Dashform

Create and manage AI-powered smart forms, surveys, and quizzes through the Dashform MCP server. Supports open-ended, single-choice, multiple-choice, and rating questions with AI-powered conversational experiences.

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Install

openclaw skills install dashform

Dashform Form Creation Skill

Create intelligent forms through the Dashform MCP (Model Context Protocol) server. This skill enables you to build surveys, quizzes, and feedback forms using MCP tools.

When to Use This Skill

Use this skill when the user needs to:

Create surveys, feedback forms, or questionnaires
Design quizzes or personality tests
Build conversational AI-powered forms
Collect structured data from respondents

Prerequisites

IMPORTANT: This skill requires:

Dashform MCP Server: The local development server must be running at https://getaiform.com
User Authentication: User session token from https://getaiform.com

Workflow

Step 1: Check for Cached Credentials

When the user asks to create a form, ALWAYS check for cached credentials first:

cat .claude/skills/dashform/credentials.json

If credentials exist: Extract userId, organizationId, and userName, proceed to Step 4
If credentials don't exist: Continue to Step 2

Step 2: Request User Authentication

If credentials are not cached, guide the user to provide their session token:

"I need to authenticate you with Dashform first. Please follow these steps:

1. Sign in to https://getaiform.com
2. Open browser DevTools (F12)
3. Go to Application → Cookies
4. Find 'better-auth.session_token'
5. Copy its value and send it to me

Once you provide the token, I'll cache your credentials automatically."

Step 3: Cache Credentials Automatically

When the user provides their session token, run the setup script with the token as an argument:

.claude/skills/dashform/scripts/setup-credentials.sh "user-provided-token"

Then read the cached credentials:

cat .claude/skills/dashform/credentials.json

Extract userId, organizationId, and userName for use in form creation.

Step 4: Ask About Form Requirements

Ask the user what kind of form they want to create, addressing them by their userName:

"Great, {userName}! Your credentials are cached. What kind of form would you like to create?

For example:
- Customer satisfaction survey
- Employee feedback form
- Event registration
- Quiz or personality test
- NPS survey

Please describe what you need."

Available MCP Tools

The Dashform MCP server provides the following tools:

1. `create_form` - Create a New Form

Creates a new form with full configuration support including questions, screens, theme, and branding.

Basic Parameters:

organizationId (string, required): The organization ID to create the form in
userId (string, required): The user ID creating the form
name (string, required): The name of the form (1-255 characters)
type (string, optional): Form type - "structured" (traditional, default) or "dynamic" (AI-powered conversational)
description (string, optional): Description of the form
tone (string, optional): Tone for the form (e.g., "friendly", "professional")

Advanced Configuration Parameters:

welcomeScreen (object, optional): Welcome screen configuration (title, message, CTA)
endScreen (object, optional): End screen configuration
endScreenEnabled (boolean, optional): Whether to enable the end screen
endings (array, optional): Multiple quiz endings for conditional selection
questions (array, optional): List of questions for structured forms
snippets (array, optional): Information snippets for AI to reference (dynamic forms)
maxFollowUpQuestions (number, optional): Max follow-up questions (0-10, for dynamic forms)
theme (object, optional): Visual theme (colors, fonts)
branding (object, optional): Branding settings (logo, watermark)
backgrounds (array, optional): Array of backgrounds (max 10)

Returns:

{
  "success": true,
  "formId": "uuid",
  "name": "Form Name",
  "type": "structured",
  "description": "Form description",
  "tone": "friendly",
  "questionsCount": 5,
  "createdAt": "2024-01-29T...",
  "shareUrl": "https://getaiform.com/r/abc123",
  "editUrl": "https://getaiform.com/forms/uuid"
}

2. `create_reply` - Create a Form Response

Creates a new reply/response for an existing form.

