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Dashform

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Build and manage AI-powered forms, funnels, quizzes, and lead qualification workflows.

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About

Build and manage AI-powered forms, funnels, quizzes, and lead qualification workflows.

README

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

from github.com/makloai/mcp-server-dashform

Installing Dashform

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/makloai/mcp-server-dashform

FAQ

Is Dashform MCP free?

Yes, Dashform MCP is free — one-click install via Unyly at no cost.

Does Dashform need an API key?

No, Dashform runs without API keys or environment variables.

Is Dashform hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Dashform in Claude Desktop, Claude Code or Cursor?

Open Dashform on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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