Formitize MCP Server

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.