--- title: "Formitize integrations and MCP server - APIANT.ai" description: "Connect Formitize to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/formitize" --- # 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 key [formitize.com](https://formitize.com/) **2** triggers **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Formitize? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Formitize with the apps people pair it with most - [ **Formitize to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/formitize-to-hubspot) - [ **Formitize to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/formitize-to-salesforce) - [ **Formitize to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/formitize-to-slack) - [ **Formitize to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/formitize-to-google-sheets) - [ **Formitize to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/formitize-to-gmail) - [ **Formitize to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/formitize-to-google-calendar) - [ **Formitize to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/formitize-to-google-drive) - [ **Formitize to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/formitize-to-mailchimp) Pair it ## Connect Formitize with another app - [ **Formitize to HubSpot**](https://apiant.ai/connect/formitize-to-hubspot) - [ **Formitize to Salesforce**](https://apiant.ai/connect/formitize-to-salesforce) - [ **Formitize to Slack**](https://apiant.ai/connect/formitize-to-slack) - [ **Formitize to Google Sheets**](https://apiant.ai/connect/formitize-to-google-sheets) - [ **Formitize to Gmail**](https://apiant.ai/connect/formitize-to-gmail) - [ **Formitize to Google Calendar**](https://apiant.ai/connect/formitize-to-google-calendar) - [ **Formitize to Google Drive**](https://apiant.ai/connect/formitize-to-google-drive) - [ **Formitize to Mailchimp**](https://apiant.ai/connect/formitize-to-mailchimp) - [ **Formitize to Stripe**](https://apiant.ai/connect/formitize-to-stripe) - [ **Formitize to Shopify**](https://apiant.ai/connect/formitize-to-shopify) - [ **Formitize to QuickBooks Online**](https://apiant.ai/connect/formitize-to-quickbooks-online) - [ **Formitize to Pipedrive**](https://apiant.ai/connect/formitize-to-pipedrive) - [ **ActiveCampaign to Formitize**](https://apiant.ai/connect/activecampaign-to-formitize) - [ **Formitize to Notion**](https://apiant.ai/connect/formitize-to-notion) - [ **Airtable to Formitize**](https://apiant.ai/connect/airtable-to-formitize) - [ **Formitize to Trello**](https://apiant.ai/connect/formitize-to-trello) - [ **Asana to Formitize**](https://apiant.ai/connect/asana-to-formitize) - [ **Formitize to JIRA**](https://apiant.ai/connect/formitize-to-jira) - [ **ClickUp to Formitize**](https://apiant.ai/connect/clickup-to-formitize) - [ **Formitize to Zoom**](https://apiant.ai/connect/formitize-to-zoom) - [ **Discord to Formitize**](https://apiant.ai/connect/discord-to-formitize) - [ **Formitize to Twilio**](https://apiant.ai/connect/formitize-to-twilio) - [ **Formitize to SendGrid**](https://apiant.ai/connect/formitize-to-sendgrid) - [ **Formitize to Outlook**](https://apiant.ai/connect/formitize-to-outlook) - [ **Formitize to Intercom**](https://apiant.ai/connect/formitize-to-intercom) - [ **Formitize to Freshdesk**](https://apiant.ai/connect/formitize-to-freshdesk) - [ **Formitize to Klaviyo**](https://apiant.ai/connect/formitize-to-klaviyo) - [ **Brevo to Formitize**](https://apiant.ai/connect/brevo-to-formitize) - [ **Formitize to Typeform**](https://apiant.ai/connect/formitize-to-typeform) - [ **Formitize to JotForm**](https://apiant.ai/connect/formitize-to-jotform) - [ **Calendly to Formitize**](https://apiant.ai/connect/calendly-to-formitize) - [ **Formitize to PandaDoc**](https://apiant.ai/connect/formitize-to-pandadoc) - [ **Formitize to Webflow**](https://apiant.ai/connect/formitize-to-webflow) - [ **Formitize to Wix**](https://apiant.ai/connect/formitize-to-wix) - [ **Formitize to LinkedIn**](https://apiant.ai/connect/formitize-to-linkedin) - [ **Formitize to Facebook**](https://apiant.ai/connect/formitize-to-facebook) - [ **Formitize to Instagram**](https://apiant.ai/connect/formitize-to-instagram) - [ **Formitize to OpenAI**](https://apiant.ai/connect/formitize-to-openai) - [ **Formitize to Anthropic**](https://apiant.ai/connect/formitize-to-anthropic) - [ **Formitize to OneDrive**](https://apiant.ai/connect/formitize-to-onedrive) - [ **Formitize to Google Docs**](https://apiant.ai/connect/formitize-to-google-docs) - [ **Formitize to Ontraport**](https://apiant.ai/connect/formitize-to-ontraport) - [ **Formitize to Freshworks CRM**](https://apiant.ai/connect/formitize-to-freshworks-crm) - [ **Formitize to GoHighLevel**](https://apiant.ai/connect/formitize-to-gohighlevel) - [ **Capsule CRM to Formitize**](https://apiant.ai/connect/capsule-crm-to-formitize) - [ **Copper to Formitize**](https://apiant.ai/connect/copper-to-formitize) - [ **Formitize to Streak**](https://apiant.ai/connect/formitize-to-streak) - [ **Formitize to NetHunt CRM**](https://apiant.ai/connect/formitize-to-nethunt-crm) - [ **Formitize to MINDBODY**](https://apiant.ai/connect/formitize-to-mindbody) - [ **Formitize to Supabase**](https://apiant.ai/connect/formitize-to-supabase) - [ **Formitize to PostgreSQL**](https://apiant.ai/connect/formitize-to-postgresql) - [ **Formitize to MySQL**](https://apiant.ai/connect/formitize-to-mysql) - [ **Formitize to Vercel**](https://apiant.ai/connect/formitize-to-vercel) - [ **Formitize to ElevenLabs**](https://apiant.ai/connect/formitize-to-elevenlabs) - [ **Formitize to PagerDuty**](https://apiant.ai/connect/formitize-to-pagerduty) - [ **Formitize to Pushover**](https://apiant.ai/connect/formitize-to-pushover) - [ **Formitize to Gravity Forms**](https://apiant.ai/connect/formitize-to-gravity-forms) - [ **Formitize to HubSpot Enterprise**](https://apiant.ai/connect/formitize-to-hubspot-enterprise) - [ **Formitize to Google Forms**](https://apiant.ai/connect/formitize-to-google-forms) - [ **Facebook Lead Ads to Formitize**](https://apiant.ai/connect/facebook-lead-ads-to-formitize) 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.