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IntakeQ MCP by usefulapi

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

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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.

tagstring, required

The tag text.

client_idinteger, required

The client's numeric id.

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IntakeQ MCP by usefulapi MCP server | mcptry

Tools (19)

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.

destructive

Argument	Type	Description
tag*	string	The tag text.
client_id*	integer	The client's numeric id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "client_id",
    "tag"
  ],
  "properties": {
    "tag": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "The tag text."
    },
    "client_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "The client's numeric id.",
      "exclusiveMinimum": 0
    }
  }
}

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.

destructive

Argument	Type	Description
reason	string	Why it was canceled.
appointment_id*	string	The appointment's id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "appointment_id"
  ],
  "properties": {
    "reason": {
      "type": "string",
      "maxLength": 1000,
      "description": "Why it was canceled."
    },
    "appointment_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "The appointment's id."
    }
  }
}

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 /appointments.

destructive

Argument	Type	Description
Status*	string	Initial status.
ClientId*	integer	The client's numeric id.
ServiceId*	string	The service's id.
LocationId*	string	The location's id.
UtcDateTime*	integer	Start time as a UTC Unix timestamp in ms.
ReminderType*	string	Reminder channel: Sms, Email, Voice or OptOut.
PractitionerId*	string	The practitioner's id.
SendClientEmailNotification

intakeq_get_appointment

Fetch one appointment: client, practitioner, service, location, start/end, status, price, invoice, telehealth link and cancellation details. IntakeQ: GET /appointments/{id}.

read-only

Argument	Type	Description
appointment_id*	string	The appointment's id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "appointment_id"
  ],
  "properties": {
    "appointment_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "The appointment's 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.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

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.

read-only

Argument	Type	Description
client_id*	integer	The client's numeric id (ClientId / ClientNumber).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "client_id"
  ],
  "properties": {
    "client_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "The client's numeric id (ClientId / ClientNumber).",
      "exclusiveMinimum": 0
    }
  }
}

intakeq_get_intake

Fetch one intake questionnaire with every question and answer, its consent forms and linked appointment. IntakeQ: GET /intakes/{id}.

read-only

Argument	Type	Description
intake_id*	string	The intake's id (a GUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "intake_id"
  ],
  "properties": {
    "intake_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "The intake's id (a GUID)."
    }
  }
}

intakeq_get_invoice

Fetch one invoice: line items, taxes, discounts, payments, totals and amount due. IntakeQ: GET /invoices/{id}.

read-only

Argument	Type	Description
invoice_id*	string	The invoice's id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_id"
  ],
  "properties": {
    "invoice_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "The invoice's id."
    }
  }
}

intakeq_get_note

Fetch one treatment note with every question and answer and its linked appointment. IntakeQ: GET /notes/{id}.

read-only

Argument	Type	Description
note_id*	string	The note's id (a GUID).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "note_id"
  ],
  "properties": {
    "note_id": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "The note's id (a GUID)."
    }
  }
}

intakeq_list_appointments

Query appointments by client name/email, date range, status, practitioner or last-modified date. Max 100 per page. IntakeQ: GET /appointments.

read-only

Argument	Type	Description
page	integer	Page number (1, 2, ...). Each page holds at most 100 records.
client	string	Client name or email (partial matches).
status	string	Only appointments in this status.
end_date	string	Appointments on or before (yyyy-MM-dd).
start_date	string	Appointments on or after (yyyy-MM-dd).
deleted_only	boolean	true = only appointments deleted in the last 10 days.
updated_since	string	Only appointments modified after this date (yyyy-MM-dd).
practitioner_email	string	Only this practitioner's appointments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 10000,
      "minimum": 1,
      "description": "Page number (1, 2, ...). Each page holds at most 100 records."
    },
    "client": {
      "type": "string",
      "description": "Client name or email (partial matches)."
    },
    "status": {
      "enum": [
        "Confirmed",
        "Canceled",
        "WaitingConfirmation",
        "Declined",
        "Missed"
      ],
      "type": "string",
      "description": "Only appointments in this status."
    },
    "end_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Appointments on or before (yyyy-MM-dd)."
    },
    "start_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Appointments on or after (yyyy-MM-dd)."
    },
    "deleted_only": {
      "type": "boolean",
      "description": "true = only appointments deleted in the last 10 days."
    },
    "updated_since": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only appointments modified after this date (yyyy-MM-dd)."
    },
    "practitioner_email": {
      "type": "string",
      "description": "Only this practitioner's appointments."
    }
  }
}

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, custom fields, linked clients). Max 100 per page. IntakeQ: GET /clients.

