Merge Unified's Nextech Practice+ integration Merge Agent Handler's Nextech Practice+ MCP server

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Nextech Practice+

Learn more about Merge Agent Handler

Available tools

list_appointments

List appointments in Nextech Practice+. Supports filters: patient, practitioner/location (by ID or name), date (ge/le prefixes), status, identifier, created, lastupdated. Pass nextcursor from pageinfo to fetch the next page. Use listlocations and list_practitioners for valid IDs.

get_appointment

Get a single appointment by FHIR ID. Returns the full FHIR Appointment resource. Use list_appointments to find valid IDs.

list_accounts

List patient billing accounts in Nextech Practice+. Filter by patient FHIR ID or status. Pass nextcursor from pageinfo to fetch the next page.

get_account

Get a single billing account by FHIR ID. Use list_accounts to find valid IDs.

list_payers

List insurance payers configured in Nextech Practice+. Use to discover payer IDs (e.g. for filtering coverages by payer). Pass nextcursor from pageinfo to fetch the next page.

get_payer

Get a single insurance payer by FHIR ID. Use list_payers to find valid IDs.

list_coverages

List insurance coverage records in Nextech Practice+. Filter by patient, payer, or status. Pass nextcursor from pageinfo to fetch the next page.

get_coverage

Get a single insurance coverage record by FHIR ID. Use list_coverages to find valid IDs.

list_claims

List insurance claims in Nextech Practice+. Filter by patient, status, use type, or creation date. Pass nextcursor from pageinfo to fetch the next page.

get_claim

Get a single insurance claim by FHIR ID. Use list_claims to find valid IDs.

list_payment_reconciliations

List payment reconciliation records in Nextech Practice+. Filter by creation date or status. Pass nextcursor from pageinfo to fetch the next page.

get_payment_reconciliation

Get a single payment reconciliation by FHIR ID. Use listpaymentreconciliations to find valid IDs.

list_encounters

List clinical encounters (visits) in Nextech Practice+. Filter by patient, practitioner, date, or status. Pass nextcursor from pageinfo to fetch the next page.

get_encounter

Get a single clinical encounter by FHIR ID. Use list_encounters to find valid IDs.

list_patient_recalls

List patient recall records in Nextech Practice+ (reminders to schedule follow-up appointments). Filter by patient or due date. Pass nextcursor from pageinfo to fetch the next page.

get_patient_recall

Get a single patient recall record by FHIR ID. Use listpatientrecalls to find valid IDs.

list_referral_sources

List referral sources configured in Nextech Practice+ (e.g. 'Word of Mouth', 'Referring Provider').

list_patients

Search patients in Nextech Practice+. Supports filters: family/given name, birthdate (ge/le/gt/lt prefixes), phone, email, address city/state/postal code, identifier, lastupdated. Pass nextcursor from pageinfo to fetch the next page. Use getpatient for a full record by ID.

get_patient

Get a single patient record by FHIR ID. Returns the full FHIR Patient resource. Use list_patients to find valid patient IDs.

list_practitioners

List practitioners (providers) in Nextech Practice+. Use to discover practitioner IDs (e.g. for filtering appointments or encounters by provider).

get_practitioner

Get a single practitioner by FHIR ID. Returns the full FHIR Practitioner resource. Use list_practitioners to find valid IDs.

list_locations

List locations (offices/facilities) in Nextech Practice+. Use to discover location IDs (e.g. for filtering appointments or slots by location).

get_location

Get a single location by FHIR ID. Returns the full FHIR Location resource. Use list_locations to find valid IDs.

list_patient_types

List patient types defined in Nextech Practice+ (e.g. New Patient, Established Patient). Returns type IDs for reference in patient records.

get_patient_type

Get a single patient type by FHIR ID. Use listpatienttypes to find valid IDs.

list_slots

List scheduling slots in Nextech Practice+ to view availability. Requires appointmenttypeid (use listappointmenttypes) and scheduleactor location ID (use listlocations). Filter by start time or status. Pass nextcursor from pageinfo to fetch the next page.

list_appointment_types

List appointment types defined in Nextech Practice+. Use to discover appointment type IDs (e.g. for filtering slots or appointments by type).

get_appointment_type

Get a single appointment type by FHIR ID. Use listappointmenttypes to find valid IDs.

list_appointment_purposes

List appointment purposes defined in Nextech Practice+. Use to discover appointment purpose IDs.

get_appointment_purpose

Get a single appointment purpose by FHIR ID. Use listappointmentpurposes to find valid IDs.

validate_credential

Validate Nextech Practice+ credentials by fetching an access token and making a test API call to /Location.

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How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}

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