IntakeQ MCP server

Search clients, appointments, intakes, notes and invoices in IntakeQ, and book or cancel visits. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect IntakeQ50 free tool calls a month

What can I ask?

Turn on the IntakeQ connector, then ask in plain words. The AI picks the tools.

Which appointments are booked for tomorrow, and with which practitioner?
Which intake forms have clients completed this week?
Show unpaid invoices from the last month with amounts due.
Show the questionnaire templates available for new patients.

What you can do with IntakeQ in Claude and ChatGPT

For practice managers who set up scheduling and intake forms in IntakeQ.

List the services, locations and practitioners you offer

The AI reads the scheduler settings: locations, services with duration and price, and practitioners. You get an overview of the services and locations on offer and the practitioners listed.

List the practitioners in the account

The AI lists practitioners with their id, name, email and external id, for a staff list or a check of who is set up.

Review the questionnaire templates

The AI lists the intake questionnaire templates with id, name, archived flag and anonymous flag, so you can see which templates are archived.

How do I connect IntakeQ?

Before you connect

Patient data: Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.

The login page asks for your IntakeQ API key.

Find it in IntakeQ → More → Settings → Integrations → Developer API. Only the main account owner can generate it, and the Developer API requires a paid IntakeQ plan. Generating a new key invalidates the old one. Your key is used only to call the IntakeQ API on your behalf and to derive a private account id; it is never shown to anyone. No patient data from your IntakeQ account is logged or stored by this server. Sign IntakeQ's BAA before using real patient data.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name IntakeQ and this URL, then click Add:
https://intakeq.usefulapi.io/mcp
Claude opens the login page: enter your IntakeQ API key.
In a chat, click + → Connectors and turn on IntakeQ.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name IntakeQ and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://intakeq.usefulapi.io/mcp
ChatGPT opens the login page: enter your IntakeQ API key.
In Plugins, install IntakeQ, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

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

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

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

VS Code

Add to VS Code or add this to .vscode/mcp.json:

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

Codex

Run these commands. The second one opens the login page:

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

codex mcp login intakeq

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://intakeq.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your IntakeQ API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this IntakeQ server only. Ask your AI to run intakeq_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with intakeq_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with intakeq_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 23

Show all 23 tools (the AI picks them for you)

Read only · 13

Search clientsintakeq_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.
Get a client's diagnosesintakeq_get_client_diagnoses
List the diagnoses recorded for one client: code, description, start/end date and the treatment note they came from.
List appointmentsintakeq_list_appointments
Query appointments by client name/email, date range, status, practitioner or last-modified date. Max 100 per page.
Get one appointmentintakeq_get_appointment
Fetch one appointment: client, practitioner, service, location, start/end, status, price, invoice, telehealth link and cancellation details.
Get booking settingsintakeq_get_booking_settings
List the scheduler's locations, services (with duration and price) and practitioners — the ids you need to create an appointment.
List intake formsintakeq_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.
Get a full intake formintakeq_get_intake
Fetch one intake questionnaire with every question and answer, its consent forms and linked appointment.
List questionnaire templatesintakeq_list_questionnaires
List the intake questionnaire templates in the account (id, name, archived, anonymous) — the ids you need to send one.
List practitionersintakeq_list_practitioners
List the practitioners in the account (id, name, email, external id).
List treatment notesintakeq_list_notes
Query treatment note summaries by client, lock status, date range or last-updated date. Max 100 per page.
Get a full treatment noteintakeq_get_note
Fetch one treatment note with every question and answer and its linked appointment.
List invoicesintakeq_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.
Get one invoiceintakeq_get_invoice
Fetch one invoice: line items, taxes, discounts, payments, totals and amount due.

Changes data · 6

Create or update a clientintakeq_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.
Tag a clientintakeq_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.
Create an appointmentintakeq_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.
Update or reschedule an appointmentintakeq_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.
Cancel an appointmentintakeq_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.
Send an intake questionnaireintakeq_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.

Your usefulapi plan · 4

Usage status (free-tier meter)intakeq_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featureintakeq_request_feature
Tell usefulapi that the user needs something the IntakeQ tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+intakeq_upgrade
Get a paid plan for IntakeQ (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionintakeq_cancel_subscription
Cancel the caller's IntakeQ Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run intakeq_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with IntakeQ in Claude or ChatGPT?

List the services, locations and practitioners you offer. List the practitioners in the account. Review the questionnaire templates. See what you can do for the details.

Is this an official IntakeQ product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by IntakeQ. The server calls the IntakeQ API with your own IntakeQ access, so it sees only the data that your account can see.

Can I use this server with patient data (PHI)?

No. Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.

Can I connect IntakeQ to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your IntakeQ API key. See Before you connect for where to find it.

Do I put my IntakeQ key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your IntakeQ API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my IntakeQ credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the IntakeQ API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in IntakeQ.

Can the AI change my IntakeQ data?

Yes, if you approve it. 6 of the 19 IntakeQ tools can create or change data. The other 13 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this IntakeQ server only. Cancel any time: your paid plan then runs to the end of the paid period. Run intakeq_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run intakeq_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run intakeq_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a IntakeQ tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with intakeq_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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