read-only

Argument	Type	Description
page	integer	Page number (1, 2, ...). Each page holds at most 100 records.
search	string	Client name, email, or numeric client id.
deleted_only	boolean	true = only clients deleted in the last 10 days.
custom_fields	object	Match on custom fields: { "<FieldId>": "<value>" } (sent as custom.<FieldId>=<value>).
include_profile	boolean	true = return the full client profile.
date_created_end	string	Created on or before (yyyy-MM-dd).
date_updated_end	string	Updated on or before (yyyy-MM-dd).
date_created_start	string

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.

read-only

Argument	Type	Description
all	boolean	true = return intakes of every status, not only completed.
page	integer	Page number (1, 2, ...). Each page holds at most 100 records.
client	string	Client name or email (partial matches).
end_date	string	On or before (yyyy-MM-dd).
client_id	integer	Only this client's intakes.
start_date	string	On or after (yyyy-MM-dd).
deleted_only	boolean	true = only intakes deleted in the last 10 days.
updated_since	string	Only intakes updated after this date (yyyy-MM-dd).
external_client_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.

read-only

Argument	Type	Description
page	integer	Page number (1, 2, ...). Each page holds at most 100 records.
status	string	Only invoices in this status.
end_date	string	Invoices on or before (yyyy-MM-dd).
client_id	integer	Only this client's invoices (numeric client id).
start_date	string	Invoices on or after (yyyy-MM-dd).
practitioner_email	string	Only this practitioner's invoices.
last_updated_end_date	string	Changed on or before (yyyy-MM-dd).
last_updated_start_date	string	Changed on or after (yyyy-MM-dd).

Input schema (JSON)

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.

read-only

Argument	Type	Description
page	integer	Page number (1, 2, ...). Each page holds at most 100 records.
client	string	Client name or email (partial matches).
status	any	1 = locked notes, 2 = unlocked notes.
end_date	string	On or before (yyyy-MM-dd).
client_id	integer	Only this client's notes.
start_date	string	On or after (yyyy-MM-dd).
deleted_only	boolean	true = only notes deleted in the last 10 days.
updated_since	string	Only notes updated after this date (yyyy-MM-dd).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 10000,
      "minimum": 1,
      "description": "Page number (1, 2, ...). Each page holds at most 100 records."
    },
    "client": {
      "type": "string",
      "description": "Client name or email (partial matches)."
    },
    "status": {
      "anyOf": [
        {
          "type": "number",
          "const": 1
        },
        {
          "type": "number",
          "const": 2
        }
      ],
      "description": "1 = locked notes, 2 = unlocked notes."
    },
    "end_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "On or before (yyyy-MM-dd)."
    },
    "client_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Only this client's notes.",
      "exclusiveMinimum": 0
    },
    "start_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "On or after (yyyy-MM-dd)."
    },
    "deleted_only": {
      "type": "boolean",
      "description": "true = only notes deleted in the last 10 days."
    },
    "updated_since": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Only notes updated after this date (yyyy-MM-dd)."
    }
  }
}

intakeq_list_practitioners

List the practitioners in the account (id, name, email, external id). IntakeQ: GET /practitioners.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

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.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

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_clients with include_profile=true) and send it back with your changes, so no field is unintentionally cleared. Field names are IntakeQ's own. Dates are Unix timestamps in milliseconds. IntakeQ: POST /clients.

destructive

Argument	Type	Description
City	string
Name	string	Full name.
Email	string
Phone	string
Gender	string
Address	string	Full address, or send the components below instead.
Country	string
Archived	boolean
ClientId	integer	Update this existing client.

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.

destructive

Argument	Type	Description
ClientId	integer	An existing client's numeric id.
ClientName	string	First and last name, if not using ClientId.
ClientEmail	string	Email delivery address.
ClientPhone	string	SMS delivery number.
PractitionerId	string	Practitioner to associate; defaults to the client's.
QuestionnaireId*	string	The questionnaire template id (intakeq_list_questionnaires).
ExternalClientId	string	Partners only.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "QuestionnaireId"
  ],
  "properties": {
    "ClientId": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "An existing client's numeric id.",
      "exclusiveMinimum": 0
    },
    "ClientName": {
      "type": "string",
      "description": "First and last name, if not using ClientId."
    },
    "ClientEmail": {
      "type": "string",
      "description": "Email delivery address."
    },
    "ClientPhone": {
      "type": "string",
      "description": "SMS delivery number."
    },
    "PractitionerId": {
      "type": "string",
      "description": "Practitioner to associate; defaults to the client's."
    },
    "QuestionnaireId": {
      "type": "string",
      "minLength": 1,
      "description": "The questionnaire template id (intakeq_list_questionnaires)."
    },
    "ExternalClientId": {
      "type": "string",
      "description": "Partners only."
    }
  }
}

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 WaitingConfirmation. IntakeQ: PUT /appointments.

