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-protecte

... View full README on GitHub