bots.st/swiftprobate
SwiftProbate
US probate county guidance and forms
3040 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 32
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://www.swiftprobate.com/api/mcp/estate
What it can do
| Tool | What it says it does |
|---|---|
assign_task | Assign a task to the estate owner or a collaborator who has accepted their invite. Pass assignee_name with the person's name as listed in "People on this estate" (a first name works when it's unique); the result says who it was assigned to, or why it couldn't be (pending invite, no match, more… |
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. Also use it when a user with no estate set up asks for help with their own… |
create_asset | Create a new asset in the estate. Use this when the user wants to add a bank account, property, vehicle, insurance policy, other asset, or a debt the estate owes. A same-named asset does NOT block creation (two accounts at the same institution are legitimate) — but if you created this exact asset… |
create_heir | Add a new heir to the estate. Use when the user wants to record a person who may inherit (spouse, child, stepchild, grandchild, parent, sibling, or other relative). Call once the customer has confirmed how the person is related to the DECEASED — any wording is accepted. "My brother Tom" is the… |
create_task | Create a new task in the estate. Use this when the user identifies a new requirement or action item that should be tracked. |
edit_task | Edit an existing task's title, description, priority, deadline, category, or helpful links. Use when the user wants to modify task details. |
fetch | Fetch the full SwiftProbate reference record for an id returned by `search` (a state overview, county court guide, institution notification guide, or a jurisdiction's forms). |
find_probate_forms | Find the probate forms for a jurisdiction: each form's name, code, description, official court source link (when known), and SwiftProbate page, plus whether it is a county-specific or statewide form. Some states (e.g. Florida) publish no statewide fill-in forms — pass the county to get the usable… |
get_activity_log | Get the estate's recent activity-log entries (who changed what, and when). Each entry has `who` (the person, and whether they're the owner or a collaborator) and `via` (the SwiftProbate app, Grace, or ChatGPT acting for them). Call this when the user asks what has changed recently or who did… |
get_asset_detail | Get one asset's full details plus the tasks linked to it, by asset ID. Call this when the user asks about a specific asset's tasks or you need details beyond what the Assets context block shows. Get the asset_id from that context block. |
get_assets | List every asset in the estate with its type and value. Your Estate Context already lists the assets, so call this only when you need the full set fresh (e.g. right after creating or updating one) or the context block was truncated. For one asset's linked tasks, use get_asset_detail instead. |
get_documents | List the estate's uploaded documents, optionally filtered by asset or task. Your Documents context block already lists them, so call this only to refresh after an upload or to filter to a specific asset's or task's documents. To read a document's contents, use read_document instead. |
get_estate_summary | Get a summary of the estate including details, assets, heirs, and task statistics. Use this when the user asks about the estate overview or general status. |
get_heirs | List every recorded heir with relationship and details. The Heirs context block already lists them, so call this only to refresh after adding or updating an heir, or when that block was truncated. |
get_state_overview | Get high-level probate facts for a US state: small-estate threshold, filing deadline, creditor-claim period, estimated timeline, court filing fee, average attorney fee, whether it is a UPC / community-property / independent-administration state, plus a prose overview and the SwiftProbate guide… |
get_task_detail | Get full details of a specific task by ID, including its description, status, priority, deadline, notes, and linked documents. |
get_tasks | List tasks with optional filters. Use this to find tasks by status, category, asset, or search term. By default returns titles only; pass include_description: true to also get each task's full description (use this when reviewing tasks for jurisdiction or other content-level changes). Tasks come… |
get_transactions | Read the estate's financial ledger — money in (receipts), money out (disbursements), and distributions to heirs. Returns: `transactions` (each with `paid_by` already resolved to the actual payer's NAME — use it as-is, never assume the executor paid — plus its linked `asset_id`, `heir_id`, receipt… |
list_my_estates | List the estates the signed-in user can work with (owned or shared with them), each with its id, a label (the deceased's name), the user's role, and whether they can edit. Call this FIRST — every other estate tool needs an estate_id from here. |
log_transaction | Record a financial transaction in the estate ledger when the user mentions money moving — an expense they paid, income the estate received, a debt payment, or a distribution to an heir. Examples: "I paid $4,200 for the funeral", "the estate got a $1,300 tax refund", "my brother covered the $800… |
lookup_county_guide | Look up SwiftProbate's published probate guide for a specific US county: verified courthouse address/phone/website, filing fee, approved newspapers for publication, e-filing system, and county-specific probate forms. Use this before answering any question about a county court's contact info… |
lookup_institution_guide | Look up SwiftProbate's estate-notification guide for a financial institution (banks, brokerages, life insurers, credit unions, and more): estate department phone/hours/fax, mailing and overnight addresses, online notification URL, required-document checklist, and which account types require… |
mark_assets_complete | Record that the user has finished telling you about the estate's assets. Call this the moment they say there is nothing else — "that's everything", "that's the only asset", "nothing else to add". This is what turns "Has real property" and the estate size in your Estate Context from "Not yet… |
mark_heirs_complete | Record that the user has finished telling you about the estate's heirs and family. Call this the moment they say that's everyone — "no other children", "there's no spouse", "that's all the heirs". This is what turns "Surviving spouse" and "Minor children" in your Estate Context from "Not yet… |
search | Search SwiftProbate's probate reference data (US states, counties, financial institutions, and court forms). Returns a list of results, each with an id you can pass to `fetch` for the full record. Use it for open-ended probate reference questions before answering from model knowledge. |
update_asset | Update an existing asset's details (name, type, value, jurisdiction, notes, etc.). Use this instead of creating a duplicate when the user wants to modify an asset — including when it was saved under the wrong type: change asset_type here rather than deleting and recreating it, which would wipe its… |
update_estate | Update high-level estate details that the user can correct after onboarding. Use this when the user mentions a fact that should be persisted (e.g. "actually there is a will", "the will is in the safe deposit box", "the case number is 2026-001234"). NOT for who the heirs are or what the estate owns… |
update_heir | Update an existing heir's details. Use when the user wants to correct or add information to a recorded heir. Get the heir_id from the pre-loaded Heirs context block. |
update_task_deadline | Set or clear a task's deadline. Use this when the user wants to set a due date. |
update_task_notes | Set or update the user notes on a task. Use this when the user wants to add notes to a task. |
update_task_status | Update a task's status. Use this when the user asks to mark a task as completed, in progress, etc. Marking a task completed or not_applicable (not required) is the customer's decision: only do it when they have said so, and pass their words in customer_words. To restore a task marked not required… |
update_transaction | Correct an existing ledger transaction when the user wants to fix a mistake — a wrong amount, date, category, payee, who paid, or which heir/asset it relates to. Find the transaction's ID with get_transactions first. This is a PARTIAL update: pass transaction_id plus ONLY the fields that change… |
In its maker's words
Probate help for US executors: county courts, court forms, bank guides, and your estate checklist.
- Website
- www.swiftprobate.com/mcp
- Publisher
- swiftprobate.com
- Listed from
- the official MCP Registry as
com.swiftprobate/probate - Version
- 1.0.0, updated 11 Oct 2026
- Kinds of work
- Law, tax and government, Documents and files, Search and research
The domain it lives on
- swiftprobate.com
- registered 10 Nov 2025 (12 months ago), at GoDaddy.com, LLC, its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 3040 ms | |
| Answered | 3570 ms | |
| Answered | 1091 ms |
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