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:

{
  "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):

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

VS Code / GitHub Copilot

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

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

Windsurf

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

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

MCP Inspector

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.

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

mcp-server-dashform