Connect Formsite to AI agents

Connect Formsite 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

get_form_results

Get Form Results

Retrieve form submission results with filtering, sorting, searching, and pagination. Each result includes submission metadata (dates, IP, browser, device, referrer, status) and item values. Supports date-range and ID-range filtering, search by item value, and custom Results Views.

list_forms

List Forms

Retrieve all forms in the Formsite account or details for a specific form. Returns form name, description, open/close state, publish link, embed code, file storage size, and results count. Use this to discover available forms and their current status.

manage_webhooks

Manage Webhooks

List, create, update, or delete webhooks for a specific form. Webhooks notify an external URL each time a form result is completed. If a webhook URL already exists, creating a webhook with the same URL will update it instead. An optional handshake key can be used for verification.

get_form_items

Get Form Items

Retrieve field/item definitions for a specific form. Returns item IDs, labels, positions, and parent-child relationships for composite items. Use item IDs to label and interpret submission result data. Only items that store results are included; decorative items like headings and images are excluded.

More integrations teams use with Formsite

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.

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.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Heroku

Deploy, manage, and scale applications on Heroku's cloud platform. Create and configure apps, scale dynos, provision add-ons (databases, caching, etc.), manage configuration variables, build and release code, add custom domains and SSL certificates, manage collaborators and team permissions, configure pipelines for continuous delivery, set up log drains, and sync data with Salesforce via Heroku Connect. Subscribe to webhooks for real-time notifications on app changes, builds, releases, dyno lifecycle events, and more.

Technical notes for Formsite

Retrieve form definitions, field structures, and submission results from Formsite online forms and surveys. List all forms and their status, get item/field definitions for labeling, and search, filter, sort, and paginate through form submission data. Manage webhooks for real-time notifications when results are completed. Read-only access to form data — cannot create, edit, or delete submissions.

Connect Formsite to production AI agents

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

Frequently asked questions

Common questions about connecting Formsite to AI agents with Metorial.

  1. Can Metorial connect Formsite to AI agents?
    Yes. Metorial connects AI agents to Formsite 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.