Formester

Formester

Give AI agents access to Formester form submissions. Read individual responses, search and filter across forms, write AI-generated insights back as custom fields, and process file attachments including PDFs and images.

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README

Formester MCP Server

Give your AI agent access to form submissions — read responses, query across forms, write insights back, and process file attachments.

Endpoint: https://app.formester.com/mcp

Available tools: read_submission · query_submissions · update_submission · fetch_file

Quickstart

Step 1: Choose your auth method

Method Best for
OAuth Interactive clients (Claude.ai, Cursor, VS Code) — authorize via browser, no token setup
API Token Scripts, automation, or clients without OAuth support — create once in Formester → API

Full authentication guide

Step 2: Connect your AI client


Claude

Via OAuth (recommended)

Settings → Connectors → Add custom connector → enter a name and https://app.formester.com/mcp as the URL. Claude will prompt you to authorize on first connection.

Via API Token

{
  "mcpServers": {
    "formester": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://app.formester.com/mcp",
        "--header",
        "Authorization: Bearer YOUR_TOKEN_HERE"
      ]
    }
  }
}

Fully quit and restart Claude Desktop.

VS Code (GitHub Copilot)

Via OAuth

Create or edit .vscode/mcp.json:

{
  "servers": {
    "formester": {
      "type": "http",
      "url": "https://app.formester.com/mcp"
    }
  }
}

VS Code will handle the OAuth flow automatically. Switch Copilot Chat to Agent mode to use the tools.

Via API Token

{
  "servers": {
    "formester": {
      "type": "http",
      "url": "https://app.formester.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN_HERE"
      }
    }
  }
}

Cursor

Via OAuth

Settings → MCP → Add new MCP server:

{
  "mcpServers": {
    "formester": {
      "url": "https://app.formester.com/mcp"
    }
  }
}

Cursor will prompt you to authorize via browser on first use.

Via API Token

{
  "mcpServers": {
    "formester": {
      "url": "https://app.formester.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN_HERE"
      }
    }
  }
}

Claude Code

Via OAuth

claude mcp add --transport http formester https://app.formester.com/mcp

Via API Token

claude mcp add --transport http formester https://app.formester.com/mcp \
  --header "Authorization: Bearer YOUR_TOKEN_HERE"

Windsurf

Via OAuth

Edit ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "formester": {
      "type": "streamable-http",
      "url": "https://app.formester.com/mcp"
    }
  }
}

Via API Token

{
  "mcpServers": {
    "formester": {
      "type": "streamable-http",
      "url": "https://app.formester.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN_HERE"
      }
    }
  }
}

Restart Windsurf after saving.


Example prompts

Summarize a support ticket

Read submission a1b2c3d4 and summarize the issue reported.

Triage a contact form

Read the last 20 submissions for form xyz, classify each one as 'sales', 'support', or 'other'
based on the message content, and save the category as a custom field called 'ai_category'.

Review a job application

Read submission a1b2c3d4 with files included. Fetch the resume PDF, extract the candidate's
skills and years of experience, and write a brief evaluation back as 'ai_evaluation'.

Process a batch of applications

Query all submissions for form xyz from the past 7 days. For each one, fetch the attached CV,
extract the applicant's name, role applied for, and top 3 skills, then save them as custom fields.

Flag urgent issues

Get the last 50 submissions for form xyz. Identify any that mention billing problems or account
access issues, mark them as starred, and set a custom field 'ai_priority' to 'urgent'.

Docs


Links

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