io.github.makloai/mcp-server-dashform

Tools

• add_custom_domain

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

  shallow
• analytics_chat

  Ask one natural-language question about a form's replies. Returns the analytics assistant's answer after querying the form's data.

  shallow
• batch_delete_replies

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

  shallow
• book_appointment

  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.

  shallow
• chat_form_editor

  Edit a form from one focused instruction. The assistant reads the form, saves the requested draft edits, and returns a summary plus the updated form.

  shallow
• check_fit

  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.

  shallow
• create_form

  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.

  shallow
• create_integration

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

  shallow
• create_integration_from_config

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

  shallow
• create_reply

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

  shallow
• create_webhook_connection

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

  shallow
• delete_blob

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

  shallow
• delete_connection

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

  shallow
• delete_form

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

  shallow
• delete_integration

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

  shallow
• delete_reply

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

  shallow
• delete_zapier_hook

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

  shallow
• get_availability

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

  shallow
• get_business_info

  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.

  shallow
• get_connection

  Get a single connection by ID.

  shallow
• get_form

  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.

  shallow
• get_form_questions

  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.

  shallow
• get_form_scoring_state

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

  shallow
• get_form_version

  Get a specific form version by its version ID.

  shallow
• get_integration

  Get a single integration by ID.

  shallow
• get_org_branding

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

  shallow
• get_org_email_config

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

  shallow
• get_published_form_version

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

  shallow
• get_replies_insights

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

  shallow
• get_reply

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

  shallow
• get_services

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

  shallow
• get_user_info

  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.

  shallow
• import_agent_profile

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

  shallow
• list_airtable_bases

  List Airtable bases available to a connection.

  shallow
• list_categories

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

  shallow
• list_connections

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

  shallow
• list_custom_domains

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

  shallow
• list_forms

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

  shallow
• list_hubspot_contact_properties

  List HubSpot contact properties available to a connection.

  shallow
• list_integration_events

  List recent delivery events for an integration.

  shallow
• list_integrations

  List integrations configured on a form.

  shallow
• list_mailchimp_audiences

  List Mailchimp audiences available to a connection.

  shallow
• list_organization_hot_lead_counts

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

  shallow
• list_organizations

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

  shallow
• list_replies

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

  shallow
• list_slack_channels

  List Slack channels available to a connection.

  shallow
• list_zapier_hooks

  List Zapier webhook subscriptions for a form.

  shallow
• mark_actioned

  Mark a reply as actioned (followed up on).

  shallow
• override_verdict

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

  shallow
• publish_form

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

  shallow
• reconnect_quota_precheck

  Check the backfill backlog for a connection before reconnecting it.

  shallow
• refine_prompt

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

  shallow
• remove_custom_domain

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

  shallow
• replay_integration_event

  Re-enqueue a failed or past integration delivery event.

  shallow
• rescore_form_replies

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

  shallow
• revoke_connection

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

  shallow
• search_merchants

  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.

  shallow
• search_photos

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

  shallow
• search_services

  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.

  shallow
• search_videos

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

  shallow
• set_custom_domain_default_form

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

  shallow
• suggest_scoring_criteria

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

  shallow
• switch_active_org

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

  shallow
• toggle_integration

  Activate or pause an integration. Returns the updated integration.

  shallow
• toggle_zapier_hook

  Activate or pause a Zapier webhook subscription.

  shallow
• transcribe

  Transcribe base64-encoded audio to text.

  shallow
• update_form

  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' to send a complete new list.

  shallow
• update_org_branding

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

  shallow
• update_org_email_config

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

  shallow
• update_scoring_criteria

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

  shallow
• upload_blob

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

  shallow
• verify_custom_domain

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

  shallow

Embed this server’s score

Tool count and median score across every tool in this server’s corpus — honest in a way a single cherry-picked tool’s badge wouldn’t be.

[![Vouch score](https://vouch.tools/api/servers/c9e4f557-1c97-46c1-89a1-4a8978c54966/badge.svg)](https://vouch.tools/servers/c9e4f557-1c97-46c1-89a1-4a8978c54966)