Add Checkvist to your AI agent
Checkvist beta PRO MCP lets AI assistants manage hierarchical lists, tasks, tags, due dates, and assignees, and read task notes.
- Things your agent can do in Checkvist
- 16
Things your AI can do in Checkvist
Your FormWise AI can handle any of these in Checkvist — on its own, without you needing to click a button.
Create Checklist
Create a Checkvist checklist with a name and optional visibility and tags.
Create Task
Create a task in a checklist, optionally under a parent and with tags, smart-syntax due date, position, priority, or assignees.
Delete Checklist
Mark a Checkvist checklist for deletion. This destructive operation affects the checklist and all data it contains.
Delete Task
Permanently delete a Checkvist task and all of its child tasks. This is a destructive operation and cannot be undone with this tool.
Get Checklist
Get one Checkvist checklist's metadata by ID. Use Get Tasks Outline to read the checklist's tasks.
Get Task Tree
Read one Checkvist task and its subtasks as a markdown outline, optionally including closed items or notes and limiting depth. Checkvist requires a PRO account or active PRO trial for MCP tool execution.
Get Tasks Outline
Read a checklist as a recommended markdown task outline, with controls for closed tasks, depth, compact output, or top-level preview. Checkvist requires a PRO account or active PRO trial for MCP tool execution.
Get Tasks Page
Read one explicit 1-based page of a large Checkvist checklist. Each page contains one top-level task and its subtree. Call again with another page number to continue; Checkvist does not provide a verified continuation signal.
Import Tasks
Create multiple hierarchical tasks from Checkvist indented text. Large imports can take at least a minute and must not be retried early because a retry can duplicate tasks. This tool preserves existing tasks; use Replace Tasks to delete and replace the checklist's current task hierarchy.
List Checklists
List checklists available to the authenticated Checkvist user, optionally including archived lists or omitting statistics for a faster response. Checkvist requires a PRO account or active PRO trial for MCP tool execution.
Replace Tasks
Delete every existing task in a checklist, then replace the hierarchy from Checkvist indented text or OPML. OPML can also replace the checklist name and tags. Large replacements can take at least a minute and must not be retried early because a retry can duplicate tasks.
Search Tasks
Search tasks across the user's Checkvist checklists using words and operators for due date (^ or due:), tag (# or tag:), state (in:), and notes (has:note). Returns one explicit 1-based page of up to 50 matches.
Show 4 more things it can do
Set Task Status
Set a task's status to closed, reopened, or invalidated using Checkvist's dedicated status operations.
Update Checklist
Update an existing checklist's name, visibility, or complete tag set. At least one update field is required. An empty tags string removes all checklist tags.
Update Task
Update task content, hierarchy, replacement tags, due date, position, priority, assignees, or smart-syntax parsing. At least one update field is required. Use Set Task Status for completion state.
Update Task Tags
Add and remove task tags without replacing the complete tag set. Tag values are plain words without '#'. At least one of add or remove must be non-empty.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Checkvist is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Checkvist, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Checkvist for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Checkvist work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Checkvist to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Checkvist in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Checkvist.
- 3
Hit "Connect"
Click "Connect Checkvist" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Checkvist
Build a quick AI Agent (it's like writing instructions, not code), and pick the Checkvist actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Checkvist for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Checkvist workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Checkvist users had before signing up
Do I need to know how to code?
Not even a little. If you can use Checkvist today, you can set this up. You'll connect Checkvist, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Checkvist login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Checkvist or delete everything any time.
What happens when Checkvist updates their app?
We handle it. When Checkvist adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Checkvist takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Checkvist — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Checkvist on FormWise
Checkvist beta PRO MCP lets AI assistants manage hierarchical lists, tasks, tags, due dates, and assignees, and read task notes.
Connect Checkvist once and your FormWise AI gets 16 things it can do inside it. That means your AI can handle the Checkvist work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Checkvist? Take a look at beta.checkvist.com.
More model context protocol integrations
Datadog MCP
Investigate Datadog telemetry, incidents, dashboards, and service health.
Ramp MCP
Ramp MCP lets authorized users analyze spend and manage cards, bills, reimbursements, approvals, transactions, and other permitted Ramp resources.
Longbridge MCP
Longbridge MCP lets agents access authorized market data, account information, portfolio data, trading operations, and investment workflows through Longbridge OpenAPI.
Ahrefs MCP
Analyze backlinks, organic search performance, keywords, competitors, rankings, and other SEO data through Ahrefs' hosted MCP server.
Vantage MCP
Vantage MCP lets agents analyze authorized cloud costs, reports, resources, tags, budgets, anomalies, and optimization recommendations, and perform supported FinOps management actions.
Grafana Cloud MCP
Grafana Cloud MCP lets agents query metrics, logs, traces, dashboards, datasources, alerts, incidents, and related observability resources in an authorized Grafana Cloud stack.
Stop doing the Checkvist work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.