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)

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)

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

Variable	Required	Description
TEBRA_FHIR_CLIENT_ID	For FHIR	OAuth2 client ID from Tebra developer portal
TEBRA_FHIR_CLIENT_SECRET	For FHIR	OAuth2 client secret
TEBRA_FHIR_BASE_URL	No	FHIR R4 base URL (defaults to Tebra production)

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

Tool	Description
tebra_search_patients	Search patients by name, DOB, MRN, or external ID (20+ filters)
tebra_get_patient	Get full patient record with insurance, cases, and authorizations
tebra_create_patient	Register a new patient with demographics and insurance
tebra_update_patient	Update patient demographics, contact info, or insurance
tebra_get_all_patients	Bulk patient retrieval with pagination (for sync operations)

Appointments

Tool	Description
tebra_get_appointments	Search appointments by date range, provider, or patient
tebra_get_appointment_detail	Get full appointment detail including reason, notes, and history
tebra_create_appointment	Create an appointment (requires provider, location, reason IDs)
tebra_update_appointment	Update, reschedule, or cancel an existing appointment
tebra_delete_appointment	Permanently delete an appointment
tebra_get_appointment_reasons	List configured appointment

... View full README on GitHub