list_clients
Search clients in IntakeQ by name or email, view results in pages of up to 100 per page.
Instructions
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
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "list_clients"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (1-based) | |
| search | No | Name or email search term |