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SimplePractice MCP Server and API by Cotlet

Share intake documents in SimplePractice

simplepractice_share_intake_documents
Read-onlyIdempotent

Share intake documents in the user's own SimplePractice account from ChatGPT, Claude or any AI agent. Returns how to do it in SimplePractice step by step (screens, buttons, fields) and opens nothing by itself; then do it with the cotlet_browser_* tools in the user's SimplePractice Cloud Browser. SimplePractice's official API: SimplePractice has no public API for practices (checked 27 Oct 2026).

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "simplepractice_share_intake_documents"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, and non-destructive, so the safety profile is covered; the description adds real value by stating "opens nothing by itself" (no side effects) and by disclosing the return shape (step-by-step screens, buttons, fields). The dated note about SimplePractice's lack of a public API explains the design and prevents the agent from hunting for an API-based alternative.

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

Conciseness3/5

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

The operational content is front-loaded and the workflow is stated early. However, the lead clause "from ChatGPT, Claude or any AI agent" is pure filler, and the trailing official-API sentence with a check date competes for attention against the actual instruction. Trimming both would sharpen it without losing meaning.

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 a parameterless, output-schema-less guidance tool, the description covers what it returns (screens, buttons, fields), what it does not do (opens nothing), and what to do next (cotlet_browser_* tools). A small gap remains about whether a Cloud Browser session must already be open before calling it, but the essentials for correct invocation and follow-through are present.

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?

The tool takes zero parameters and the schema is trivially empty, so there is nothing further to disambiguate; the baseline for a no-parameter tool applies. The description correctly implies no inputs are needed, focusing instead on the workflow that follows the call.

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

Purpose4/5

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

The description states a specific verb and resource ("Share intake documents in the user's own SimplePractice account") and then clarifies the key nuance that the tool only returns step-by-step guidance rather than performing the action. The opening marketing-style clause about ChatGPT/Claude/any AI agent adds noise, but the operative sentence leaves no ambiguity about what the tool returns.

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?

It gives a usable workflow: call this to get the screens/buttons/fields, then execute with the cotlet_browser_* tools in the Cloud Browser. It also implicitly justifies why browser automation rather than an API is required by noting SimplePractice has no public API. It stops short of explicit when-not-to-use rules against the API-style siblings (e.g., list_appointments), so it is clear context but not full exclusion guidance.

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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