List intakes
list_intakesList all client intakes with filters for status, email, folder, or text search to find projects, check progress, or review folder contents.
Instructions
List all intakes in your account, optionally filtered by status, client email, folder, or a text search.
Use this to get an overview of active projects, find a specific intake by the client's email when you have lost the intake_id, check how many intakes are currently in progress, or see what's in a folder from list_folders.
Returns { intakes: [...], total } where each intake includes intake_id, project_name, status, created_at, due_date, folder_id, and portal_url.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| q | No | Free-text search: matches a substring of project name, client name, or client email. | |
| limit | No | Maximum number of results (1–100). Default: 20. | |
| offset | No | Pagination offset. Default: 0. | |
| status | No | Filter by intake status. Omit to return all. | |
| folder_id | No | Filter by folder, using an id from list_folders. Pass the literal string "none" to see only intakes that are not in any folder. | |
| client_email | No | Filter by client email address. |