Dashform MCP Server

io.github.makloai由 GitHub 帳號 makloai 發布v1.0.0更新於 Oct 25, 2026

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

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

Dashform MCP Server 將 AI 助理連接到 Dashform，讓它能建立和管理 AI 驅動的表單、漏斗與測驗，並搜尋服務、預約時段。

可以做什麼
建立、讀取、更新和刪除表單與 AI 漏斗，並列出組織及含回覆數的表單。提交和取得表單回覆與答卷。執行 AI 潛在客戶資格判斷，檢查名單是否適合某項業務。搜尋市集分類、商家和服務，可依價格篩選。查詢已發布漏斗的商家資料、服務和問題結構。查詢可預約時段並預約。
適用情境
當你希望助理草擬或維護 Dashform 表單和漏斗、收集或提交答卷、篩選潛在客戶，或透過 Dashform 市集尋找並預約服務時使用。
執行需求
遠端託管端點，無需本機安裝。使用 OAuth 2.1 授權碼流程和動態用戶端註冊，以 Authorization 承載權杖傳送；登入由用戶端處理。需要能存取 Dashform 主機的網路。
安裝前請注意
連線會授予對 Dashform 帳戶及其表單和答卷的存取權，範圍涵蓋個人資料、電子郵件、表單、答卷和 webhook。工具可建立、更新並永久刪除表單及其資料，也可提交回覆和預約，可能影響真實紀錄或商家。授權前請檢查所授予的範圍。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Dashform MCP Server，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.makloai%2Fmcp-server-dashform/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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

來源：README.md，提交 4be1018

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.0.0最新Sep 16, 2026

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