Dashform MCP Server
io.github.makloai/mcp-server-dashform · v1.0.0 · MCP 2025-11-25
Connect AI assistants to Dashform — build and manage AI-powered forms, funnels, quizzes.
Reachability
reachable
checked 2026-07-14 04:08 UTC
Registry status active
Tools pinned 82
cdf4a143ec07
Tools last changed
unchanged since first capture 2026-07-14
Provenance
Registry namespace io.github.makloai
(GitHub-account verified by the official registry)
Repository
github.com/makloai/mcp-server-dashform
Website
https://getaiform.com
Remote endpoints
https://getaiform.com/api/mcp (streamable-http)
Observed changes
| When (UTC) | Event | Detail |
|---|---|---|
| 2026-07-14 04:08 | first capture | 82 tools pinned |
Pinned tool definitions (82)
| Tool | Description |
|---|---|
| get_user_info | Get the authenticated user's ID, email, name, and the active organization MCP is acting on. Identity comes from the OAuth token — no parameters needed. |
| list_organizations | List all organizations the authenticated user belongs to, with their role in each. Use switch_active_org to change which one MCP acts on. |
| switch_active_org | Set which organization MCP acts on for subsequent tool calls. The selection is verified against your memberships and persists for this connection. |
| list_forms | List forms in the active organization, with status and share/edit URLs. Supports search, sort, and pagination. |
| get_form | Get full details of a form (steps, theme, configuration) by ID, with share/edit URLs. |
| create_form | Create a new form in the active organization. 'structured' is a Logic Funnel (default), 'dynamic' is an AI Funnel. Use update_form to add steps/theme after creation. |
| update_form | Update a form's configuration. Only include the fields you want to change under `form` — omitted fields are left untouched. |
| delete_form | Permanently delete a form and all its versions and replies. Pass confirm: true to proceed. |
| create_reply | Create a reply on the form's latest published version. Optionally seed respondent info and answers (question key -> value). |
| publish_form | Publish the form's current draft as a new live version. Required before a form can receive replies. |
| get_form_version | Get a specific form version by its version ID. |
| get_published_form_version | Get the latest published version of a form (the live snapshot respondents see). |
| suggest_scoring_criteria | AI-generate suggested hot/warm/cold lead-scoring criteria for a form. |
| update_scoring_criteria | Set a form's hot/warm/cold lead-scoring criteria. Returns the updated form. |
| list_replies | List replies for a form (paginated). Returns respondent data, status, and scoring verdict. |
| get_reply | Get a single reply by ID, including answers and scoring. |
| delete_reply | Permanently delete a single reply. Pass confirm: true to proceed. |
| batch_delete_replies | Permanently delete up to 100 replies of a form. Pass confirm: true to proceed. |
| override_verdict | Manually set or reset a reply's lead verdict (hot/warm/cold). Returns the updated reply. |
| rescore_form_replies | Re-run AI lead scoring across a form's replies. Returns the number marked for scoring. |
| mark_actioned | Mark a reply as actioned (followed up on). |
| get_form_scoring_state | Get a form's lead-scoring state: pending hot-lead count, whether criteria are active, and last criteria update. |
| list_organization_hot_lead_counts | List per-form hot-lead counts across the active organization. |
| get_replies_insights | Get aggregate insights for a form's replies over a time range (completion, drop-off, answer distributions). |
| analytics_chat | Ask a natural-language question about a form's replies. Returns the assistant's final answer (single-shot; the analytics agent may query the data to respond). |
| list_zapier_hooks | List Zapier webhook subscriptions for a form. |
| toggle_zapier_hook | Activate or pause a Zapier webhook subscription. |
| delete_zapier_hook | Permanently delete a Zapier webhook subscription. Pass confirm: true to proceed. |
| list_connections | List integration connections (webhook, Slack, HubSpot, etc.) in the active organization. Optionally filter by provider. |
| get_connection | Get a single connection by ID. |
| create_webhook_connection | Create a webhook or Discord connection (no OAuth). For Slack/HubSpot/Mailchimp/etc., connect via the dashboard's OAuth flow first. |
| revoke_connection | Revoke a connection (stops future deliveries). Pass confirm: true to proceed. |
| delete_connection | Permanently delete a connection and its integrations. Pass confirm: true to proceed. |
| reconnect_quota_precheck | Check the backfill backlog for a connection before reconnecting it. |
| list_integrations | List integrations configured on a form. |
| get_integration | Get a single integration by ID. |