Parameters:

formId (string, required): The ID of the form to create a reply for
organizationId (string, required): The organization ID the form belongs to
respondentName (string, optional): Name of the person filling out the form
respondentEmail (string, optional): Email of the person filling out the form
respondentEmotion (string, optional): Initial emotional state - "neutral", "positive", or "negative". Defaults to "neutral"
data (object, optional): Initial form data as key-value pairs (question key → answer)

Returns:

{
  "success": true,
  "replyId": "uuid",
  "formVersionId": "uuid",
  "status": "partial",
  "respondentName": "John Doe",
  "respondentEmail": "john@example.com",
  "respondentEmotion": "neutral",
  "data": {},
  "createdAt": "2024-01-29T..."
}

Step 5: Generate Form Configuration

IMPORTANT: Read Documentation First

Before generating the form JSON configuration, ALWAYS read these files:

cat .claude/skills/dashform/references/SCHEMA.md
cat .claude/skills/dashform/references/API.md

This ensures correct structure and prevents MCP call errors.

Based on the user's requirements, generate a complete form JSON configuration.

CRITICAL RULES:

Always create complete, production-ready forms with:
- ✅ Welcome screen (title, message, CTA)
- ✅ Questions (at least 2-3 relevant questions)
- ✅ End screen (thank you message)
- ✅ Theme (colors and fonts)
DO NOT create minimal forms with only name and description
Reference the examples/ directory for complete templates:
- customer-survey.json - Customer satisfaction survey
- quiz.json - Personality quiz with multiple endings
- employee-satisfaction-survey.json - Employee engagement survey
- event-registration.json - Event registration form
- nps-survey.json - NPS survey with AI follow-ups
Reference the references/ directory for detailed documentation:
- SCHEMA.md - Complete form structure and question types
- API.md - API endpoint documentation
Form Type Selection:
- Default: Use type: "structured" (or omit type parameter)
- Only use type: "dynamic" when user explicitly mentions:
  - "conversational form"
  - "AI-powered"
  - "follow-up questions"
  - "adaptive questions"

Save the JSON configuration:

Save the generated form configuration to the data/ directory with a descriptive filename:

# Filename format: {form-name}_{timestamp}.json
# Example: customer-survey_2024-01-30-143022.json

Note: Do NOT include userId or organizationId in the JSON file - these will be added automatically by the create-form script.

Step 6: Create the Form

Run the create-form script with the JSON file path:

.claude/skills/dashform/scripts/create-form.sh "path/to/form.json"

The script will:

Read cached credentials (userId, organizationId)
Merge credentials with form configuration
Call MCP create_form tool
Return the form URLs

Step 7: Inform the User

After successfully creating the form, provide:

✅ Success confirmation
📋 Share URL (for distributing to respondents)
✏️ Edit URL (for customizing the form)

Example response:

✅ Form created successfully!

📋 Share URL: https://getaiform.com/r/abc123
   (Share this link with your respondents)

✏️ Edit URL: https://getaiform.com/forms/uuid
   (Use this to customize your form)

Form Types

Type	Description	Use Case
`structured`	Traditional fixed-question form (default)	Contact forms, registrations, surveys with fixed questions
`dynamic`	AI-powered conversational form	Complex surveys, interviews, personality quizzes

Recommendation: Use "structured" for most cases with predefined questions. Use "dynamic" only when you need AI-powered conversational experiences with follow-up questions.

Question Types Supported

Type	Key	Description
Open-ended	`open-ended`	Free text input
Single Choice	`single-choice`	Radio buttons (one answer)
Multiple Choice	`multiple-choice`	Checkboxes (multiple answers)
Rating	`rating`	1-5 star rating

Tips for Best Results

Always include complete configuration: Don't create forms with just name and type
Use appropriate form type: Dynamic for conversational, structured for traditional
Add welcome screens: Set expectations and engage users
Include end screens: Thank users and provide next steps
Apply themes: Make forms visually appealing
Reference examples: Use the examples/ directory as templates

Troubleshooting

MCP Server Not Running

If you get connection errors:

Check that the server is running at https://getaiform.com
Verify the MCP endpoint is accessible at /api/mcp

Invalid Credentials

If you get authentication errors:

Verify the Organization ID and User ID are correct
Check that the user has permission to create forms

Form Creation Fails

If form creation fails:

Check that all required fields are provided
Verify the form configuration matches the schema
Review the error message for specific issues