tebra-mcp-server 0.1.0 → 0.2.0

package/dist/tools/providers.js

@@ -0,0 +1,62 @@
+"use strict";
+/**
+ * Tebra MCP tools: Provider retrieval.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.providerTools = void 0;
+exports.handleProviderTool = handleProviderTool;
+const soap_client_js_1 = require("../soap-client.js");
+// ─── Tool Definitions ───────────────────────────────────────────
+exports.providerTools = [
+    {
+        name: 'tebra_get_providers',
+        description: 'Get all providers with IDs, names, specialties, NPI, and active status. Used to resolve provider names to IDs for appointments and encounters.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                practiceName: {
+                    type: 'string',
+                    description: 'Optional practice name filter',
+                },
+            },
+            required: [],
+        },
+    },
+];
+// ─── Tool Handler ───────────────────────────────────────────────
+async function handleProviderTool(name, args, config) {
+    if (name !== 'tebra_get_providers') {
+        return { content: [{ type: 'text', text: `Unknown provider tool: ${name}` }] };
+    }
+    const practiceName = args.practiceName ? String(args.practiceName) : undefined;
+    const bodyXml = `
+    <kar:request>
+      <kar:Fields>
+        ${practiceName ? `<kar:PracticeName>${(0, soap_client_js_1.escapeXml)(practiceName)}</kar:PracticeName>` : ''}
+      </kar:Fields>
+    </kar:request>`;
+    const xml = await (0, soap_client_js_1.soapRequest)(config, 'GetProviders', bodyXml);
+    const blocks = (0, soap_client_js_1.extractAllTags)(xml, 'ProviderData');
+    const providers = blocks.map((block) => ({
+        providerId: (0, soap_client_js_1.extractTag)(block, 'ID'),
+        firstName: (0, soap_client_js_1.extractTag)(block, 'FirstName'),
+        lastName: (0, soap_client_js_1.extractTag)(block, 'LastName'),
+        fullName: (0, soap_client_js_1.extractTag)(block, 'FullName'),
+        npi: (0, soap_client_js_1.extractTag)(block, 'NPI'),
+        specialtyName: (0, soap_client_js_1.extractTag)(block, 'SpecialtyName'),
+        departmentName: (0, soap_client_js_1.extractTag)(block, 'DepartmentName'),
+        billingType: (0, soap_client_js_1.extractTag)(block, 'BillingType'),
+        active: (0, soap_client_js_1.extractTag)(block, 'Active'),
+        email: (0, soap_client_js_1.extractTag)(block, 'Email'),
+        phone: (0, soap_client_js_1.extractTag)(block, 'Phone'),
+    }));
+    if (providers.length === 0) {
+        return {
+            content: [{ type: 'text', text: 'No providers found.' }],
+        };
+    }
+    return {
+        content: [{ type: 'text', text: JSON.stringify(providers, null, 2) }],
+    };
+}
+//# sourceMappingURL=providers.js.map

package/dist/tools/providers.js.map

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

@@ -0,0 +1,25 @@
+/**
+ * Tebra MCP tools: Service location retrieval.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const serviceLocationTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            practiceName: {
+                type: string;
+                description: string;
+            };
+        };
+        required: never[];
+    };
+}[];
+export declare function handleServiceLocationTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=service-locations.d.ts.map

