--- title: "Healthie MCP server for AI agents - actionlake" description: "Give Claude 723 Healthie actions through one MCP server: users, clients, tasks. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/healthie updated: 2026-10-23 --- Connectors · Accounting & finance # Healthie MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Healthie and the rest of your systems. It gives your agent 723 Healthie actions (306 reads, 301 writes and 116 that wait for a confirmation) and holds the Healthie credential itself, so the agent never does. It paces Healthie's limits and records every call. [Connect Healthie free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "healthie.users.list", intent: "check which Healthie account is connected" } # List users · read · 1 upstream call ``` - 723 actions in one signed file - 306 read look, never change - 301 write create and update - 116 wait for a yes destructive, confirmed first Set up ## Connect Healthie in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect Healthie. API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key. - `api_key` Healthie API key - `host` Where your Healthie lives: your host - `shard` Your Healthie shard ``` account { op: "connections.requirements", service: "healthie" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "healthie.users.list" } # list users · read · 1 upstream call check { action: "healthie.clients.create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Healthie at a glance **Sign-in** API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. **You provide** `api_key` **Setup fields** `host` `shard` **Limits we pace to** 600 calls a minute, per connection **API covered** Healthie (EHR, telehealth and practice management) API 2026-10-01`api.gethealthie.com` **Built from** Healthie's documentation, read 23 October 2026[docs.gethealthie.com](https://docs.gethealthie.com/guides/quick-start) [docs.gethealthie.com](https://docs.gethealthie.com/guides/api-concepts/pagination/) [docs.gethealthie.com](https://docs.gethealthie.com/guides/api-concepts/rate-limits/) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 299 of 306 reads, for up to an hour; a write clears what it affects **Shared entities** 5, so ask can line Healthie up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Healthie. 723 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest. - **306** read look, never change - **301** write create and update - **116** destructive wait for a confirmation 1. ### Healthie 723 306 read · 301 write · 116 destructive List users · Create client · Update client · List tasks Top actions ## The Healthie API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 74 of Healthie's 74 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `healthie.users.list` List users | Fetch paginated patients collection (use organizationMembers query for providers) | read | `identity.user.list` 474 connectors | | `healthie.clients.create` Create client | Create a Client | write | `crm.contact.create` 161 connectors | | `healthie.clients.update` Update client | Update Client | write | `crm.contact.update` 159 connectors | | `healthie.tasks.list` List tasks | All tasks assigned to a provider or client | read | `work.task.list` 122 connectors | | `healthie.users.get` Get user | Fetch a user by ID | read | `identity.user.get` 399 connectors | | `healthie.billing_items.list` List billing items | Fetch paginated Billing Items collection | read | `finance.billing_item.list` 24 connectors | | `healthie.tasks.create` Create task | Create a task for provider | write | `work.task.create` 127 connectors | | `healthie.user_groups.list` List user groups | Cursor-paginated user groups owned by the current user. | read | `identity.group.list` 262 connectors | | `healthie.tags.list` List tags | A collection of tags related to current patient/provider/organization | read | `crm.tag.list` 65 connectors | | `healthie.tags.create` Create tag | Create a custom user tag | write | `crm.tag.create` 49 connectors | | `healthie.locations.list` List locations | Get locations for a given user (or current user) | read | `crm.location.list` 48 connectors | | `healthie.tasks.delete` Delete task | Destroy a task | destructive | `work.task.delete` 107 connectors | Try it ## Prompts to paste into Claude. Each one names the Healthie actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Which Healthie tasks are overdue, and who owns each one? calls `healthie.tasks.list` 2. Write write Create client in Healthie. Show me exactly what you will send before you save it. calls `healthie.clients.create` 3. Across systems read Which contacts are in both Healthie and HaloPSA, and how many are in only one of them? calls `healthie.users.list` `halopsa.users.list` Across your systems ## Healthie, joined to the rest of your business. One `ask` fetches from Healthie and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row. - Which contacts are in both Healthie and HaloPSA, and how many are in only one of them? `healthie.users.list` + `halopsa.users.list`, on `crm.contact` · [HaloPSA](https://actionlake.com/connectors/halopsa) - Which contacts are in both Healthie and HubSpot CRM, and how many are in only one of them? `healthie.users.list` + `hubspot_crm.contacts.list`, on `crm.contact` · [HubSpot CRM](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `identity.user` **517** `crm.contact` **192** `work.task` **105** `finance.billing_item` **14** `service.service_appointment` **9** ask ``` ask { intent: "which contacts are in both Healthie and HaloPSA, and how many are in only one of