SwiftProbate
Probate guidance for US executors: court forms, county procedures, bank notification guides, and estate checklists.
Helps executors settle estates in the US by providing county-specific probate court information, approved forms, financial institution notification guides, and a personalized checklist. Tracks assets, heirs, tasks, and estate finances in one place.
Try asking Muse: "Show me the probate forms I need to file in Alameda County and tell me the courthouse address and filing fee."
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Source: Found in the official MCP Registry (com.swiftprobate/probate) · First listed October 28, 2026
Last 24 hours
Each bar is one check, every 15 minutes. Green means it answered. Last checked 38 min ago.
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How to add it to Muse
Not in Muse's Connectors list yet, but Muse can still use it. Copy the request below and paste it into Muse. Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
https://www.swiftprobate.com/api/mcp/estateNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
Also use it in ChatGPT or Claude
SwiftProbate is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
Add it to ChatGPT
- 1
Open ChatGPT settings
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
- 2
Turn on developer mode
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
- 3
Create the connector
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
- 4
Use it in a chat
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
Add it to Claude
- 1
Open Claude settings
In Claude, open Settings, then Connectors.
- 2
Add a custom connector
Choose Add custom connector, give it a name, and paste the link.
- 3
Connect and use it
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://www.swiftprobate.com/api/mcp/estateWhat people ask Muse to do
Technical details: safety screening, tools, response time and recent checks
Response time at the last check: 316ms. Worked in 100% of checks over 30 days.
Screening · October 28, 2026
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
Tools · 32
list_my_estatesList 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_onboardingSet 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 checlookup_county_guideLook 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 clookup_institution_guideLook 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 tyfind_probate_formsFind 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 get_state_overviewGet 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 SwifsearchSearch 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 knowlfetchFetch 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_summaryGet 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_tasksList 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 changet_task_detailGet full details of a specific task by ID, including its description, status, priority, deadline, notes, and linked documents.get_assetsList 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_detget_asset_detailGet 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_heirsList 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_transactionsRead 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 accget_documentsList 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 insteget_activity_logGet 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_taskCreate a new task in the estate. Use this when the user identifies a new requirement or action item that should be tracked.edit_taskEdit an existing task's title, description, priority, deadline, category, or helpful links. Use when the user wants to modify task details.update_task_statusUpdate a task's status. Use this when the user asks to mark a task as completed, in progress, etc.update_task_notesSet or update the user notes on a task. Use this when the user wants to add notes to a task.update_task_deadlineSet or clear a task's deadline. Use this when the user wants to set a due date.assign_taskAssign a task to a specific estate member or the owner. Use get_estate_summary first to see available members and their user IDs.create_assetCreate 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 createdupdate_assetUpdate 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_completeRecord 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 frlog_transactionRecord 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 cupdate_transactionCorrect 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 fiecreate_heirAdd 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_heirUpdate 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_completeRecord 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 fupdate_estateUpdate 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 whRecent checks
Link
https://www.swiftprobate.com/api/mcp/estateQuestions about SwiftProbate in Muse
How do I connect SwiftProbate to Muse?
Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use SwiftProbate to help me. It is a free service with an MCP server at https://www.swiftprobate.com/api/mcp/estate. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
Is SwiftProbate working right now?
At the last check (October 29, 2026, 11:16 UTC) the endpoint was working, answering in 316ms. Over the last 7 days it answered 100% of health checks. It is checked every 15 minutes.
Is SwiftProbate safe to connect to Muse?
It was screened on October 28, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
What can SwiftProbate do in Muse?
It exposes 32 tools, including list_my_estates, complete_onboarding, lookup_county_guide, lookup_institution_guide. For example, you could ask Muse: "Show me the probate forms I need to file in Alameda County and tell me the courthouse address and filing fee."
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