Healthie connector for AI agents

Tools your care coordination agent reaches for on Healthie, scoped per user.

CALL ANY TOOL

44 tools for practice management in Healthie: search and update clients, book, reschedule, and cancel appointments, read and create chart notes and forms, manage insurance policies and tasks, and send chat messages.

healthie_add_client_policy

Add client policy

Add an insurance policy to a client's profile, linked to an insurance plan (payer). Returns the client's id and full list of policies with id, member and group numbers, priority and plan, plus messages listing any validation problems. Use this to record new coverage; find the plan ID with healthie_list_insurance_plans and change an existing policy with healthie_update_policy. Validation problems come back in messages (field and message) with HTTP 200, and permission failures as a top-level errors entry; check both.

Parameters

Name

Type

Required

Description

client_id

string

Required

Healthie ID of the client (patient). Example: "12345". Find it with healthie_search_clients.

insurance_plan_id

string

Required

Healthie ID of the insurance plan (payer). Example: "2468". Find it with healthie_list_insurance_plans.

member_number

string

Required

Member (policy) number on the insurance card. Example: "ABC123456789".

coinsurance_value

integer

Optional

Coinsurance value when the billing method is coinsurance. Example: 20.

copay_value

integer

Optional

Copay amount in cents when the billing method is copay. Example: 2500 for $25.00.

group_number

string

Optional

Group number on the insurance card. Example: "GRP-0001".

holder_dob

string

Optional

Policy holder's date of birth (YYYY-MM-DD). Example: "1990-01-01".

holder_first

string

Optional

Policy holder's first name. Example: "Jordan".

holder_gender

string

Optional

Policy holder's gender. Example: "Female".

holder_last

string

Optional

Policy holder's last name. Example: "Test".

holder_phone

string

Optional

Policy holder's phone number. Example: "555-555-0100".

holder_relationship

string

Optional

Client's relationship to the policy holder, as text. Use "Self" when the client is the holder. Example: "Self".

insurance_billing_method

string

Optional

How the client's share is billed: no_billing_method, copay, coinsurance or unmet_deductible. One of: `no_billing_method`, `copay`, `coinsurance`, `unmet_deductible`.

priority_type

string

Optional

Coverage order of the policy. Healthie's schema lists primary, secondary and inactive. Example: "primary".

healthie_book_appointment

Book appointment

Book a 1:1 appointment for a client with a provider, as the connected provider or staff user. Returns the new appointment's id, date, length, contact type, status, location, appointment type, provider and client, plus messages listing any validation problems. Use this to schedule a visit; check open times first with healthie_list_available_slots, because Healthie does not enforce availability unless enforce_availability is true. Use healthie_reschedule_appointment to move an existing one. Validation problems come back in messages (field and message) with HTTP 200, and permission failures as a top-level errors entry; check both.

Parameters

Name

Type

Required

Description

appointment_type_id

string

Required

Appointment type ID. Example: "1128". Find it with healthie_list_appointment_types.

client_id

string

Required

Healthie ID of the client (patient). Example: "12345". Find it with healthie_search_clients. The client attending this 1:1 appointment.

contact_type

string

Required

How the appointment is held, as one of the organization's contact types, for example "Healthie Video Call", "In Person" or "Phone Call". Get the exact values with healthie_list_contact_types or the appointment type's available_contact_types.

datetime

string

Required

Start of the appointment as ISO 8601 ("2026-11-03T14:00:00-05:00") or "YYYY-MM-DD HH:MM:SS" in the timezone given. Example: "2026-11-03T14:00:00-05:00".

appointment_location_id

string

Optional

Appointment location ID. Required for in-person appointments. Example: "55". Find it with healthie_list_appointment_locations.

enforce_availability

boolean

Optional

Set true to have Healthie reject the booking if the time is not an open slot. Defaults to false.

external_videochat_url

string

Optional

Video link to use instead of Healthie's built-in video or Zoom. Example: "https://video.example.com/room/123".

metadata

string

Optional

Your own metadata as a serialized JSON string. Example: "{\"source\":\"agent\"}".

notes

string

Optional

Notes to store on the appointment. Example: "Follow-up on lab results."

provider_id

string

Optional

Healthie user ID of the provider seeing the client. Defaults to the connected user. Example: "67890".

timezone

string

Optional

IANA time zone name used to interpret and return dates. Defaults to the provider's time zone. Example: "America/New_York".

healthie_cancel_appointment

Cancel appointment

healthie_create_client

Create client

Create a new client (patient) in Healthie, assigned to a provider. Returns the new client's id, names, email, phone, date of birth, primary provider and group, plus messages listing any validation problems. Use this to add a client who does not exist yet; search first with healthie_search_clients to avoid duplicates, and use healthie_update_client to change an existing one. Validation problems come back in messages (field and message) with HTTP 200, and permission failures as a top-level errors entry; check both.

