Connect-MCP

IntakeQ MCP by usefulapi

io.usefulapi/intakeq · v1.11.1

Search clients, appointments, intakes, notes and invoices in IntakeQ, and book or cancel visits.

MCPremoteno credentialsCalendarEmailFinance

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 19 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 87/100

What it does: 19 tools · 13 read, 6 write (incl. delete/pay) · Calendar, Email, Knowledge & docs

Test call intakeq_list_clients: needs a key: HTTP 401 (539 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +9
  • Read/write annotations: +5
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://intakeq.usefulapi.io/mcp

Tools

19 tools listed at last check
  • intakeq_list_clients Search the practice's clients (patients) by name, email or client number, by created/updated date range, by external id, or by a custom field. Without include_profile it returns Name, Email, Phone and ClientNumber; with include_profile=true it returns the full profile (address, insurance, tags, cust
  • intakeq_get_client_diagnoses List the diagnoses recorded for one client: code, description, start/end date and the treatment note they came from. IntakeQ: GET /client/{clientId}/diagnoses.
  • intakeq_list_appointments Query appointments by client name/email, date range, status, practitioner or last-modified date. Max 100 per page. IntakeQ: GET /appointments.
  • intakeq_get_appointment Fetch one appointment: client, practitioner, service, location, start/end, status, price, invoice, telehealth link and cancellation details. IntakeQ: GET /appointments/{id}.
  • intakeq_get_booking_settings List the scheduler's locations, services (with duration and price) and practitioners — the ids you need to create an appointment. IntakeQ: GET /appointments/settings.
  • intakeq_list_intakes Query submitted intake questionnaires (summaries: client, status, questionnaire, practitioner, dates). By default only completed forms; set all=true for every status (Sent, Partial, Completed, Offline). Max 100 per page. IntakeQ: GET /intakes/summary.
  • intakeq_get_intake Fetch one intake questionnaire with every question and answer, its consent forms and linked appointment. IntakeQ: GET /intakes/{id}.
  • intakeq_list_questionnaires List the intake questionnaire templates in the account (id, name, archived, anonymous) — the ids you need to send one. IntakeQ: GET /questionnaires.
  • intakeq_list_practitioners List the practitioners in the account (id, name, email, external id). IntakeQ: GET /practitioners.
  • intakeq_list_notes Query treatment note summaries by client, lock status, date range or last-updated date. Max 100 per page. IntakeQ: GET /notes/summary.
  • intakeq_get_note Fetch one treatment note with every question and answer and its linked appointment. IntakeQ: GET /notes/{id}.
  • intakeq_list_invoices Query invoices by client, issue date range, status, practitioner or last-updated range. Each invoice includes items, payments and amounts due/paid. Max 100 per page. IntakeQ: GET /invoices.
  • intakeq_get_invoice Fetch one invoice: line items, taxes, discounts, payments, totals and amount due. IntakeQ: GET /invoices/{id}.
  • intakeq_save_client Create a client, or update one. With ClientId the existing client is updated. WITHOUT ClientId IntakeQ still tries to match an existing client by first name + email (or first name + phone) and updates that one instead of creating a duplicate. For updates, fetch the full profile first (intakeq_list_c
  • intakeq_add_client_tag Add a tag to a client. The tag is created if it does not exist; adding one the client already has is a no-op. IntakeQ: POST /clientTags.
  • intakeq_create_appointment Book an appointment in the PracticeQ scheduler. Get PractitionerId, ServiceId and LocationId from intakeq_get_booking_settings. All fields are required by IntakeQ. Status must be Confirmed or WaitingConfirmation; SendClientEmailNotification may be true only when Status is Confirmed. IntakeQ: POST /a
  • intakeq_update_appointment Change an appointment's time, service, location, status or reminder type. Id and UtcDateTime are required (send the current time to keep it); include only the other fields you are changing. The client and practitioner cannot be changed, and a Confirmed appointment cannot go back to WaitingConfirmati
  • intakeq_cancel_appointment Cancel an appointment, with an optional reason. This changes the client's booking and cannot be undone through the API — book a new appointment to replace it. IntakeQ: POST /appointments/cancellation.
  • intakeq_send_questionnaire Send an intake questionnaire to a client by email or SMS. This MESSAGES THE CLIENT. Identify the client by ClientId, or by ClientName plus ClientEmail and/or ClientPhone (omit ClientEmail to force SMS). PractitionerId is optional. Returns the new intake. IntakeQ: POST /intakes/send.

Badge

Connect-MCP badge for io.usefulapi/intakeq

Markdown for your README
[![Connect-MCP](https://clawy.uk/mcp/badge/io.usefulapi/intakeq.svg)](https://clawy.uk/mcp/s/io.usefulapi/intakeq)

Repository · Website