tebra-mcp-server 0.1.0 → 0.2.0

package/dist/tools/bulk-patients.d.ts

@@ -0,0 +1,33 @@
+/**
+ * Tebra MCP tools: Bulk patient retrieval with pagination.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const bulkPatientTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            batchSize: {
+                type: string;
+                description: string;
+            };
+            startKey: {
+                type: string;
+                description: string;
+            };
+            isActive: {
+                type: string;
+                description: string;
+            };
+        };
+        required: never[];
+    };
+}[];
+export declare function handleBulkPatientTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=bulk-patients.d.ts.map

package/dist/tools/bulk-patients.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"bulk-patients.d.ts","sourceRoot":"","sources":["../../src/tools/bulk-patients.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,cAAc,CAAC;AAWhD,eAAO,MAAM,gBAAgB;;;;;;;;;;;;;;;;;;;;;GAwB5B,CAAC;AAIF,wBAAsB,qBAAqB,CACzC,IAAI,EAAE,MAAM,EACZ,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,EAC7B,MAAM,EAAE,WAAW,GAClB,OAAO,CAAC;IAAE,OAAO,EAAE,KAAK,CAAC;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,MAAM,CAAA;KAAE,CAAC,CAAA;CAAE,CAAC,CAoD7D"}

package/dist/tools/bulk-patients.js

@@ -0,0 +1,81 @@
+"use strict";
+/**
+ * Tebra MCP tools: Bulk patient retrieval with pagination.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.bulkPatientTools = void 0;
+exports.handleBulkPatientTool = handleBulkPatientTool;
+const soap_client_js_1 = require("../soap-client.js");
+// ─── Tool Definitions ───────────────────────────────────────────
+exports.bulkPatientTools = [
+    {
+        name: 'tebra_get_all_patients',
+        description: '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.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                batchSize: {
+                    type: 'number',
+                    description: 'Number of patients per page (default 200, max 1000)',
+                },
+                startKey: {
+                    type: 'string',
+                    description: 'Continuation key from previous response (omit for first page)',
+                },
+                isActive: {
+                    type: 'boolean',
+                    description: 'Optional filter: true for active patients only, false for inactive only',
+                },
+            },
+            required: [],
+        },
+    },
+];
+// ─── Tool Handler ───────────────────────────────────────────────
+async function handleBulkPatientTool(name, args, config) {
+    if (name !== 'tebra_get_all_patients') {
+        return { content: [{ type: 'text', text: `Unknown bulk patient tool: ${name}` }] };
+    }
+    const batchSize = args.batchSize != null ? Number(args.batchSize) : 200;
+    const startKey = args.startKey ? String(args.startKey) : undefined;
+    const isActive = args.isActive != null ? args.isActive : undefined;
+    const fieldsXml = [
+        `<kar:BatchSize>${batchSize}</kar:BatchSize>`,
+        startKey ? `<kar:StartKey>${(0, soap_client_js_1.escapeXml)(startKey)}</kar:StartKey>` : '',
+        isActive != null ? `<kar:Active>${isActive ? 'true' : 'false'}</kar:Active>` : '',
+    ]
+        .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, 'GetAllPatients', bodyXml);
+    const blocks = (0, soap_client_js_1.extractAllTags)(xml, 'PatientData');
+    const nextStartKey = (0, soap_client_js_1.extractTag)(xml, 'NextStartKey') || null;
+    const patients = blocks.map((block) => ({
+        patientId: (0, soap_client_js_1.extractTag)(block, 'PatientID') || (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'),
+        dateOfBirth: (0, soap_client_js_1.extractTag)(block, 'DateofBirth') || (0, soap_client_js_1.extractTag)(block, 'DOB'),
+        mrn: (0, soap_client_js_1.extractTag)(block, 'MRN'),
+        active: (0, soap_client_js_1.extractTag)(block, 'Active'),
+        insurances: (0, soap_client_js_1.extractAllTags)(block, 'InsurancePolicyData').map((ins) => ({
+            payerName: (0, soap_client_js_1.extractTag)(ins, 'PayerName') || (0, soap_client_js_1.extractTag)(ins, 'CompanyName'),
+            memberId: (0, soap_client_js_1.extractTag)(ins, 'MemberNumber') || (0, soap_client_js_1.extractTag)(ins, 'PolicyNumber'),
+            isPrimary: ((0, soap_client_js_1.extractNumber)(ins, 'SequenceNumber') || 1) === 1,
+        })),
+    }));
+    const result = {
+        patients,
+        count: patients.length,
+        nextStartKey,
+        hasMore: nextStartKey !== null && nextStartKey !== '',
+    };
+    return {
+        content: [{ type: 'text', text: JSON.stringify(result, null, 2) }],
+    };
+}
+//# sourceMappingURL=bulk-patients.js.map

