App

Formitize integrations

Connect Formitize to any other app, or use it from your AI client over MCP. Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

Connects with an API keyformitize.com

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Formitize?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Pair it

Connect Formitize with another app

What your agent can do with Formitize

Triggers and actions 2 triggers · 17 actions

  • Trigger
    New Client

    Triggers when a new client is added.

  • Trigger
    On Create Job

    Triggers when a new job is created.

  • Action
    Create Asset

    Creates an asset of an asset type.

  • Action
    Create Client

    Creates a client with a billing name and optional primary contact and address.

  • Action
    Create Job

    Creates a job and optionally assigns it to an agent.

  • Action
    Delete Asset

    Deletes an asset.

  • Action
    Delete Job

    Deletes a job.

  • Action
    Get Asset

    Returns one asset.

  • Action
    Get Client

    Returns one client with its contacts and locations.

  • Action
    Get Submitted Form

    Returns one submitted form with its answers and attachments.

  • Action
    List Assets

    Returns assets of one asset type.

  • Action
    List Asset Types

    Returns the account's asset types and their columns.

  • Action
    List Clients

    Returns a page of clients with their billing name, primary contact, address and status.

  • Action
    List Form Templates

    Returns the account's form templates.

  • Action
    List Jobs

    Returns jobs, optionally filtered by status or assigned agent.

  • Action
    List Lookup Databases

    Returns the account's lookup databases.

  • Action
    List Notifications

    Returns notifications, open or completed.

  • Action
    List Submitted Forms

    Returns submitted forms, optionally filtered by form template, status, text or modified date.

  • Action
    Update Client

    Updates a client's billing name, primary contact or address.

Reviews

What our customers say

Questions

Formitize, answered

Is there a Formitize MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Formitize. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Formitize actions on demand, or have APIANT build, test and run automations that use Formitize. Nothing to install.

What can start an automation from Formitize?

Any of Formitize's 2 triggers in the catalog, including New Client and On Create Job. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Formitize?

Any of Formitize's 17 actions, including Create Asset, Create Client, Create Job and Get Submitted Form. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Formitize directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Formitize two ways. Ask it to do something in Formitize once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Formitize API?

No. APIANT connects to the Formitize API for you, with your Formitize API key. Describe what you want in plain language and your agent builds it on the Formitize triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Formitize API documentation and adds it.

Which apps can Formitize connect to?

Any app in the catalog; the list on this page pairs Formitize with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.