Intakeq

io.usefulapiv1.0.0更新於 Sep 30, 2026

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

已驗證Streamable HTTP可網頁執行Business & CommerceProductivity & Workflow

概覽

AI 產生的概覽

讓助理搜尋 IntakeQ 的客戶、預約、問診表、紀錄與發票，並可預約、改期或取消看診。

功能
這是一個針對 IntakeQ 診所管理平台的託管 MCP 伺服器。讀取類工具可搜尋客戶，列出並取得預約、問診表、問卷範本、從業人員、治療紀錄與發票，並取得客戶診斷與預約設定。寫入類工具可建立或更新客戶、為客戶加上標籤、建立、更新或取消預約，以及傳送問診問卷。另有兩個中繼工具用於查詢用量與管理訂閱。
適用情境
適合已在使用 IntakeQ 的診所或員工，希望讓助理在不開啟 IntakeQ 介面的情況下查詢客戶與預約資訊、檢視問診表與治療紀錄、核對發票，或安排與改期看診。
執行需求
遠端 MCP 端點，無需本機安裝。需要由付費 IntakeQ 方案的主帳號擁有者提供 IntakeQ API 金鑰，首次連線時輸入並依使用者儲存。需要能連線至該託管端點的網路。
安裝前請注意
此伺服器處理敏感的健康與客戶資料，包括診斷、問診表與治療紀錄，並會傳送給第三方託管方。寫入類工具會建立或變更客戶、預約與問卷，取消預約具破壞性，執行前應確認。API 金鑰屬於憑證。免費額度為每月 100 次工具呼叫，中繼工具可升級為付費方案。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Intakeq，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

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

工具

0
工具後設資料尚未被收錄。

版本歷史

1
  1. v1.0.0最新Sep 30, 2026