```bash
+npm run dev  # Uses tsx for direct TypeScript execution
+```

package/dist/config.d.ts

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+/**
+ * Configuration loader for the Tebra MCP server.
+ * Validates required environment variables at startup.
+ */
+export interface TebraConfig {
+    user: string;
+    password: string;
+    customerKey: string;
+    endpoint: string;
+}
+/**
+ * Load and validate Tebra configuration from environment variables.
+ * Fails fast with a clear error if required vars are missing.
+ */
+export declare function getConfig(): TebraConfig;
+//# sourceMappingURL=config.d.ts.map

package/dist/config.d.ts.map

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package/dist/config.js

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+"use strict";
+/**
+ * Configuration loader for the Tebra MCP server.
+ * Validates required environment variables at startup.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getConfig = getConfig;
+const TEBRA_SOAP_ENDPOINT = 'https://webservice.kareo.com/services/soap/2.1/KareoServices.svc';
+/**
+ * Load and validate Tebra configuration from environment variables.
+ * Fails fast with a clear error if required vars are missing.
+ */
+function getConfig() {
+    const user = process.env.TEBRA_SOAP_USER;
+    const password = process.env.TEBRA_SOAP_PASSWORD;
+    const customerKey = process.env.TEBRA_CUSTOMER_KEY;
+    const missing = [];
+    if (!user)
+        missing.push('TEBRA_SOAP_USER');
+    if (!password)
+        missing.push('TEBRA_SOAP_PASSWORD');
+    if (!customerKey)
+        missing.push('TEBRA_CUSTOMER_KEY');
+    if (missing.length > 0) {
+        throw new Error(`Missing required environment variables: ${missing.join(', ')}.\n` +
+            'Set these in your environment or .env file before starting the MCP server.');
+    }
+    return {
+        user: user.trim(),
+        password: password.trim(),
+        customerKey: customerKey.trim(),
+        endpoint: process.env.TEBRA_SOAP_ENDPOINT?.trim() ?? TEBRA_SOAP_ENDPOINT,
+    };
+}
+//# sourceMappingURL=config.js.map

package/dist/config.js.map

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package/dist/index.d.ts

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+#!/usr/bin/env node
+/**
+ * Tebra MCP Server entry point.
+ *
+ * Exposes Tebra/Kareo practice management operations as MCP tools
+ * for use with Claude Code, Claude Desktop, or any MCP-compatible client.
+ *
+ * Environment variables:
+ *   TEBRA_SOAP_USER      — SOAP API user (email)
+ *   TEBRA_SOAP_PASSWORD   — SOAP API password
+ *   TEBRA_CUSTOMER_KEY    — Customer key from Tebra PM admin
+ *
+ * Usage:
+ *   npx @allure-md/tebra-mcp-server
+ *   TEBRA_SOAP_USER=... TEBRA_SOAP_PASSWORD=... TEBRA_CUSTOMER_KEY=... node dist/index.js
+ */
+export {};
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AAEA;;;;;;;;;;;;;;GAcG"}

package/dist/index.js

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+#!/usr/bin/env node
+"use strict";
+/**
+ * Tebra MCP Server entry point.
+ *
+ * Exposes Tebra/Kareo practice management operations as MCP tools
+ * for use with Claude Code, Claude Desktop, or any MCP-compatible client.
