Formitize MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.0.0更新于 Nov 8, 2026

Read jobs, form templates, submitted forms and assets; create and update CRM tasks in Formitize.

发布方自己的服务:Ably MCP by usefulapi

已验证Streamable HTTP可网页运行效率与工作流商业与电商

概览

AI 生成的概览

Formitize 的托管 MCP 服务器:让助手读取工单、表单、已提交表单、资产和 CRM 任务,并创建或更新 CRM 任务。

可以做什么
  • 列出并查看工单,包括状态、关联表单、发票编号和变更历史
  • 浏览表单模板及其字段结构,列出或读取已提交表单的答案、提交人、工单和 GPS 位置
  • 列出资产类型、资产及其架构列,并列出查找数据库表
  • 列出并读取 CRM 任务,含关联客户、工单和附件
  • 创建新的 CRM 任务并更新已有任务
  • 查看用量、提交功能需求,以及管理 Pro 或 Pro+ 订阅
适用场景
适合在 Formitize 中处理现场服务或巡检工作的用户,希望助手直接回答未完成工单、已提交表单和资产的问题,或在不切换应用的情况下新建和更新 CRM 任务。
运行要求
远程 streamable HTTP 端点,无需本地安装。通过 OAuth 登录,首次连接时需提供 Formitize API 令牌(在 Formitize 的 Settings、API、API Tokens 中创建,需表单读取权限),服务器按用户保存。客户端配置中不填任何密钥。免费方案每月 50 次工具调用。
安装前请注意
有两个工具会写入 Formitize:创建和更新 CRM 任务,执行前应确认。服务器会按用户保存你的 Formitize API 令牌。付费方案需付费(Pro 每月 9 美元或每年 90 美元,Pro+ 每月 39 美元或每年 390 美元),升级会返回 Stripe 结账链接;方案变更会立即收取差价,取消后当期不退款。用量按调用次数计。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Formitize MCP by usefulapi,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.usefulapi%2Fformitize/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "formitize-by-usefulapi": {
      "type": "http",
      "url": "https://formitize.usefulapi.io/mcp"
    }
  }
}

README

Formitize MCP by usefulapi

Use your Formitize account from Claude, Cursor, or any MCP client. Read jobs, form templates, submitted forms, assets and CRM tasks, and create or update CRM tasks. Hosted, no local install: connect with your own credentials.

Live endpoint: https://formitize.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://formitize.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http formitize https://formitize.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "formitize": {      "url": "https://formitize.usefulapi.io/mcp"    }  }}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Formitize credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/formitize/

On first connect you provide a Formitize API token (Formitize → Settings → API → API Tokens, with the forms read permission). The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
formitize_list_jobsreadList jobs
formitize_get_jobreadGet a job
formitize_get_job_historyreadGet job history
formitize_list_form_templatesreadList form templates
formitize_get_form_templatereadGet a form template
formitize_list_submitted_formsreadList submitted forms
formitize_get_submitted_formreadGet a submitted form
formitize_list_asset_typesreadList asset types
formitize_list_assetsreadList assets
formitize_get_assetreadGet an asset
formitize_list_lookup_databasesreadList lookup databases
formitize_list_tasksreadList CRM tasks
formitize_get_taskreadGet a CRM task
formitize_create_taskwriteCreate a CRM task
formitize_update_taskwriteUpdate a CRM task
formitize_usage_statusmetaUsage status (free-tier meter)
formitize_request_featuremetaRequest a missing feature
formitize_upgrademetaUpgrade to Pro or Pro+
formitize_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)10,000 tool calls / month
Pro+ (per user)$39/mo or $390/yr (2 months free)100,000 tool calls / month

Each paid plan covers this server only. Ask your AI to run formitize_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with formitize_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with formitize_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

来源:servers/formitize/README.md,提交 0be0869

工具

15

formitize_list_jobs

List jobs

List jobs (work orders). Returns unfinished jobs by default; set finished to true for finished jobs. Up to 500 per call. Formitize API: GET /job/.

输入参数tofrompagelimitstatusfinishedagentNamejobnumberordernumber

formitize_get_job

Get a job

Get one job by id: client, contact, title, job and order numbers, status, forms attached to the job and invoice id. Formitize API: GET /job/{id}.

输入参数job_id必填

formitize_get_job_history

Get job history

Get the change history of one job: edits, status changes and their times. Formitize API: GET /job/{id}/history.

输入参数job_id必填

formitize_list_form_templates

List form templates

List the form templates in the account (id, title, dates). Use the id with formitize_get_form_template. Formitize API: GET /form/list.

输入参数simple

formitize_get_form_template

Get a form template

Get one form template with its field layout (elements and their types). Formitize API: GET /form/{id}.

输入参数simpleform_id必填

formitize_list_submitted_forms

List submitted forms

List submitted forms (form entries), newest first, 200 per page. Filter by title, job, template or modified date. Formitize API: GET /form/submit/list.

输入参数pagetitlejob_idform_idmodified_after_date

formitize_get_submitted_form

Get a submitted form

Get one submitted form with its answers, the submitting user, the job and the GPS position. Formitize API: GET /form/submit/{id}.

输入参数simplesubmitted_form_id必填

formitize_list_asset_types

List asset types

List the asset types (schemas) with their column names. Use the id with formitize_list_assets. Formitize API: GET /asset/schema/list.

无需输入参数。

formitize_list_assets

List assets

List the assets of one asset type, with their schema columns. Formitize API: GET /asset/list/{schemaID}/.

输入参数schema_id必填

formitize_get_asset

Get an asset

Get one asset by id, with its asset type schema, client, location and field values. Formitize API: GET /asset/{schemaID}/{assetID}.

输入参数asset_id必填schema_id必填

formitize_list_lookup_databases

List lookup databases

List the lookup database tables with their column names. Formitize API: GET /database/list.

无需输入参数。

formitize_list_tasks

List CRM tasks

List CRM tasks with optional filters. Paginated. Formitize API: GET /crm/task/.

输入参数tofrompageordersearchstatusclient_idtask_typeassigned_to

formitize_get_task

Get a CRM task

Get one CRM task with its related client or job and attachments. Formitize API: GET /crm/task/{id}.

输入参数task_id必填

formitize_create_task

Create a CRM task

WRITE: create a new CRM task. Each call makes a new task, so do not repeat it. Formitize API: POST /crm/task/.

输入参数tagstitle必填statusdue_datetask_typeassigned_todescription

formitize_update_task

Update a CRM task

WRITE: update a CRM task. Only the fields you pass change. Repeating the same call gives the same result. Formitize API: POST /crm/task/{id}.

输入参数tagstitlestatustask_id必填due_datetask_typeassigned_todescription

版本历史

1
  1. v1.0.0最新Nov 8, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

其他 Usefulapi 集成