tebra-mcp-server 0.1.0 → 0.2.0

package/dist/integrations/fal-integration.d.ts

@@ -0,0 +1,109 @@
+/**
+ * Tebra MCP Integration Service for FAL (allure-md.com)
+ *
+ * Wraps Tebra MCP tool calls for FAL use cases:
+ * - Syncing new patients from allure-md.com registration to Tebra
+ * - Posting payments to Tebra after Stripe payment succeeds
+ * - Linking Supabase client IDs to Tebra patient IDs
+ *
+ * DEPLOYMENT: Copy this file to your FAL project:
+ *   /src/lib/services/tebra-integration.ts
+ *   (or wherever services live in the FAL project)
+ *
+ * This module communicates with the Tebra MCP server via an McpToolCaller
+ * interface. Wire it to @modelcontextprotocol/sdk/client or any MCP-compatible
+ * transport.
+ */
+/**
+ * New client registration data from allure-md.com.
+ * Maps to Supabase client record fields.
+ */
+export interface NewClient {
+    firstName: string;
+    lastName: string;
+    dateOfBirth: string;
+    email: string;
+    phone: string;
+    gender?: 'Male' | 'Female' | 'Other';
+    address?: {
+        street1: string;
+        street2?: string;
+        city: string;
+        state: string;
+        zip: string;
+    };
+    supabaseClientId: string;
+    /** Optional: if known at registration time */
+    primaryProviderId?: string;
+    /** Optional: default service location */
+    serviceLocationId?: string;
+}
+/**
+ * Payment record from Stripe webhook or checkout completion.
+ */
+export interface PaymentRecord {
+    /** Tebra patient ID (resolved from Supabase client ID) */
+    tebraPatientId: string;
+    /** Payment amount in dollars (e.g., 150.00) */
+    amount: number;
+    /** Date of payment (ISO 8601) */
+    paymentDate: string;
+    /** Stripe payment intent or charge ID for reference */
+    stripePaymentId: string;
+    /** Payment method description */
+    paymentMethod: 'Credit Card' | 'Debit Card' | 'Other';
+    /** Optional: service date the payment applies to */
+    serviceDate?: string;
+    /** Optional: Tebra provider ID */
+    providerId?: string;
+    /** Optional: specific charge ID to apply payment to */
+    chargeId?: string;
+    /** Optional: description/memo */
+    description?: string;
+}
+export interface McpToolCaller {
+    callTool(name: string, args: Record<string, unknown>): Promise<McpToolResult>;
+}
+export interface McpToolResult {
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+    isError?: boolean;
+}
+/**
+ * Sync a new client from allure-md.com registration to Tebra.
+ *
+ * Flow:
+ * 1. Check if patient already exists in Tebra (by name + DOB)
+ * 2. If not found, create the patient
+ * 3. Link the Supabase client ID as an external ID on the Tebra patient
+ * 4. Return the Tebra patient ID
+ *
+ * @param mcp - MCP tool caller instance
+ * @param client - New client registration data from Supabase
+ * @returns Tebra patient ID (existing or newly created)
+ */
+export declare function syncNewPatientToTebra(mcp: McpToolCaller, client: NewClient): Promise<string>;
+/**
+ * Post a payment to Tebra after a Stripe payment succeeds.
+ *
+ * Called from a Stripe webhook handler or after checkout completion.
+ * Maps the Stripe payment to a Tebra payment record.
+ *
+ * @param mcp - MCP tool caller instance
+ * @param payment - Payment details from Stripe
+ */
+export declare function postPaymentToTebra(mcp: McpToolCaller, payment: PaymentRecord): Promise<void>;
+/**
+ * Link a Supabase client ID to a Tebra patient ID via the external ID system.
+ *
+ * Uses the tebra_update_patient_external_id tool to store the mapping.
+ * This enables bidirectional lookup between systems.
+ *
+ * @param mcp - MCP tool caller instance
+ * @param tebraPatientId - Tebra patient ID
+ * @param supabaseClientId - Supabase client UUID
+ */
+export declare function linkExternalId(mcp: McpToolCaller, tebraPatientId: string, supabaseClientId: string): Promise<void>;
+//# sourceMappingURL=fal-integration.d.ts.map

package/dist/integrations/fal-integration.d.ts.map

@@ -0,0 +1 @@
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package/dist/integrations/fal-integration.js