+ *
+ * Environment variables:
+ *   TEBRA_SOAP_USER      — SOAP API user (email)
+ *   TEBRA_SOAP_PASSWORD   — SOAP API password
+ *   TEBRA_CUSTOMER_KEY    — Customer key from Tebra PM admin
+ *
+ * Usage:
+ *   npx @allure-md/tebra-mcp-server
+ *   TEBRA_SOAP_USER=... TEBRA_SOAP_PASSWORD=... TEBRA_CUSTOMER_KEY=... node dist/index.js
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+const index_js_1 = require("@modelcontextprotocol/sdk/server/index.js");
+const stdio_js_1 = require("@modelcontextprotocol/sdk/server/stdio.js");
+const types_js_1 = require("@modelcontextprotocol/sdk/types.js");
+const config_js_1 = require("./config.js");
+const patients_js_1 = require("./tools/patients.js");
+const encounters_js_1 = require("./tools/encounters.js");
+const authorizations_js_1 = require("./tools/authorizations.js");
+const appointments_js_1 = require("./tools/appointments.js");
+const eligibility_js_1 = require("./tools/eligibility.js");
+const charges_js_1 = require("./tools/charges.js");
+const procedure_codes_js_1 = require("./tools/procedure-codes.js");
+// ─── Validate config on startup ─────────────────────────────────
+const config = (0, config_js_1.getConfig)();
+// ─── Create MCP Server ──────────────────────────────────────────
+const server = new index_js_1.Server({
+    name: '@allure-md/tebra-mcp-server',
+    version: '0.1.0',
+}, {
+    capabilities: {
+        tools: {},
+    },
+});
+// ─── Aggregate all tools ────────────────────────────────────────
+const allTools = [
+    ...patients_js_1.patientTools,
+    ...encounters_js_1.encounterTools,
+    ...authorizations_js_1.authorizationTools,
+    ...appointments_js_1.appointmentTools,
+    ...eligibility_js_1.eligibilityTools,
+    ...charges_js_1.chargeTools,
+    ...procedure_codes_js_1.procedureCodeTools,
+];
+// ─── Tool Listing ───────────────────────────────────────────────
+server.setRequestHandler(types_js_1.ListToolsRequestSchema, async () => {
+    return { tools: allTools };
+});
+// ─── Tool Execution ─────────────────────────────────────────────
+server.setRequestHandler(types_js_1.CallToolRequestSchema, async (request) => {
+    const { name, arguments: args } = request.params;
+    try {
+        // Route to the correct handler by exact tool name
+        const safeArgs = args ?? {};
+        switch (name) {
+            case 'tebra_search_patients':
+            case 'tebra_get_patient':
+                return await (0, patients_js_1.handlePatientTool)(name, safeArgs, config);
+            case 'tebra_get_patient_authorizations':
+                return await (0, authorizations_js_1.handleAuthorizationTool)(name, safeArgs, config);
+            case 'tebra_get_encounter':
+            case 'tebra_create_encounter':
+                return await (0, encounters_js_1.handleEncounterTool)(name, safeArgs, config);
+            case 'tebra_get_appointments':
+                return await (0, appointments_js_1.handleAppointmentTool)(name, safeArgs, config);
+            case 'tebra_check_insurance_eligibility':
+                return await (0, eligibility_js_1.handleEligibilityTool)(name, safeArgs, config);
+            case 'tebra_get_charges':
+                return await (0, charges_js_1.handleChargeTool)(name, safeArgs, config);
+            case 'tebra_get_procedure_codes':
+                return await (0, procedure_codes_js_1.handleProcedureCodeTool)(name, safeArgs, config);
+            default:
+                return {
+                    content: [{ type: 'text', text: `Unknown tool: ${name}` }],
+                    isError: true,
+                };
+        }
+    }
+    catch (error) {
+        const message = error instanceof Error ? error.message : String(error);
+        return {
+            content: [{ type: 'text', text: `Error in ${name}: ${message}` }],
+            isError: true,
+        };
+    }
+});
+// ─── Start Server ───────────────────────────────────────────────
+async function main() {
+    const transport = new stdio_js_1.StdioServerTransport();
+    await server.connect(transport);
+    // Server is now running and listening on stdio
+}
+main().catch((error) => {
+    // eslint-disable-next-line no-console
+    console.error('Tebra MCP server failed to start:', error);
+    process.exit(1);
+});
+//# sourceMappingURL=index.js.map

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package/dist/soap-client.d.ts

@@ -0,0 +1,14 @@
+/**
+ * SOAP client for the Tebra MCP server.
+ *
+ * Standalone version (no Next.js dependencies).
+ * Builds SOAP XML envelopes, sends via fetch, parses responses.
+ * Retry with exponential backoff: 3 attempts at 1s, 2s, 4s.
+ */
+import type { TebraConfig } from './config.js';
+export declare function escapeXml(str: string): string;
+export declare function extractTag(xml: string, tagName: string): string;
+export declare function extractAllTags(xml: string, tagName: string): string[];
+export declare function extractNumber(xml: string, tagName: string): number;
+export declare function soapRequest(config: TebraConfig, action: string, bodyXml: string): Promise<string>;
+//# sourceMappingURL=soap-client.d.ts.map

package/dist/soap-client.d.ts.map

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package/dist/soap-client.js

@@ -0,0 +1,108 @@
+"use strict";
+/**
+ * SOAP client for the Tebra MCP server.
+ *
+ * Standalone version (no Next.js dependencies).
+ * Builds SOAP XML envelopes, sends via fetch, parses responses.
