Formstep MCP server

Formstep MCP server

The hosted MCP server for Formstep. Collect verified customer information with one request.

Your agent sends a request to one customer, the recipient: a form in your brand and their language, prefilled with what you know, so they only confirm or correct it. They upload files, sign, book or pay on the same page, without an account. The answers come back under your field keys, with your external ID and, when the form has a decision question, an approve, decline or changes outcome. Your agent reads them with request_get, or Formstep calls your callback URL the moment the recipient submits.

The server lives at:

https://api.formstep.io/api/mcp

This repository holds documentation, example configs and a Grok Build plugin manifest. There is nothing to install or run.

• What an agent can do
• Connect your AI tool
• Try it
• Tools
• Limits
• Protocol details
• Docs
• Report a problem

What an agent can do

• Send requests. Ask one named person for information, with answers filled in or locked, and read what they answered.
• Build forms. Create a form and add, edit or remove its questions, pages and logic.
• Publish and share. Publish a form, create share links, translate it, and set its theme and settings.
• Read results. List a form's submissions and read its analytics.

Most AI tools sign in to Formstep with OAuth: you paste the URL, sign in to Formstep in the browser, and pick a workspace. Scripts and headless agents send an API token instead.

Connect your AI tool

Leave any client ID, secret or token field empty. The AI tool finds the Formstep sign-in page from the server and registers itself.

Claude Code

claude mcp add --transport http formstep https://api.formstep.io/api/mcp

Then type /mcp in Claude Code to sign in.

To share the server with everyone who works on a project, commit a .mcp.json to the project instead:

{
  "mcpServers": {
    "formstep": {
      "type": "http",
      "url": "https://api.formstep.io/api/mcp"
    }
  }
}

Claude desktop and claude.ai

Open Customize › Connectors › + › Add custom connector and paste the URL. A connector added on claude.ai also works in the desktop and mobile apps.

On Team and Enterprise, an owner adds the connector first under Organization settings › Connectors. Members then click Connect on it. On Free you can add one custom connector. Claude's own guide: Get started with custom connectors.

ChatGPT

Turn on developer mode under Settings › Apps › Advanced settings. Then open Settings › Apps › Create, paste the URL, choose OAuth, click Scan Tools, sign in to Formstep, and click Create.

Developer mode works on the web only. On Pro, ChatGPT can only read: tools that change something, such as sending a request or editing a form, need Business, Enterprise or Edu. On Business, only admins and owners can use developer mode. OpenAI's own guide: Developer mode and MCP apps in ChatGPT.

Cursor

Add this to .cursor/mcp.json in your project, or to ~/.cursor/mcp.json for every project:

{
  "mcpServers": {
    "formstep": {
      "url": "https://api.formstep.io/api/mcp"
    }
  }
}

Cline

Cline connects with an API token (see below for how to create one). Add this to Cline's clinemcpsettings.json:

Shortened. The full README is on GitHub.