Dashform MCP Server

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 all organizations the authenticated user belongs to, with their role in each. Use switch_active_org to change which one MCP acts on.

Set which organization MCP acts on for subsequent tool calls. The selection is verified against your memberships and persists for this connection.

List forms in the active organization, with status and share/edit URLs. Supports search, sort, and pagination.

Get a form by ID in the authoring vocabulary — the same shape update_form accepts, so a result can be edited and sent straight back. Unset attributes are omitted.

Create a complete form in one call — name, steps, theme and settings together. 'structured' is a Logic Funnel (default), 'dynamic' is an AI Funnel. Start and end screens are added automatically unless you supply your own. Call publish_form afterwards to take it live.

Update a form. Include only what you want to change under `form` — everything else is left untouched, including nested objects: sending one theme colour leaves the other theme settings alone. Steps are merged by key by default, so editing one question needs only that step; pass stepsMode 'replace' t

Permanently delete a form and all its versions and replies. Pass confirm: true to proceed.

Create a reply on the form's latest published version. Optionally seed respondent info and answers (question key -> value).

Publish the form's current draft as a new live version. Required before a form can receive replies.

Get a specific form version by its version ID.

Get the latest published version of a form (the live snapshot respondents see).

AI-generate suggested hot/warm/cold lead-scoring criteria for a form.

Set a form's hot/warm/cold lead-scoring criteria. Returns the updated form.

List replies for a form (paginated). Returns respondent data, status, and scoring verdict.

Get a single reply by ID, including answers and scoring.

Permanently delete a single reply. Pass confirm: true to proceed.

Permanently delete up to 100 replies of a form. Pass confirm: true to proceed.

Manually set or reset a reply's lead verdict (hot/warm/cold). Returns the updated reply.

Re-run AI lead scoring across a form's replies. Returns the number marked for scoring.

Mark a reply as actioned (followed up on).

Get a form's lead-scoring state: pending hot-lead count, whether criteria are active, and last criteria update.

List per-form hot-lead counts across the active organization.

Get aggregate insights for a form's replies over a time range (completion, drop-off, answer distributions).

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 webhook subscriptions for a form.

Activate or pause a Zapier webhook subscription.

Permanently delete a Zapier webhook subscription. Pass confirm: true to proceed.

List integration connections (webhook, Slack, HubSpot, etc.) in the active organization. Optionally filter by provider.

Get a single connection by ID.

Create a webhook or Discord connection (no OAuth). For Slack/HubSpot/Mailchimp/etc., connect via the dashboard's OAuth flow first.

Revoke a connection (stops future deliveries). Pass confirm: true to proceed.

Permanently delete a connection and its integrations. Pass confirm: true to proceed.

Check the backfill backlog for a connection before reconnecting it.

List integrations configured on a form.

Get a single integration by ID.

Create a spreadsheet-style integration (Google Sheets/Airtable/Notion) on a form, mapping form answers to columns.

Create a message-style integration (Webhook/Discord/Slack/HubSpot/Mailchimp) on a form from a full action config.

Permanently delete an integration from a form. Pass confirm: true to proceed.

Activate or pause an integration. Returns the updated integration.

List recent delivery events for an integration.

Re-enqueue a failed or past integration delivery event.

List Airtable bases available to a connection.

List Slack channels available to a connection.

List HubSpot contact properties available to a connection.

List Mailchimp audiences available to a connection.

Get the active organization's white-label branding (logo, favicon, brand color).

Update the active org's white-label branding. Owner/admin only. Returns the updated branding.

Get the active org's white-label email config (sender name, reply-to).

Update the active org's white-label email config. Owner/admin only.

List the active organization's custom domains and their status.

Add a custom domain to the active org (returns DNS instructions). Owner/admin only.

Re-check a custom domain's DNS/verification and promote it to active when healthy. Owner/admin only.

Remove a custom domain from the active org. Owner/admin only. Pass confirm: true to proceed.

Pin (or clear, with null) the default form a custom domain serves at its root. Owner/admin only.

Get the active org's BYOK (bring-your-own-key) AI provider status. Owner only.

Set the active org's BYOK AI provider key (validated before saving). Owner only. The key is never returned.

Remove the active org's BYOK AI provider key. Owner only. Pass confirm: true to proceed.

Get the acting user's quiz-credits balance and status.

Create a checkout session to purchase quiz credits. Returns a checkout URL. Requires a verified email.

Search Pexels for background photos (welcome/end screens, questions).

Search Pexels for background videos (welcome/end screens, questions).

AI-refine a form-building prompt for the given funnel type. Returns the refined prompt text (single-shot).

Transcribe base64-encoded audio to text.

Upload a file (base64) to blob storage for use in forms. Returns the blob URL.

Delete a blob by its URL. Pass confirm: true to proceed.

Extract a business/agent profile from a website URL (for marketplace discovery). Returns the extracted profile; use update_form to persist it.

Get a chat (e.g. a form-editor conversation) by its reference ID.

Load the messages of a chat by its reference ID.

Clear all messages in a chat by its reference ID. Pass confirm: true to proceed.

Permanently delete a chat by ID. Pass confirm: true to proceed.

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 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 quality, performance, authoritativeness, freshness, security). Returns

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

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.

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.

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

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.