Formisoft MCP Server

An MCP (Model Context Protocol) server that lets AI agents manage a healthcare practice through Formisoft. Create forms, manage patients, book appointments, review submissions, configure webhooks, and automate workflows, all through conversation.

Setup

1. Get an API Key

1. Sign up at formisoft.com
2. Go to Settings > API Keys
3. Click "Create API Key" and copy it (starts with fsk_)

2. Configure Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "formisoft": {
      "command": "npx",
      "args": ["@formisoft/mcp-server"],
      "env": {
        "FORMISOFT_API_KEY": "fsk_your_api_key_here"
      }
    }
  }
}

3. Configure Claude Code

Add to .mcp.json in your project root:

{
  "mcpServers": {
    "formisoft": {
      "command": "npx",
      "args": ["@formisoft/mcp-server"],
      "env": {
        "FORMISOFT_API_KEY": "fsk_your_api_key_here"
      }
    }
  }
}

Available Tools

| Tool | Description | |------|-------------| | test_connection | Verify API key and see organization info | | list_forms | List all intake forms | | get_form | Get a form with full field structure | | create_form | Create a new intake form | | update_form | Update a form (publish, edit fields, etc.) | | delete_form | Delete a form | | list_patients | List patients (search by name/email/phone) | | get_patient | Get patient with medical data and history | | create_patient | Create a patient record | | update_patient | Update patient information | | delete_patient | Delete a patient record | | list_appointments | List appointments (filter by date/provider) | | get_appointment | Get appointment details | | create_appointment | Book an appointment | | update_appointment | Reschedule or update status | | delete_appointment | Delete an appointment | | list_submissions | List form submissions | | review_submission | Review/flag a submission | | delete_submission | Delete a submission | | list_webhooks | List webhook configurations | | create_webhook | Set up a webhook | | update_webhook | Update a webhook configuration | | delete_webhook | Delete a webhook | | list_workflows | List automated workflows | | upsert_workflow | Create/update a workflow |

Environment Variables

| Variable | Required | Default | Description | |----------|----------|---------|-------------| | FORMISOFT_API_KEY | Yes | - | Your Formisoft API key (starts with fsk_) | | FORMISOFT_BASE_URL | No | https://formisoft.com/api | API base URL (for local dev) |

Example Conversations

"Set up my practice"

The agent can create intake forms, configure appointment reminders, and set up webhooks for your EHR integration.

"Show me unreviewed submissions"

Lists pending submissions and lets you review them one by one.

"Book Jane Doe for a follow-up next Tuesday at 2pm"

Creates the appointment with conflict detection and optionally sends intake forms.

Local Development

cd mcp-server
npm install
FORMISOFT_API_KEY=fsk_your_key FORMISOFT_BASE_URL=http://localhost:3000/api node index.js