them", steps: [ { action: "healthie.users.list", as: "people", input: {}, limit: 100, max_pages: 5 }, { action: "halopsa.users.list", as: "people2", input: {}, limit: 100, max_pages: 5 }, { join: { left: "people", right: "people2", on: "crm.contact", group_by: "people.email", select: ["people.email", "count(people2.id) as in_halopsa"] } } ] } ``` Example. Run it through check first: it validates the steps and prices them, and it is free. Governance for Healthie ## Destructive actions wait for a yes. 116 Healthie actions are destructive. The first 10: - Delete task `healthie.tasks.delete` - Delete user group `healthie.user_groups.delete` - Delete tag `healthie.tags.delete` - Delete location `healthie.locations.delete` - Delete api key `healthie.api_keys.delete` - Delete billing item `healthie.billing_items.delete` - Delete appointment `healthie.appointments.delete` - Delete product `healthie.products.delete` - Delete folder `healthie.folders.delete` - Delete webhook `healthie.webhooks.delete` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do healthie.tasks.delete confirm_policy: **human** Delete task? **intent:** the user asked me to delete task run suspended · waiting for a named person · key _healthie-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "healthie-agent", allowed_actions: ["healthie.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "healthie.tasks.delete", approver: "lead@example.com" }, { match: "healthie.user_groups.delete", approver: "lead@example.com" }, { match: "healthie.tags.delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Healthie only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Healthie costs on actionlake. Every Healthie action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Healthie refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 723 Healthie actions - 116 actions page each page of a long list is one call - 299 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Healthie action. 723 actions by area: the id your agent calls, what it does, and its effect. **Healthie 723** - `healthie.clients.create` Create client write - `healthie.clients.update` Update client write - `healthie.tasks.list` List tasks read - `healthie.users.list` List users read - `healthie.accepted_insurance_plans.create` Create accepted insurance plan write - `healthie.accepted_insurance_plans.delete` Delete accepted insurance plan destructive - and 717 more in this area This index shows a sample of each area. All 723 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/catalogue), which a free sandbox key can search. Questions ## The Healthie MCP server, answered. **Is there a Healthie MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 723 Healthie actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Healthie. **What do I need to connect Healthie?** Healthie API key. Plus your host and your shard. The free call account { op: "connections.requirements", service: "healthie" } lists exactly what to paste. **Can an AI agent delete or change things in Healthie?** Only if its key allows it, and only with an explicit confirmation. 116 Healthie actions are destructive, including delete task, delete user group and delete tag. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my Healthie API limit?** actionlake paces every call to the limits in the Healthie service file: 600 calls a minute per connection. Repeated reads are answered from cache (299 Healthie actions can be), which never reaches Healthie. **What does a Healthie action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (116 Healthie actions page). Cache hits, searches, dry runs and calls Healthie refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which Healthie API does it cover?** The Healthie (EHR, telehealth and practice management) API 2026-10-01 at api.gethealthie.com by default, or the base URL set when you connect. It is built from Healthie's documentation as read on 23 October 2026. 723 actions in 1 area, each one in the signed service file (version 1.0.0). **Can I combine Healthie with my other systems?** Yes. ask joins Healthie to HaloPSA or HubSpot CRM on the same customer and returns the answer rather than every row. Healthie maps crm.contact, which 192 other connectors also map. **Does actionlake keep my Healthie data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Healthie credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like Healthie Shares the most action names with - [Clio Manage 24](https://actionlake.com/connectors/clio-manage) - [Actionstep 23](https://actionlake.com/connectors/actionstep) - [Jobber 21](https://actionlake.com/connectors/jobber) - [Smokeball 17](https://actionlake.com/connectors/smokeball) - [HighLevel (LeadConnector) 16](https://actionlake.com/connectors/highlevel-leadconnector) - [Whop 15](https://actionlake.com/connectors/whop) Joins with, on shared entities - [Rev.io 4](https://actionlake.com/connectors/rev-io) - [DrChrono 4](https://actionlake.com/connectors/drchrono) - [Bitrix24 3](https://actionlake.com/connectors/bitrix24) - [Zoho Desk 3](https://actionlake.com/connectors/zoho-desk) - [athenahealth athenaOne 3](https://actionlake.com/connectors/athenahealth-athenaone) - [Microsoft Dynamics 365 3](https://actionlake.com/connectors/microsoft-dynamics-365) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Healthie; the name is the vendor's own. Counts are from the Healthie service file, version 1.0.0. ## Give your agent Healthie today. [Connect Healthie free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/healthie More: https://actionlake.com/llms.txt