@@ -0,0 +1,192 @@
+"use strict";
+/**
+ * Tebra MCP Integration Service for FAL (allure-md.com)
+ *
+ * Wraps Tebra MCP tool calls for FAL use cases:
+ * - Syncing new patients from allure-md.com registration to Tebra
+ * - Posting payments to Tebra after Stripe payment succeeds
+ * - Linking Supabase client IDs to Tebra patient IDs
+ *
+ * DEPLOYMENT: Copy this file to your FAL project:
+ *   /src/lib/services/tebra-integration.ts
+ *   (or wherever services live in the FAL project)
+ *
+ * This module communicates with the Tebra MCP server via an McpToolCaller
+ * interface. Wire it to @modelcontextprotocol/sdk/client or any MCP-compatible
+ * transport.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.syncNewPatientToTebra = syncNewPatientToTebra;
+exports.postPaymentToTebra = postPaymentToTebra;
+exports.linkExternalId = linkExternalId;
+// ─── MCP Tool Name Constants ────────────────────────────────────
+const TOOL = {
+    CREATE_PATIENT: 'tebra_create_patient',
+    SEARCH_PATIENTS: 'tebra_search_patients',
+    UPDATE_PATIENT: 'tebra_update_patient',
+    UPDATE_PATIENT_EXTERNAL_ID: 'tebra_update_patient_external_id',
+    CREATE_PAYMENT: 'tebra_create_payment',
+    GET_PROVIDERS: 'tebra_get_providers',
+    GET_SERVICE_LOCATIONS: 'tebra_get_service_locations',
+};
+function parseToolResult(result) {
+    if (result.isError) {
+        const errorText = result.content[0]?.text ?? 'Unknown MCP tool error';
+        throw new Error(errorText);
+    }
+    const text = result.content[0]?.text ?? '{}';
+    try {
+        return JSON.parse(text);
+    }
+    catch {
+        throw new Error(`Unexpected non-JSON response from MCP tool: ${text}`);
+    }
+}
+// ─── Service Functions ──────────────────────────────────────────
+/**
+ * Sync a new client from allure-md.com registration to Tebra.
+ *
+ * Flow:
+ * 1. Check if patient already exists in Tebra (by name + DOB)
+ * 2. If not found, create the patient
+ * 3. Link the Supabase client ID as an external ID on the Tebra patient
+ * 4. Return the Tebra patient ID
+ *
+ * @param mcp - MCP tool caller instance
+ * @param client - New client registration data from Supabase
+ * @returns Tebra patient ID (existing or newly created)
+ */
+async function syncNewPatientToTebra(mcp, client) {
+    // Step 1: Check for existing patient to avoid duplicates
+    const existingId = await findExistingPatient(mcp, client);
+    if (existingId) {
+        // Patient already exists -- link external ID and return
+        await linkExternalId(mcp, existingId, client.supabaseClientId);
+        return existingId;
+    }
+    // Step 2: Create the patient in Tebra
+    const createArgs = {
+        firstName: client.firstName,
+        lastName: client.lastName,
+        dateOfBirth: client.dateOfBirth,
+        emailAddress: client.email,
+        homePhone: client.phone,
+    };
+    if (client.gender) {
+        createArgs.gender = client.gender;
+    }
+    if (client.address) {
+        createArgs.addressLine1 = client.address.street1;
+        if (client.address.street2) {
+            createArgs.addressLine2 = client.address.street2;
+        }
+        createArgs.city = client.address.city;
+        createArgs.state = client.address.state;
+        createArgs.zipCode = client.address.zip;
+    }
+    if (client.primaryProviderId) {
+        createArgs.primaryProviderId = client.primaryProviderId;
+    }
+    if (client.serviceLocationId) {
+        createArgs.serviceLocationId = client.serviceLocationId;
+    }
+    const result = await mcp.callTool(TOOL.CREATE_PATIENT, createArgs);
+    const created = parseToolResult(result);
