SwiftProbate

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

Indexed tools

Tool metadata and schemas come from the remote server and are untrusted. Indexing only lists tools; it never calls them.

25 shown · authentication unknown

• assign_task

  Assign a task to a specific estate member or the owner. Use get_estate_summary first to see available members and their user IDs.

  Schema valid · SHA-256 e0f02d0910d4…

  View input schema

  {
    "type": "object",
    "properties": {
      "estate_id": {
        "type": "string",
        "description": "The estate to act on. Call list_my_estates first to get this id."
      },
      "task_id": {
        "type": "string",
        "description": "The task ID to assign"
      },
      "assignee_user_id": {
        "type": "string",
        "description": "The user ID to assign to, or null to unassign"
      }
    },
    "required": [
      "estate_id",
      "task_id"
    ],
    "$schema": "https://json-schema.org/draft/2020-12/schema"
  }

• complete_onboarding

  Set up a new estate for the signed-in user and generate their personalized probate checklist. Use this when list_my_estates returns no estates (or one with no deceased details yet), or the user is just getting started. Saves estate details and placeholder assets, then starts checklist generation that may research public sources and send a completion email. Refuses an already-onboarded estate. Collect the fields conversationally first, then call once; partial failures are not guaranteed safe to retry.

  Schema valid · SHA-256 dbbd7905a3ca…

  View input schema

  {
    "type": "object",
    "properties": {
      "deceased_name": {
        "type": "string",
        "description": "Full name of the person who died."
      },
      "deceased_date_of_death": {
        "type": "string",
        "description": "Date of death, ISO format YYYY-MM-DD."
      },
      "deceased_state": {
        "type": "string",
        "description": "US state where the deceased lived (full name or code)."
      },
      "deceased_county": {
        "type": "string",
        "description": "County where the deceased lived."
      },
      "will_status": {
        "type": "string",
        "enum": [
          "present",
          "none",
          "unsure"
        ],
        "description": "Whether there is a will: present, none, or unsure."
      },
      "executor_name": {
        "type": "string",
        "description": "The user's full name (the person settling the estate)."
      },
      "executor_relationship": {
        "type": "string",
        "description": "The user's relationship to the deceased, e.g. 'child', 'spouse'."
      }
    },
    "required": [
      "deceased_name",
      "deceased_date_of_death",
      "deceased_state",
      "deceased_county",
      "will_status",
      "executor_name",
      "executor_relationship"
    ],
    "$schema": "https://json-schema.org/draft/2020-12/schema"
  }