Connect your account, then chat with AI to run tools.
Formitize is an Australian field-service and paperless business platform for mobile forms, CRM, job scheduling, asset registers, and invoicing. Read and write clients, jobs, assets, form templates, and submitted inspection data.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
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, asset registers, mobile form templates, 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) → attached forms → submitted form rows → assets (per asset schema) → invoices.
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.
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.
Permanently delete a Formitize job by id. Destructive and idempotent — deleting an already removed job still succeeds when the API accepts it.
Delete a site location from a Formitize CRM client. Requires client_id and location_id. Destructive and idempotent when the API accepts repeat deletes...
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 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...
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 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 or fetch submitted mobile form data (inspection reports, checklists, audits). Pass submitted_id for one submission. Pass job_id for all forms att...
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 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 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 submitted mobile form row. Omit submitted_id to POST a new submission (typically needs formID and jobID via extra_fields). Pass sub...
Formitize is an Australian field-service and paperless business platform for mobile forms, CRM, job scheduling, asset registers, and invoicing. Read and write clients, jobs, assets, form templates, and submitted inspection data. It provides 20 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 20 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).
More customer relation integrations you might like
Outreach is a sales engagement platform that streamlines communication with leads and customers by a...
Copper is a CRM platform that integrates with Google Workspace, enabling businesses to manage contac...
AgileCRM is a customer relationship management platform that helps businesses manage sales, marketin...
Twilio Taskrouter is a task distribution service that enables businesses to manage and route tasks t...
Recruitee is a collaborative hiring platform enabling teams to manage recruitment processes, track a...
Close.com is a sales productivity platform designed for small to medium-sized businesses, providing ...