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
1. Get a token
In Formester: API → Create Token
Select the permissions your agent needs — View Submissions, Update Submissions, View Forms.
2. Connect your AI client
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.
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.
Settings → MCP → Add new MCP server:
{
"formester": {
"command": "npx",
"args": [
"mcp-remote",
"https://app.formester.com/mcp/sse",
"--header",
"Authorization: Bearer YOUR_TOKEN_HERE"
]
}
}Run once in your terminal:
claude mcp add --transport sse formester https://app.formester.com/mcp/sse \
--header "Authorization: Bearer YOUR_TOKEN_HERE"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.
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'.
- 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