Intakeq

io.usefulapiv1.0.0更新于 Sep 30, 2026

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

已验证Streamable HTTP可网页运行Business & CommerceProductivity & Workflow

概览

AI 生成的概览

让助手搜索 IntakeQ 的客户、预约、问诊表、记录和发票，并可预约、改期或取消就诊。

功能
这是一个面向 IntakeQ 诊所管理平台的托管 MCP 服务器。读取类工具可搜索客户，列出并获取预约、问诊表、问卷模板、从业者、治疗记录和发票，并获取客户诊断与预约设置。写入类工具可创建或更新客户、为客户打标签、创建、更新或取消预约，以及发送问诊问卷。另有两个元工具用于查询用量和管理订阅。
适用场景
适合已在使用 IntakeQ 的诊所或员工，希望让助手在不打开 IntakeQ 界面的情况下查询客户与预约信息、查看问诊表和治疗记录、核对发票，或安排与改期就诊。
运行要求
远程 MCP 端点，无需本地安装。需要由付费 IntakeQ 套餐的主账号所有者提供 IntakeQ API 密钥，首次连接时输入并按用户存储。需要能访问该托管端点的网络。
安装前请注意
该服务器处理敏感的健康与客户数据，包括诊断、问诊表和治疗记录，并会发送到第三方托管方。写入类工具会创建或更改客户、预约和问卷，取消预约具有破坏性，执行前应确认。API 密钥属于凭据。免费额度为每月 100 次工具调用，元工具可升级到付费套餐。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Intakeq，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "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.

来源：servers/intakeq/README.md，提交 1ec23c2

工具

0
工具元数据尚未被收录。

版本历史

1
  1. v1.0.0最新Sep 30, 2026