+    if (!created.patientId) {
+        throw new Error('Tebra patient creation returned no patientId');
+    }
+    // Step 3: Link Supabase client ID as external ID
+    await linkExternalId(mcp, created.patientId, client.supabaseClientId);
+    return created.patientId;
+}
+/**
+ * Post a payment to Tebra after a Stripe payment succeeds.
+ *
+ * Called from a Stripe webhook handler or after checkout completion.
+ * Maps the Stripe payment to a Tebra payment record.
+ *
+ * @param mcp - MCP tool caller instance
+ * @param payment - Payment details from Stripe
+ */
+async function postPaymentToTebra(mcp, payment) {
+    const args = {
+        patientId: payment.tebraPatientId,
+        amount: payment.amount,
+        paymentDate: payment.paymentDate,
+        paymentMethod: payment.paymentMethod,
+        referenceNumber: payment.stripePaymentId,
+    };
+    if (payment.serviceDate) {
+        args.serviceDate = payment.serviceDate;
+    }
+    if (payment.providerId) {
+        args.providerId = payment.providerId;
+    }
+    if (payment.chargeId) {
+        args.chargeId = payment.chargeId;
+    }
+    if (payment.description) {
+        args.description = payment.description ?? `Stripe payment ${payment.stripePaymentId}`;
+    }
+    const result = await mcp.callTool(TOOL.CREATE_PAYMENT, args);
+    const parsed = parseToolResult(result);
+    if (!parsed.paymentId) {
+        throw new Error(`Payment posting to Tebra failed for Stripe payment ${payment.stripePaymentId}`);
+    }
+}
+/**
+ * Link a Supabase client ID to a Tebra patient ID via the external ID system.
+ *
+ * Uses the tebra_update_patient_external_id tool to store the mapping.
+ * This enables bidirectional lookup between systems.
+ *
+ * @param mcp - MCP tool caller instance
+ * @param tebraPatientId - Tebra patient ID
+ * @param supabaseClientId - Supabase client UUID
+ */
+async function linkExternalId(mcp, tebraPatientId, supabaseClientId) {
+    await mcp.callTool(TOOL.UPDATE_PATIENT_EXTERNAL_ID, {
+        patientId: tebraPatientId,
+        externalId: supabaseClientId,
+        externalVendorName: 'allure-md-supabase',
+    });
+}
+// ─── Internal Helpers ───────────────────────────────────────────
+/**
+ * Search for an existing patient in Tebra by name.
+ * Returns the patient ID if a match is found with matching DOB, null otherwise.
+ */
+async function findExistingPatient(mcp, client) {
+    try {
+        const searchQuery = `${client.lastName}, ${client.firstName}`;
+        const result = await mcp.callTool(TOOL.SEARCH_PATIENTS, { query: searchQuery });
+        const text = result.content[0]?.text ?? '';
+        // Handle "No patients found" response
+        if (text.startsWith('No patients')) {
+            return null;
+        }
+        const patients = parseToolResult(result);
+        // Match by name AND DOB to avoid false positives
+        const match = patients.find((p) => p.firstName.toLowerCase() === client.firstName.toLowerCase() &&
+            p.lastName.toLowerCase() === client.lastName.toLowerCase() &&
+            normalizeDateString(p.dateOfBirth) === normalizeDateString(client.dateOfBirth));
+        return match?.patientId ?? null;
+    }
+    catch {
+        // Search failed -- safer to create a new patient than to skip
+        return null;
+    }
+}
+/**
+ * Normalize a date string to YYYY-MM-DD for comparison.
+ */
+function normalizeDateString(dateStr) {
+    try {
+        const d = new Date(dateStr);
+        return d.toISOString().split('T')[0];
+    }
+    catch {
+        return dateStr;
+    }
+}
+//# sourceMappingURL=fal-integration.js.map

