GoFormz MCP server

Read GoFormz templates, forms, groups and data sources; create and update forms and rows. For teams that collect field and office paperwork in GoFormz, such as inspections, work orders and delivery receipts. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name GoFormz and this URL, then click Add:
    https://goformz.usefulapi.io/mcp
  3. Claude opens the login page: enter your GoFormz Client ID and GoFormz Client Secret.
  4. In a chat, click + → Connectors and turn on GoFormz.

Team and Enterprise: an Owner adds the connector for the organization first.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http goformz https://goformz.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "goformz": {
      "url": "https://goformz.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "goformz": {
      "type": "http",
      "url": "https://goformz.usefulapi.io/mcp"
    }
  }
}

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name GoFormz and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://goformz.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your GoFormz Client ID and GoFormz Client Secret.
  4. In Plugins, install GoFormz, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Codex

Run these commands. The second one opens the login page:

codex mcp add goformz --url https://goformz.usefulapi.io/mcp
codex mcp login goformz

Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.

live27 toolsFree 50 tool calls / monthPro $9/mo · $90/yr

What you can do with GoFormz in Claude and ChatGPT

Find completed forms for a template

The AI lists the forms of one template by status and last update, and opens a form to show every field value.

goformz_list_templates goformz_list_template_forms goformz_get_form

Create and assign a draft form

The AI creates a draft form from a template, pre-fills the fields you give it and assigns it to a user or group.

Changes data · goformz_list_users goformz_create_form

Correct a form's field values

The AI changes the name or selected field values of a form. Only the fields you name change, and the status stays as it was.

Changes data · goformz_get_form goformz_update_form

Export a finished form to PDF

The AI starts the PDF export of a form, waits for the job to finish and returns the temporary download link.

Changes data · goformz_export_form_pdf goformz_get_queue_item goformz_get_file

Keep dropdown lookup tables up to date

The AI reads a data source and its rows, then adds a row or replaces one (every column is sent), so dropdowns in your templates show current values.

Changes data · goformz_get_datasource goformz_list_datasource_rows goformz_create_datasource_row goformz_update_datasource_row

Reopen or complete a form

The AI sets a completed form back to draft so it can be edited, or marks a draft complete. Completing can start the template's workflows and webhooks.

Changes data · goformz_get_form goformz_set_form_status

Before you connect

Patient data: Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.

The login page asks for your GoFormz Client ID and GoFormz Client Secret.

In the GoFormz web app open Settings, then API Access. Copy the Client ID and the Client Secret (the secret is shown once; use Regenerate if you lost it). API access depends on your GoFormz plan and has a daily call quota; ask your GoFormz account manager if the API Access page is missing. They are used only to call the GoFormz API on your behalf; they are never shown to anyone.

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 GoFormz Client ID and GoFormz Client Secret. 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.

Example prompts

Turn on the GoFormz connector, then ask in plain words. The AI picks the tools.

