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Formitize is an Australian field-service and paperless business platform for mobile forms, CRM, job scheduling, sales quotes and leads, asset registers, and invoicing. Read and write clients, jobs, job types, quotes, tasks, leads, assets, forms, scheduler views, and submitted inspection data.
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Browse all toolsDomain knowledge for Formitize — workflow patterns, data models, and gotchas for your AI agent.
Formitize is a field-service operations stack: CRM clients and sites, schedulable jobs, job type templates, sales quotes tasks and leads, asset registers, mobile form templates, scheduler and workflow definitions, and submitted inspection reports. Australian accounts typically use service.formitize.com.au; the REST surface is version 2 under /api/rest/v2.
Account → CRM clients (billingName) → locations & contacts → jobs (assigned to users/queues) → job history → attached forms → submitted form rows → assets (per asset schema) → invoices.
Sales (when enabled): quotes, tasks, and pipeline leads via quote/, task/, and lead/ — not crm/lead/ (that path is not implemented on v2).
Operations: job type templates (job/type/), scheduler calendar (scheduler/), workflow definitions (workflow/), field users (agent/list/, team/list/), qualifications (qualification/list/), resources (resource/list/ — token must grant Resources permission).
Jobs can auto-create clients when client.billingName is supplied on create. Asset data is always scoped to an asset schema id — list schemas before listing assets.
Comma-separated status on job list: 1 Created, 2 Assigned, 3 Accepted, 4 Finished, 6 Rejected, 8 Rescheduled.
Assign agent to -1 for queue-style jobs any field user can pick up.
Deactivate a Formitize CRM client by client_id. Sets status to inactive on the client record (Help Desk deactivation pattern). Requires client_id; opt...
Delete one asset row from a Formitize asset schema. Requires schema_id and asset_id. Destructive and idempotent.
Delete a contact from a Formitize CRM client. Requires client_id and contact_id. Destructive and idempotent when the API accepts repeat deletes.
Delete a Formitize invoice by invoice_id. Destructive and idempotent when the API accepts the delete.
Permanently delete a Formitize job by id. Destructive and idempotent — deleting an already removed job still succeeds when the API accepts it.
Permanently delete a Formitize job type template by id. Destructive and idempotent when the API accepts the delete.
Permanently delete a Formitize CRM lead by lead_id. Destructive and idempotent when the API accepts the delete.
Delete a site location from a Formitize CRM client. Requires client_id and location_id. Destructive and idempotent when the API accepts repeat deletes...
Delete one row from a lookup database by database_name and row_id.
Delete a Formitize qualification record by qualification_id. Destructive and idempotent when the API accepts the delete.
Permanently delete a Formitize quote by quote_id. Destructive and idempotent when the API accepts the delete.
Delete a Formitize scheduler resource by resource_id. Requires Resources permission on the API token.
Delete a Formitize scheduler entry by scheduler_entry_id. Destructive and idempotent when the API accepts the delete.
Delete a submitted mobile form record by submitted_id. Destructive and idempotent when the API accepts the delete.
Permanently delete a Formitize task by task_id. Destructive and idempotent when the API accepts the delete.
Delete a Formitize webhook by webhook_id. Destructive and idempotent when the API accepts the delete.
Permanently delete a Formitize workflow by workflow_id. Destructive and idempotent when the API accepts the delete.
List or fetch assets within a Formitize asset schema. Requires schema_id. Omit asset_id to list all assets in the schema; pass asset_id for one row.
List or fetch asset schema definitions on the Formitize account. Each schema describes an asset register (columns, types). Omit schema_id to list all ...
List or fetch Formitize CRM clients. Omit client_id to list clients with billing name, primary contact, address, and status (`page` for pagination). P...
List or fetch contacts for a Formitize CRM client. Requires client_id. Omit contact_id to list all contacts on the client; pass contact_id for one con...
List Formitize field users, agents, or teams for job assignment. Default scope returns both agent/list/ and team/list/ in one payload. Use scope agent...
List mobile form templates configured on the Formitize account. Template ids attach to jobs and pre-fill submitted forms.
List or fetch Formitize invoices when the accounts module is enabled. Omit invoice_id to list; pass invoice_id for one invoice with line items and pay...
Fetch the change log for one Formitize field job — status changes, scheduler updates, assignee changes, and timestamps. Requires job_id from the jobs ...
List or fetch Formitize field jobs. Omit job_id to list jobs (returns `items` and `count`). Pass job_id for one job with status, assignee, due date, f...
List or fetch Formitize job type templates (recurring job definitions). Omit job_type_id to list via job/type/list/; pass job_type_id for one type. Em...
