io.github.makloai/mcp-server-dashform

Official17 tools

by makloai

Dashform MCP Server

Connect AI assistants to Dashform — build and manage AI-powered forms, funnels, quizzes.

Integrates with Dashform to build and manage AI-powered forms, funnels, and quizzes.

Captured live from the server via tools/list.

get_user_info

Get user ID and organization ID. When connected via OAuth, no parameters are needed. For session-based auth, provide the sessionToken.

Parameters (1)

sessionTokenstring
Optional. The session_token value from browser cookies. Not needed when connected via OAuth.

list_organizations

List all organizations the user belongs to

Parameters (1)

userIdstringrequired
The user ID to list organizations for (from get_user_info)

list_forms

List all forms of an organization with status and reply counts

Parameters (1)

organizationIdstringrequired
The ID of the organization

get_form

Get full details of a form including questions, theme, and configuration

Parameters (2)

idstringrequired
The ID of the form
organizationIdstringrequired
The organization ID the form belongs to

create_form

Create a new form with full configuration support

Parameters (16)

organizationIdstringrequired
The organization ID to create the form in
userIdstringrequired
The user ID creating the form
namestringrequired
The name of the form
typestring
Funnel type: 'structured' creates a Logic Funnel (default), 'dynamic' creates an AI Funnel
descriptionstring
Optional description of the form
tonestring
Optional tone for the form (e.g., 'friendly', 'professional')
welcomeScreenobject
Welcome screen configuration
endScreenobject
End screen configuration
endScreenEnabledboolean
Whether to enable the end screen
endingsarray
Multiple quiz endings for conditional selection
questionsarray
List of questions for Logic Funnels
snippetsarray
Information snippets for AI to reference
maxFollowUpQuestionsnumber
Maximum number of follow-up questions for AI Funnels
themeobject
Visual theme configuration
brandingobject
Branding settings (logo, watermark)
backgroundsarray
Array of backgrounds that cycle through questions

update_form

Update a form's configuration, questions, theme, and other settings. Only provided fields are updated.

Parameters (16)

idstringrequired
The ID of the form to update
organizationIdstringrequired
The organization ID the form belongs to
namestring
The name of the form
typestring
Funnel type: 'structured' maps to Logic Funnel, 'dynamic' maps to AI Funnel
descriptionany
Description of the form
toneany
Tone for the form (e.g., 'friendly', 'professional')
welcomeScreenany
Welcome screen configuration
endScreenany
End screen configuration
endScreenEnabledboolean
Whether to enable the end screen
endingsany
Quiz endings for conditional selection
questionsany
List of questions for Logic Funnels
snippetsany
Information snippets for AI to reference
maxFollowUpQuestionsnumber
Maximum number of follow-up questions
themeany
Visual theme configuration (partial update — only provided properties are changed)
brandingany
Branding settings (logo, watermark)
backgroundsany
Array of backgrounds that cycle through questions

delete_form

Permanently delete a form and all its associated data (versions, replies, etc.)

Parameters (2)

idstringrequired
The ID of the form to delete
organizationIdstringrequired
The organization ID the form belongs to

create_reply

Create a new reply for a form

Parameters (6)

formIdstringrequired
The ID of the form to create a reply for
organizationIdstringrequired
The organization ID the form belongs to
respondentNamestring
Optional name of the person filling out the form
respondentEmailstring
Optional email of the person filling out the form
respondentEmotionstring
Optional initial emotional state of the respondent (defaults to neutral)
dataobject
Optional initial form data as key-value pairs (question key -> answer)

list_categories

List all available service categories on the Dashform marketplace with merchant counts. Use this to understand what types of services are available before searching.

No parameters.

search_merchants

Search for businesses and service providers on the Dashform marketplace. Filter by category, location, or keyword. Each result includes a funnel_id you can use with get_business_info, get_services, check_fit, and book_appointment.

Parameters (4)

categorystring
Filter by service category (e.g. health_wellness, beauty_personal_care). Use list_categories to see available options.
limitnumber
Maximum results to return
locationstring
Filter by city or area name
querystring
Search by business name or description keyword

search_services

Search for specific services across all marketplace merchants. Find services by name, category, price range, or location. Each result includes the provider funnel_id for booking.

Parameters (6)

categorystring
Filter by service category
limitnumber
Maximum results to return
locationstring
Filter by provider location
max_pricenumber
Maximum price filter
min_pricenumber
Minimum price filter
querystring
Search by service name or description

get_business_info

Get business information for a Dashform funnel, including description, industry, location, services, and booking link. Use this to understand what a business offers before checking lead fit.

Parameters (1)

funnel_idstringrequired
The funnel public ID or internal ID

get_services

Get the list of services or products offered by a business through this funnel. Optionally filter by category.

Parameters (2)

categorystring
Optional category to filter services
funnel_idstringrequired
The funnel public ID or internal ID

get_form_questions

Get the list of questions for this funnel. Returns question keys, types, descriptions, and options. Call this BEFORE check_fit or book_appointment to understand what information to collect from leads.

Parameters (1)

funnel_idstringrequired
The funnel public ID or internal ID

check_fit

Evaluate lead fit against this business. Provide answers keyed by question keys from get_form_questions. Returns a score (0-100), fit assessment, confidence level, reasoning, and recommended next action. Also accepts legacy lead object for backwards compatibility.

Parameters (3)

answersobject
Lead answers keyed by question key from get_form_questions
funnel_idstringrequired
The funnel public ID or internal ID
leadobject
(Deprecated) Legacy lead object — use answers instead

get_availability

Get booking availability for this business. Returns a booking link (e.g. Calendly) if configured, or a message about how to schedule.

