Dashform MCP Server

io.github.makloai由 GitHub 账号 makloai 发布v1.0.0更新于 Oct 25, 2026

Connect AI assistants to Dashform — build and manage AI-powered forms, funnels, quizzes.

已验证Streamable HTTP可网页运行效率与工作流商业与电商

概览

AI 生成的概览

Dashform MCP Server 将 AI 助手连接到 Dashform，使其能够创建和管理 AI 驱动的表单、漏斗和测验，并搜索服务、预约时间。

可以做什么
创建、读取、更新和删除表单与 AI 漏斗，并列出组织及带回复数的表单。提交和获取表单回复与答卷。运行 AI 线索资格判断，检查线索是否适合某业务。搜索市场分类、商家和服务，可按价格筛选。查询已发布漏斗的商家资料、服务和问题结构。查询可预约时间并预约。
适用场景
当你希望助手起草或维护 Dashform 表单和漏斗、收集或提交答卷、筛选线索，或通过 Dashform 市场查找并预约服务时使用。
运行要求
远程托管端点，无需本地安装。使用 OAuth 2.1 授权码流程和动态客户端注册，以 Authorization 承载令牌发送；登录由客户端处理。需要能访问 Dashform 主机的网络。
安装前请注意
连接会授予对 Dashform 账户及其表单和答卷的访问权限，范围涵盖个人资料、邮箱、表单、答卷和 webhook。工具可创建、更新并永久删除表单及其数据，也可提交回复和预约，可能影响真实记录或商家。授权前请检查所授予的范围。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Dashform MCP Server，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.makloai%2Fmcp-server-dashform/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

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

README

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:

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):

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

VS Code / GitHub Copilot

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

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

Windsurf

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

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

MCP Inspector

bash
npx @modelcontextprotocol/inspector --url https://getaiform.com/api/mcp

Tools

Form Management (requires authentication)

ToolDescription
get_user_infoGet current user profile (userId, organizationId, name, email)
list_organizationsList all organizations for a user
list_formsList all forms in an organization with reply counts
get_formGet full form details including config, questions, and theme
create_formCreate a new form (structured or dynamic AI type)
update_formUpdate form config, questions, endings, or theme
delete_formPermanently delete a form and all its data
create_replySubmit a new reply/response to a form

Marketplace Discovery (no authentication required)

ToolDescription
list_categoriesList marketplace service categories with merchant counts
search_merchantsSearch merchants by keyword, category, or location
search_servicesSearch services across all merchants with price filtering

Agent Booking (no authentication required)

ToolDescription
get_business_infoGet business profile for a published funnel
get_servicesList available services for a funnel
get_form_questionsGet question schema (keys, types, options) for a funnel
check_fitAI-powered lead qualification — checks if a lead matches the business criteria
get_availabilityGet booking availability and scheduling link
book_appointmentSubmit 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

EndpointURL
Authorizationhttps://getaiform.com/oauth/authorize
Tokenhttps://getaiform.com/api/auth/oauth2/token
Client Registrationhttps://getaiform.com/api/auth/oauth2/register
Resource Metadatahttps://getaiform.com/.well-known/oauth-protected-resource
MCP Discoveryhttps://getaiform.com/.well-known/mcp.json

Scopes

ScopeDescription
openidOpenID Connect identity
profileUser profile information
emailUser email address
read:formsRead forms and form data
write:formsCreate and update forms
read:submissionsRead form submissions
write:submissionsCreate form submissions
read:webhooksRead webhook configurations
offline_accessRefresh 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.

bash
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

来源：README.md，提交 4be1018

工具

0
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版本历史

1
  1. v1.0.0最新Sep 16, 2026

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