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/sse

Available tools: read_submission · query_submissions · update_submission · fetch_file

Quickstart

1. Get a token

In Formester: API → Create Token

Select the permissions your agent needs — View Submissions, Update Submissions, View Forms.

→ Full authentication guide

2. Connect your AI client

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

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

Fully quit and restart Claude Desktop.

VS Code (GitHub Copilot)

Create or edit .vscode/mcp.json:

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

Switch Copilot Chat to Agent mode to use the tools.

Cursor

Settings → MCP → Add new MCP server:

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

Claude Code

Run once in your terminal:

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

Windsurf

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

{
  "mcpServers": {
    "formester": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://app.formester.com/mcp/sse",
        "--header",
        "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

Authentication — token types, scopes, creating and revoking tokens
Tools — full reference for all 4 tools with parameters and response shapes
Troubleshooting — common errors and fixes

mcp