Formester
OfficialIntegrates with Windsurf (Codeium's IDE) to provide AI agents with tools for managing Formester form submissions, including reading responses, querying data, updating records, and handling file attachments.
Enables GitHub Copilot in VS Code to interact with Formester forms, allowing AI agents to read submissions, query data, update records, and process attachments through the MCP server integration.
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_fileQuickstart
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 |
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/mcpVia 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
Authentication — OAuth, API tokens, scopes
Tools — full reference for all 4 tools with parameters and response shapes
Troubleshooting — common errors and fixes
Links
Latest Blog Posts
MCP directory API
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