io.usefulapi/intakeq

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Publisher-provided title

IntakeQ MCP by usefulapi

Publisher-provided description

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

Summary by lookupd

Searches and updates clinic client records, appointments, intakes, notes, diagnoses and invoices, and can book or cancel visits.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http intakeq https://intakeq.usefulapi.io/mcp

Codex, remote (streamable-http)

codex mcp add intakeq --url https://intakeq.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (19 tools)

Publisher-provided text

• 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_p
• 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 /appoi
• 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/set
• intakeq_list_intakes Query submitted intake questionnaires (summaries: client, status, questionnaire, practitioner, dates). By default only completed forms; set all=true for every s
• 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
• 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 + e
• 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 Intak
• 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 o
• 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. I
• 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 Cl

Details

• Version: 1.37.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 444 ms
• First indexed: 2026-11-01T10:05:00.831Z
• Last seen in registry: 2026-11-11T00:17:27.972Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/intakeq/

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