Connect Formdesk to AI agents

Connect Formdesk to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

add_result

Add Form Result

Adds a new result entry (submission) to a form programmatically. Field keys must match the exact field identifiers defined in the Formdesk form builder. Supports file uploads via base64-encoded values.

authenticate_visitor

Authenticate Visitor

Validates a visitor's credentials (username and password) and returns the authenticated visitor's data if successful. Useful for verifying visitor identity before granting access.

get_result_pdf

Get Result PDF

Generates and retrieves a PDF document from a form result entry. Supports configurable paper size, orientation, scaling, margins, and optional password protection. Returns the PDF as base64-encoded data.

update_visitor

Update Visitor

Updates an existing visitor's information including name, email, username, and password. Only the provided fields are updated.

export_results

Export Form Results

Exports form results to a file in various formats: Excel, CSV, XML, dBase, FoxPro, or plain text. Returns the file content as base64-encoded data. Supports the same date and status filters as the result listing tool.

mark_result_processed

Mark Result Processed

Marks a form result entry as "processed" to track synchronization state. This enables incremental sync workflows where you can later query only unprocessed results to avoid reprocessing.

remove_visitor

Remove Visitor

Removes a visitor account from Formdesk.

add_visitor

Add Visitor

Creates a new visitor account. Visitors are registered users who can log in to forms that support entry maintenance. A password is auto-generated if not provided.

get_file

Get File

Retrieves an uploaded file associated with a form submission by its file name or ID. Returns the file content as base64-encoded data along with its MIME type.

get_result_details

Get Result Details

Retrieves the full details of a specific form submission result, including all submitted field data and system metadata. Optionally includes file attachment information.

sign_on

Single Sign-On

Signs on a user or form visitor without requiring them to enter credentials, enabling SSO integration from external systems. Returns a redirect URL with a session token that grants access to Formdesk.

remove_result

Remove Form Result

Removes a form result entry. Can either delete the entire result or only remove uploaded files associated with it while keeping the submission data intact.

get_visitor_results

Get Visitor Results

Retrieves all form results associated with a specific visitor across one or more forms. Useful for viewing a visitor's complete submission history.

get_form_results

Get Form Results

Retrieves a list of form submission result IDs for a given form. Supports extensive filtering by date ranges (created, changed, completed), status, sync status, visitor, and pre-defined filters. Use the returned result IDs with the **Get Result Details** tool to fetch full submission data.

list_forms

List Forms

Retrieves all forms available in the Formdesk account. Returns form identifiers and names that can be used with other tools to query submissions, export data, or manage results.

get_form_filters

Get Form Filters

Retrieves the list of pre-defined filters (views) configured on a form. These filters can be used with the **Get Form Results** tool to narrow down result queries.

list_visitors

List Visitors

Retrieves all form visitors (registered users who can log in to forms supporting entry maintenance). Optionally filter by a search query.

update_result

Update Form Result

Updates an existing form result entry with new field data. Only the fields provided will be updated; other fields remain unchanged.

park_data

Park Form Data

Pushes data to Formdesk temporarily and returns a ticket. When the ticket is used to open a form, the form fields are pre-filled with the parked data. Useful for pre-populating forms from external systems.

More integrations teams use with Formdesk

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Technical notes for Formdesk

Manage online forms, submissions, and visitors on Formdesk. Retrieve form lists, query and filter form results by date, status, or sync state, and export submissions to Excel, CSV, XML, or PDF. Add, update, and remove form result entries programmatically, including file uploads. Manage form visitors (list, add, update, remove, authenticate) and retrieve visitor-associated results. Pre-fill forms using data parking with ticketed URLs. Mark results as processed for incremental sync workflows. Supports single sign-on for users and visitors, and retrieves uploaded files and pre-defined filters.

Connect Formdesk to production AI agents

See how Metorial gives Formdesk access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Formdesk to AI agents with Metorial.

  1. Can Metorial connect Formdesk to AI agents?
    Yes. Metorial connects AI agents to Formdesk through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.