tebra-mcp-server

MCP server for Tebra (formerly Kareo) practice management. Connects your existing Tebra account to Claude and other MCP-compatible AI agents, exposing 33 SOAP tools and 12 FHIR clinical tools for patients, encounters, appointments, billing, documents, insurance, and clinical data. No data is accessible without valid Tebra API credentials.

Quick Start

npx tebra-mcp-server

Prerequisites

• Node.js 18+
• Tebra SOAP API credentials (generated in Tebra PM admin under Settings > API)
• (Optional) Tebra FHIR API credentials for clinical data access

Environment Variables

SOAP API (required)

FHIR API (optional -- enables 12 clinical data tools)

FHIR credentials are obtained from the Tebra Developer Portal under API > FHIR Access. The server uses OAuth2 client credentials flow with automatic token caching and refresh.

Installation

Claude Code

Add to .mcp.json in your project root:

{
  "mcpServers": {
    "tebra": {
      "command": "npx",
      "args": ["-y", "tebra-mcp-server"],
      "env": {
        "TEBRA_SOAP_USER": "user@practice.com",
        "TEBRA_SOAP_PASSWORD": "your-password",
        "TEBRA_CUSTOMER_KEY": "your-customer-key",
        "TEBRA_FHIR_CLIENT_ID": "optional-fhir-client-id",
        "TEBRA_FHIR_CLIENT_SECRET": "optional-fhir-client-secret"
      }
    }
  }
}

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "tebra": {
      "command": "npx",
      "args": ["-y", "tebra-mcp-server"],
      "env": {
        "TEBRA_SOAP_USER": "user@practice.com",
        "TEBRA_SOAP_PASSWORD": "your-password",
        "TEBRA_CUSTOMER_KEY": "your-customer-key"
      }
    }
  }
}

Cursor / VS Code

Add to your MCP settings:

{
  "mcpServers": {
    "tebra": {
      "command": "npx",
      "args": ["-y", "tebra-mcp-server"],
      "env": {
        "TEBRA_SOAP_USER": "user@practice.com",
        "TEBRA_SOAP_PASSWORD": "your-password",
        "TEBRA_CUSTOMER_KEY": "your-customer-key"
      }
    }
  }
}

Available Tools (45 total)

Patient Management

Appointments

Encounters & Billing

Insurance & Authorizations

Practice Configuration

Documents

Financial Analysis

External Vendor & System

FHIR Clinical Data (requires FHIR credentials)

These tools access clinical data via the Tebra FHIR R4 API. They require separate FHIR credentials (see Environment Variables above). If FHIR credentials are not configured, these tools will not be registered.

Rate Limits

The Tebra SOAP API enforces per-endpoint rate limits. The server handles rate limiting with automatic retry and exponential backoff.

Use tebra_get_throttles to check current rate limit status in real time.

Example Workflows

Scheduling Flow

1. tebra_get_providers          -- Get provider IDs
2. tebra_get_service_locations  -- Get location IDs
3. tebra_get_appointment_reasons -- Get reason/type IDs
4. tebra_create_appointment     -- Create with provider, location, reason IDs
5. tebra_get_appointment_detail -- Verify creation

Encounter Approval Flow

1. tebra_create_encounter            -- Create superbill (status: Draft)
2. tebra_update_encounter_status     -- Move to Review
3. tebra_update_encounter_status     -- Move to Approved (triggers billing)
   OR
3. tebra_update_encounter_status     -- Reject back to Draft with reason

Payment Posting Flow

1. tebra_search_patients    -- Find patient
2. tebra_get_charges        -- Find outstanding charges
3. tebra_create_payment     -- Post payment to patient account
4. tebra_get_payments       -- Verify payment posted

Patient Onboarding (allure-md.com)

1. tebra_search_patients              -- Check for existing patient
2. tebra_create_patient               -- Create if not found
3. tebra_update_patient_external_id   -- Link Supabase client ID
4. tebra_create_appointment           -- Schedule first visit

Clinical Context for Note Creation (EPIC Notes)

1. tebra_get_appointments             -- Get today's schedule
2. tebra_get_appointment_detail       -- Get appointment context
3. tebra_get_patient                  -- Full patient demographics
4. tebra_get_patient_authorizations   -- Check auth status
5. tebra_fhir_get_allergies           -- Allergies
6. tebra_fhir_get_medications         -- Current medications
7. tebra_fhir_get_conditions          -- Problem list
8. tebra_fhir_get_vitals              -- Recent vitals

Tool Dependency Chains

Some tools require IDs obtained from other tools. Key dependencies:

tebra_create_appointment
  requires: providerId   (from tebra_get_providers)
  requires: locationId   (from tebra_get_service_locations)
  requires: reasonId     (from tebra_get_appointment_reasons)
  optional: patientId    (from tebra_search_patients or tebra_create_patient)

tebra_create_encounter
  requires: patientId    (from tebra_search_patients)
  requires: providerId   (from tebra_get_providers)
  optional: authId       (from tebra_get_patient_authorizations)

tebra_create_payment
  requires: patientId    (from tebra_search_patients)

tebra_update_encounter_status
  requires: encounterId  (from tebra_create_encounter or tebra_get_encounter)

tebra_create_document
  requires: patientId    (from tebra_search_patients)

tebra_update_patient_external_id
  requires: patientId    (from tebra_search_patients or tebra_create_patient)

All FHIR tools
  require: patientId     (from tebra_search_patients)

Integration Services

Pre-built integration modules are available in src/integrations/ for two projects:

• epic-notes-integration.ts -- Schedule pre-seeding, appointment context for note creation, signed note push-back to Tebra. Copy to your EPIC Notes project at src/lib/services/tebra-integration.ts.

• fal-integration.ts -- Patient sync from allure-md.com registration, Stripe payment posting, Supabase-to-Tebra ID linking. Copy to your FAL project at src/lib/services/tebra-integration.ts.

Both modules define an McpToolCaller interface and work with any MCP client implementation.

API Reference

The server wraps two Tebra APIs:

SOAP API v2.1 (33 tools)

• 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 at 1s, 2s, 4s)

FHIR R4 API (12 tools)

• Endpoint: https://fhir.kareo.com/r4 (configurable)
• Auth: OAuth2 client credentials flow
• Token caching with automatic refresh before expiry

Development

git clone https://github.com/jamesrosing/tebra-mcp-server.git
cd tebra-mcp-server
npm install
npm run dev  # Uses tsx for direct TypeScript execution

License

MIT