FormaPortal

com.formaportalPublished by formaportal.comOfficial publisherv1.0.0Updated Oct 24, 2026

Ask your customer portal and CRM anything, in plain English

VerifiedStreamable HTTPWeb executableBusiness & Commerce

Overview

AI-generated overview

Remote MCP endpoint for FormaPortal that lets an assistant query a customer portal and CRM in plain English.

What you can do
  • Ask questions about the data held in a FormaPortal customer portal and CRM using natural-language prompts.
  • No individual tools are documented in the supplied listing, so the exact actions available are not described; the stated capability is answering questions about portal and CRM content.
When to use it
Useful when a team already runs its customer portal and CRM on FormaPortal and wants an assistant to answer questions about that customer data without exporting it elsewhere.
Requirements
A remote MCP server reached over streamable HTTP at the provider's hosted endpoint; OAuth authentication is required. No environment variables, headers or local packages are declared.
Before you install
The server reads customer portal and CRM data, which is likely to include customer and business information; access is granted through OAuth, so review which account and scopes you authorize. Tool-level behavior is not documented here, so confirm whether it can only read or also change records before connecting.

Installation

In SourceWeft

  1. Open FormaPortal in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.formaportal%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "formaportal": {
      "type": "http",
      "url": "https://app.formaportal.com/api/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestSep 29, 2026

Score

67% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.