package/dist/integrations/fal-integration.js.map

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package/dist/soap-client.d.ts

@@ -3,6 +3,7 @@
  *
  * Standalone version (no Next.js dependencies).
  * Builds SOAP XML envelopes, sends via fetch, parses responses.
+ * Per-endpoint rate limiting from Tebra API Technical Guide.
  * Retry with exponential backoff: 3 attempts at 1s, 2s, 4s.
  */
 import type { TebraConfig } from './config.js';

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

@@ -1 +1 @@
-{"version":3,"file":"soap-client.d.ts","sourceRoot":"","sources":["../src/soap-client.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,aAAa,CAAC;AAU/C,wBAAgB,SAAS,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,CAO7C;AAED,wBAAgB,UAAU,CAAC,GAAG,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,GAAG,MAAM,CAO/D;AAED,wBAAgB,cAAc,CAAC,GAAG,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,GAAG,MAAM,EAAE,CAMrE;AAED,wBAAgB,aAAa,CAAC,GAAG,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,GAAG,MAAM,CAIlE;AA6BD,wBAAsB,WAAW,CAC/B,MAAM,EAAE,WAAW,EACnB,MAAM,EAAE,MAAM,EACd,OAAO,EAAE,MAAM,GACd,OAAO,CAAC,MAAM,CAAC,CAqDjB"}
+{"version":3,"file":"soap-client.d.ts","sourceRoot":"","sources":["../src/soap-client.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,aAAa,CAAC;AA0C/C,wBAAgB,SAAS,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,CAO7C;AAED,wBAAgB,UAAU,CAAC,GAAG,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,GAAG,MAAM,CAO/D;AAED,wBAAgB,cAAc,CAAC,GAAG,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,GAAG,MAAM,EAAE,CAMrE;AAED,wBAAgB,aAAa,CAAC,GAAG,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,GAAG,MAAM,CAIlE;AAuED,wBAAsB,WAAW,CAC/B,MAAM,EAAE,WAAW,EACnB,MAAM,EAAE,MAAM,EACd,OAAO,EAAE,MAAM,GACd,OAAO,CAAC,MAAM,CAAC,CA2DjB"}

package/dist/soap-client.js

@@ -4,6 +4,7 @@
  *
  * Standalone version (no Next.js dependencies).
  * Builds SOAP XML envelopes, sends via fetch, parses responses.
+ * Per-endpoint rate limiting from Tebra API Technical Guide.
  * Retry with exponential backoff: 3 attempts at 1s, 2s, 4s.
  */
 Object.defineProperty(exports, "__esModule", { value: true });
@@ -16,6 +17,35 @@ exports.soapRequest = soapRequest;
 const MAX_RETRIES = 3;
 const BASE_DELAY_MS = 1000;
 const SOAP_NAMESPACE = 'http://www.kareo.com/api/schemas/';
+// ─── Per-Endpoint Rate Limits (ms) from Tebra API Technical Guide ──
+const ENDPOINT_RATE_LIMITS = {
+    GetAllPatients: 5000,
+    GetAppointment: 500,
+    GetAppointments: 1000,
+    GetAppointmentReasons: 1000,
+    GetCharges: 1000,
+    GetEncounterDetails: 500,
+    GetExternalVendors: 1000,
+    GetPatient: 250,
+    GetPatients: 1000,
+    GetPayments: 1000,
+    GetPractices: 500,
+    GetProcedureCodes: 500,
+    GetProviders: 500,
+    GetServiceLocations: 500,
+    GetThrottles: 5000,
+    GetTransactions: 1000,
+    CreateAppointment: 500,
+    CreateEncounter: 500,
+    CreatePatient: 500,
+    CreatePayments: 500,
+    UpdateAppointment: 500,
+    UpdateEncounterStatus: 500,
+    UpdatePatient: 1000,
+    DeleteAppointment: 500,
+};
+// Track last call time per endpoint
+const lastCallTimestamps = {};
 // ─── XML Helpers ────────────────────────────────────────────────
 function escapeXml(str) {
     return str
@@ -58,16 +88,51 @@ function buildEnvelope(config, action, bodyXml) {
   </soap:Body>
 </soap:Envelope>`;
 }
-// ─── SOAP Request with Retry ────────────────────────────────────
+// ─── SecurityResponse Check ─────────────────────────────────────
+function checkSecurityResponse(responseXml, action) {
+    const securityBlock = extractTag(responseXml, 'SecurityResponse');
+    if (!securityBlock)
+        return; // Some responses may not include it
+    const authenticated = extractTag(securityBlock, 'Authenticated');
+    if (authenticated && authenticated.toLowerCase() === 'false') {
+        throw new Error(`Tebra authentication failed for ${action}. Check TEBRA_SOAP_USER and TEBRA_SOAP_PASSWORD.`);
+    }
+    const authorized = extractTag(securityBlock, 'Authorized');
+    if (authorized && authorized.toLowerCase() === 'false') {
+        const missing = extractTag(securityBlock, 'PermissionsMissing');
+        throw new Error(`Tebra authorization failed for ${action}. Missing permissions: ${missing || 'unknown'}. ` +
+            'Contact your Tebra administrator to grant API permissions.');
+    }
+}
+// ─── SOAP Request with Rate Limiting & Retry ────────────────────
 function sleep(ms) {
     return new Promise((resolve) => setTimeout(resolve, ms));
 }
+/**
+ * Enforce per-endpoint rate limiting before making a request.
+ * Waits if the minimum interval since the last call hasn't elapsed.
+ */
+async function enforceRateLimit(action) {
+    const minInterval = ENDPOINT_RATE_LIMITS[action];
+    if (!minInterval)
+        return; // Unknown endpoint — no rate limit enforced
+    const lastCall = lastCallTimestamps[action];
+    if (lastCall) {
+        const elapsed = Date.now() - lastCall;
+        if (elapsed < minInterval) {
+            await sleep(minInterval - elapsed);
+        }
+    }
+    lastCallTimestamps[action] = Date.now();
+}
 async function soapRequest(config, action, bodyXml) {
     const soapAction = `${SOAP_NAMESPACE}${action}`;
     const envelope = buildEnvelope(config, action, bodyXml);
     let lastError = null;
     for (let attempt = 1; attempt <= MAX_RETRIES; attempt++) {
         try {
+            // Pre-emptive rate limiting
+            await enforceRateLimit(action);
             const response = await fetch(config.endpoint, {
                 method: 'POST',
                 headers: {
@@ -93,6 +158,8 @@ async function soapRequest(config, action, bodyXml) {
                     throw new Error(`Tebra ${action} error: ${errorMsg || 'Unknown error'}`);
                 }
             }
+            // Check SecurityResponse for auth/permission failures
+            checkSecurityResponse(responseText, action);
             return responseText;
         }
         catch (error) {

