Dashform MCP Server

Server Details

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

Status: Healthy
Last Tested: 2026-04-03 09:30
Transport: Streamable HTTP
URL
Repository: makloai/mcp-server-dashform
GitHub Stars: 0
Server Listing: mcp-server-dashform

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Available Tools

17 tools

book_appointmentBook AppointmentInspect

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

ParametersJSON Schema

Name	Required	Description
`lead`	No	(Deprecated) Legacy lead object — use answers instead
`notes`	No
`answers`	No	Lead answers keyed by question key from get_form_questions
`metadata`	No	Optional metadata for business reference
`fit_score`	No
`funnel_id`	Yes	The funnel public ID or internal ID
`service_name`	No

check_fitCheck Lead Fit

Read-only

Inspect

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.

ParametersJSON Schema

Name	Required	Description
`lead`	No	(Deprecated) Legacy lead object — use answers instead
`answers`	No	Lead answers keyed by question key from get_form_questions
`funnel_id`	Yes	The funnel public ID or internal ID

create_formCreate FormInspect

Create a new form with full configuration support

ParametersJSON Schema

Name	Required	Description
`name`	Yes	The name of the form
`tone`	No	Optional tone for the form (e.g., 'friendly', 'professional')
`type`	No	Funnel type: 'structured' creates a Logic Funnel (default), 'dynamic' creates an AI Funnel
`theme`	No	Visual theme configuration
`userId`	Yes	The user ID creating the form
`endings`	No	Multiple quiz endings for conditional selection
`branding`	No	Branding settings (logo, watermark)
`snippets`	No	Information snippets for AI to reference
`endScreen`	No	End screen configuration
`questions`	No	List of questions for Logic Funnels
`backgrounds`	No	Array of backgrounds that cycle through questions
`description`	No	Optional description of the form
`welcomeScreen`	No	Welcome screen configuration
`organizationId`	Yes	The organization ID to create the form in
`endScreenEnabled`	No	Whether to enable the end screen
`maxFollowUpQuestions`	No	Maximum number of follow-up questions for AI Funnels

create_replyCreate ReplyInspect

Create a new reply for a form

ParametersJSON Schema

Name	Required	Description
`data`	No	Optional initial form data as key-value pairs (question key -> answer)
`formId`	Yes	The ID of the form to create a reply for
`organizationId`	Yes	The organization ID the form belongs to
`respondentName`	No	Optional name of the person filling out the form
`respondentEmail`	No	Optional email of the person filling out the form
`respondentEmotion`	No	Optional initial emotional state of the respondent (defaults to neutral)

delete_formDelete Form

DestructiveIdempotent

Inspect

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

ParametersJSON Schema

Name	Required	Description	Default
`id`	Yes	The ID of the form to delete
`organizationId`	Yes	The organization ID the form belongs to

get_availabilityGet Availability

Read-only

Inspect

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

ParametersJSON Schema

Name	Required	Description	Default
`funnel_id`	Yes	The funnel public ID or internal ID

get_business_infoGet Business Info

Read-only

Inspect

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.

ParametersJSON Schema

Name	Required	Description	Default
`funnel_id`	Yes	The funnel public ID or internal ID

get_formGet Form

Read-only

Inspect

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

ParametersJSON Schema

Name	Required	Description	Default
`id`	Yes	The ID of the form
`organizationId`	Yes	The organization ID the form belongs to

get_form_questionsGet Form Questions

Read-only

Inspect

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.

ParametersJSON Schema

Name	Required	Description	Default
`funnel_id`	Yes	The funnel public ID or internal ID

get_servicesGet Services

Read-only

Inspect

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

ParametersJSON Schema

Name	Required	Description	Default
`category`	No	Optional category to filter services
`funnel_id`	Yes	The funnel public ID or internal ID

get_user_infoGet User Info

Read-only

Inspect

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

ParametersJSON Schema

Name	Required	Description	Default
`sessionToken`	No	Optional. The session_token value from browser cookies. Not needed when connected via OAuth.

list_categoriesList Categories

Read-only

Inspect

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

ParametersJSON Schema

Name	Required	Description	Default
No parameters

list_formsList Forms

Read-only

Inspect

List all forms of an organization with status and reply counts

ParametersJSON Schema

Name	Required	Description	Default
`organizationId`	Yes	The ID of the organization

list_organizationsList Organizations

Read-only

Inspect

List all organizations the user belongs to

ParametersJSON Schema

Name	Required	Description	Default
`userId`	Yes	The user ID to list organizations for (from get_user_info)

search_merchantsSearch Merchants

Read-only

Inspect

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.

ParametersJSON Schema

Name	Required	Description
`limit`	No	Maximum results to return
`query`	No	Search by business name or description keyword
`category`	No	Filter by service category (e.g. health_wellness, beauty_personal_care). Use list_categories to see available options.
`location`	No	Filter by city or area name

search_servicesSearch Services

Read-only

Inspect

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.

ParametersJSON Schema

Name	Required	Description
`limit`	No	Maximum results to return
`query`	No	Search by service name or description
`category`	No	Filter by service category
`location`	No	Filter by provider location
`max_price`	No	Maximum price filter
`min_price`	No	Minimum price filter

update_formUpdate Form

Idempotent

Inspect

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

ParametersJSON Schema

Name	Required	Description
`id`	Yes	The ID of the form to update
`name`	No	The name of the form
`tone`	No	Tone for the form (e.g., 'friendly', 'professional')
`type`	No	Funnel type: 'structured' maps to Logic Funnel, 'dynamic' maps to AI Funnel
`theme`	No	Visual theme configuration (partial update — only provided properties are changed)
`endings`	No	Quiz endings for conditional selection
`branding`	No	Branding settings (logo, watermark)
`snippets`	No	Information snippets for AI to reference
`endScreen`	No	End screen configuration
`questions`	No	List of questions for Logic Funnels
`backgrounds`	No	Array of backgrounds that cycle through questions
`description`	No	Description of the form
`welcomeScreen`	No	Welcome screen configuration
`organizationId`	Yes	The organization ID the form belongs to
`endScreenEnabled`	No	Whether to enable the end screen
`maxFollowUpQuestions`	No	Maximum number of follow-up questions

Verify Ownership

Claim this connector by publishing a /.well-known/glama.json file on your server's domain with the following structure:

{
  "$schema": "https://glama.ai/mcp/schemas/connector.json",
  "maintainers": [
    {
      "email": "your-email@example.com"
    }
  ]
}

The email address must match the email associated with your Glama account. Once verified, the connector will appear as claimed by you.

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