Candid Health MCP Server
for AI Agents

Create a pre-encounter appointment for a patient with scheduling and eligibility metadata.

Retrieve a single appointment by its Candid appointment ID.

Update an appointment using optimistic concurrency via the next version number.

Create a charge capture holding pre-billing charge data before encounter submission.

List charge captures filtered by patient, bundle, status, service dates, or provider.

Retrieve a single charge capture by its Candid charge capture ID.

Update charge capture data or bundle assignment before aggregation.

Create an insurance coverage record for a patient with payer, plan, subscriber, and benefits data.

List coverages filtered by patient, payer, and status with cursor pagination.

Retrieve a single coverage record by its Candid coverage ID.

Update a coverage record using optimistic concurrency via the next version number.

Attach an ICD diagnosis code to an existing encounter.

Update an existing diagnosis code, code type, name, or POA indicator.

Create a professional encounter (claim) with patient, providers, diagnoses, and service lines.

List professional encounters filtered by status, dates, patient, provider, payer, and more.

Retrieve a single encounter (claim) with its providers, diagnoses, and service lines.

Update fields on an existing encounter (claim), including status, providers, and billing metadata.

Post an insurance refund with allocations to service lines, claims, or billing provider unattributed cash.

List insurance refunds filtered by payer, service line, claim, or billing provider.

Retrieve a single insurance refund and its allocations by refund ID.

Update an insurance refund's amount, timestamp, notes, or allocations.

Record a patient payment and allocate it to service lines, claims, a billing provider, an appointment, or leave it unattributed.

List patient payments filtered by patient, claim, service line, billing provider, invoice, or payment source.

Retrieve a single patient payment and its allocations by patient payment ID.

Update a patient payment's timestamp, note, or invoice.

Delete a patient payment by patient payment ID.

Create a pre-encounter patient with demographics, contacts, guarantors, and other administrative data.

Search patients by MRN or other identifier fields.

List patients with cursor pagination, sort, filters, and free-text search.

Retrieve a single patient by their Candid patient ID.

Update a patient record using optimistic concurrency via the next version number.

Retrieve a single payer from Candid's canonical payer list by its UUID.

List all payers on Candid's canonical payer list with optional name search.

Add a service line (CPT/HCPCS code) with charges and diagnosis pointers to an encounter.

Update an existing service line's code, modifiers, units, charge, or diagnosis pointers.

Remove a service line from its encounter by service line ID.

Create a billing operations task tied to an encounter with type, category, and assignee.

List billing operations tasks filtered by status, category, assignee, or encounter.

Retrieve a single task with its notes, status history, and encounter reference.

Update a task's status, assignee, notes, or blocking reasons.

Post one or more write-offs applied to a service line, claim, or billing provider.

List write-offs filtered by payer, claim, service line, billing provider, or account type.

Retrieve a single write-off record by its Candid write-off ID.