package/dist/tools/bulk-patients.js.map

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

@@ -20,6 +20,67 @@ export declare const chargeTools: {
                 type: string;
                 description: string;
             };
+            fromPostingDate: {
+                type: string;
+                description: string;
+            };
+            toPostingDate: {
+                type: string;
+                description: string;
+            };
+            batchNumber: {
+                type: string;
+                description: string;
+            };
+            renderingProviderName: {
+                type: string;
+                description: string;
+            };
+            procedureCode: {
+                type: string;
+                description: string;
+            };
+            diagnosisCode: {
+                type: string;
+                description: string;
+            };
+            status: {
+                type: string;
+                description: string;
+            };
+            billedTo: {
+                type: string;
+                description: string;
+            };
+            includeUnapprovedCharges: {
+                type: string;
+                description: string;
+            };
+            encounterStatus: {
+                type: string;
+                enum: string[];
+                description: string;
+            };
+            casePayerScenario: {
+                type: string;
+                description: string;
+            };
+            fromLastModifiedDate: {
+                type: string;
+                description: string;
+            };
+            toLastModifiedDate: {
+                type: string;
+                description: string;
+            };
+            fromCreatedDate: {
+                type: string;
+                description: string;
+            };
+            toCreatedDate: {
+                type: string;
+                description: string;
+            };
         };
         required: never[];
     };

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

@@ -1 +1 @@
-{"version":3,"file":"charges.d.ts","sourceRoot":"","sources":["../../src/tools/charges.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,cAAc,CAAC;AAKhD,eAAO,MAAM,WAAW;;;;;;;;;;;;;;;;;;;;;GAwBvB,CAAC;AAIF,wBAAsB,gBAAgB,CACpC,IAAI,EAAE,MAAM,EACZ,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,EAC7B,MAAM,EAAE,WAAW,GAClB,OAAO,CAAC;IAAE,OAAO,EAAE,KAAK,CAAC;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,MAAM,CAAA;KAAE,CAAC,CAAA;CAAE,CAAC,CAiD7D"}
+{"version":3,"file":"charges.d.ts","sourceRoot":"","sources":["../../src/tools/charges.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,cAAc,CAAC;AAKhD,eAAO,MAAM,WAAW;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAqFvB,CAAC;AAIF,wBAAsB,gBAAgB,CACpC,IAAI,EAAE,MAAM,EACZ,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,EAC7B,MAAM,EAAE,WAAW,GAClB,OAAO,CAAC;IAAE,OAAO,EAAE,KAAK,CAAC;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,MAAM,CAAA;KAAE,CAAC,CAAA;CAAE,CAAC,CA0E7D"}

