@oktopeak/intakeq-mcp

Built by Oktopeak — AI transformation & automation for healthcare practices

Digital transformation for healthcare and legal businesses. We build AI integrations, workflow automation, and custom software your practice owns outright — including this connector. → Book a 30-min call

IntakeQ/PracticeQ MCP connector for Claude. Gives Claude access to your IntakeQ scheduling, intake forms, treatment notes, invoices, and client records through the Model Context Protocol.

Every PHI read and write is logged locally in compliance with HIPAA §164.312(b).

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⚠️ Before you connect this to real patient data

Two things must be in place before PHI flows through this connector:

1. IntakeQ BAA — IntakeQ/PracticeQ includes a Business Associate Agreement. Sign it in your IntakeQ account (Settings → HIPAA) before going live. This is one of IntakeQ's strengths: the BAA is self-serve and included in all plans.

2. Anthropic enterprise tier with ZDR — With hosted Claude + MCP, PHI goes to Anthropic for inference. The defensible claim is training-disabled + Zero Data Retention under enterprise + BAA — not data locality. "Access" (the model processed it) is the exposure, not just retention. Sign up for Anthropic enterprise and request a BAA before using this with real patients.

What this connector does:

• Brokers authenticated calls to the IntakeQ REST API
• Logs every PHI read and write to ~/.intakeq-mcp/audit.log (HIPAA §164.312(b))
• Stores your API key encrypted (AES-256-GCM) locally — no PHI content stored (audit entries contain only access-trail identifiers)

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Installation

npm install -g @oktopeak/intakeq-mcp

Claude Desktop configuration

{
  "mcpServers": {
    "intakeq": {
      "command": "intakeq-mcp"
    }
  }
}

Authentication

Generate your API key in IntakeQ: Settings → Integrations → Developer API

Then tell Claude:

"Set my IntakeQ API key to [your-key]"

Or use the MCP tool directly: set_api_key

Tools

Tool	Description	R/W
set_api_key	Store IntakeQ API key	W
auth_status	Verify API connection	R
clear_api_key	Remove stored key	W
list_clients	Search/list clients	R
get_client	Single client profile	R
list_practitioners	All practitioners in the account	R
list_services	Services configured in the account	R
list_locations	Locations configured in the account	R
list_appointments	Appointments by client/date	R
get_appointment	Single appointment	R
create_appointment	Book appointment	W
update_appointment	Reschedule/update	W
list_intake_forms	Submitted intake forms	R
get_form	Full form with answers	R
list_questionnaire_templates	Available form templates	R
send_intake_form	Send form to client	W
list_notes	Treatment notes (read-only in IntakeQ API)	R
get_note	Full note	R
list_invoices	Client invoices	R
get_invoice	Single invoice	R
list_files	Client file metadata	R
audit_export	Export HIPAA audit trail	R

Tip: call list_practitioners, list_services, and list_locations before create_appointment to obtain valid IDs required by that tool.

MCP Resources

Resource URI	Description
intakeq://compliance-notice	HIPAA compliance notice — BAA requirements and what the connector logs
intakeq://auth-status	Live authentication status (JSON)

HIPAA Audit Log

Every PHI read and write is appended to ~/.intakeq-mcp/audit.log (JSONL format). Each entry records: timestamp, session ID, machine IP, tool name, arguments (sanitized), outcome, practitioner ID, client ID, and result count.

Export the audit log at any time: ask Claude to run audit_export.

Audit logging is fail-open. If the log file can't be written (disk full, permissions), the tool call still completes rather than blocking clinical work — the failure is written to stderr with an [audit-log-failure] prefix so it can be monitored/alerted on. If you need a hard guarantee that PHI access is never left unlogged, monitor process stderr for that prefix in your deployment.

HTTP transport

The server runs in stdio mode by default. To run as an HTTP server (e.g. for multi-user or remote deployments):

MCP_API_KEY=your-secret TRANSPORT=http PORT=3000 intakeq-mcp

The MCP endpoint is at /mcp, gated by a required Bearer token (MCP_API_KEY). The server refuses to start in HTTP mode without MCP_API_KEY set, since an unauthenticated endpoint would expose every PHI tool to anyone who can reach the port. To explicitly opt into an unauthenticated endpoint for local development only, set MCP_ALLOW_NO_AUTH=true — never do this with real patient data.

HTTP transport does not terminate TLS itself. Run it behind a reverse proxy (nginx, Caddy, your cloud provider's load balancer, etc.) that terminates HTTPS — otherwise the Bearer token and all PHI in transit are sent in plaintext on the network.

Each HTTP session maintains its own API key in memory — the set_api_key tool scopes the key to the session and never writes it to the shared disk file. Sessions are garbage-collected after 24 hours.

Health check: GET /health → { "ok": true, "sessions": <count> }

Environment variables

Variable	Default	Description
INTAKEQ_API_KEY	—	Fallback API key for CI / headless use (prefer the set_api_key tool)
INTAKEQ_API_BASE	https://intakeq.com/api/v1	Override the IntakeQ API base URL
TRANSPORT	stdio	Transport mode: stdio or http
PORT	3000	HTTP server port (HTTP mode only)
MCP_BASE_URL	http://127.0.0.1:3000	Base URL printed in HTTP startup logs
MCP_API_KEY	—	Bearer token to gate the HTTP /mcp endpoint. Required in HTTP mode unless MCP_ALLOW_NO_AUTH=true
MCP_ALLOW_NO_AUTH	—	Set to true to explicitly allow HTTP mode without MCP_API_KEY (local dev only)

Rate limiting

IntakeQ enforces ~10 requests/minute. The connector retries automatically on HTTP 429 (up to 3 attempts, with back-off delays of 10 s / 20 s / 30 s). After 3 failures the error is surfaced rather than hanging indefinitely.

Not yet covered

• Insurance claims / CMS-1500 write
• Webhooks
• Bulk operations
• Creating treatment notes (not available in IntakeQ API)

Other open-source connectors by Oktopeak

Same architecture (encrypted key storage, audit logging, rate limiting), different platforms:

• Clio MCP — Claude + Clio practice management (@oktopeak/clio-mcp)
• MyCase MCP — Claude + MyCase legal practice management (@oktopeak/mycase-mcp)
• Filevine MCP — Claude + Filevine practice management (@oktopeak/filevine-mcp)

Supporting this project

This connector is free, MIT licensed, and maintained by Oktopeak. It always will be — we don't take donations. If it saved you time, the things that actually help:

• Star this repo. It is genuinely how other firms find it.
• Tell another firm running IntakeQ.
• Leave a review if we helped you directly.
• Need it deployed, extended, or maintained for your firm? Commercial support — that is what funds the free work.

Who we are

Oktopeak — digital transformation for healthcare and law firms.

We're a 7-person in-house product team building AI solutions for regulated industries: AI integrations, workflow automation, and custom software our clients own outright. We maintain four open-source MCP connectors — Clio, MyCase, Filevine, and IntakeQ — and deploy them inside real practices with scoped credentials, audit logs, and workflows built around how your team actually works.

• 🌐 oktopeak.com
• 📅 Book a 30-min call
• ✉️ office@oktopeak.com — security reports welcome
• 💼 LinkedIn