Parameters (1)

funnel_idstringrequired
The funnel public ID or internal ID

book_appointment

Submit a lead's information to request an appointment. Provide answers keyed by question keys from get_form_questions. Creates a reply record visible in the dashboard and triggers connected integrations (CRM, email, webhooks). Also accepts legacy lead object for backwards compatibility.

Parameters (7)

answersobject
Lead answers keyed by question key from get_form_questions
fit_scorenumber
funnel_idstringrequired
The funnel public ID or internal ID
leadobject
(Deprecated) Legacy lead object — use answers instead
metadataobject
Optional metadata for business reference
notesstring
service_namestring

README.md5 KBView on GitHub

Dashform MCP Server

Connect AI assistants to Dashform — build and manage AI-powered forms, funnels, quizzes, and lead qualification workflows through the Model Context Protocol.

Features

Form Management — Create, read, update, and delete forms and AI funnels programmatically
Reply Collection — Submit and retrieve form responses
AI Lead Qualification — Use built-in AI to check if a lead is a good fit for a business
Service Marketplace — Search merchants, services, and categories
Booking — Check availability and book appointments through AI agents
OAuth 2.1 — Secure authentication with dynamic client registration

Quickstart

Dashform MCP is a hosted remote server. No local installation is required — just add the endpoint URL to your MCP client.

Endpoint: https://getaiform.com/api/mcp

Transport: Streamable HTTP

Authentication: OAuth 2.1 with dynamic client registration (RFC 7591)

Claude Desktop

Add to your claude_desktop_config.json:

json

{
  "mcpServers": {
    "dashform": {
      "url": "https://getaiform.com/api/mcp"
    }
  }
}

Claude Desktop will handle OAuth authorization automatically.

Cursor

Add to your Cursor MCP settings (.cursor/mcp.json):

json

{
  "mcpServers": {
    "dashform": {
      "url": "https://getaiform.com/api/mcp"
    }
  }
}

VS Code / GitHub Copilot

Add to your VS Code settings (.vscode/mcp.json):

json

{
  "servers": {
    "dashform": {
      "url": "https://getaiform.com/api/mcp"
    }
  }
}

Windsurf

Add to your ~/.codeium/windsurf/mcp_config.json:

json

{
  "mcpServers": {
    "dashform": {
      "serverUrl": "https://getaiform.com/api/mcp"
    }
  }
}

MCP Inspector

bash

npx @modelcontextprotocol/inspector --url https://getaiform.com/api/mcp

Tools

Form Management (requires authentication)

Tool	Description
`get_user_info`	Get current user profile (userId, organizationId, name, email)
`list_organizations`	List all organizations for a user
`list_forms`	List all forms in an organization with reply counts
`get_form`	Get full form details including config, questions, and theme
`create_form`	Create a new form (structured or dynamic AI type)
`update_form`	Update form config, questions, endings, or theme
`delete_form`	Permanently delete a form and all its data
`create_reply`	Submit a new reply/response to a form

Marketplace Discovery (no authentication required)

Tool	Description
`list_categories`	List marketplace service categories with merchant counts
`search_merchants`	Search merchants by keyword, category, or location
`search_services`	Search services across all merchants with price filtering

Agent Booking (no authentication required)

Tool	Description
`get_business_info`	Get business profile for a published funnel
`get_services`	List available services for a funnel
`get_form_questions`	Get question schema (keys, types, options) for a funnel
`check_fit`	AI-powered lead qualification — checks if a lead matches the business criteria
`get_availability`	Get booking availability and scheduling link
`book_appointment`	Submit a lead record and book an appointment

Authentication

Dashform MCP uses OAuth 2.1 with the Authorization Code flow and supports dynamic client registration (RFC 7591). This means MCP clients like Claude Desktop and Cursor can automatically register and authenticate without manual API key setup.

OAuth Endpoints

Endpoint	URL
Authorization	`https://getaiform.com/oauth/authorize`
Token	`https://getaiform.com/api/auth/oauth2/token`
Client Registration	`https://getaiform.com/api/auth/oauth2/register`
Resource Metadata	`https://getaiform.com/.well-known/oauth-protected-resource`
MCP Discovery	`https://getaiform.com/.well-known/mcp.json`

Scopes

Scope	Description
`openid`	OpenID Connect identity
`profile`	User profile information
`email`	User email address
`read:forms`	Read forms and form data
`write:forms`	Create and update forms
`read:submissions`	Read form submissions
`write:submissions`	Create form submissions
`read:webhooks`	Read webhook configurations
`offline_access`	Refresh token for long-lived sessions

MCP Discovery

The server exposes a discovery endpoint at /.well-known/mcp.json that returns the server manifest, including all available tools and the endpoint URL.

bash

curl https://getaiform.com/.well-known/mcp.json

Use Cases

Build forms with natural language — "Create a customer feedback form with a rating scale and open-ended questions"
Manage forms at scale — List, update, or delete forms across organizations
Collect responses — Submit test data or integrate with automated pipelines
AI-powered lead qualification — "Check if this lead is a good fit for my consulting business"
Service discovery — "Find yoga studios in San Francisco that offer private sessions"
Appointment booking — "Book a free consultation with the nearest available therapist"

Support

License

MIT

Install

claude_desktop_config.json

{
  "mcpServers": {
    "mcp-server-dashform": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://getaiform.com/api/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.