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Send one document of an application bundle

payer_follow_up_document_send

Application bundle: send one document with the account ID and the access token. kind names the document and npi the clinician (leave npi out for group_tin_letter). Send the file as file_base64: a PDF, JPG or PNG up to 3 MB, in a request of at most 4.4 MB (up to 4 MB as multipart form data to POST /v1/payer-follow-ups/{id}/documents). For caqh_authorization send caqh_id and caqh_access_granted true instead of a file. A document sent again before we review it replaces the earlier one; an accepted one stays. Returns the document's new status and the whole list.

Input Schema

NameRequiredDescriptionDefault
npiNoThe clinician's 10-digit NPI; leave it out for group_tin_letter.
kindYesThe document, as payer_follow_up_documents lists it.
caqh_idNocaqh_authorization only: the clinician's CAQH provider ID, 5 to 10 digits.
file_nameNoOptional. Never stored or shown.
account_idYesThe account_id payer_follow_up_request returned.
file_base64NoThe file, base64 encoded: a PDF, JPG or PNG up to 3 MB, in a request of at most 4.4 MB. Not for caqh_authorization.
access_tokenYesThe access_token payer_follow_up_request returned (shown once), or the token in an emailed link.
caqh_access_grantedNocaqh_authorization only: true once Licium has access to the clinician's CAQH profile.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • addedInput schema / properties / account_id / description
      Added value: +"The account_id payer_follow_up_request returned."
  2. Added

TDQS

A4.3/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare this is a non-read-only, open-world, non-idempotent write operation. The description adds useful behavior beyond annotations: file formats and size limits, replacement semantics before review, accepted-document persistence, and a return summary. It stops short of covering permission or error behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The action and required identifiers are front-loaded, and the description is reasonably compact for a tool with several conditional branches. Some file-size and format details duplicate the schema, and the dense paragraph could be more scannable.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For an 8-parameter upload mutation with no output schema, the description covers required inputs, conditional branches, size/format constraints, replacement behavior, and a return summary. It leaves out error handling and deeper response details, but is otherwise complete enough to invoke correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so a baseline of 3 is appropriate. The description adds cross-parameter meaning beyond the schema by clarifying that caqh_id and caqh_access_granted replace file_base64 for caqh_authorization, and by reinforcing the npi omission for group_tin_letter. file_name is not discussed, but it is optional and minor.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Starts with a specific verb and resource: 'send one document' for an application bundle. It names the required identifiers and clearly distinguishes the caqh_authorization path from the file-upload path, so an agent can identify the action without opening the schema.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description gives clear context for sending a bundle document, including required account/access credentials and the conditional caqh case. It does not explicitly name when to choose this over siblings such as payer_follow_up_documents or payer_follow_up_request, but the context is sufficient.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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