Read jobs, form templates, submitted forms and assets; create and update CRM tasks in Formitize. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
Turn on the Formitize connector, then ask in plain words. The AI picks the tools.
For field service teams that run jobs, forms and CRM tasks in Formitize.
List the unfinished jobs, or the finished ones. Open a job to read its client, status and attached forms, and its change history.
List submitted forms, newest first, filtered by job or template. Open one form to read its answers, the submitting user and the GPS position.
List the form templates in the account. Open one template to read its elements and field types before you read its submitted answers.
List the asset types and the assets of one type. Open an asset to read its client, location and field values. Check the lookup tables for their column names.
List CRM tasks, with optional filters. Open one task to read its related client or job and its attachments.
Create a new CRM task. Each create call makes a new task, so list the tasks first to avoid duplicates. Update only the fields you pass on an existing task.
Changes dataThe login page asks for your Formitize API token.
Create it in Formitize → Settings → API → API Tokens. Include the forms read permission: the login check reads your form templates. Your token is used only to call the API on your behalf and to derive a private account id; it is never shown to anyone.
Team and Enterprise: an Owner adds the connector for the organization first.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"formitize": {
"url": "https://formitize.usefulapi.io/mcp"
}
}
} Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"formitize": {
"type": "http",
"url": "https://formitize.usefulapi.io/mcp"
}
}
} Run these commands. The second one opens the login page:
Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.
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: the login page asks for your Formitize API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+per user | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this Formitize 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].
formitize_list_jobsformitize_get_jobformitize_get_job_historyformitize_list_form_templatesformitize_get_form_templateformitize_list_submitted_formsformitize_get_submitted_formformitize_list_asset_typesformitize_list_assetsformitize_get_assetformitize_list_lookup_databasesformitize_list_tasksformitize_get_taskformitize_create_taskformitize_update_taskformitize_usage_statusformitize_request_featureformitize_upgradeformitize_cancel_subscriptionCheck which jobs are still open. Review the newest submitted forms for a job. Read the field layout of a form template. Look up assets and lookup database tables. Follow up on CRM tasks. Create and update CRM tasks. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Formitize. The server calls the Formitize API with your own Formitize access, so it sees only the data that your account can see.
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
The login page asks for your Formitize API token. See Before you connect for where to find it.
No. 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: the login page asks for your Formitize API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Formitize API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Formitize.
Yes, if you approve it. 2 of the 15 Formitize tools can create or change data. The other 13 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Formitize server only. Cancel any time: your paid plan then runs to the end of the paid period. Run formitize_usage_status to see how many calls you used.
Ask the 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+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run formitize_cancel_subscription. Your paid plan continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with formitize_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.