package/dist/tools/service-locations.d.ts.map

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

@@ -0,0 +1,62 @@
+"use strict";
+/**
+ * Tebra MCP tools: Service location retrieval.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.serviceLocationTools = void 0;
+exports.handleServiceLocationTool = handleServiceLocationTool;
+const soap_client_js_1 = require("../soap-client.js");
+// ─── Tool Definitions ───────────────────────────────────────────
+exports.serviceLocationTools = [
+    {
+        name: 'tebra_get_service_locations',
+        description: 'Get all service locations (offices/facilities). Required for creating appointments and encounters.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                practiceName: {
+                    type: 'string',
+                    description: 'Optional practice name filter',
+                },
+            },
+            required: [],
+        },
+    },
+];
+// ─── Tool Handler ───────────────────────────────────────────────
+async function handleServiceLocationTool(name, args, config) {
+    if (name !== 'tebra_get_service_locations') {
+        return { content: [{ type: 'text', text: `Unknown service location tool: ${name}` }] };
+    }
+    const practiceName = args.practiceName ? String(args.practiceName) : undefined;
+    const bodyXml = `
+    <kar:request>
+      <kar:Fields>
+        ${practiceName ? `<kar:PracticeName>${(0, soap_client_js_1.escapeXml)(practiceName)}</kar:PracticeName>` : ''}
+      </kar:Fields>
+    </kar:request>`;
+    const xml = await (0, soap_client_js_1.soapRequest)(config, 'GetServiceLocations', bodyXml);
+    const blocks = (0, soap_client_js_1.extractAllTags)(xml, 'ServiceLocationData');
+    const locations = blocks.map((block) => ({
+        serviceLocationId: (0, soap_client_js_1.extractTag)(block, 'ID'),
+        name: (0, soap_client_js_1.extractTag)(block, 'Name'),
+        address1: (0, soap_client_js_1.extractTag)(block, 'Address1'),
+        address2: (0, soap_client_js_1.extractTag)(block, 'Address2'),
+        city: (0, soap_client_js_1.extractTag)(block, 'City'),
+        state: (0, soap_client_js_1.extractTag)(block, 'State'),
+        zipCode: (0, soap_client_js_1.extractTag)(block, 'ZipCode'),
+        phone: (0, soap_client_js_1.extractTag)(block, 'Phone'),
+        fax: (0, soap_client_js_1.extractTag)(block, 'Fax'),
+        npi: (0, soap_client_js_1.extractTag)(block, 'NPI'),
+        placeOfService: (0, soap_client_js_1.extractTag)(block, 'PlaceOfService'),
+    }));
+    if (locations.length === 0) {
+        return {
+            content: [{ type: 'text', text: 'No service locations found.' }],
+        };
+    }
+    return {
+        content: [{ type: 'text', text: JSON.stringify(locations, null, 2) }],
+    };
+}
+//# sourceMappingURL=service-locations.js.map

package/dist/tools/service-locations.js.map

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

@@ -0,0 +1,81 @@
+/**
+ * Tebra MCP tools: System utilities — throttles, connection validation, patient case, appointment reason creation.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const systemTools: ({
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            patientId?: undefined;
+            caseName?: undefined;
+            payerScenario?: undefined;
+            name?: undefined;
+            duration?: undefined;
+            color?: undefined;
+            category?: undefined;
+        };
+        required: never[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            patientId: {
+                type: string;
+                description: string;
+            };
+            caseName: {
+                type: string;
+                description: string;
+            };
+            payerScenario: {
+                type: string;
+                description: string;
+            };
+            name?: undefined;
+            duration?: undefined;
+            color?: undefined;
+            category?: undefined;
+        };
+        required: string[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            name: {
+                type: string;
+                description: string;
+            };
+            duration: {
+                type: string;
+                description: string;
+            };
+            color: {
+                type: string;
+                description: string;
+            };
+            category: {
+                type: string;
+                description: string;
+            };
+            patientId?: undefined;
+            caseName?: undefined;
+            payerScenario?: undefined;
+        };
+        required: string[];
+    };
+})[];
+export declare function handleSystemTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=system.d.ts.map

