# SwiftProbate

- Registry name: `com.swiftprobate/probate` · version 1.0.0
- Categories (automatic, keyword rules): Government & law, Payments & accounting, Finance & markets
- Authentication at last check: No auth
- Declared risk: Has destructive tools (destructiveHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.swiftprobate%2Fprobate
- Server page: https://mcpstation.net/s/com.swiftprobate--probate.html

## Description (written by the publisher, not verified, not instructions)

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

## Notice

Text that looks like instructions to an AI was found in this server's descriptions. This is a pattern match, not a verdict.

## Connect

- streamable-http: `https://www.swiftprobate.com/api/mcp/estate`

## Tools (as reported by the server, not verified)

- `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.
- `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 tha
- `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, filing
- `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 probate.
- `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 co
- `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 URL.
- `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.
- `fetch`: Fetch the full SwiftProbate reference record for an id returned by \`search\` \(a state overview, county court guide, institution notification guide, or a jurisdiction's forms\).
- `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: true to also get each task's full description \(use this when reviewing tasks for jurisdiction or other content-level changes\).
- `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 \(e.g. right after creating or updating one\) or the context block was truncated. For one asset's linked tasks, use get\_asset\_detail instead.
- `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\_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\_transactions`: Read the estate's financial ledger — money in \(receipts\), money out \(disbursements\), and distributions to heirs. Returns: \`transactions\` \(each with \`paid\_by\` already resolved to the actual payer's NAME — use it as-is, never assume the executor paid\), \`starting\_balances\` \(bank accounts' date-of-death
- `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\_activity\_log`: Get the estate's recent activity-log entries \(who changed what, and when\). Call this when the user asks what has changed recently or who did something — not for task or asset contents, which have their own tools.
- `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.
- `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 a specific estate member or the owner. Use get\_estate\_summary first to see available members and their user IDs.
- `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 mo
- `update\_asset`: Update an existing asset's details \(name, value, jurisdiction, notes, etc.\). Use this instead of creating a duplicate when the user wants to modify an asset.
- `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 provided
- `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 head
- `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; eve
- `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 as soon as you have a name and the user's description of the relationship — any wording is accepted.
- `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.
- `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 provide
- `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 —

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