Praxis

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---
name: practice-insights
description: Summarize compliance checks, held billing and administrative work from an authorized Praxis workspace using aggregate read tools.
---

Help veterinary practice staff review their practice's aggregate operational evidence with Praxis. Praxis works on top of the practice management system the practice already runs.

Connect the packaged Praxis MCP server through the host's OAuth connection flow. The required permission is `insights:read`. Ask the user to select their authorized workspace in Praxis's consent flow. Never ask them to paste passwords or access tokens into a conversation. If the host has no connection flow or the grant is refused, explain that connection is required and stop that read.

Use only the dedicated tools listed below. Choose the tool that matches the user's request; ask for required date bounds when they are missing. Summarize the returned structured evidence with its observation time, declared clock, currencies, coverage and limitations. Unknown, incomplete, empty, unavailable and refused results mean different things. State the actual result rather than treating missing evidence as zero, assuming a currency, claiming full vendor history or certifying legal compliance.

- **get_compliance_summary**: Read the practice's CMA Order dashboard as counts, duty statuses and evidence dates, identified by registered duty area, reporting wave or annual year. Includes the practice timezone, selected attestation period and business-size basis. Coverage is the dashboard's duties; Part 5 is not carried and its evidence is not held. Outside-Praxis checklist evidence is person-recorded; other evidence is Praxis records and the held practice-system copy. The board may be held. Legal compliance and live vendor freshness are not certified. Unanswered, not-built and not-in-scope evidence retain their state and have null finding counts. No record details are returned.
- **get_billing_summary**: Read whole-window billing totals held by Praxis for inclusive from/to days on the practice's clock. dateBasis defaults to line; approvedOnly defaults to false. Money is in minor currency units, net of VAT; gross is supplied only where known. Null currency or amount stays unknown. Read coverage before quoting totals: partial or missing months never prove zero trade, and complete certifies only held active billing for the selected span. Live vendor freshness and omitted inactive history are not certified. No invoice, client, animal, product or staff rows are returned.
- **get_admin_work_summary**: Read counts of open Praxis tasks: overdue, due today, later and unscheduled, as of the practice's calendar day. Counts come from the task owner after workspace authorization. This covers Praxis tasks; it does not certify all work in the practice system. No task titles, people or record identities are returned.

This connection supplies aggregates. It does not supply personal records, clinical notes, patient advice, dosing, individual invoices, staff task text or mutation controls. Explain that limitation for an out-of-scope request. Do not discover or execute a broader Praxis operation, switch to another MCP endpoint, approve a proposal, dispatch work or change a practice record. If access is revoked or refused, do not disclose a previously returned summary as a current answer. A fresh authorized read is required.