+ * Retry with exponential backoff: 3 attempts at 1s, 2s, 4s.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.escapeXml = escapeXml;
+exports.extractTag = extractTag;
+exports.extractAllTags = extractAllTags;
+exports.extractNumber = extractNumber;
+exports.soapRequest = soapRequest;
+// ─── Constants ──────────────────────────────────────────────────
+const MAX_RETRIES = 3;
+const BASE_DELAY_MS = 1000;
+const SOAP_NAMESPACE = 'http://www.kareo.com/api/schemas/';
+// ─── XML Helpers ────────────────────────────────────────────────
+function escapeXml(str) {
+    return str
+        .replace(/&/g, '&')
+        .replace(/</g, '&lt;')
+        .replace(/>/g, '&gt;')
+        .replace(/"/g, '&quot;')
+        .replace(/'/g, '&apos;');
+}
+function extractTag(xml, tagName) {
+    const pattern = new RegExp(`<(?:[a-zA-Z0-9]+:)?${tagName}[^>]*>([\\s\\S]*?)</(?:[a-zA-Z0-9]+:)?${tagName}>`, 'i');
+    const match = xml.match(pattern);
+    return match?.[1]?.trim() ?? '';
+}
+function extractAllTags(xml, tagName) {
+    const pattern = new RegExp(`<(?:[a-zA-Z0-9]+:)?${tagName}[^>]*>[\\s\\S]*?</(?:[a-zA-Z0-9]+:)?${tagName}>`, 'gi');
+    return xml.match(pattern) ?? [];
+}
+function extractNumber(xml, tagName) {
+    const val = extractTag(xml, tagName);
+    const num = parseInt(val, 10);
+    return isNaN(num) ? 0 : num;
+}
+// ─── Envelope Builder ───────────────────────────────────────────
+function buildEnvelope(config, action, bodyXml) {
+    return `<?xml version="1.0" encoding="utf-8"?>
+<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"
+               xmlns:kar="${SOAP_NAMESPACE}">
+  <soap:Header>
+    <kar:RequestHeader>
+      <kar:User>${escapeXml(config.user)}</kar:User>
+      <kar:Password>${escapeXml(config.password)}</kar:Password>
+      <kar:CustomerKey>${escapeXml(config.customerKey)}</kar:CustomerKey>
+    </kar:RequestHeader>
+  </soap:Header>
+  <soap:Body>
+    <kar:${action}>
+      ${bodyXml}
+    </kar:${action}>
+  </soap:Body>
+</soap:Envelope>`;
+}
+// ─── SOAP Request with Retry ────────────────────────────────────
+function sleep(ms) {
+    return new Promise((resolve) => setTimeout(resolve, ms));
+}
+async function soapRequest(config, action, bodyXml) {
+    const soapAction = `${SOAP_NAMESPACE}${action}`;
+    const envelope = buildEnvelope(config, action, bodyXml);
+    let lastError = null;
+    for (let attempt = 1; attempt <= MAX_RETRIES; attempt++) {
+        try {
+            const response = await fetch(config.endpoint, {
+                method: 'POST',
+                headers: {
+                    'Content-Type': 'text/xml; charset=utf-8',
+                    SOAPAction: soapAction,
+                },
+                body: envelope,
+            });
+            const responseText = await response.text();
+            if (!response.ok) {
+                const faultString = extractTag(responseText, 'faultstring');
+                throw new Error(`SOAP ${action} failed (HTTP ${response.status}): ${faultString || response.statusText}`);
+            }
+            const faultString = extractTag(responseText, 'faultstring');
+            if (faultString) {
+                throw new Error(`SOAP fault from ${action}: ${faultString}`);
+            }
+            const errorResponse = extractTag(responseText, 'ErrorResponse');
+            if (errorResponse) {
+                const isError = extractTag(errorResponse, 'IsError');
+                if (isError.toLowerCase() === 'true') {
+                    const errorMsg = extractTag(errorResponse, 'ErrorMessage');
+                    throw new Error(`Tebra ${action} error: ${errorMsg || 'Unknown error'}`);
+                }
+            }
+            return responseText;
+        }
+        catch (error) {
+            lastError = error instanceof Error ? error : new Error(String(error));
+            if (attempt < MAX_RETRIES) {
+                const delayMs = BASE_DELAY_MS * Math.pow(2, attempt - 1);
+                await sleep(delayMs);
+            }
+        }
+    }
+    throw new Error(`SOAP ${action} failed after ${MAX_RETRIES} attempts: ${lastError?.message ?? 'Unknown error'}`);
+}
+//# sourceMappingURL=soap-client.js.map

package/dist/soap-client.js.map

@@ -0,0 +1 @@
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package/dist/tools/appointments.d.ts

@@ -0,0 +1,33 @@
+/**
+ * Tebra MCP tools: Appointment retrieval.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const appointmentTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            startDate: {
+                type: string;
+                description: string;
+            };
+            endDate: {
+                type: string;
+                description: string;
+            };
+            providerId: {