Parameters

Name

Type

Required

Description

first_name

string

Required

Client's first (preferred) name. Example: "Jordan".

last_name

string

Required

Client's last name. Example: "Test".

default_billing_type

string

Optional

Default billing type: SELF_PAY or INSURANCE_PAY. One of: `SELF_PAY`, `INSURANCE_PAY`.

dob

string

Optional

Date of birth in YYYY-MM-DD format. Example: "1990-01-01".

dont_send_welcome

boolean

Optional

Set true to skip Healthie's welcome email to the client.

string

Optional

Client's email address. Required unless skipped_email is true. Example: "jordan.test@example.com".

gender

string

Optional

Client's gender as free text. Example: "Female".

legal_name

string

Optional

Client's legal first name, when it differs from the preferred first name. Example: "Jordanna".

metadata

string

Optional

Your own metadata as a serialized JSON string, up to 128,000 characters. It replaces the existing value. Example: "{\"source\":\"agent\"}".

other_provider_ids

array

Optional

IDs of additional providers on the client's care team. Example: ["67891"].

phone_number

string

Optional

Client's phone number. Example: "555-555-0100".

provider_id

string

Optional

Healthie user ID of the client's primary provider. Defaults to the connected user. Example: "67890".

record_identifier

string

Optional

Your own record or MRN identifier for this client. Example: "MRN-0001".

skipped_email

boolean

Optional

Set true to create the client without an email address.

timezone

string

Optional

Client's IANA time zone. Example: "America/Chicago".

user_group_id

string

Optional

Client group (user group) to place the client in. Example: "4321".

healthie_create_conversation

Create conversation

healthie_create_filled_form

Create filled form

healthie_delete_appointment

Delete appointment

healthie_get_appointment

Get appointment

healthie_get_appointment_type

Get appointment type

healthie_get_client

Get client

healthie_get_conversation

Get conversation

healthie_get_filled_form

Get filled form

healthie_get_form_template

Get form template

healthie_get_policy

Get policy

healthie_get_provider

Get provider

healthie_list_appointment_locations

List appointment locations

healthie_list_appointment_types

List appointment types

healthie_list_available_days

List available days

List the days in a month on which a provider has open time for an appointment type. Returns an array of dates (YYYY-MM-DD) that have at least one bookable slot. Use this first to find days with availability, then call healthie_list_available_slots for the times on a chosen day; healthie_get_next_available_slot gives just the soonest time. GraphQL errors return HTTP 200 with an errors array, so check it on every response.

Parameters

Name

Type

Required

Description

appointment_type_id

string

Required

Appointment type to check availability for. Example: "1128". Find it with healthie_list_appointment_types.

date_from_month

string

Required

Any date (YYYY-MM-DD) in the month to check. Example: "2026-11-01".

provider_id

string

Required

Healthie user ID of the provider whose availability to check. Example: "67890".

appointment_location_id

string

Optional

For in-person visits, the appointment location ID to check. Example: "55".

appointment_to_reschedule_id

string

Optional

When rescheduling, the ID of the appointment being moved, so its own slot is treated as free. Example: "9900".

contact_type

string

Optional

end_date_boundary

string

Optional

Don't return days after this date (YYYY-MM-DD). Example: "2026-11-20".

licensed_in_state

string

Optional

Only include providers licensed in this US state (two-letter code). Example: "NY".

org_level

boolean

Optional

Set true to check availability across providers in the organization instead of only provider_id.

provider_ids

array

Optional

With org_level true, limit the search to these provider IDs. Example: ["67890","67891"].

start_date_boundary

string

Optional

Don't return days before this date (YYYY-MM-DD). Example: "2026-11-05".

timezone

string

Optional

IANA time zone name used to interpret and return dates. Defaults to the provider's time zone. Example: "America/New_York".

healthie_list_available_slots

List available slots

List the bookable appointment slots for a provider and appointment type between two dates. Returns each slot's start date-time, length, provider user_id, appointment type, and fully-booked and waitlist flags for group slots. Use this to offer specific times before booking with healthie_book_appointment (pass the slot's date as datetime and user_id as provider_id). Keep the range to about a day; use healthie_list_available_days to find days first. GraphQL errors return HTTP 200 with an errors array, so check it on every response.