package/dist/tools/charges.js

@@ -10,21 +10,82 @@ const soap_client_js_1 = require("../soap-client.js");
 exports.chargeTools = [
     {
         name: 'tebra_get_charges',
-        description: 'Get charges from Tebra with optional date range and patient filters. Returns charge details with payment status, amounts, and balances.',
+        description: '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.',
         inputSchema: {
             type: 'object',
             properties: {
                 fromDate: {
                     type: 'string',
-                    description: 'Start date filter (ISO 8601)',
+                    description: 'Service start date filter (ISO 8601)',
                 },
                 toDate: {
                     type: 'string',
-                    description: 'End date filter (ISO 8601)',
+                    description: 'Service end date filter (ISO 8601)',
                 },
                 patientId: {
                     type: 'string',
-                    description: 'Optional Tebra patient ID to filter by',
+                    description: 'Tebra patient ID to filter by',
+                },
+                fromPostingDate: {
+                    type: 'string',
+                    description: 'Posting date range start (YYYY-MM-DD)',
+                },
+                toPostingDate: {
+                    type: 'string',
+                    description: 'Posting date range end (YYYY-MM-DD)',
+                },
+                batchNumber: {
+                    type: 'string',
+                    description: 'Filter by batch number',
+                },
+                renderingProviderName: {
+                    type: 'string',
+                    description: 'Rendering provider full name',
+                },
+                procedureCode: {
+                    type: 'string',
+                    description: 'Filter by CPT procedure code',
+                },
+                diagnosisCode: {
+                    type: 'string',
+                    description: 'Filter by ICD diagnosis code',
+                },
+                status: {
+                    type: 'string',
+                    description: 'Charge status filter',
+                },
+                billedTo: {
+                    type: 'string',
+                    description: 'Billed-to entity filter',
+                },
+                includeUnapprovedCharges: {
+                    type: 'boolean',
+                    description: 'Include unapproved charges (default false)',
+                },
+                encounterStatus: {
+                    type: 'string',
+                    enum: ['Draft', 'Review', 'Approved', 'Rejected'],
+                    description: 'Encounter status filter',
+                },
+                casePayerScenario: {
+                    type: 'string',
+                    description: 'Case payer scenario filter',
+                },
+                fromLastModifiedDate: {
+                    type: 'string',
+                    description: 'Modified date range start (YYYY-MM-DD)',
+                },
+                toLastModifiedDate: {
+                    type: 'string',
+                    description: 'Modified date range end (YYYY-MM-DD)',
+                },
+                fromCreatedDate: {
+                    type: 'string',
+                    description: 'Created date range start (YYYY-MM-DD)',
+                },
+                toCreatedDate: {
+                    type: 'string',
+                    description: 'Created date range end (YYYY-MM-DD)',
                 },
             },
             required: [],
@@ -36,16 +97,39 @@ async function handleChargeTool(name, args, config) {
     if (name !== 'tebra_get_charges') {
         return { content: [{ type: 'text', text: `Unknown charge tool: ${name}` }] };
     }
-    const fromDate = args.fromDate ? String(args.fromDate) : undefined;
-    const toDate = args.toDate ? String(args.toDate) : undefined;
-    const patientId = args.patientId ? String(args.patientId) : undefined;
-    const fieldsXml = [
-        fromDate ? `<kar:FromServiceDate>${(0, soap_client_js_1.escapeXml)(fromDate)}</kar:FromServiceDate>` : '',
-        toDate ? `<kar:ToServiceDate>${(0, soap_client_js_1.escapeXml)(toDate)}</kar:ToServiceDate>` : '',
-        patientId ? `<kar:PatientID>${(0, soap_client_js_1.escapeXml)(patientId)}</kar:PatientID>` : '',
-    ]
-        .filter(Boolean)
-        .join('\n        ');
+    // Map of arg names to SOAP filter field names
+    const stringFilterMap = [
+        ['fromDate', 'FromServiceDate'],
+        ['toDate', 'ToServiceDate'],
+        ['patientId', 'PatientID'],
+        ['fromPostingDate', 'FromPostingDate'],
+        ['toPostingDate', 'ToPostingDate'],
+        ['batchNumber', 'BatchNumber'],
+        ['renderingProviderName', 'RenderingProviderFullName'],
+        ['procedureCode', 'ProcedureCode'],
+        ['diagnosisCode', 'DiagnosisCode'],
+        ['status', 'Status'],
+        ['billedTo', 'BilledTo'],
+        ['encounterStatus', 'EncounterStatus'],
+        ['casePayerScenario', 'CasePayerScenario'],
+        ['fromLastModifiedDate', 'FromLastModifiedDate'],
+        ['toLastModifiedDate', 'ToLastModifiedDate'],
+        ['fromCreatedDate', 'FromCreatedDate'],
+        ['toCreatedDate', 'ToCreatedDate'],
+    ];
+    const filterFields = [];
+    for (const [argKey, soapField] of stringFilterMap) {
+        const val = args[argKey];
+        if (val !== undefined && val !== null && val !== '') {
+            filterFields.push(`<kar:${soapField}>${(0, soap_client_js_1.escapeXml)(String(val))}</kar:${soapField}>`);
+        }
+    }
+    // Boolean: includeUnapprovedCharges -> "T" / "F"
+    if (args.includeUnapprovedCharges !== undefined && args.includeUnapprovedCharges !== null) {
+        const boolVal = args.includeUnapprovedCharges ? 'T' : 'F';
+        filterFields.push(`<kar:IncludeUnapprovedCharges>${boolVal}</kar:IncludeUnapprovedCharges>`);
+    }
+    const fieldsXml = filterFields.join('\n        ');
     const bodyXml = `
     <kar:request>
       <kar:Fields>

package/dist/tools/charges.js.map

@@ -1 +1 @@
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package/dist/tools/documents.d.ts

