Tools
| Name | Description |
|---|---|
query_clientsQuery IntakeQ clients by search, dates, external ID, or deleted status. | Query IntakeQ clients by search, dates, external ID, or deleted status. |
get_clientGet an IntakeQ client by ID. | Get an IntakeQ client by ID. |
create_clientCreate a minimal IntakeQ client. | Create a minimal IntakeQ client. |
save_clientCreate or update an IntakeQ client. Provide Client ID to update an existing client. | Create or update an IntakeQ client. Provide Client ID to update an existing client. |
add_client_tagAdd a tag to an IntakeQ client, creating the tag if needed. | Add a tag to an IntakeQ client, creating the tag if needed. |
remove_client_tagRemove a tag from an IntakeQ client. | Remove a tag from an IntakeQ client. |
get_client_diagnosesList diagnoses for an IntakeQ client. | List diagnoses for an IntakeQ client. |
get_submissionsQuery IntakeQ intake form summaries. This does not fetch full intake form contents. | Query IntakeQ intake form summaries. This does not fetch full intake form contents. |
get_full_intakeGet a full IntakeQ intake form JSON payload by intake ID. | Get a full IntakeQ intake form JSON payload by intake ID. |
download_intake_pdfDownload a complete IntakeQ intake package PDF as base64. | Download a complete IntakeQ intake package PDF as base64. |
download_consent_pdfDownload an IntakeQ consent form PDF as base64. | Download an IntakeQ consent form PDF as base64. |
send_questionnaireSend an IntakeQ intake package by email or SMS. | Send an IntakeQ intake package by email or SMS. |
resend_questionnaireResend an existing IntakeQ intake package by the original or selected delivery method. | Resend an existing IntakeQ intake package by the original or selected delivery method. |
get_appointmentsList IntakeQ appointments with optional date and status filters. | List IntakeQ appointments with optional date and status filters. |
get_invoicesList IntakeQ invoices with optional client and status filters. | List IntakeQ invoices with optional client and status filters. |
list_foldersList IntakeQ file folders. | List IntakeQ file folders. |
list_filesList files attached to an IntakeQ client. | List files attached to an IntakeQ client. |
download_fileDownload an IntakeQ file as base64. | Download an IntakeQ file as base64. |
delete_fileDelete an IntakeQ file by ID. | Delete an IntakeQ file by ID. |
list_practitionersList IntakeQ practitioners for the account. | List IntakeQ practitioners for the account. |
Triggers
| Name | Description |
|---|---|
intake_submittedReceive IntakeQ submission webhooks configured in the IntakeQ account. | Receive IntakeQ submission webhooks configured in the IntakeQ account. |
new_or_updated_intake_summaryPoll IntakeQ intake summaries using the updatedSince summary filter. | Poll IntakeQ intake summaries using the updatedSince summary filter. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('intakeq', 'query_clients', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'intakeq',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect IntakeQ to my app?
Use Weavz Hosted Connect for API Key authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does IntakeQ support?
IntakeQ supports 20 tools including Query Clients, Get Client, Create Client, Save Client, Add Client Tag, and more.
Can I use IntakeQ with AI agents?
Yes. Add IntakeQ to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect IntakeQ to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add IntakeQ as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped IntakeQ tools exposed by that workspace.
Does IntakeQ work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved IntakeQ work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with IntakeQ?
IntakeQ exposes 20 tools, including Query Clients, Get Client, Create Client, Save Client, Add Client Tag, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can IntakeQ be used in stateful agent workflows?
Yes. Agents can combine IntakeQ tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does IntakeQ use?
IntakeQ uses API Key. Weavz stores credentials securely and uses them for authorized action execution.
How much does the IntakeQ integration cost?
The IntakeQ integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does IntakeQ support?
IntakeQ supports 2 triggers including Intake Submitted, New or Updated Intake Summary.
Connect IntakeQ in minutes
Get 20,000 free action executions every month. No credit card required.