Parameters

Name

Type

Required

Description

appointment_type_id

string

Required

Appointment type to check availability for. Example: "1128". Find it with healthie_list_appointment_types.

end_date

string

Required

End of the range, as YYYY-MM-DD or a full ISO 8601 date-time. Use the same day as start_date for one day. Example: "2026-11-03".

provider_id

string

Required

Healthie user ID of the provider whose slots to list. Example: "67890".

start_date

string

Required

Start of the range, as YYYY-MM-DD or a full ISO 8601 date-time. Example: "2026-11-03".

appointment_location_id

string

Optional

For in-person visits, the appointment location ID to check. Example: "55".

appointment_to_reschedule_id

string

Optional

When rescheduling, the ID of the appointment being moved, so its own slot is treated as free. Example: "9900".

contact_type

string

Optional

licensed_in_state

string

Optional

Only include providers licensed in this US state (two-letter code). Example: "NY".

org_level

boolean

Optional

Set true to check availability across providers in the organization instead of only provider_id.

provider_ids

array

Optional

With org_level true, limit the search to these provider IDs. Example: ["67890","67891"].

timezone

string

Optional

IANA time zone name used to interpret and return dates. Defaults to the provider's time zone. Example: "America/New_York".

healthie_list_chart_notes

List chart notes

healthie_list_contact_types

List contact types

healthie_list_conversations

List conversations

healthie_list_form_templates

List form templates

healthie_list_insurance_plans

List insurance plans

healthie_list_providers

List providers

healthie_search_clients

Search clients

Search the clients (patients) the connected Healthie user can see, by name, email, date of birth or record ID, with optional status, provider, group and tag filters. Returns a page of clients with id, names, email, phone, date of birth, gender, active flag, record identifier, primary provider id, group id and next appointment date, plus page_info and total_count. Use this to find a client's ID or browse the client list; use healthie_get_client for one client's full profile, insurance policies and address. Paginated: when page_info.has_next_page is true, call again with after set to page_info.end_cursor. GraphQL errors return HTTP 200 with an errors array, so check it on every response.

Parameters

Name

Type

Required

Description

active_status

string

Optional

Only return clients with this status: "active" or "archived". One of: `active`, `archived`.

after

string

Optional

Cursor for the next page: pass page_info.end_cursor from the previous response to continue after it. Leave empty for the first page. Example: "eyJpZCI6IjEyMzQ1In0=".

group_id

string

Optional

Only return clients in this client group (user group) ID. Example: "4321".

ids

array

Optional

Only return clients with these Healthie IDs. Example: ["12345","12346"].

keywords

string

Optional

Text to search clients by. Matches ID, first, legal or last name, record identifier, email, date of birth (YYYY-MM-DD) and NPI. Combine terms with spaces. Example: "Jordan Test 1990-01-01".

order_by

string

Optional

Sort order. Defaults to LAST_NAME_ASC. One of: `LAST_NAME_ASC`, `LAST_NAME_DESC`, `FIRST_NAME_ASC`, `FIRST_NAME_DESC`, `EMAIL_ASC`, `EMAIL_DESC`, `CREATED_AT_DESC`, `CREATED_AT_ASC`, `UPDATED_AT_DESC`, `UPDATED_AT_ASC`, `NEXT_APPT_DATE_ASC`, `NEXT_APPT_DATE_DESC`.

page_size

integer

Optional

Number of clients to return in this page, from 1 to 100. Healthie recommends 10 to 50. Defaults to the server page size when omitted. Example: 25.

provider_id

string

Optional

Only return clients whose primary provider has this Healthie user ID. Example: "67890".

tag_ids

array

Optional

Only return clients that have at least one of these tag IDs. Example: ["11","12"].

healthie_send_message

Send message

healthie_update_appointment

Update appointment

healthie_update_client

Update client

Update an existing Healthie client's profile: names, contact details, date of birth, provider, care team, group, status, address and metadata. Only the fields you pass change. Returns the updated client's id, names, email, phone, date of birth, active flag, provider and group, plus messages listing any validation problems. Use this to edit a client; use healthie_create_client for a new one and healthie_add_client_policy to add insurance. Validation problems come back in messages (field and message) with HTTP 200, and permission failures as a top-level errors entry; check both.