@@ -0,0 +1,71 @@
+/**
+ * Tebra MCP tools: Document create and delete.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const documentTools: ({
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            patientId: {
+                type: string;
+                description: string;
+            };
+            documentLabel: {
+                type: string;
+                description: string;
+            };
+            fileName: {
+                type: string;
+                description: string;
+            };
+            fileContent: {
+                type: string;
+                description: string;
+            };
+            fileType: {
+                type: string;
+                description: string;
+                enum: string[];
+            };
+            description: {
+                type: string;
+                description: string;
+            };
+            encounterDate: {
+                type: string;
+                description: string;
+            };
+            documentId?: undefined;
+        };
+        required: string[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            documentId: {
+                type: string;
+                description: string;
+            };
+            patientId?: undefined;
+            documentLabel?: undefined;
+            fileName?: undefined;
+            fileContent?: undefined;
+            fileType?: undefined;
+            description?: undefined;
+            encounterDate?: undefined;
+        };
+        required: string[];
+    };
+})[];
+export declare function handleDocumentTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=documents.d.ts.map

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

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

@@ -0,0 +1,139 @@
+"use strict";
+/**
+ * Tebra MCP tools: Document create and delete.
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.documentTools = void 0;
+exports.handleDocumentTool = handleDocumentTool;
+const soap_client_js_1 = require("../soap-client.js");
+// ─── Tool Definitions ───────────────────────────────────────────
+exports.documentTools = [
+    {
+        name: 'tebra_create_document',
+        description: 'Upload a document to a patient record in Tebra. Supports PDF, JPG, PNG, and TIFF files via base64 content.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                patientId: {
+                    type: 'string',
+                    description: 'Tebra patient ID',
+                },
+                documentLabel: {
+                    type: 'string',
+                    description: 'Document category label (e.g. Lab Results, Referral Letter)',
+                },
+                fileName: {
+                    type: 'string',
+                    description: 'File name with extension (e.g. lab_results.pdf)',
+                },
+                fileContent: {
+                    type: 'string',
+                    description: 'Base64-encoded file content',
+                },
+                fileType: {
+                    type: 'string',
+                    description: 'File type: PDF, JPG, PNG, or TIFF',
+                    enum: ['PDF', 'JPG', 'PNG', 'TIFF'],
+                },
+                description: {
+                    type: 'string',
+                    description: 'Optional document description/notes',
+                },
+                encounterDate: {
+                    type: 'string',
+                    description: 'Optional encounter date to associate with (ISO 8601)',
+                },
+            },
+            required: ['patientId', 'documentLabel', 'fileName', 'fileContent', 'fileType'],
+        },
+    },
+    {
+        name: 'tebra_delete_document',
+        description: 'Delete a document from Tebra by document ID.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                documentId: {
+                    type: 'string',
+                    description: 'Tebra document ID to delete',
+                },
+            },
+            required: ['documentId'],
+        },
+    },
+];
+// ─── Tool Handler ───────────────────────────────────────────────
+async function handleDocumentTool(name, args, config) {
+    switch (name) {
+        case 'tebra_create_document': {
+            const patientId = String(args.patientId ?? '');
+            const documentLabel = String(args.documentLabel ?? '');
+            const fileName = String(args.fileName ?? '');
+            const fileContent = String(args.fileContent ?? '');
+            const fileType = String(args.fileType ?? '');
+            if (!patientId || !documentLabel || !fileName || !fileContent || !fileType) {
+                return {
+                    content: [{
+                            type: 'text',
+                            text: 'patientId, documentLabel, fileName, fileContent, and fileType are all required.',
+                        }],
+                };
+            }
+            const validTypes = ['PDF', 'JPG', 'PNG', 'TIFF'];
+            if (!validTypes.includes(fileType)) {
+                return {
+                    content: [{ type: 'text', text: `Invalid fileType "${fileType}". Must be one of: ${validTypes.join(', ')}` }],
+                };
+            }
+            const description = args.description ? String(args.description) : undefined;
+            const encounterDate = args.encounterDate ? String(args.encounterDate) : undefined;
+            const bodyXml = `
+        <kar:request>
+          <kar:Document>
+            <kar:PatientId>${(0, soap_client_js_1.escapeXml)(patientId)}</kar:PatientId>
+            <kar:Label>${(0, soap_client_js_1.escapeXml)(documentLabel)}</kar:Label>
+            <kar:Name>${(0, soap_client_js_1.escapeXml)(documentLabel)}</kar:Name>
+            <kar:FileName>${(0, soap_client_js_1.escapeXml)(fileName)}</kar:FileName>
+            <kar:FileContent>${fileContent}</kar:FileContent>
+            ${encounterDate ? `<kar:DocumentDate>${(0, soap_client_js_1.escapeXml)(encounterDate)}</kar:DocumentDate>` : ''}
+            ${description ? `<kar:DocumentNotes>${(0, soap_client_js_1.escapeXml)(description)}</kar:DocumentNotes>` : ''}
+            <kar:Status>New</kar:Status>
+          </kar:Document>
+        </kar:request>`;
+            const xml = await (0, soap_client_js_1.soapRequest)(config, 'CreateDocument', bodyXml);
+            const documentId = (0, soap_client_js_1.extractTag)(xml, 'DocumentID') || (0, soap_client_js_1.extractTag)(xml, 'ID');
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify({
+                            documentId,
+                            message: 'Document uploaded successfully.',
+                        }, null, 2),
+                    }],
+            };
+        }
+        case 'tebra_delete_document': {
+            const documentId = String(args.documentId ?? '');
+            if (!documentId) {
+                return { content: [{ type: 'text', text: 'documentId is required.' }] };
+            }
+            const bodyXml = `
+        <kar:request>
+          <kar:DocumentID>${(0, soap_client_js_1.escapeXml)(documentId)}</kar:DocumentID>
+        </kar:request>`;
+            await (0, soap_client_js_1.soapRequest)(config, 'DeleteDocument', bodyXml);
+            return {
+                content: [{
+                        type: 'text',
+                        text: JSON.stringify({
+                            documentId,
+                            message: 'Document deleted successfully.',
+                        }, null, 2),
+                    }],
+            };
+        }
+        default:
+            return { content: [{ type: 'text', text: `Unknown document tool: ${name}` }] };
+    }
+}
+//# sourceMappingURL=documents.js.map