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

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

@@ -0,0 +1,184 @@
+"use strict";
+/**
+ * Tebra MCP tools: System utilities — throttles, connection validation, patient case, appointment reason creation.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.systemTools = void 0;
+exports.handleSystemTool = handleSystemTool;
+const soap_client_js_1 = require("../soap-client.js");
+// ─── Tool Definitions ───────────────────────────────────────────
+exports.systemTools = [
+    {
+        name: 'tebra_get_throttles',
+        description: 'Get current API rate limit (throttle) data for each endpoint. Useful for monitoring API usage.',
+        inputSchema: {
+            type: 'object',
+            properties: {},
+            required: [],
+        },
+    },
+    {
+        name: 'tebra_validate_connection',
+        description: 'Validate the Tebra API connection by retrieving the customer ID. Use as a health check.',
+        inputSchema: {
+            type: 'object',
+            properties: {},
+            required: [],
+        },
+    },
+    {
+        name: 'tebra_update_patient_case',
+        description: 'Update the primary patient case in Tebra. Used to set case name and payer scenario.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                patientId: {
+                    type: 'string',
+                    description: 'Tebra patient ID',
+                },
+                caseName: {
+                    type: 'string',
+                    description: 'Optional case name',
+                },
+                payerScenario: {
+                    type: 'string',
+                    description: 'Optional payer scenario',
+                },
+            },
+            required: ['patientId'],
+        },
+    },
+    {
+        name: 'tebra_create_appointment_reason',
+        description: 'Create a new appointment reason in Tebra with name, default duration, and optional color/category.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                name: {
+                    type: 'string',
+                    description: 'Appointment reason name',
+                },
+                duration: {
+                    type: 'number',
+                    description: 'Default duration in minutes',
+                },
+                color: {
+                    type: 'string',
+                    description: 'Optional color code (hex or named color)',
+                },
+                category: {
+                    type: 'string',
+                    description: 'Optional category',
+                },
+            },
+            required: ['name', 'duration'],
+        },
+    },
+];
+// ─── Tool Handler ───────────────────────────────────────────────
+async function handleSystemTool(name, args, config) {
+    switch (name) {
+        case 'tebra_get_throttles': {
+            const bodyXml = `
+        <kar:request>
+          <kar:Fields />
+        </kar:request>`;
+            const xml = await (0, soap_client_js_1.soapRequest)(config, 'GetThrottles', bodyXml);
+            const blocks = (0, soap_client_js_1.extractAllTags)(xml, 'ThrottleData');
+            const throttles = blocks.map((block) => ({
+                endpoint: (0, soap_client_js_1.extractTag)(block, 'Endpoint') || (0, soap_client_js_1.extractTag)(block, 'Name'),
+                limit: (0, soap_client_js_1.extractTag)(block, 'Limit'),
+                remaining: (0, soap_client_js_1.extractTag)(block, 'Remaining'),
+                resetTime: (0, soap_client_js_1.extractTag)(block, 'ResetTime'),
+            }));
+            if (throttles.length === 0) {
+                return {
+                    content: [{ type: 'text', text: 'No throttle data available.' }],
+                };
+            }
+            return {
+                content: [{ type: 'text', text: JSON.stringify(throttles, null, 2) }],
+            };
+        }
+        case 'tebra_validate_connection': {
+            const bodyXml = `
+        <kar:request>
+          <kar:Fields />
+        </kar:request>`;
+            const xml = await (0, soap_client_js_1.soapRequest)(config, 'GetCustomerIdFromKey', bodyXml);
+            const customerId = (0, soap_client_js_1.extractTag)(xml, 'CustomerID') || (0, soap_client_js_1.extractTag)(xml, 'ID');
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify({
+                            valid: !!customerId,
+                            customerId: customerId || null,
+                            message: customerId
+                                ? 'Connection validated successfully.'
+                                : 'Connection validation returned no customer ID.',
+                        }, null, 2),
+                    }],
+            };
+        }
+        case 'tebra_update_patient_case': {
+            const patientId = String(args.patientId ?? '');
+            if (!patientId) {
+                return { content: [{ type: 'text', text: 'patientId is required.' }] };
+            }
+            const caseName = args.caseName ? String(args.caseName) : undefined;
+            const payerScenario = args.payerScenario ? String(args.payerScenario) : undefined;
+            const bodyXml = `
+        <kar:request>
+          <kar:PatientID>${(0, soap_client_js_1.escapeXml)(patientId)}</kar:PatientID>
+          ${caseName ? `<kar:CaseName>${(0, soap_client_js_1.escapeXml)(caseName)}</kar:CaseName>` : ''}
+          ${payerScenario ? `<kar:PayerScenario>${(0, soap_client_js_1.escapeXml)(payerScenario)}</kar:PayerScenario>` : ''}
+        </kar:request>`;
+            await (0, soap_client_js_1.soapRequest)(config, 'UpdatePrimaryPatientCase', bodyXml);
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify({
+                            patientId,
+                            message: 'Patient case updated successfully.',
+                        }, null, 2),
+                    }],
+            };
+        }
+        case 'tebra_create_appointment_reason': {
+            const reasonName = String(args.name ?? '');
+            const duration = args.duration != null ? Number(args.duration) : NaN;
+            if (!reasonName || isNaN(duration)) {
+                return {
+                    content: [{ type: 'text', text: 'name and duration are required.' }],
+                };
+            }
+            const color = args.color ? String(args.color) : undefined;
+            const category = args.category ? String(args.category) : undefined;
+            const bodyXml = `
+        <kar:request>
+          <kar:AppointmentReason>
+            <kar:Name>${(0, soap_client_js_1.escapeXml)(reasonName)}</kar:Name>
+            <kar:DefaultDurationMinutes>${duration}</kar:DefaultDurationMinutes>
+            ${color ? `<kar:DefaultColorCode>${(0, soap_client_js_1.escapeXml)(color)}</kar:DefaultColorCode>` : ''}
+            ${category ? `<kar:Category>${(0, soap_client_js_1.escapeXml)(category)}</kar:Category>` : ''}
+          </kar:AppointmentReason>
+        </kar:request>`;
+            const xml = await (0, soap_client_js_1.soapRequest)(config, 'CreateAppointmentReason', bodyXml);
+            const reasonId = (0, soap_client_js_1.extractTag)(xml, 'AppointmentReasonID') || (0, soap_client_js_1.extractTag)(xml, 'ID');
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify({
+                            appointmentReasonId: reasonId,
+                            name: reasonName,
+                            duration,
+                            message: 'Appointment reason created successfully.',
+                        }, null, 2),
+                    }],
+            };
+        }
+        default:
+            return { content: [{ type: 'text', text: `Unknown system tool: ${name}` }] };
+    }
+}
+//# sourceMappingURL=system.js.map

