SwiftProbate MCP
Connect SwiftProbate with ChatGPT, Claude, and other AI tools
Look up probate courts, forms, and next steps — and keep your SwiftProbate estate up to date without leaving the chat.
https://www.swiftprobate.com/api/mcp/estateHow it works
Probate tools built for agents
Probate reference works for anyone. Your estate stays private until you sign in and approve access.
- 1
Add the URL
Paste the server URL into your assistant's connector settings.
- 2
Ask in plain English
Courts, forms, banks, deadlines — just ask.
- 3
Sign in when needed
Only when you ask about your own estate.
Why SwiftProbate
Why does my agent need SwiftProbate?
Assistants are great at explaining things. Probate also needs local details that are hard to find online, and a place to keep track of the work over the months it takes.
3,100+
county guides
160
institution guides
50 + DC
state guides
County court details
AI assistant alone: Web search results — filing fees and publication newspapers are often missing or out of date.
With SwiftProbate: Maintained guides for 3,100+ counties: courthouse, filing fee, approved newspapers, e-filing.
Court forms
AI assistant alone: Guesses at form names, or links that land on a generic court homepage.
With SwiftProbate: Official state and county probate forms, linked to the court's own source.
Notifying banks & insurers
AI assistant alone: Generic advice to “call the bank.”
With SwiftProbate: Estate-department contacts, mailing addresses, and required documents for 160 institutions.
Your to-do list
AI assistant alone: A generic checklist written from scratch each time.
With SwiftProbate: A personalized checklist built from the estate's state, county, and assets, with deadlines from the date of death.
Remembering progress
AI assistant alone: Lives in one chat. Start a new chat or switch assistants and it's gone.
With SwiftProbate: Tasks, assets, ledger, and heirs saved to your estate — in any assistant, the SwiftProbate app, and for family you invite.
Estate finances
AI assistant alone: Numbers scattered across chat messages.
With SwiftProbate: A running ledger of income, expenses, and distributions you can export as a court-style accounting.
Examples
What you can ask
Find your county court
No accountExample: “Where do I file probate in Travis County, Texas?”
Notify banks & insurers
No accountExample: “How do I notify Chase about a death?”
Stay on top of tasks
Your estateExample: “What's due this month?”
Track estate finances
Your estateExample: “Log a $450 payment to the funeral home.”
Setup
Connect your assistant
Choose where you use AI. New to SwiftProbate? Reference lookups work right away — create a free account when you're ready to add your estate.
Pick your assistant to see setup steps.
Create a free account · Trouble connecting? team@swiftprobate.com
Privacy & security
You stay in control
You approve access
Sign in on SwiftProbate's own page. Your password never goes to the assistant.
No deletes
Assistants can add and update records, never delete them.
Sensitive numbers hidden
SSNs are redacted and account numbers masked before anything reaches the assistant.
Disconnect anytime
Revoke access instantly from Settings → Connected apps.
Connecting shares your estate information with that assistant, so only connect assistants you trust. See our privacy policy.
FAQ
Common questions
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to outside tools. The SwiftProbate MCP server lets assistants like ChatGPT and Claude look up probate reference information and, once you sign in, help organize your own estate.
General web search is a weak source for probate's local details. Filing fees, approved publication newspapers, court forms, and bank estate-department procedures vary by county and institution and are often missing or out of date online. SwiftProbate gives your assistant maintained reference data for 3,100+ counties, all 50 states plus DC, and 160 financial institutions. It also gives the assistant somewhere to keep the work: a saved estate with a personalized checklist, assets, a ledger, and heirs that stays in place across chats and assistants.
Yes. Everything your assistant adds or updates is saved to your SwiftProbate estate, not to the chat. You can pick up in a new chat, a different assistant, or the SwiftProbate app, and family members you invite see the same estate.
Not for reference lookups like county courts, forms, institution guides, and state overviews. To work with your own estate, sign in with a free SwiftProbate account when your assistant asks.
Connecting is free. Features that work with your estate follow your SwiftProbate plan, the same as in the SwiftProbate app.
No. An assistant can create and update tasks, assets, ledger entries, and heirs, but it cannot delete them. That restriction is enforced by SwiftProbate's servers, not just the assistant. Deleting is done in the SwiftProbate app.
Go to Settings → Connected apps in your SwiftProbate dashboard. Access is revoked immediately. You can also remove the connector in the assistant's own settings.
No. SwiftProbate is probate task management software that helps you understand and organize the probate process. It does not provide legal advice, and using it does not create an attorney-client relationship.
SwiftProbate provides software to help navigate the probate process. SwiftProbate is not a law firm, does not provide legal advice, and is not a substitute for the advice of a licensed attorney. No attorney-client relationship is created by using this service. Probate laws vary by state and county.