Tools 27

ToolTypeWhat it does
goformz_list_templatesread
List templates
List the form templates of the account (id, name). Use a template id to list its forms or to create a form. GET /v2/templates.
goformz_get_templateread
Get a template
Get one template by id. GET /v2/templates/{id}.
goformz_list_formsread
List forms
List forms (filled-in instances of templates) with name, status (draft or complete), last update date and assignment. Field values are NOT included: call goformz_get_form for those. Filter by name prefix, status or last-updated date. GET /v2/formz.
goformz_list_template_formsread
List forms of a template
List the forms created from one template (name, status, last update date). Field values are not included. GET /v2/templates/{templateId}/formz.
goformz_get_formread
Get a form
Get one form with all its field values (text, numbers, dates, checkboxes, table rows, signature/image references), status, assignment and template version. GET /v2/formz/{id}.
goformz_list_groupsread
List groups
List user groups (forms can be assigned to a group). GET /v2/groups.
goformz_get_groupread
Get a group
Get one group by id. GET /v2/groups/{id}.
goformz_list_usersread
List users
List the account's users (id, username, first and last name). A user id is needed to assign a new form. GET /v2/users.
goformz_get_userread
Get a user
Get one user by id. GET /v2/users/{id}.
goformz_list_datasourcesread
List data sources
List data sources (lookup tables that feed dropdown and database fields in templates). GET /v2/datasources.
goformz_get_datasourceread
Get a data source
Get one data source: its name, columns and indexed columns. GET /v2/datasources/{id}.
goformz_list_datasource_rowsread
List data source rows
List the rows of a data source. Each row has an id, a keyColumn (the lookup key) and a value (a JSON-encoded array of the column values). GET /v2/datasources/{dataSourceId}/rows.
goformz_get_datasource_rowread
Get a data source row
Get one data source row by id. GET /v2/datasources/{dataSourceId}/rows/{rowId}.
goformz_list_webhooksread
List webhooks
List the webhooks that call a URL when a form of a template is completed (event form.complete). Read-only. GET /v2/webhooks.
goformz_get_queue_itemread
Get an async job status
Check a queued job, for example the PDF export started by goformz_export_form_pdf. Returns status (and progressIndicator); when it is Completed, redirectUrl points at the result (a /v2/files/{id} URL: pass that id to goformz_get_file). GET /v2/queue/{id}.
goformz_get_fileread
Get a file
Get a file summary: type, created date and a temporary download `link` (it expires; see linkExpiration). Use it for an exported PDF or a form image/signature. The file itself is not downloaded here. GET /v2/files/{id}.
goformz_get_pdf_exportread
Get a PDF export
Get the metadata of a PDF export of a form, including the temporary download `link` once the PDF is ready. GET /v2/formz/{formId}/exports/{exportId}.
goformz_export_form_pdfwrite
Export a form to PDF
WRITE: start a PDF export of a form (the form is not changed; GoFormz creates a PDF file). The reply gives the queue_id of the job: poll goformz_get_queue_item until Completed, then read the file with goformz_get_file using the id in redirectUrl. POST /v2/formz/{formId}/exports.
goformz_create_formwrite
Create a form
WRITE: create a new draft form from a template, optionally pre-filled and assigned to a user or group (assignment is only possible at creation). Field keys are the template's field names (or ids) and the values are field objects such as {"text": "Acme"}; see goformz_get_form on an existing form of the template for each field's shape. Each call creates another form. POST /v2/formz.
goformz_update_formwrite
Update a form
WRITE: change a form's name and/or field values (partial update: only the fields given change; a null value clears a field). Does NOT change the status and does not trigger workflows; to re-run completion workflows use goformz_set_form_status draft, update, then complete. PATCH /v2/formz/{id}.
goformz_set_form_statuswrite
Complete or re-open a form
WRITE: mark a form complete (this can trigger the template's completion workflows and webhooks) or re-open it as a draft so it can be edited. POST /v2/formz/{id}/status.
goformz_create_datasource_rowwrite
Add a data source row
WRITE: add a row to a data source. key_column is the lookup key; values are the column values in the data source's column order (see goformz_get_datasource). Each call adds another row. POST /v2/datasources/{dataSourceId}/rows.
goformz_update_datasource_rowwrite
Update a data source row
WRITE: replace a data source row's key and values (the whole row is replaced; send every column). PATCH /v2/datasources/{dataSourceId}/rows/{rowId}.
goformz_usage_statusmeta
Usage status (free-tier meter)
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
goformz_request_featuremeta
Request a missing feature
Tell usefulapi that the user needs something the GoFormz tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
goformz_upgrademeta
Upgrade to Pro (unlimited*)
Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on GoFormz (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $39/month or $390/year, unlimited tool calls (fair use limit: 100,000 a month); an existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter.
goformz_cancel_subscriptionmeta
Cancel the Pro subscription
Cancel the caller's GoFormz Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run goformz_upgrade later to undo the cancel before the period ends. Does not count against the meter.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper account$9/mo · $90/yrUnlimited*

*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this GoFormz server only. Subscribe with goformz_upgrade (it returns a Stripe Checkout link). Cancel any time with goformz_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running goformz_upgrade before then undoes the cancel. Or write to [email protected].

FAQ

What can I do with GoFormz in Claude or ChatGPT?

Find completed forms for a template. Create and assign a draft form. Correct a form's field values. Export a finished form to PDF. Keep dropdown lookup tables up to date. Reopen or complete a form. See what you can do for the details.

Is this an official GoFormz product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by GoFormz. The server calls the GoFormz API with your own GoFormz access, so it sees only the data that your account can see.

Can I use this server with patient data (PHI)?

No. Do not use this server with protected health information (PHI). We do not sign HIPAA Business Associate Agreements (BAAs). See Terms, Health data.

Can I connect GoFormz to Claude or ChatGPT?

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.

What do I need to connect?

The login page asks for your GoFormz Client ID and GoFormz Client Secret. See Before you connect for where to find them.

Do I put my GoFormz key or an Authorization header in the client config?

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 GoFormz Client ID and GoFormz Client Secret. 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.

How do you keep my GoFormz credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the GoFormz 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 GoFormz.

Can the AI change my GoFormz data?

Yes, if you approve it. 6 of the 23 GoFormz tools can create or change data. The other 17 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this GoFormz server only. Cancel any time: Pro then runs to the end of the paid period. Run goformz_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run goformz_upgrade: it returns a Stripe Checkout link. To cancel, run goformz_cancel_subscription. Pro continues to the end of the paid period.

What if a GoFormz tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with goformz_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.

Which AI clients can I use?

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.

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