package/dist/tools/system.js.map

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package/dist/tools/transactions.d.ts

@@ -0,0 +1,61 @@
+/**
+ * Tebra MCP tools: Transaction retrieval.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const transactionTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            fromServiceDate: {
+                type: string;
+                description: string;
+            };
+            toServiceDate: {
+                type: string;
+                description: string;
+            };
+            fromPostingDate: {
+                type: string;
+                description: string;
+            };
+            toPostingDate: {
+                type: string;
+                description: string;
+            };
+            fromTransactionDate: {
+                type: string;
+                description: string;
+            };
+            toTransactionDate: {
+                type: string;
+                description: string;
+            };
+            transactionType: {
+                type: string;
+                description: string;
+            };
+            payerType: {
+                type: string;
+                description: string;
+            };
+            procedureCode: {
+                type: string;
+                description: string;
+            };
+            practiceName: {
+                type: string;
+                description: string;
+            };
+        };
+        required: never[];
+    };
+}[];
+export declare function handleTransactionTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=transactions.d.ts.map

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

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

@@ -0,0 +1,122 @@
+"use strict";
+/**
+ * Tebra MCP tools: Transaction retrieval.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.transactionTools = void 0;
+exports.handleTransactionTool = handleTransactionTool;
+const soap_client_js_1 = require("../soap-client.js");
+// ─── Tool Definitions ───────────────────────────────────────────
+exports.transactionTools = [
+    {
+        name: 'tebra_get_transactions',
+        description: 'Get transactions from Tebra with optional date range, type, and payer filters. Returns financial transaction details.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                fromServiceDate: {
+                    type: 'string',
+                    description: 'Optional start service date filter (ISO 8601)',
+                },
+                toServiceDate: {
+                    type: 'string',
+                    description: 'Optional end service date filter (ISO 8601)',
+                },
+                fromPostingDate: {
+                    type: 'string',
+                    description: 'Optional start posting date filter (ISO 8601)',
+                },
+                toPostingDate: {
+                    type: 'string',
+                    description: 'Optional end posting date filter (ISO 8601)',
+                },
+                fromTransactionDate: {
+                    type: 'string',
+                    description: 'Optional start transaction date filter (ISO 8601)',
+                },
+                toTransactionDate: {
+                    type: 'string',
+                    description: 'Optional end transaction date filter (ISO 8601)',
+                },
+                transactionType: {
+                    type: 'string',
+                    description: 'Optional transaction type filter',
+                },
+                payerType: {
+                    type: 'string',
+                    description: 'Optional payer type filter',
+                },
+                procedureCode: {
+                    type: 'string',
+                    description: 'Optional CPT/procedure code filter',
+                },
+                practiceName: {
+                    type: 'string',
+                    description: 'Optional practice name filter',
+                },
+            },
+            required: [],
+        },
+    },
+];
+// ─── Tool Handler ───────────────────────────────────────────────