List or fetch Formitize CRM sales leads via lead/list/ and lead/. Do not use crm/lead/ (not implemented on v2). Omit lead_id to list; pass lead_id for...
List or fetch site locations for a Formitize CRM client. Requires client_id. Omit location_id to list all locations (addresses, site names); pass loca...
List lookup database names configured on the Formitize account. Lookup databases back dropdown and autocomplete fields on mobile forms.
List rows in one lookup database by database_name (from the lookup database list). Pass row_id to fetch one row when the API supports id lookup on the...
List user qualification records from Admin → Users when the API exposes them. Omit user_id to list via qualification/list/; pass user_id to scope via ...
List or fetch Formitize sales quotes. Omit quote_id to list (page, optional status and query filters); pass quote_id for one quote. Empty items means ...
List or fetch Formitize scheduler resources (people, equipment, or rooms). Requires Resources permission on the API token in Formitize Admin → API → A...
Read Formitize scheduler / calendar entries for a date window. Distinct from listing open jobs — use when the account uses Scheduler for dispatch view...
List or fetch submitted mobile form data (inspection reports, checklists, audits). Pass submitted_id for one submission. Pass job_id for all forms att...
List or fetch Formitize tasks (not field jobs — use jobs tools for those). Omit task_id to list with page and optional status or query; pass task_id f...
List or fetch Formitize outbound webhooks (job status notifications). Omit webhook_id to list; pass webhook_id for one webhook configuration.
List or fetch Formitize workflow definitions. Omit workflow_id to list via workflow/list/; pass workflow_id for one workflow. Empty items mean no work...
List Formitize workflow templates (blueprints for automation). Uses workflow/template/list/. Empty items mean no templates configured yet.
Create or update an asset row in a Formitize asset schema. Requires schema_id. Omit asset_id to create; pass asset_id to update. Schema-specific colum...
Create or update a Formitize CRM client. Omit client_id to POST a new client (billing_name is the usual minimum). Pass client_id to update billing nam...
Create or update a contact on a Formitize CRM client. Requires client_id. Omit contact_id to create (first_name or email is a typical minimum). Pass c...
Create or update a Formitize invoice via POST invoice/. Pass invoice_id to update. Use billing_name or client_id on create; line items and totals via ...
Create or update a Formitize job. Omit job_id to create — requires title and agent (use -1 for queue/unassigned). Supply billing_name or client object...
Create or update a Formitize job type template via POST job/type/. Pass title or name on create. Pass job_type_id to update via extra_fields id or job...
Create or update a Formitize sales lead via POST lead/. Use title plus client_id or billing_name on create. Prefer lead/ over crm/lead/ for writes.
Create or update a site location on a Formitize CRM client. Requires client_id. Omit location_id to create (site_name and street1 are typical). Pass l...
Create or update a row in a lookup database via POST lookup/database/{name}/. Pass row_id to update. Row columns vary — use extra_fields with camelCas...
Create or update a user qualification via POST qualification/. Pass qualification_id to update. Associate to users with user_id and pass expiry or cer...
Create or update a Formitize sales quote via POST quote/. Supply title and billing_name or client_id on create. Pass quote_id to update. Use status, n...
Create or update a Formitize scheduler resource via POST resource/. Requires Resources permission on the API token. Pass resource_id to update.
Create or update a Formitize scheduler calendar entry via POST scheduler/. Pass scheduler_entry_id to update. Use title, start_date, end_date, job_id,...
Create or update a submitted mobile form row. Omit submitted_id to POST a new submission (typically needs formID and jobID via extra_fields). Pass sub...
Create or update a Formitize task via POST task/. Requires title on create unless in extra_fields. Associate with client_id or billing_name; set statu...
Create or update a Formitize webhook via POST webhook/. Pass webhook_id to update. Set callback_url for the HTTPS endpoint and use extra_fields for ev...
Create or update a Formitize workflow definition via POST workflow/. Pass workflow_id to update. Use title and extra_fields for steps and triggers.
Formitize is an Australian field-service and paperless business platform for mobile forms, CRM, job scheduling, sales quotes and leads, asset registers, and invoicing. Read and write clients, jobs, job types, quotes, tasks, leads, assets, forms, scheduler views, and submitted inspection data. It provides 57 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/formitize. Authentication is handled automatically.
Formitize provides 57 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Formitize uses API Key. Formitize requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Formitize to any MCP client in minutes
https://mcp.mcpbundles.com/bundle/formitizeThe link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.
Formitize and paste the MCP URL into Remote MCP server URL.Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).
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