FormaPortal
ContactContact usStartGet started

Features

Run your client portal by asking

The FormaPortal MCP server connects Claude, or any AI assistant that supports MCP, to your portal. Ask a question and get the answer straight back. Ask it to log a note or send a reminder and it’s done, without opening the dashboard and never beyond what your role allows.

Contact usGet started

What you get back

Less clicking, more running your organisation

Each of these used to mean logging in, finding the right screen and working through it by hand. Now it’s one sentence to your assistant.

Contacts and accounts

Know who you’re talking to before the call

Pull up a contact or an organisation account with its members, notes, onboarding status and history in one answer, instead of five tabs. Log a note on the record while the call is still fresh.

Forms and submissions

Stop exporting spreadsheets to find one answer

Ask who has submitted, who hasn’t, and what they said. Filter by form, contact, account or status, and see the audit trail behind any answer.

Onboarding

Never leave an applicant waiting

See who’s waiting for review and exactly where each applicant got to, so nobody slips through the gap between your inbox and your review queue.

Pages, announcements, FAQs and polls

Know who sees what, before anyone asks

Find any page, announcement, FAQ or poll and check who it’s visible to, before a member emails to ask why they can’t see it. Read poll results the moment you need them.

Events and tickets

Know what’s selling without building a report

See every event, its ticket types, the tickets issued and each purchase as soon as you ask. Spot a slow seller while there’s still time to fill the room.

Assets and reminders

Catch every renewal before it slips

Keep the asset records held against each account up to date by asking. See which reminders are due, preview one, and send it on the spot. Fewer missed renewals mean fewer lost payments.

Files

Tidy up without breaking anything

See every file in your library and exactly where each one is used, so you never delete a document a page still depends on.

Portal overview

The whole picture, without hunting for it

Check your plans, team, pending invitations, navigation, home page rules and usage in one reply, instead of clicking through settings.

Peace of mind

Fast, and still firmly in your hands

Handing work to an assistant shouldn’t mean handing over the keys. You set the limits, and it stays inside them.

Only the portals you pick
Tick the portals it may use when you connect. Everything else stays out of reach, and you can change your mind at any time.
Look first, change later
Making changes is a separate permission, and it starts switched off. Try it read-only, then allow changes when you’re comfortable.
Never more than you could do yourself
It works as you. Whatever your role can’t do in the dashboard, the assistant can’t do either.
A record of every change
Every change it makes goes into the audit log under your name, so there’s never a question about who did what.
Your password stays yours
You approve the connection on FormaPortal itself. The assistant gets access you can take back, never your password.
Take it back whenever you like
Every connection is listed under MCP connections in your dashboard. Revoke one and it stops working.

Getting started

Three steps, and you’re talking to your portal

  1. 1

    Copy your server address

    Open MCP connections in your FormaPortal dashboard. Your address is waiting there.

  2. 2

    Give it to your assistant

    Paste it into your assistant’s connector or MCP settings. In Claude, add it as a custom connector.

  3. 3

    Sign in and set the limits

    Sign in with your FormaPortal account, tick the portals it may use, and decide whether it may make changes.

Try asking

Ask it the way you’d ask a colleague

  • “Which applications are waiting for review, and who sent them?”
  • “Which contacts haven’t submitted this year’s declaration form?”
  • “Who can see the annual report page?”
  • “How many tickets have we sold for the summer event?”
  • “Add a note to Jane Smith’s record: called about her renewal, paying on Friday.”
  • “Which asset records have a renewal reminder due? Send them.”

Everything it can do

Hand it the everyday jobs

The full list of what your assistant can do for a Staff member. Admins and Owners can do more, exactly as they can in the dashboard.

Contacts

  • Find anyone with a quick search
  • See every organisation a person belongs to
  • Read their full history before you pick up the phone
  • Catch up on every note your team has left
  • Log a note the moment the call ends

Organisation accounts

  • Look up any organisation in a sentence
  • See exactly who sits on each account
  • Know how far each account is through onboarding
  • Trace every change made to an account

Forms and submissions

  • See every form you run, including the ones people must complete first
  • Pull submissions by form, person, account or status
  • Read any answer in full, with no export
  • Show the audit trail behind a submission when someone asks

Onboarding

  • See who’s waiting for a decision right now
  • Follow any applicant through every step
  • Check how your onboarding is set up, step by step

Pages and announcements

  • Find any page or announcement with a quick search
  • Read what’s published without opening the editor
  • Confirm who can see it before anyone asks

FAQs

  • Browse every question and answer by category
  • Check which members each category is shown to

Polls

  • Find any poll, open or closed
  • Get the results the moment you need them
  • See who’s able to vote

Events and tickets

  • See every event and event group at a glance
  • Check who each event is open to
  • Know what’s selling, ticket type by ticket type
  • See every ticket issued and every purchase made

Assets

  • Pull up the assets held against any account
  • Add a new asset record just by describing it
  • Update a record without hunting for the form
  • Remove a record that’s no longer needed
  • See which reminders each kind of asset sets off

Reminders and renewals

  • See which reminders are due and which have gone out
  • Preview a reminder before it lands in someone’s inbox
  • Send it on the spot, and stop chasing later

Files

  • Browse your whole file library
  • See everywhere a file is used before you delete it

Portal overview

  • Get a quick read on how your portal is set up
  • See your team, and who’s still to accept an invitation
  • Check your plans and current usage
  • Review navigation, home page rules and dashboard shortcuts
  • See which events your connected tools can listen for

Questions about the MCP server

What is MCP?
The Model Context Protocol is an open standard that lets AI assistants use outside tools and data. FormaPortal runs an MCP server, so an assistant that supports MCP can work with your portal directly.
Which assistants work with it?
Claude, and any other assistant or MCP client that connects to remote MCP servers and signs in with OAuth.
Can the assistant see other portals?
No. It reaches only the portals you tick when you connect, and inside those, only what your role allows.
Can it change or delete things?
Only if you allow changes when you connect, and only what your role allows. Every change is recorded in the audit log under your name. Tools that make changes are marked as such, so assistants that support it ask you before using them.
Does everyone on my team need their own connection?
Yes. Each person connects with their own login, so every call runs with their role and is recorded under their name.

Less time in the dashboard, more with your people

Connect your assistant in minutes. Everything it does stays within your role and on the record.

Contact usGet started
See every integration

Contact us

Tell us how we can help with your portal

Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.

We review every request and reply within one working day.