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IntakeQ MCP by usefulapi

by m190version 1.35.3i★ –iRuns in the cloud
Registry nameio.usefulapi/intakeq

Install

Overview

Description from the maker (original English)

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

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

  • Connection: Runs in the cloud
  • Transport: Streamable HTTP
  • Category: Docs, sheets & office work

Install

Pick the AI app you use, then copy the settings.

Before you install

  • Basic checks: 3 of 3 passed
  • Runs on the maker’s server: what you ask it goes through their server.
  • Can do 19 things (tools) intakeq_list_clients, intakeq_get_client_diagnoses, intakeq_list_appointments, intakeq_get_appointment …
  • The registry lists no key to fill in.

You need

Which app do you use?

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

  1. Open Settings → Connectors
  2. Press Add custom connector
  3. Paste the address below and press Add
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Add2https://…3
https://intakeq.usefulapi.io/mcp

Run this in your terminal

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

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

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

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

  1. Open ChatGPT on the web → Settings → Connectors (Apps)
  2. Press Create or Add (some plans need Developer mode under Advanced first)
  3. Paste the address below, give it a name and save
  4. If it asks you to sign in, sign in with the maker
SettingsConnectors1+ Create2https://…3
https://intakeq.usefulapi.io/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain 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_profile it returns Name, Email, Phone and ClientNumber; with include_profile=true it returns the full profile (address, i

  • 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 /appointments/{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.

  • 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.

  • 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 page. IntakeQ: GET /invoices.

  • 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 + email (or first name + phone) and updates that one instead of creating a duplicate. For updates, fetch the full profile f

  • 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 IntakeQ. Status must be Confirmed or WaitingConfirmation; SendClientEmailNotification may be true only when Status is Confirm

  • 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

  • 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.

  • 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/se

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026

  • ✓ Pass

    Maker matches the repo

    The registry name was verified against the domain usefulapi.io (the registry checks domain ownership)

  • … Not checked yet

    Still maintained

    We have not read this repo from GitHub yet

  • … Not checked yet

    Has a licence

    We have not read this repo from GitHub yet

  • ✓ Pass

    Endpoint responds

    Responded in 28 ms (HTTP 200)

  • – Not applicable

    Sign-in with OAuth

    No sign-in needed

  • ✓ Pass

    No hidden instructions in tool descriptions

    Read 19 tool descriptions and found no hidden instructions to the AI

Compared with others in Docs, sheets & office worki

  • More stars than 0% of the other 2167 servers in this category
  • Published to the registry more recently than 96% of the other 2167 servers in this category
  • Basic checks equal to or better than 100% of the other 2167 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is IntakeQ MCP by usefulapi safe?

It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.35.3) reached the registry yesterday.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Agent-Native Calendar, Excel MCP Server, MCP Server for Excel

Alternatives

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

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

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://intakeq.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http intakeq https://intakeq.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
{

"mcpServers": { "intakeq": { "url": "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, and the login page asks for your IntakeQ credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/intakeq/

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_request_featuremetaRequest a missing feature
intakeq_upgrademetaUpgrade to Pro or Pro+
intakeq_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited*

\*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to support@usefulapi.io.

Pro covers this server only. Subscribe with intakeq_upgrade (it returns a Stripe Checkout link). Cancel any time with intakeq_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running intakeq_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

License

MIT © usefulapi. Not affiliated with or endorsed by IntakeQ.

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