IntakeQ MCP
IntakeQ/PracticeQ MCP connector with HIPAA §164.312(b) audit logging on every PHI read/write
Versions
1.0.1latestTools 22
set_api_key Store your IntakeQ API key and verify connectivity
auth_status Check whether the connector is authenticated with IntakeQ
clear_api_key Clear the stored IntakeQ API key
list_appointments List appointments. At least one of clientId, startDate, or endDate must be provided.
get_appointment Get a single appointment by ID
create_appointment Create a new appointment in IntakeQ. All fields are required.
update_appointment Update an existing appointment via PUT. Id and UtcDateTime are required. Cannot change client or practitioner.
list_practitioners List all practitioners in the IntakeQ account. Call this before create_appointment to find a valid PractitionerId.
list_services List services configured in the IntakeQ account. Call this before create_appointment to find a valid ServiceId.
list_locations List locations configured in the IntakeQ account. Call this before create_appointment to find a valid LocationId.
list_invoices List invoices from the connected IntakeQ account
get_invoice Get a single invoice by ID
audit_export Export the local HIPAA §164.312(b) audit log. Every read and write of PHI is recorded here. Use date_from/date_to to filter by date range, client_id to filter by patient. Supports pagination via limit/offset.
list_intake_forms List intake form submissions. PHI — every call is audit-logged.
get_form Get a single intake form submission by ID. PHI — every call is audit-logged.
list_questionnaire_templates List all questionnaire templates available in the IntakeQ account
send_intake_form Send an intake form to a client. Provide QuestionnaireId plus either ClientId or (ClientName and ClientEmail).
list_files List file metadata for a client. Returns references only (Id, FileName, DateCreated, Size, ContentType, FolderId).
list_notes List clinical notes. PHI — every call is audit-logged. Notes are read-only in IntakeQ.
get_note Get a single clinical note by ID. PHI — every call is audit-logged.
list_clients Search/list clients in the connected IntakeQ account. Returns up to 100 results per page.\n\nResponse field reference:\n BillingType: 0=Unknown, 1=SelfPay, 2=Insurance\n LinkedClientRelationshipType: 0=None, 1=Parent, 2=Child, 3=Spouse, 4=Sibling, 5=Other, 6=Partner
get_client Get a single client by ID (includes full profile).\n\nResponse field reference:\n BillingType: 0=Unknown, 1=SelfPay, 2=Insurance\n LinkedClientRelationshipType: 0=None, 1=Parent, 2=Child, 3=Spouse, 4=Sibling, 5=Other, 6=Partner
Permissions 2
network medium env_vars low