package/dist/soap-client.js.map

@@ -1 +1 @@
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package/dist/tools/appointment-crud.d.ts

@@ -0,0 +1,117 @@
+/**
+ * Tebra MCP tools: Appointment create, update, delete.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const appointmentCrudTools: ({
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            patientId: {
+                type: string;
+                description: string;
+            };
+            providerId: {
+                type: string;
+                description: string;
+            };
+            serviceLocationId: {
+                type: string;
+                description: string;
+            };
+            appointmentReasonId: {
+                type: string;
+                description: string;
+            };
+            startDate: {
+                type: string;
+                description: string;
+            };
+            duration: {
+                type: string;
+                description: string;
+            };
+            notes: {
+                type: string;
+                description: string;
+            };
+            confirmationStatus: {
+                type: string;
+                description: string;
+            };
+            appointmentId?: undefined;
+            cancellationReason?: undefined;
+        };
+        required: string[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            appointmentId: {
+                type: string;
+                description: string;
+            };
+            startDate: {
+                type: string;
+                description: string;
+            };
+            duration: {
+                type: string;
+                description: string;
+            };
+            providerId: {
+                type: string;
+                description: string;
+            };
+            confirmationStatus: {
+                type: string;
+                description: string;
+            };
+            notes: {
+                type: string;
+                description: string;
+            };
+            cancellationReason: {
+                type: string;
+                description: string;
+            };
+            patientId?: undefined;
+            serviceLocationId?: undefined;
+            appointmentReasonId?: undefined;
+        };
+        required: string[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            appointmentId: {
+                type: string;
+                description: string;
+            };
+            patientId?: undefined;
+            providerId?: undefined;
+            serviceLocationId?: undefined;
+            appointmentReasonId?: undefined;
+            startDate?: undefined;
+            duration?: undefined;
+            notes?: undefined;
+            confirmationStatus?: undefined;
+            cancellationReason?: undefined;
+        };
+        required: string[];
+    };
+})[];
+export declare function handleAppointmentCrudTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=appointment-crud.d.ts.map

package/dist/tools/appointment-crud.d.ts.map

@@ -0,0 +1 @@
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