mcp-server-dashform

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.

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.

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

Create a new form in the active organization. 'structured' is a Logic Funnel (default), 'dynamic' is an AI Funnel. Use update_form to add steps/theme after creation.

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

Get a single connection by ID.

Get full details of a form (steps, theme, configuration) by ID, with share/edit URLs.

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.

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

Get a specific form version by its version ID.

Get a single integration by ID.

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

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

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

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

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

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

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

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.

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

List Airtable bases available to a connection.

List all available service categories on the Dashform marketplace with merchant counts. Use this to understand what types of services are available before searching.

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

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

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

List HubSpot contact properties available to a connection.

List recent delivery events for an integration.

List integrations configured on a form.

List Mailchimp audiences available to a connection.

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

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

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

List Slack channels available to a connection.

List Zapier webhook subscriptions for a form.

Load the messages of a chat by its reference ID.

Mark a reply as actioned (followed up on).

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

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

Check the backfill backlog for a connection before reconnecting it.

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

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

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

Re-enqueue a failed or past integration delivery event.

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

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

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 an axScore (0-100), a grade, per-dimension scores, and specific issues with concrete fixes. The URL must be a public https site.

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

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

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.

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

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

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

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

Activate or pause an integration. Returns the updated integration.

Activate or pause a Zapier webhook subscription.

Transcribe base64-encoded audio to text.

Update a form's configuration. Only include the fields you want to change under `form` — omitted fields are left untouched.

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

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

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

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

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