Formstep

What the Formstep MCP server does

The Formstep MCP server gives an AI client access to Formstep's hosted form workflow. An agent can identify the fields available on a published form, create a request for one recipient, and optionally provide prefilled or locked values. A request can include context, delivery preferences, an expiry, and a callback URL.

After the recipient responds, request_get returns the request status, timeline, and completed answers keyed by the form's field keys. request_list can find requests for a form or workspace and filter them by status, outcome, or an external ID supplied by the caller. Pending requests can be canceled or followed up with an immediate reminder. If a configured callback did not arrive, request_replayCallback can send it again.

The server also exposes supporting Formstep data operations. document_create reserves a file upload that can be used by one or more requests. editor_getDocument reads a form's complete structure, while editor_formatText formats text within a block. Completed submissions, and drafts when requested, are available through formSubmission_list; formAnalytics_get reports views, submissions, completion rate, and visitor breakdowns by device, country, browser, and source. workspace_list identifies the single workspace available to the connection.

How it works

The service is hosted remotely and uses the streamable MCP endpoint at https://api.formstep.io/api/mcp. There is no local package or process to install from this repository. An MCP client connects to the URL and discovers the available tools through the protocol.

For a typical collection flow, call fields_list before request_create so the request uses valid field keys. Create the request for a named recipient, then either read its result later with request_get or locate it with request_list using the caller's external ID. A callback can notify an external endpoint when the recipient submits.

OAuth is the normal sign-in method for interactive clients. The user signs in through Formstep, selects a workspace, and authorizes the connection. Each connection reaches one workspace only. Headless scripts and agents can instead send a Formstep API token as a Bearer authorization header.

Setup and configuration

Add the hosted endpoint to an MCP client that supports remote MCP connections. The repository documents configurations for Claude Code, Claude Desktop and claude.ai, Cursor, and Cline. Cline uses a streamable HTTP configuration with an Authorization header when authenticating by token.

Create tokens from the Formstep workspace's OAuth and API Keys area. Tokens begin with fs_, apply to one workspace, expire after 30 days, and cannot be extended. Store them outside source control. Interactive connections can be removed from the same workspace area under connected apps.

Limitations and notes

The Formstep MCP server only exposes the workspace selected during OAuth or represented by the API token. Add a separate connection to use another workspace. A recipient is not automatically reported to the agent after submission unless a callback is configured; otherwise, query the request later.

Some client-specific restrictions apply. ChatGPT developer mode works on the web, and read-only access may be the only available mode on Pro; operations that change data require Business, Enterprise, or Edu. Formstep's scheduled reminders may still be sent when enabled on the form, even if the invitation email is suppressed during request creation.