package/dist/tools/documents.js.map

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

@@ -36,11 +36,11 @@ async function handleEligibilityTool(name, args, config) {
     if (!patientId) {
         return { content: [{ type: 'text', text: 'patientId is required.' }] };
     }
-    const bodyXml = `
-    <kar:request>
-      <kar:Fields>
-        <kar:PatientID>${(0, soap_client_js_1.escapeXml)(patientId)}</kar:PatientID>
-      </kar:Fields>
+    const bodyXml = `
+    <kar:request>
+      <kar:Fields>
+        <kar:PatientID>${(0, soap_client_js_1.escapeXml)(patientId)}</kar:PatientID>
+      </kar:Fields>
     </kar:request>`;
     const xml = await (0, soap_client_js_1.soapRequest)(config, 'GetPatient', bodyXml);
     const patientBlock = (0, soap_client_js_1.extractTag)(xml, 'Patient');

package/dist/tools/encounter-status.d.ts

@@ -0,0 +1,34 @@
+/**
+ * Tebra MCP tools: Encounter status update.
+ */
+import type { TebraConfig } from '../config.js';
+export declare const encounterStatusTools: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            encounterId: {
+                type: string;
+                description: string;
+            };
+            status: {
+                type: string;
+                description: string;
+                enum: string[];
+            };
+            reviewNote: {
+                type: string;
+                description: string;
+            };
+        };
+        required: string[];
+    };
+}[];
+export declare function handleEncounterStatusTool(name: string, args: Record<string, unknown>, config: TebraConfig): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=encounter-status.d.ts.map

package/dist/tools/encounter-status.d.ts.map

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