com.swiftprobate/probate

up checked 2026-11-10T22:38:00.587Z

Unclaimed · Unverified

Agent searches it appeared in, last 30 days: 0. Run this server? Claim the listing: verified label, uptime alerts and analytics.

Publisher-provided title

SwiftProbate

Publisher-provided description

Probate help for US executors: county courts, court forms, bank guides, and your estate checklist.

Summary by lookupd

Manages US probate estates: tracks assets, heirs, tasks, ledger entries and documents, and looks up county court and institution guides.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

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

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 32)

Publisher-provided text

• 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 the
• 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 d
• 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 publicat
• lookup_institution_guide Look up SwiftProbate's estate-notification guide for a financial institution (banks, brokerages, life insurers, credit unions, and more): estate department phon
• 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
• 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 attor
• 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
• fetch Fetch the full SwiftProbate reference record for an id returned by `search` (a state overview, county court guide, institution notification guide, or a jurisdic
• 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_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: t
• get_task_detail Get full details of a specific task by ID, including its description, status, priority, deadline, notes, and linked documents.
• 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. r
• 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 wh
• 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 hei
• get_transactions Read the estate's financial ledger — money in (receipts), money out (disbursements), and distributions to heirs. Returns: `transactions` (each with `paid_by` al
• 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
• 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) an
• 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.
• 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
• 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_deadline Set or clear a task's deadline. Use this when the user wants to set a due date.
• 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
• 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 owe
• 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 ass
• 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
• 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
• 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
• 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 relati
• 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 b

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 739 ms
• First indexed: 2026-11-01T08:58:55.815Z
• Last seen in registry: 2026-11-01T08:58:55.815Z
• Website: https://www.swiftprobate.com/mcp

Badge for your README

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/com.swiftprobate/probate.svg)](https://lookupd.com/servers/com.swiftprobate/probate)

• 62092 servers
• Last crawl: 2026-11-11T17:38:11.606Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp