Formdesk MCP server

Connect Formdesk to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Formdesk MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the add form result tool in Formdesk
  • Use the authenticate visitor tool in Formdesk
  • Use the get result pdf tool in Formdesk
  • Use the update visitor tool in Formdesk
  • Use the export form results tool in Formdesk
  • Use the mark result processed tool in Formdesk

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. Call list_form_items to discover field identifiers.

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. Provides a downloadable PDF.

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. Provides a downloadable file. 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. Provides a downloadable file with its MIME type. Call list_files to discover file IDs.

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.

list_files

List Files

Lists uploaded account and submission files with IDs, filenames, sizes, and MIME types. Pass a file ID to get_file to download it.

list_form_items

List Form Items

Lists input fields with their identifiers, labels, data types, and choice options. Use the identifiers as field keys when adding, updating, or pre-filling results. Call list_forms to discover form names.

get_visitor

Get Visitor

Retrieves a visitor profile by ID. Call list_visitors to discover visitor IDs.

Connect Formdesk to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Formdesk in Metorial. In your Metorial portal, enable the Formdesk MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Formdesk tools.

Run Formdesk through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Formdesk and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Formdesk tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Formdesk

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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.

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. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

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.

Frequently asked questions

Common questions about connecting Formdesk to AI agents with Metorial.

  1. How many tools does the Formdesk MCP server have?
    The Formdesk MCP server exposes 22 tools, including Add Form Result, Authenticate Visitor, Get Result PDF. Each one is governed and traced through Metorial.
  2. Formdesk exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Formdesk MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Formdesk and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Formdesk MCP server yourself or use the hosted gateway.

Connect Formdesk to production AI agents

See how Metorial gives your team governed access to Formdesk, with tracing and security controls built in.