destructive

Argument	Type	Description
Id*	string	The appointment's id.
Status	string	New status.
ServiceId	string	New service id.
LocationId	string	New location id.
UtcDateTime*	integer	Start time as a UTC Unix timestamp in ms (required even if unchanged).
ReminderType	string
SendClientEmailNotification	boolean	Email the client about the change.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "Id",
    "UtcDateTime"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "minLength": 1,
      "description": "The appointment's id."
    },
    "Status": {
      "enum": [
        "Confirmed",
        "WaitingConfirmation"
      ],
      "type": "string",
      "description": "New status."
    },
    "ServiceId": {
      "type": "string",
      "description": "New service id."
    },
    "LocationId": {
      "type": "string",
      "description": "New location id."
    },
    "UtcDateTime": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "Start time as a UTC Unix timestamp in ms (required even if unchanged)."
    },
    "ReminderType": {
      "enum": [
        "Sms",
        "Email",
        "Voice",
        "OptOut"
      ],
      "type": "string"
    },
    "SendClientEmailNotification": {
      "type": "boolean",
      "description": "Email the client about the change."
    }
  }
}

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 10000,
      "minimum": 1,
      "description": "Page number (1, 2, ...). Each page holds at most 100 records."
    },
    "status": {
      "enum": [
        "Draft",
        "Scheduled",
        "Unpaid",
        "Paid",
        "PastDue",
        "Refunded",
        "Forgiven",
        "Canceled"
      ],
      "type": "string",
      "description": "Only invoices in this status."
    },
    "end_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Invoices on or before (yyyy-MM-dd)."
    },
    "client_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Only this client's invoices (numeric client id).",
      "exclusiveMinimum": 0
    },
    "start_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Invoices on or after (yyyy-MM-dd)."
    },
    "practitioner_email": {
      "type": "string",
      "description": "Only this practitioner's invoices."
    },
    "last_updated_end_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Changed on or before (yyyy-MM-dd)."
    },
    "last_updated_start_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "Changed on or after (yyyy-MM-dd)."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "City": {
      "type": "string"
    },
    "Name": {
      "type": "string",
      "description": "Full name."
    },
    "Email": {
      "type": "string"
    },
    "Phone": {
      "type": "string"
    },
    "Gender": {
      "type": "string"
    },
    "Address": {
      "type": "string",
      "description": "Full address, or send the components below instead."
    },
    "Country": {
      "type": "string"
    },
    "Archived": {
      "type": "boolean"
    },
    "ClientId": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Update this existing client.",
      "exclusiveMinimum": 0
    },
    "LastName": {
      "type": "string"
    },
    "FirstName": {
      "type": "string"
    },
    "HomePhone": {
      "type": "string"
    },
    "WorkPhone": {
      "type": "string"
    },
    "MiddleName": {
      "type": "string"
    },
    "PostalCode": {
      "type": "string"
    },
    "StateShort": {
      "type": "string"
    },
    "UnitNumber": {
      "type": "string"
    },
    "DateOfBirth": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "Unix timestamp in ms."
    },
    "MobilePhone": {
      "type": "string"
    },
    "CustomFields": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "FieldId",
          "Value"
        ],
        "properties": {
          "Text": {
            "type": "string",
            "description": "The field's label (optional)."
          },
          "Value": {
            "type": "string",
            "description": "The value to store."
          },
          "FieldId": {
            "type": "string",
            "minLength": 1,
            "description": "The custom field's id."
          }
        }
      },
      "description": "Custom field values (FieldId + Value)."
    },
    "MaritalStatus": {
      "type": "string"
    },
    "StreetAddress": {
      "type": "string"
    },
    "PractitionerId": {
      "type": "string",
      "description": "Assign to this practitioner."
    },
    "ExternalClientId": {
      "type": "string"
    },
    "AdditionalInformation": {
      "type": "string"
    },
    "PrimaryInsuranceCompany": {
      "type": "string"
    },
    "SecondaryInsuranceCompany": {
      "type": "string"
    },
    "PrimaryInsuranceHolderName": {
      "type": "string"
    },
    "PrimaryInsuranceGroupNumber": {
      "type": "string"
    },
    "PrimaryInsurancePolicyNumber": {
      "type": "string"
    },
    "PrimaryInsuranceRelationship": {
      "type": "string"
    },
    "SecondaryInsuranceHolderName": {
      "type": "string"
    },
    "SecondaryInsuranceGroupNumber": {
      "type": "string"
    },
    "SecondaryInsurancePolicyNumber": {
      "type": "string"
    },
    "SecondaryInsuranceRelationship": {
      "type": "string"
    },
    "PrimaryInsuranceHolderDateOfBirth": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "Unix timestamp in ms."
    },
    "SecondaryInsuranceHolderDateOfBirth": {
      "type": "integer",
      "maximum": 9007199254740991,
      "minimum": 0,
      "description": "Unix timestamp in ms."
    }
  }
}