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IntakeQ MCP

IntakeQ/PracticeQ MCP connector with HIPAA §164.312(b) audit logging on every PHI read/write

Connector by oktopeak · GitHub account verified by the MCP Registry

IndexedMITLocal (stdio)
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Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

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About

IntakeQ/PracticeQ MCP connector with HIPAA §164.312(b) audit logging on every PHI read/write

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
17 read · 4 write · 1 delete
Secrets
3 (API keys, tokens or passwords)
Install scripts
Not scanned yet
Runs as
Node.js package

Tools by what they do 22

Read from the source code; the running server may list different tools.

Read 17 · Look things up without changing anything.

  • audit_export
  • auth_status
  • get_appointment
  • get_client
  • get_form
  • get_invoice
  • get_note
  • list_appointments
  • list_clients
  • list_files
  • list_intake_forms
  • list_invoices
Show 5 more tools
  • list_locations
  • list_notes
  • list_practitioners
  • list_questionnaire_templates
  • list_services

Write 4 · Create, change, send or run things.

  • create_appointment
  • send_intake_form
  • set_api_key
  • update_appointment

Delete 1 · Delete, drop, revoke or wipe things.

  • clear_api_key

Secrets and settings it asks for

Secrets: values you paste in that let it act as you.

  • INTAKEQ_API_KEY
  • MCP_ALLOW_NO_AUTH
  • MCP_API_KEY

Other settings (environment variables or headers).

  • INTAKEQ_API_BASE
  • MCP_BASE_URL
  • PORT
  • TRANSPORT

Tools (22)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • 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.

  • auth_status

    Check whether the connector is authenticated with IntakeQ

  • clear_api_key

    Clear the stored IntakeQ API key

  • create_appointment

    Create a new appointment in IntakeQ. All fields are required.

  • get_appointment

    Get a single appointment by ID

  • get_client

    Get a single client by ID (includes full profile). Response field reference: BillingType: 0=Unknown, 1=SelfPay, 2=Insurance LinkedClientRelationshipType: 0=None, 1=Parent, 2=Child, 3=Spouse, 4=Sibling, 5=Other, 6=Partner

  • get_form

    Get a single intake form submission by ID. PHI — every call is audit-logged.

  • get_invoice

    Get a single invoice by ID

  • get_note

    Get a single clinical note by ID. PHI — every call is audit-logged.

  • list_appointments

    List appointments. At least one of clientId, startDate, or endDate must be provided.

  • list_clients

    Search/list clients in the connected IntakeQ account. Returns up to 100 results per page. Response field reference: BillingType: 0=Unknown, 1=SelfPay, 2=Insurance LinkedClientRelationshipType: 0=None, 1=Parent, 2=Child, 3=Spouse, 4=Sibling, 5=Other, 6=Partner

  • list_files

    List file metadata for a client. Returns references only (Id, FileName, DateCreated, Size, ContentType, FolderId). Files are never downloaded — this tool returns metadata references only. clientId is mandatory.

  • list_intake_forms

    List intake form submissions. PHI — every call is audit-logged.

  • list_invoices

    List invoices from the connected IntakeQ account

  • list_locations

    List locations configured in the IntakeQ account. Call this before create_appointment to find a valid LocationId.

Show 7 more tools
  • list_notes

    List clinical notes. PHI — every call is audit-logged. Notes are read-only in IntakeQ.

  • list_practitioners

    List all practitioners in the IntakeQ account. Call this before create_appointment to find a valid PractitionerId.

  • list_questionnaire_templates

    List all questionnaire templates available in the IntakeQ account

  • list_services

    List services configured in the IntakeQ account. Call this before create_appointment to find a valid ServiceId.

  • send_intake_form

    Send an intake form to a client. Provide QuestionnaireId plus either ClientId or (ClientName and ClientEmail).

  • set_api_key

    Store your IntakeQ API key and verify connectivity

  • update_appointment

    Update an existing appointment via PUT. Id and UtcDateTime are required. Cannot change client or practitioner.

Signals

Stars
0
Forks
0
Open issues
0
Weekly downloads
25
Last commit
Aug 7, 2026 (2 months ago)
Last release
Jul 2, 2026 (4 months ago)
Last package publish
Jul 2, 2026 (4 months ago)

From GitHub (fetched Oct 24, 2026) and the package registry.

Details

Registry name
io.github.oktopeak/intakeq-mcp
Version
1.0.1
Auth
API key
License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

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IntakeQ MCP. Agent Mart. https://agentmart.dev/connectors/oktopeak-intakeq-mcp (last updated 2026-10-24)