Formitize MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.0.0更新於 Nov 8, 2026

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

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

Formitize 的託管 MCP 伺服器:讓助理讀取工單、表單、已提交表單、資產與 CRM 任務,並建立或更新 CRM 任務。

可以做什麼
  • 列出並檢視工單,包含狀態、關聯表單、發票編號與變更歷程
  • 瀏覽表單範本及其欄位結構,列出或讀取已提交表單的答案、提交人、工單與 GPS 位置
  • 列出資產類型、資產及其結構欄位,並列出查詢資料庫資料表
  • 列出並讀取 CRM 任務,含關聯客戶、工單與附件
  • 建立新的 CRM 任務並更新既有任務
  • 查看用量、提出功能需求,以及管理 Pro 或 Pro+ 訂閱
適用情境
適合在 Formitize 處理外勤服務或巡檢工作的使用者,希望助理直接回答未完成工單、已提交表單與資產的問題,或不必切換應用程式就能新增與更新 CRM 任務。
執行需求
遠端 streamable HTTP 端點,無需本機安裝。透過 OAuth 登入,首次連線時需提供 Formitize API 權杖(在 Formitize 的 Settings、API、API Tokens 建立,需表單讀取權限),伺服器會依使用者儲存。用戶端設定中不需填入任何金鑰。免費方案每月 50 次工具呼叫。
安裝前請注意
有兩個工具會寫入 Formitize:建立與更新 CRM 任務,執行前應先確認。伺服器會依使用者儲存你的 Formitize API 權杖。付費方案需付費(Pro 每月 9 美元或每年 90 美元,Pro+ 每月 39 美元或每年 390 美元),升級會回傳 Stripe 結帳連結;方案變更會立即收取差額,取消後當期不退款。用量依呼叫次數計算。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Formitize MCP by usefulapi,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fformitize/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

來源: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/.

輸入參數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}.

輸入參數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.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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}.

輸入參數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.

無需輸入參數。

formitize_list_assets

List assets

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

輸入參數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}.

輸入參數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.

無需輸入參數。

formitize_list_tasks

List CRM tasks

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

輸入參數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}.

輸入參數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/.

輸入參數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}.

輸入參數tagstitlestatustask_id必填due_datetask_typeassigned_todescription

版本歷史

1
  1. v1.0.0最新Nov 8, 2026

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