+                type: string;
+                description: string;
+            };
+        };
+        required: string[];
+    };
+}[];
+export declare function handleAppointmentTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=appointments.d.ts.map

package/dist/tools/appointments.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/appointments.js

@@ -0,0 +1,80 @@
+"use strict";
+/**
+ * Tebra MCP tools: Appointment retrieval.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.appointmentTools = void 0;
+exports.handleAppointmentTool = handleAppointmentTool;
+const soap_client_js_1 = require("../soap-client.js");
+// ─── Tool Definitions ───────────────────────────────────────────
+exports.appointmentTools = [
+    {
+        name: 'tebra_get_appointments',
+        description: 'Get appointments from Tebra within a date range. Optionally filter by provider.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                startDate: {
+                    type: 'string',
+                    description: 'Start date (ISO 8601, e.g. 2026-03-25)',
+                },
+                endDate: {
+                    type: 'string',
+                    description: 'End date (ISO 8601, e.g. 2026-03-31)',
+                },
+                providerId: {
+                    type: 'string',
+                    description: 'Optional Tebra provider ID to filter by',
+                },
+            },
+            required: ['startDate', 'endDate'],
+        },
+    },
+];
+// ─── Tool Handler ───────────────────────────────────────────────
+async function handleAppointmentTool(name, args, config) {
+    if (name !== 'tebra_get_appointments') {
+        return { content: [{ type: 'text', text: `Unknown appointment tool: ${name}` }] };
+    }
+    const startDate = String(args.startDate ?? '');
+    const endDate = String(args.endDate ?? '');
+    if (!startDate || !endDate) {
+        return { content: [{ type: 'text', text: 'startDate and endDate are required.' }] };
+    }
+    const providerId = args.providerId ? String(args.providerId) : undefined;
+    const bodyXml = `
+    <kar:request>
+      <kar:Fields>
+        <kar:StartDate>${(0, soap_client_js_1.escapeXml)(startDate)}</kar:StartDate>
+        <kar:EndDate>${(0, soap_client_js_1.escapeXml)(endDate)}</kar:EndDate>
+        ${providerId ? `<kar:ProviderID>${(0, soap_client_js_1.escapeXml)(providerId)}</kar:ProviderID>` : ''}
+      </kar:Fields>
+    </kar:request>`;
+    const xml = await (0, soap_client_js_1.soapRequest)(config, 'GetAppointments', bodyXml);
+    const blocks = (0, soap_client_js_1.extractAllTags)(xml, 'AppointmentData');
+    const appointments = blocks.map((block) => ({
+        appointmentId: (0, soap_client_js_1.extractTag)(block, 'AppointmentID') || (0, soap_client_js_1.extractTag)(block, 'ID'),
+        patientId: (0, soap_client_js_1.extractTag)(block, 'PatientID'),
+        patientName: `${(0, soap_client_js_1.extractTag)(block, 'PatientFirstName')} ${(0, soap_client_js_1.extractTag)(block, 'PatientLastName')}`.trim(),
+        providerId: (0, soap_client_js_1.extractTag)(block, 'ProviderID'),
+        providerName: (0, soap_client_js_1.extractTag)(block, 'ProviderFullName'),
+        startDate: (0, soap_client_js_1.extractTag)(block, 'StartDate'),
+        endDate: (0, soap_client_js_1.extractTag)(block, 'EndDate'),
+        type: (0, soap_client_js_1.extractTag)(block, 'AppointmentType'),
+        status: (0, soap_client_js_1.extractTag)(block, 'Status') || (0, soap_client_js_1.extractTag)(block, 'AppointmentStatus'),
+    }));
+    if (appointments.length === 0) {
+        return {
+            content: [
+                {
+                    type: 'text',
+                    text: `No appointments found between ${startDate} and ${endDate}.`,
+                },
+            ],
+        };
+    }
+    return {
+        content: [{ type: 'text', text: JSON.stringify(appointments, null, 2) }],
+    };
+}
+//# sourceMappingURL=appointments.js.map

package/dist/tools/appointments.js.map

@@ -0,0 +1 @@
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package/dist/tools/authorizations.d.ts

@@ -0,0 +1,25 @@
+/**
+ * Tebra MCP tools: Patient authorization retrieval.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const authorizationTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            patientId: {
+                type: string;
+                description: string;
+            };
+        };
+        required: string[];
+    };
+}[];
+export declare function handleAuthorizationTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=authorizations.d.ts.map

package/dist/tools/authorizations.d.ts.map

@@ -0,0 +1 @@
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