Formester

by formester

336 downloads

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About

Gives AI agents access to Formester form submissions - read, search, update, and extract content from file attachments.

Details

Author: formester
Downloads: 336
Categories: Other, Automation, Productivity

- Read individual submissions and all their field data
- Search and filter multiple submissions with date range and custom field queries
- Write AI-generated data back as custom fields
- Fetch file attachments (images, PDFs, text files) up to 10 MB
- Paginated queries with limit, offset, and has_more indicator
- Fine-grained permissions: View Submissions, Update Submissions, View Forms

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Formester

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

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

JSON

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

JSON

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

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

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

JSON

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

JSON

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

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

From the repository

Create an API token in the Formester app (select forms and permissions), then configure your MCP client to use the SSE endpoint https://app.formester.com/mcp/sse with an Authorization: Bearer YOUR_TOKEN_HERE header. Supported clients include Claude Desktop, VS Code (Copilot), Cursor, Claude Code, and Windsurf.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

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

McpServers

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

Formester MCP Server

Connect AI agents directly to your Formester form submissions via the Model Context Protocol (MCP). The Formester MCP server lets AI models — including Claude, GPT-4, and any MCP-compatible agent — read submissions, analyze file attachments, search historical data, and write AI-generated insights back to your records. No custom API integration required. Endpoint: https://app.formester.com/mcp/sse ---

Quickstart

1. Create a token

1. Log in to Formester 2. Click API in the left sidebar 3. Click Create Token 4. Enter a name (e.g. "Claude Desktop") 5. Forms Access — leave empty to access all forms, or select specific forms to restrict access 6. Permissions — select what the agent is allowed to do: - View Submissions — read submission data and attachment metadata - Update Submissions — write custom fields back to submissions - View Forms — read form metadata 7. Click Create and copy the token — it won't be shown again

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): ``

json
{
  "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

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:

json
{
  "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:

bash
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

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



Restart Windsurf after saving.

---

Tools

read_submission



Read a single form submission by UUID.

- Required permission: View Submissions
- Returns: All field values, custom fields, status, spam flag, timestamps
- Set

include_files: true

 to include file attachment metadata (IDs, filenames, URLs)
- File content is not returned here — use

fetch_file

 for that

query_submissions



Search and filter multiple submissions from a form.

- Required permission: View Submissions
- Filters: date range (

created_after, created_before), starred, spam

, custom field value
- Paginated:

limit (max 100) + offset, returns total_count and has_more


- Dates must be ISO8601 with timezone, e.g.

2024-01-01T00:00:00Z

update_submission



Write AI-generated data back to a submission as custom fields.

- Required permission: Update Submissions
- Supported types:

shorttext, longtext, number, date, time, radio, checkbox, multiple-checkbox


- Auto-creates new custom columns if they don't exist
- Cannot overwrite original form submission fields — only custom fields

fetch_file



Download and return the contents of a file attachment.

- Required permission: View Submissions
- Images (PNG, JPG, GIF, WebP) → base64 for vision-capable AI models
- PDFs → extracted text (or base64 if

extract_text: false

)
- Text files (TXT, MD, CSV, JSON) → raw text
- Max file size: 10 MB
- Call

read_submission with include_files: true

 first to get attachment IDs

---

Choosing permissions


Select only what your agent needs:

| If your agent... | Select |
|-----------------|--------|
| Only reads submissions | View Submissions |
| Reads and writes insights back | View Submissions + Update Submissions |
| Also needs form details | Add View Forms |

---

Example use cases


- Job application screening — read CV attachments, score candidates, save results as custom fields
- Support triage — classify incoming requests by category and urgency, route automatically
- Lead qualification — analyze contact form submissions, flag high-priority leads
- Survey analysis — run sentiment analysis across all responses, tag themes, export insights

---

Typical workflow


1. Trigger (webhook / scheduled task / manual)
2. read_submission       → get all field data for a submission
3. fetch_file            → read uploaded documents, images, or CVs
4. query_submissions     → find similar past submissions for context
5. [Agent processes data and generates insights]
6. update_submission     → write results (scores, labels, summaries) back to the record

`` ---

Troubleshooting

See Troubleshooting for common errors and fixes. ---

Links

- Formester - MCP GitHub Repository - REST API Documentation

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About

Details

Jump to

Setting up with Highlight

From the repository

Claude Desktop / Cursor

McpServers

Formester MCP Server

Quickstart

1. Create a token

2. Connect your AI client

Claude Desktop

VS Code (GitHub Copilot)

Cursor

Claude Code

Windsurf

Tools

read_submission

query_submissions

update_submission

fetch_file

Choosing permissions

Example use cases

Typical workflow

Troubleshooting

Links

Install

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