SwiftProbate MCP

An official MCP server by SwiftProbate that enables AI assistants to access maintained probate reference data for over 3,100 counties and 160 institutions, and to manage personalized estate checklists, assets, and financial ledgers for US executors.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-18Operated by SwiftProbate

MCP endpoint (Streamable HTTP)

https://www.swiftprobate.com/api/mcp/estate

Vendor documentation

What you can do with it

Look up county court details, filing fees, and forms
Find estate department contacts for banks and insurers
Manage personalized estate task checklists
Track estate finances with a running ledger

Tools advertised by the last live check:

list_my_estates
complete_onboarding
lookup_county_guide
lookup_institution_guide
find_probate_forms
get_state_overview
search
fetch
get_estate_summary
get_tasks
get_task_detail
get_assets
get_asset_detail
get_heirs
get_transactions
get_documents
get_activity_log
create_task
edit_task
update_task_status
update_task_notes
update_task_deadline
assign_task
create_asset
update_asset
mark_assets_complete
log_transaction
update_transaction
create_heir
update_heir
mark_heirs_complete
update_estate

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http swiftprobate-mcp https://www.swiftprobate.com/api/mcp/estate

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add swiftprobate-mcp --url https://www.swiftprobate.com/api/mcp/estate

Cursor

Merge this server into .cursor/mcp.json in your project, then enable swiftprobate-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "swiftprobate-mcp": {
      "url": "https://www.swiftprobate.com/api/mcp/estate"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "swiftprobate-mcp": {
      "type": "streamableHttp",
      "url": "https://www.swiftprobate.com/api/mcp/estate",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start swiftprobate-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "swiftprobate-mcp": {
      "type": "http",
      "url": "https://www.swiftprobate.com/api/mcp/estate"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http swiftprobate-mcp https://www.swiftprobate.com/api/mcp/estate

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "swiftprobate-mcp": {
      "url": "https://www.swiftprobate.com/api/mcp/estate"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "swiftprobate-mcp": {
      "serverUrl": "https://www.swiftprobate.com/api/mcp/estate"
    }
  }
}

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