Intakeq

io.usefulapiv1.0.0Updated Sep 30, 2026

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

VerifiedStreamable HTTPWeb executableBusiness & CommerceProductivity & Workflow

Overview

AI-generated overview

Lets an assistant search IntakeQ clients, appointments, intake forms, notes and invoices, and book, reschedule or cancel visits.

What it does
A hosted MCP server for the IntakeQ practice-management platform. Read tools search clients, list and fetch appointments, intake forms, questionnaire templates, practitioners, treatment notes and invoices, and retrieve a client's diagnoses and booking settings. Write tools create or update clients, tag clients, create, update or cancel appointments, and send intake questionnaires. Two meta tools report usage and manage the subscription.
When to use it
Useful for practices or staff already on IntakeQ who want an assistant to look up client and appointment details, review intake forms and treatment notes, check invoices, or schedule and reschedule visits without opening the IntakeQ interface.
Requirements
A remote MCP endpoint; no local install. Requires an IntakeQ API key from an account owner on a paid IntakeQ plan, entered on first connect and stored per user. Network access to the hosted endpoint.
Before you install
The server handles sensitive health and client data, including diagnoses, intake forms and treatment notes, sent to a third-party host. Write tools create or change clients, appointments and questionnaires, and cancelling an appointment is destructive; confirm before running them. The API key is a credential. Free tier is limited to 100 tool calls per month, and a meta tool can upgrade to a paid plan.

Installation

In SourceWeft

  1. Open Intakeq in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "intakeq": {
      "type": "http",
      "url": "https://intakeq.usefulapi.io/mcp"
    }
  }
}

README

IntakeQ MCP by usefulapi

Use IntakeQ from Claude, Cursor, or any MCP client — search clients, review intake forms and treatment notes, check invoices, and book or reschedule appointments. Hosted, no local install: connect with your own IntakeQ credentials.

Live endpoint: https://intakeq.usefulapi.io/mcp · Homepage: https://usefulapi.io/intakeq

Add to Claude

json
{  "mcpServers": {    "intakeq": {      "url": "https://intakeq.usefulapi.io/mcp"    }  }}

On first connect you'll provide your IntakeQ API key (More > Settings > Integrations > Developer API; main account owner only, paid plan), no other setup. They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
intakeq_list_clientsreadSearch clients
intakeq_get_client_diagnosesreadGet a client's diagnoses
intakeq_list_appointmentsreadList appointments
intakeq_get_appointmentreadGet one appointment
intakeq_get_booking_settingsreadGet booking settings
intakeq_list_intakesreadList intake forms
intakeq_get_intakereadGet a full intake form
intakeq_list_questionnairesreadList questionnaire templates
intakeq_list_practitionersreadList practitioners
intakeq_list_notesreadList treatment notes
intakeq_get_notereadGet a full treatment note
intakeq_list_invoicesreadList invoices
intakeq_get_invoicereadGet one invoice
intakeq_save_clientwriteCreate or update a client
intakeq_add_client_tagwriteTag a client
intakeq_create_appointmentwriteCreate an appointment
intakeq_update_appointmentwriteUpdate or reschedule an appointment
intakeq_cancel_appointmentwriteCancel an appointment
intakeq_send_questionnairewriteSend an intake questionnaire
intakeq_usage_statusmetaUsage status (free-tier meter)
intakeq_upgrademetaUpgrade to Pro (unlimited)

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage or manage your subscription.

Pricing

PlanPriceLimit
Free$0100 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited

License

MIT © usefulapi. Not affiliated with or endorsed by IntakeQ.

Source: servers/intakeq/README.md at commit 1ec23c2

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v1.0.0LatestSep 30, 2026