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jamesrosing

tebra-mcp-server

by jamesrosing

tebra_get_transactions

Retrieve financial transactions from Tebra using filters for service date, posting date, transaction type, payer, procedure code, or practice name.

Instructions

Get transactions from Tebra with optional date range, type, and payer filters. Returns financial transaction details.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fromServiceDateNoOptional start service date filter (ISO 8601)
toServiceDateNoOptional end service date filter (ISO 8601)
fromPostingDateNoOptional start posting date filter (ISO 8601)
toPostingDateNoOptional end posting date filter (ISO 8601)
fromTransactionDateNoOptional start transaction date filter (ISO 8601)
toTransactionDateNoOptional end transaction date filter (ISO 8601)
transactionTypeNoOptional transaction type filter
payerTypeNoOptional payer type filter
procedureCodeNoOptional CPT/procedure code filter
practiceNameNoOptional practice name filter
Behavior2/5

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

No annotations provided; description carries full burden. Only states returns financial transaction details, omitting behavioral traits like pagination, rate limits, permissions, or safety (e.g., read-only). Minimal transparency.

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

Conciseness5/5

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

Single clear sentence, front-loaded with verb and resource. No extraneous words, efficient.

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

Completeness2/5

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

Given 10 optional parameters and no output schema, the description is too sparse. Lacks details on return value structure, pagination, or constraints. Incomplete for a complex parameter set.

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

Parameters3/5

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

Schema covers all 10 parameters with descriptions (100% coverage). Description adds no extra meaning beyond summarizing filters; baseline 3 is appropriate.

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?

Clearly states verb 'Get' and resource 'transactions' with optional filters. Distinguishes from siblings by resource type, but does not explicitly differentiate from similar get tools like tebra_get_charges or tebra_get_payments.

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

Usage Guidelines2/5

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

The description mentions optional filters but provides no guidance on when to use this tool versus alternatives (e.g., tebra_get_charges for charges, tebra_get_payments for payments). No context on when not to use it.

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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