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Formitize MCP by usefulapi

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

使うべきか

品質と安全性

A
説明の品質
100%
スキーマの完全性
88%
命名の品質
79%
ポイズニングのリスク
100%
権限の一致
100%
プロトコルへの準拠
100%

検出事項（1）

  • LOWTool 'formitize_list_lookup_databases' name length outside 3-30 rangeformitize_list_lookup_databases 内

ツール定義とプロトコルへの準拠に関する自動分析に基づいています。

コンテキストコスト

~2,538トークン数（ツール定義）
~1.3 KB一般的なレスポンスサイズ
注意への影響は中程度（128k コンテキストの 1.98%）

これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。

インストール

ワンクリックインストール

これを `claude_desktop_config.json` ファイルに追加してください:

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

リモートエンドポイント

https://formitize.usefulapi.io/mcpstreamable-http

できること

ツール一覧

ツール（15）

🟢 読み取り専用🟡 書き込み🔴 削除⚪ 不明
🟢formitize_list_jobs(finished, from, to, status, agentName, ...)

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/.

入力スキーマ

{
  "type": "object",
  "properties": {
    "finished": {
      "description": "true = finished jobs; default = unfinished jobs.",
      "type": "boolean"
    },
    "from": {
      "description": "Earliest date to list (YYYY-MM-DD or Unix timestamp).",
      "type": "string"
    },
    "to": {
      "description": "Latest date to list (YYYY-MM-DD or Unix timestamp).",
      "type": "string"
    },
    "status": {
      "description": "Filter by job status.",
      "type": "string"
    },
    "agentName": {
      "description": "Filter by the assigned agent (user) name.",
      "type": "string"
    },
    "jobnumber": {
      "description": "Filter by job number.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "ordernumber": {
      "description": "Filter by order number.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "page": {
      "description": "Page number (default 1).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    },
    "limit": {
      "description": "Jobs per page (max 500).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 500
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_get_job(job_id)

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}.

入力スキーマ

{
  "type": "object",
  "properties": {
    "job_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The job id (from formitize_list_jobs)."
    }
  },
  "required": [
    "job_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_get_job_history(job_id)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "job_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The job id (from formitize_list_jobs)."
    }
  },
  "required": [
    "job_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_list_form_templates(simple)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "simple": {
      "description": "true = return the simplified form without the schema data.",
      "type": "boolean"
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_get_form_template(form_id, simple)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "form_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The form template id (from formitize_list_form_templates)."
    },
    "simple": {
      "description": "true = return the simplified form without the schema data.",
      "type": "boolean"
    }
  },
  "required": [
    "form_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_list_submitted_forms(title, job_id, form_id, modified_after_date, page)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "title": {
      "description": "Search submitted forms by title.",
      "type": "string"
    },
    "job_id": {
      "description": "Only forms attached to this job id.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "form_id": {
      "description": "Only forms from this template id.",
      "type": "string"
    },
    "modified_after_date": {
      "description": "Only forms modified after this date (YYYY-MM-DD).",
      "type": "string"
    },
    "page": {
      "description": "Page number (default 1).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_get_submitted_form(submitted_form_id, simple)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "submitted_form_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The submitted form id (from formitize_list_submitted_forms)."
    },
    "simple": {
      "description": "true = return the simplified form without the schema data.",
      "type": "boolean"
    }
  },
  "required": [
    "submitted_form_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_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.

入力スキーマ

{
  "type": "object",
  "properties": {},
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_list_assets(schema_id)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "schema_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The asset type id (from formitize_list_asset_types)."
    }
  },
  "required": [
    "schema_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_get_asset(schema_id, asset_id)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "schema_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The asset type id (from formitize_list_asset_types)."
    },
    "asset_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The asset id (from formitize_list_assets)."
    }
  },
  "required": [
    "schema_id",
    "asset_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_list_lookup_databases

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

入力スキーマ

{
  "type": "object",
  "properties": {},
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_list_tasks(status, assigned_to, client_id, task_type, from, ...)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "status": {
      "description": "Filter by task status.",
      "type": "string"
    },
    "assigned_to": {
      "description": "Only tasks assigned to this user id.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "client_id": {
      "description": "Only tasks for this client id.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "task_type": {
      "description": "Filter by task type (for example Call).",
      "type": "string"
    },
    "from": {
      "description": "Earliest due date (YYYY-MM-DD or Unix timestamp).",
      "type": "string"
    },
    "to": {
      "description": "Latest due date (YYYY-MM-DD or Unix timestamp).",
      "type": "string"
    },
    "search": {
      "description": "Search text.",
      "type": "string"
    },
    "order": {
      "description": "Sort order, as the Formitize API accepts it.",
      "type": "string"
    },
    "page": {
      "description": "Page number (default 1).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 9007199254740991
    }
  },
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟢formitize_get_task(task_id)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "task_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The task id (from formitize_list_tasks)."
    }
  },
  "required": [
    "task_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🔴formitize_create_task(title, description, task_type, due_date, assigned_to, ...)

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

入力スキーマ

{
  "type": "object",
  "properties": {
    "title": {
      "type": "string",
      "minLength": 1,
      "description": "The task title."
    },
    "description": {
      "description": "The task description.",
      "type": "string"
    },
    "task_type": {
      "description": "The task type (for example Call).",
      "type": "string"
    },
    "due_date": {
      "description": "Due date as a Unix timestamp (seconds).",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "assigned_to": {
      "description": "The user id the task is assigned to.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "status": {
      "description": "The status number, as formitize_get_task returns it.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "tags": {
      "description": "Tags for the task.",
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  },
  "required": [
    "title"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}
🟡formitize_update_task(task_id, title, description, task_type, due_date, ...)

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}.

入力スキーマ

{
  "type": "object",
  "properties": {
    "task_id": {
      "type": "string",
      "pattern": "^[0-9]+$",
      "description": "The task id (from formitize_list_tasks)."
    },
    "title": {
      "description": "New title.",
      "type": "string"
    },
    "description": {
      "description": "New description.",
      "type": "string"
    },
    "task_type": {
      "description": "New task type.",
      "type": "string"
    },
    "due_date": {
      "description": "New due date as a Unix timestamp (seconds).",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "assigned_to": {
      "description": "New assigned user id.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "status": {
      "description": "New status number.",
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991
    },
    "tags": {
      "description": "New tags (replaces the existing tags).",
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  },
  "required": [
    "task_id"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

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