Full read-write Claude connector for IntakeQ
Make Claude run the intake paperwork loop in IntakeQ
Every no-show-with-no-paperwork starts as a form nobody sent or chased. A custom IntakeQ connector lets Claude send questionnaires, track completion, and keep bookings and invoices current, with your approval required before anything reaches a client.
IntakeQ is intake form and practice management software: clinics use it to send secure intake questionnaires, manage clients and appointments, and handle invoicing. Teams want Claude running the paperwork loop: sending the right form to the right client, chasing incomplete intakes, keeping bookings straight, and following up on unpaid invoices.
What is an IntakeQ MCP server?
An IntakeQ MCP server is a small hosted service that exposes IntakeQ's data and actions to Claude over the Model Context Protocol, so Claude can operate industry-specific platforms inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can IntakeQ's current connector do today?
Today, IntakeQ does not ship a first-party Claude or MCP connector, so reaching it from Claude means a custom integration against the IntakeQ API, and hand-wired access tends to be read-leaning. A purpose-built IntakeQ connector adds scoped write actions like sending questionnaires and creating appointments, with separated tools and approval on anything sent to a client.
What does full read-write IntakeQ access unlock?
Full read-write closes the intake loop. Claude can send an intake questionnaire to a new client, check which sent forms are still incomplete, create or reschedule the appointment, update client profile details, and pull unpaid invoices into a follow-up queue, so no client arrives unbooked, unbilled, or with paperwork missing.
- Send an intake questionnaire to a new client, after you approve
- Check which sent intake forms are still incomplete and draft reminders for your review
- Create or reschedule an appointment, after you approve the slot
- Update a client's profile details, like contact information and tags, after you approve
- Pull a client's submitted intake responses and summarize them for the practitioner
- List unpaid invoices and prepare a follow-up summary by client
Can Claude send intake forms through IntakeQ?
Yes, Claude can select the right questionnaire for the appointment type and send it to the client through the IntakeQ API once you approve. It can then monitor which forms remain incomplete and draft reminders for your review, so intake paperwork gets chased without manual tracking.
Can Claude manage appointments in IntakeQ?
Yes, Claude can read the booking settings and existing appointments, then create, reschedule, or cancel an appointment once you approve the change. Client notifications follow IntakeQ's own rules, and nothing on the calendar moves without a human confirming it first.
Can Claude read intake form responses from IntakeQ?
Yes, Claude can retrieve a client's submitted questionnaire responses and summarize them for the practitioner ahead of the visit. Reads are separated from writes, the connector never exceeds your account's own access, and how that information informs care stays with the practitioner.
How an IntakeQ connector works
We build a small MCP server that authenticates to the IntakeQ API with your account's API key in the X-Auth-Key header, optionally pinned to an IP allow-list, so access stays within what your account owner enabled. Read tools and write tools are separated: reviewing clients, forms, and the calendar can never change anything. Writes like sending a questionnaire or creating an appointment are explicit tools, and anything client-facing is gated behind human approval. The server runs as a remote connector your team adds to Claude.
Frequently asked questions
Does IntakeQ have a Claude or MCP connector?
Is connecting Claude to IntakeQ safe for client health information?
Can Claude send intake forms automatically from IntakeQ?
Using Claude Code?
The same connector works in the terminal: connect IntakeQ to Claude Code.
Related connectors
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