simplepractice

SimplePractice Client Portal

simplepractice-mcp reads the Client Portal a practice gives its clients — the patient side, not the clinician side. It is read-only: nothing here cancels an appointment, signs a form, or pays a bill.

Signing in

The portal has no password. SimplePractice emails a one-time link (or a 6-digit PIN), and that is the only way in.

1. simplepractice_session_status — check first; a session persists between runs, so most of the time there is nothing to do.
2. simplepractice_request_sign_in_link with the user's portal email. It is confirm-gated because it sends a real email and the endpoint is rate-limited per address and per IP — a retry loop locks the user out of the only auth path there is. Ask before sending, and never send twice.
3. The user opens the email and gives you the link. Pass it whole to simplepractice_verify_sign_in_token — it takes the token out of the fragment itself. Tokens are single-use and last 24 hours.

SIMPLEPRACTICE_PRACTICE must name the practice's portal — the slug or the full .clientsecure.me host, from the link the provider emailed. If it is unset, every tool says so on its first call.

There is no refresh token. When a session lapses the tools say to sign in again; that means another email.

Reading

• simplepractice_get_account — the practice, the current client, and the clients this login covers. Start here: one portal login can act for several people (a parent for two children), so confirm whose record you are about to report on before you report on it. It also returns the practice's real cancellation policy and the client's feature permissions.
• simplepractice_list_appointments — status: "scheduled" for confirmed and upcoming, "requested" for ones the practice has not confirmed yet.
• simplepractice_list_document_requests — paperwork. outstandingOnly: true answers "is anything waiting for me?", which is the usual question.
• simplepractice_get_billing_overview — balance due and per-category counts. Cheaper than listing the billing collections to find out they are empty.
• simplepractice_list_billing_items — invoices, statements, superbills (the receipt to claim out-of-network insurance), receipts, or account history. Pages by cursor: pass the returned nextCursor back as before.
• simplepractice_list_payment_methods, simplepractice_list_documents, simplepractice_list_announcements.

Reading the results honestly

• An empty billing list is a real answer. Plenty of practices invoice entirely outside the portal. "No invoices in the portal" is the true statement; "you owe nothing" is not one you can make from it.
• Do not tell someone they can cancel an appointment. isCancellable and the practice's clientMayCancelAppointments / cancellationNoticeHours are what govern it, and cancelling has to happen in the portal anyway.
• This is medical information. Report what was asked. Don't volunteer diagnoses, session notes, or a family member's records into a conversation that wasn't about them.

The shell alternative

simplepractice-fpx does the same reads with curl and no server, for scripts or a machine without the MCP installed.