Tools

Every tool on Daybook's MCP server by area: what it reads or does, and the API page that does the same from code.

Each tool reads or acts as the credential that called it (Credentials). Tools that read are marked read-only, so a client can run them without asking; tools that act ask first in Claude and Cursor unless you allow them always. Money comes back in dollars beside the cents, so the model never does the arithmetic.

Start here

Tool	Does	Kind
`whoami`	Who is signed in, who they act as, the practice in view and today's date	Reads
`home`	The start-of-day summary: queue counts, what is due, what changed	Reads
`worklist`	Open work items, by view, queue, focus, owner, practice or search	Reads
`record_work`	Record what was done on a work item and finish it, set a follow-up or hand it off	Writes

Claims

Tool	Does	Kind	API equivalent
`get_claim`	One claim: lines, payer, status, balance, denial and edits	Reads
`claim_timeline`	Everything that happened to a claim, oldest first: acknowledgments, status answers, calls, remits, notes	Reads
`check_claim_status`	Ask the payer now, over 276/277	Acts	Check claim status
`add_claim_note`	Add a note to a claim, under your name	Writes
`submissions`	Submissions grouped for triage, or the batches by stage	Reads
`list_documents`, `get_document`	Charge documents received for coding, and their lines	Reads

Payer calls

Tool	Does	Kind	API equivalent
`list_calls`	The payer calls Daybook placed and what each payer answered, newest first, filtered by answer	Reads	List calls
`get_call`	One payer call, claim by claim, with its reference number and transcript	Reads	Retrieve a call
`start_call`	Call a payer and wait for a structured answer	Acts	Start a call
`ivr_maps`	Each payer's phone tree, as Daybook's voice agent walks it	Reads

Portals, eligibility and patients

Tool	Does	Kind	API equivalent
`start_portal_task`	Run a portal lookup or upload	Acts	Start a portal task
`check_eligibility`	270/271 eligibility and benefits	Acts	Check eligibility
`eligibility_checks`	Recent eligibility checks and their answers	Reads
`list_patients`, `get_patient`	Patients by display name, with coverages, claims, authorizations and checks	Reads
`list_authorizations`, `get_authorization`	Prior authorizations: units approved and used, dates, state, and the claims they cover	Reads

Denials, remits and payments

Tool	Does	Kind	API equivalent
`list_denials`	Denials with CARC and RARC codes, category, state and appeal deadline	Reads
`get_denial`	One denial's cause and next step	Reads	Retrieve a denial
`draft_appeal`	Draft an appeal letter for a person to send	Writes	Draft an appeal
`list_underpayments`	Payments flagged as under the expected amount	Reads
`list_remittances`	Remittances (ERAs) received	Reads
`get_remittance`	One remittance with its claim lines, adjustments and proposed posting	Reads	Retrieve a remit

Enrollment and credentialing

Tool	Does	Kind	API equivalent
`list_enrollments`	Payer enrollments and their state	Reads
`submit_enrollment`	Start an ERA or EFT enrollment	Acts	Submit an enrollment
`credentialing`	Providers' credentials, or payer credentialing applications	Reads
`get_credentialing_sheet`	One provider's or application's sheet	Reads

Practices, payers and contracts

Tool	Does	Kind
`list_practices`, `get_practice`	The firm's practices: profile, onboarding, fee terms and contract rates	Reads
`list_clients`, `get_client`	The practices in your scope	Reads
`list_payers`, `get_payer`	Payers with limits, routes and phone lines, and one payer's sheet	Reads
`fee_schedule`	Contract rates by payer, practice and code	Reads

The firm

Tool	Does	Kind
`kpis`	The report measures, or one measure in detail	Reads
`activity`, `get_agent_run`	What Daybook's agents did, and one run step by step	Reads
`automation_rules`	The firm's rules	Reads
`list_firm_playbooks`, `get_firm_playbook`	The firm's own playbooks by category	Reads
`settings`	The team, rules, connections or audit log page	Reads
`trust`	The safeguards Daybook keeps	Reads
`vocabulary`	The words the firm uses for its codes	Reads

A tool with no API equivalent reads what the Daybook app shows on the page of the same name.