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soapnoteaicom

soapnoteapi-mcp

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Summarize visit history

summarize_visits

Consolidate multiple past SOAP notes or visit summaries into a longitudinal summary highlighting key findings and active diagnoses for care coordination.

Instructions

Consolidate multiple past visits (SOAP notes and/or free-text summaries) into a longitudinal summary with key findings and active diagnoses. Useful for care coordination and chart prep.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
focusNoOptional focus area to bias the summary (e.g. 'diabetes management').
visitsYesChronological list of prior visits. Each needs a soap_note or a summary.
patientNoOptional patient demographics & history to enrich the note.
Behavior2/5

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

No annotations are provided, so the description carries full burden. It does not disclose whether the operation is read-only, destructive, requires authentication, or stores the summary. The word 'consolidate' leaves behavioral ambiguity.

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?

The description is a single, front-loaded sentence with a parenthetical for detail, followed by a brief use-case sentence. No wasted words.

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

Completeness3/5

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

Given the moderate complexity (3 parameters, nested objects, no output schema, no annotations), the description lacks details on return value, error behavior, and the effect of optional patient data.

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 description coverage is 100%; all parameters have descriptions. The tool description adds the overall purpose but does not provide additional semantic context beyond what the schema already offers.

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?

The description clearly states the tool consolidates multiple past visits into a longitudinal summary with key findings and active diagnoses, naming specific sources (SOAP notes, free-text summaries) and use cases (care coordination, chart prep). It effectively distinguishes from sibling tools like list_specialties and get_note.

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

Usage Guidelines3/5

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

The description mentions usefulness for care coordination and chart prep, implying context, but does not explicitly state when not to use the tool or mention alternatives among siblings.

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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