+async function handleTransactionTool(name, args, config) {
+    if (name !== 'tebra_get_transactions') {
+        return { content: [{ type: 'text', text: `Unknown transaction tool: ${name}` }] };
+    }
+    const fromServiceDate = args.fromServiceDate ? String(args.fromServiceDate) : undefined;
+    const toServiceDate = args.toServiceDate ? String(args.toServiceDate) : undefined;
+    const fromPostingDate = args.fromPostingDate ? String(args.fromPostingDate) : undefined;
+    const toPostingDate = args.toPostingDate ? String(args.toPostingDate) : undefined;
+    const fromTransactionDate = args.fromTransactionDate ? String(args.fromTransactionDate) : undefined;
+    const toTransactionDate = args.toTransactionDate ? String(args.toTransactionDate) : undefined;
+    const transactionType = args.transactionType ? String(args.transactionType) : undefined;
+    const payerType = args.payerType ? String(args.payerType) : undefined;
+    const procedureCode = args.procedureCode ? String(args.procedureCode) : undefined;
+    const practiceName = args.practiceName ? String(args.practiceName) : undefined;
+    const fieldsXml = [
+        fromServiceDate ? `<kar:FromServiceDate>${(0, soap_client_js_1.escapeXml)(fromServiceDate)}</kar:FromServiceDate>` : '',
+        toServiceDate ? `<kar:ToServiceDate>${(0, soap_client_js_1.escapeXml)(toServiceDate)}</kar:ToServiceDate>` : '',
+        fromPostingDate ? `<kar:FromPostingDate>${(0, soap_client_js_1.escapeXml)(fromPostingDate)}</kar:FromPostingDate>` : '',
+        toPostingDate ? `<kar:ToPostingDate>${(0, soap_client_js_1.escapeXml)(toPostingDate)}</kar:ToPostingDate>` : '',
+        fromTransactionDate ? `<kar:FromTransactionDate>${(0, soap_client_js_1.escapeXml)(fromTransactionDate)}</kar:FromTransactionDate>` : '',
+        toTransactionDate ? `<kar:ToTransactionDate>${(0, soap_client_js_1.escapeXml)(toTransactionDate)}</kar:ToTransactionDate>` : '',
+        transactionType ? `<kar:TransactionType>${(0, soap_client_js_1.escapeXml)(transactionType)}</kar:TransactionType>` : '',
+        payerType ? `<kar:PayerType>${(0, soap_client_js_1.escapeXml)(payerType)}</kar:PayerType>` : '',
+        procedureCode ? `<kar:ProcedureCode>${(0, soap_client_js_1.escapeXml)(procedureCode)}</kar:ProcedureCode>` : '',
+        practiceName ? `<kar:PracticeName>${(0, soap_client_js_1.escapeXml)(practiceName)}</kar:PracticeName>` : '',
+    ]
+        .filter(Boolean)
+        .join('\n        ');
+    const bodyXml = `
+    <kar:request>
+      <kar:Fields>
+        ${fieldsXml}
+      </kar:Fields>
+    </kar:request>`;
+    const xml = await (0, soap_client_js_1.soapRequest)(config, 'GetTransactions', bodyXml);
+    const blocks = (0, soap_client_js_1.extractAllTags)(xml, 'TransactionData');
+    const transactions = blocks.map((block) => ({
+        transactionId: (0, soap_client_js_1.extractTag)(block, 'ID'),
+        amount: (0, soap_client_js_1.extractTag)(block, 'Amount'),
+        type: (0, soap_client_js_1.extractTag)(block, 'Type'),
+        description: (0, soap_client_js_1.extractTag)(block, 'Description'),
+        patientId: (0, soap_client_js_1.extractTag)(block, 'PatientID'),
+        patientFullName: (0, soap_client_js_1.extractTag)(block, 'PatientFullName'),
+        claimId: (0, soap_client_js_1.extractTag)(block, 'ClaimID'),
+        procedureCode: (0, soap_client_js_1.extractTag)(block, 'ProcedureCode'),
+        insuranceCompanyName: (0, soap_client_js_1.extractTag)(block, 'InsuranceCompanyName'),
+        serviceDate: (0, soap_client_js_1.extractTag)(block, 'ServiceDate'),
+        postingDate: (0, soap_client_js_1.extractTag)(block, 'PostingDate'),
+        transactionDate: (0, soap_client_js_1.extractTag)(block, 'TransactionDate'),
+    }));
+    if (transactions.length === 0) {
+        return {
+            content: [{ type: 'text', text: 'No transactions found matching the specified filters.' }],
+        };
+    }
+    return {
+        content: [{ type: 'text', text: JSON.stringify(transactions, null, 2) }],
+    };
+}
+//# sourceMappingURL=transactions.js.map

package/dist/tools/transactions.js.map

@@ -0,0 +1 @@
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