simplepractice-mcp

MCP server for the SimplePractice Client Portal — the side a practice's clients log into, not the clinician side. Appointments, billing, paperwork, and announcements, read over the portal's own JSON:API.

Developed and maintained by AI (Claude Code). Use at your own discretion.

What it reads

Tool	What it gives you
simplepractice_get_account	practice, current client, every client this login covers, cancellation policy, feature permissions
simplepractice_list_appointments	scheduled or requested appointments, with clinician and location
simplepractice_list_billing_items	invoices · statements · superbills · receipts · account history
simplepractice_get_billing_overview	balance due and per-category counts
simplepractice_list_payment_methods	saved cards — brand, last four, expiry
simplepractice_list_document_requests	paperwork sent to you, with an outstanding-only filter
simplepractice_get_document_request	one request in full, with its questions and answers
simplepractice_list_documents	files the practice has shared
simplepractice_list_announcements	practice announcements, with unread counts
simplepractice_session_status · _request_sign_in_link · _verify_sign_in_token · _verify_sign_in_pin · _sign_out	sign-in

Everything is read-only. Cancelling, signing, and paying happen in the portal.

Setup

npm install -g simplepractice-mcp
export SIMPLEPRACTICE_PRACTICE=achievebalancetherapy   # or the full host

SIMPLEPRACTICE_PRACTICE is the practice's portal address — the slug or the whole <practice>.clientsecure.me host from the link your provider emailed.

Variable
SIMPLEPRACTICE_PRACTICE	required — portal slug or host
SIMPLEPRACTICE_SESSION_FILE	optional — session path (default ~/.simplepractice-mcp/session.json, written 0600)

Signing in

The Client Portal has no password. SimplePractice emails a one-time link (or a 6-digit PIN); you trade it for a session cookie:

1. simplepractice_request_sign_in_link { email, confirm: true }
2. Open the email, copy the link.
3. simplepractice_verify_sign_in_token { link } — pass the whole link; the token is its # fragment and the tool extracts it.

Links are single-use — replaying one answers 401 "Authorization has already been used or expired" — and last 24 hours. The request endpoint is rate-limited per address and per IP, which is why sending is confirm-gated: a retry loop locks you out of the only way in. There is no refresh token; when the session lapses, you sign in again.

The whole chain is verified end to end against a live portal — request, the emailed link, the exchange returning verified plus a session cookie, and an authenticated read with that new session.

Because that flow needs nothing but HTTP and your inbox, this server has no browser dependency and can run anywhere.

Without the server

skills/simplepractice-fpx does the same reads with curl, either signing in by magic link or lifting the session cookie from a browser tab with fpx.

Notes from building this

The portal is an Ember app that ships public sourcemaps, so its models, adapters and routes are readable directly — docs/SIMPLEPRACTICE-API.md records the endpoints and the traps, all confirmed against a live portal:

• The SPA catch-all answers HTTP 200 with text/html for any path the API does not define. /cards and /client-billing-overviews look like working, empty endpoints and are not endpoints at all — both are include relationships of /clients/<id>.
• hasDocumentPdf, a card's isDefault, and the client's permissions blob are all strings, not booleans or objects.
• Billing pages by cursor (page[before] = a row's cursorId), appointments page by number. The two are not interchangeable.

Development

npm install
npm run build
npm test              # 151 tests
npm run test:coverage # 100% enforced
npm run typecheck     # vitest does not run tsc — this does

License

MIT