IntakeQ MCP by usefulapi

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

Tool	Type	What it does
intakeq_list_clients	read	Search clients
intakeq_get_client_diagnoses	read	Get a client's diagnoses
intakeq_list_appointments	read	List appointments
intakeq_get_appointment	read	Get one appointment
intakeq_get_booking_settings	read	Get booking settings
intakeq_list_intakes	read	List intake forms
intakeq_get_intake	read	Get a full intake form
intakeq_list_questionnaires	read	List questionnaire templates
intakeq_list_practitioners	read	List practitioners
intakeq_list_notes	read	List treatment notes
intakeq_get_note	read	Get a full treatment note
intakeq_list_invoices	read	List invoices
intakeq_get_invoice	read	Get one invoice
intakeq_save_client	write	Create or update a client
intakeq_add_client_tag	write	Tag a client
intakeq_create_appointment	write	Create an appointment
intakeq_update_appointment	write	Update or reschedule an appointment
intakeq_cancel_appointment	write	Cancel an appointment
intakeq_send_questionnaire	write	Send an intake questionnaire
intakeq_usage_status	meta	Usage status (free-tier meter)
intakeq_request_feature	meta	Request a missing feature
intakeq_upgrade	meta	Upgrade to Pro (unlimited*)
intakeq_cancel_subscription	meta	Cancel 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

Plan	Price	Limit
Free	$0	50 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 [email protected].

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 [email protected].

License

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