Getting Started
- Deploy Formulize to your website
- Setup a local development environment
- Use Formulize with AI
- See the Roadmap
Professional Services
Help and Documentation
AI Setup Instructions
There are two ways to use AI with Formulize:
Embedded AI Assistant
Use AI right inside your Formulize system — no extra software needed. Just enable it in the Formulize Preferences and then click the Use AI link in the menu. To use the embedded AI assistant with a commercial AI provider, users will need an API key from the AI provider.
The embedded AI assistant can also be used with local language models, via Ollama. In this case, you do not need any API keys.
External AI Assistant via MCP
You can connect Claude Desktop, Copilot, or another AI assistant to Formulize using MCP (Model Context Protocol). Formulize has a built in MCP server. This gives you access to the full AI experience, including Resources and Prompts, inside a dedicated AI assistant application.
To use Formulize via MCP, users will need an API key from the Formulize instance that they are connecting with. Also, the AI assistant needs to support local MCP servers.