Parameters

Name

Type

Required

Description

client_id

string

Required

Healthie ID of the client (patient). Example: "12345". Find it with healthie_search_clients.

active

boolean

Optional

Set false to archive the client or true to reactivate them.

default_billing_type

string

Optional

Default billing type: SELF_PAY or INSURANCE_PAY. One of: `SELF_PAY`, `INSURANCE_PAY`.

dob

string

Optional

Date of birth in YYYY-MM-DD format. Example: "1990-01-01".

string

Optional

Client's email address. Healthie sends account emails here. Example: "jordan.test@example.com".

first_name

string

Optional

Client's first (preferred) name. Example: "Jordan".

gender

string

Optional

Client's gender as free text. Example: "Female".

last_name

string

Optional

Client's last name. Example: "Test".

legal_name

string

Optional

Client's legal first name, when it differs from the preferred first name. Example: "Jordanna".

location

object

Optional

Client's primary address as an object with line1, line2, city, state, zip and country. Include the existing location id to edit it rather than add one. Example: {"line1":"1 Main St","city":"Springfield","state":"IL","zip":"62701","country":"US"}.

metadata

string

Optional

Your own metadata as a serialized JSON string, up to 128,000 characters. It replaces the existing value. Example: "{\"source\":\"agent\"}".

other_provider_ids

array

Optional

IDs of additional providers on the client's care team. Example: ["67891"].

phone_number

string

Optional

Client's phone number. Example: "555-555-0100".

provider_id

string

Optional

Healthie user ID of the new primary provider. Example: "67890".

quick_notes

string

Optional

Short notes about the client that providers see on the profile. Replaces the existing value. Example: "Prefers afternoon visits."

record_identifier

string

Optional

Your own record or MRN identifier for this client. Example: "MRN-0001".

timezone

string

Optional

Client's IANA time zone. Example: "America/Chicago".

user_group_id

string

Optional

Client group (user group) to place the client in. Example: "4321".

healthie_update_policy

Update policy

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// Healthie tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["healthie"], toolNames: [
    "healthie_list_available_slots",
    "healthie_book_appointment",
    "healthie_search_clients"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "Find this client and book a follow-up at Dr. Patel's next open slot" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["healthie"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "Find this client and book a follow-up at Dr. Patel's next open slot" }],
  tools,
});

// Execute the tool call with the user's vaulted Healthie API key
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["healthie"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "Find this client and book a follow-up at Dr. Patel's next open slot" }],
  tools,
});

// Tool call runs with the user's vaulted Healthie API key
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["healthie"] }, pageSize: 100,
});

const agent = new Agent({
  name: "care_coordination_agent",
  model: "gemini-2.5-pro",
  instruction: "Healthie tools scoped to this user",
  tools,
});

await agent.run("Find this client and book a follow-up at Dr. Patel's next open slot");

Try these prompts

Copy any prompt into your agent. Each maps directly to a Healthie tool. Click to copy, paste into your agent, done.

Scheduling

Copy the prompt

Copied

Find Dr. Patel's open slots for an initial consult next week.

Copy the prompt

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Book a 30-minute follow-up for this client with Dr. Patel on Thursday at 2:30pm.

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Reschedule this client's appointment to next Monday morning.

Clients and charts

Copy the prompt

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Search for clients named Jordan born in 1990.

Copy the prompt

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List chart notes for this client from the last 3 months.

Copy the prompt

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Show the intake forms this client has filled out.

Tasks and messages

Copy the prompt

Copied

Create a task for the care team to verify this client's insurance policy by Friday.

Copy the prompt

Copied

List my open tasks that are due this week.

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Send this client a chat message confirming their appointment time.

SEE HOW AUTH WORKS

Each user connects their own Healthie API key once, and Scalekit sends it with every call. Credentials stay vaulted, every call is scope checked, and every action is logged.

Authorize

Your user connects

Healthie

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Healthie

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Healthie

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Healthie

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other healthcare connectors.

Support and Ops Teams

Meeting prep

Pulls agenda, participant context, and open action items before every meeting.

Engineering Teams

Slack triage

Polls Slack for new messages, classifies bugs and support requests with a LangGraph router, files GitHub issues or Zendesk tickets, and confirms in the thread.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared Healthie API key looks fine in a demo. In production every booking and chart note looks like one service account, and you cannot tell which user triggered it. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared key
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Healthie today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Healthie as the user or through a shared key?

As the user. Each user connects their own Healthie API key once, and Scalekit sends it with every call. Bookings, chart notes, and messages the agent creates are attributed to that user in your audit trail, not a shared service account.

Where is the Healthie API key stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. To rotate it, the user reconnects with a new API key. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Can I limit what the agent does in Healthie?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example the scheduling and chart tools without healthie_delete_appointment or healthie_delete_task. Scalekit also enforces scope checks before every API call.

What happens when a user revokes Healthie access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Which clients can the agent see in Healthie?

The clients the Healthie user who owns the API key can see. healthie_get_current_user shows which user that is, and healthie_search_clients searches by name, email, date of birth or record ID within that access.