| create_integration | Create a spreadsheet-style integration (Google Sheets/Airtable/Notion) on a form, mapping form answers to columns. |
| create_integration_from_config | Create a message-style integration (Webhook/Discord/Slack/HubSpot/Mailchimp) on a form from a full action config. |
| delete_integration | Permanently delete an integration from a form. Pass confirm: true to proceed. |
| toggle_integration | Activate or pause an integration. Returns the updated integration. |
| list_integration_events | List recent delivery events for an integration. |
| replay_integration_event | Re-enqueue a failed or past integration delivery event. |
| list_airtable_bases | List Airtable bases available to a connection. |
| list_slack_channels | List Slack channels available to a connection. |
| list_hubspot_contact_properties | List HubSpot contact properties available to a connection. |
| list_mailchimp_audiences | List Mailchimp audiences available to a connection. |
| get_org_branding | Get the active organization's white-label branding (logo, favicon, brand color). |
| update_org_branding | Update the active org's white-label branding. Owner/admin only. Returns the updated branding. |
| get_org_email_config | Get the active org's white-label email config (sender name, reply-to). |
| update_org_email_config | Update the active org's white-label email config. Owner/admin only. |
| list_custom_domains | List the active organization's custom domains and their status. |
| add_custom_domain | Add a custom domain to the active org (returns DNS instructions). Owner/admin only. |
| verify_custom_domain | Re-check a custom domain's DNS/verification and promote it to active when healthy. Owner/admin only. |
| remove_custom_domain | Remove a custom domain from the active org. Owner/admin only. Pass confirm: true to proceed. |
| set_custom_domain_default_form | Pin (or clear, with null) the default form a custom domain serves at its root. Owner/admin only. |
| get_ai_provider_status | Get the active org's BYOK (bring-your-own-key) AI provider status. Owner only. |
| save_ai_provider_key | Set the active org's BYOK AI provider key (validated before saving). Owner only. The key is never returned. |
| remove_ai_provider_key | Remove the active org's BYOK AI provider key. Owner only. Pass confirm: true to proceed. |
| get_quiz_credits_status | Get the acting user's quiz-credits balance and status. |
| create_quiz_credits_checkout | Create a checkout session to purchase quiz credits. Returns a checkout URL. Requires a verified email. |
| search_photos | Search Pexels for background photos (welcome/end screens, questions). |
| search_videos | Search Pexels for background videos (welcome/end screens, questions). |
| refine_prompt | AI-refine a form-building prompt for the given funnel type. Returns the refined prompt text (single-shot). |
| transcribe | Transcribe base64-encoded audio to text. |
| upload_blob | Upload a file (base64) to blob storage for use in forms. Returns the blob URL. |
| delete_blob | Delete a blob by its URL. Pass confirm: true to proceed. |
| import_agent_profile | Extract a business/agent profile from a website URL (for marketplace discovery). Returns the extracted profile; use update_form to persist it. |
| get_chat | Get a chat (e.g. a form-editor conversation) by its reference ID. |
| load_messages | Load the messages of a chat by its reference ID. |
| clear_messages | Clear all messages in a chat by its reference ID. Pass confirm: true to proceed. |
| delete_chat | Permanently delete a chat by ID. Pass confirm: true to proceed. |
| chat_form_editor | Conversationally edit a form. Provide the form id and the conversation; the assistant reads the form, applies edits (persisted), and returns its summary plus the updated form. |
| run_ax_audit | Run an Agent Experience (AX) audit on a website: fetch the page and score how ready it is for AI agents and crawlers across 10 dimensions (crawlability, structured data, actionability, agent interaction, discoverability, content... |
| 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. |
| 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. |
| 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. |
| 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. |
| get_services | Get the list of services or products offered by a business through this funnel. Optionally filter by category. |
| 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. |
| 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... |
| get_availability | Get booking availability for this business. Returns a booking link (e.g. Calendly) if configured, or a message about how to schedule. |
| 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... |
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