# Dashform

> Dashform is an AI-native quiz funnel builder and lead qualification platform with a flagship Agent Funnel feature that publishes every funnel as an MCP server so AI agents (Claude, ChatGPT, Gemini, Cursor, and any MCP-compatible client) can discover the business, qualify leads, and book appointments directly. It also generates complete quiz funnels in under 60 seconds, scores leads on a 0-100 scale, and routes qualified leads to your CRM and marketing tools. Dashform integrates natively with Google Sheets, Notion, and Airtable, and connects to 5,000+ apps via Zapier. Free tier available. Pricing from $0 to $99/month.

Dashform replaces traditional form builders like Typeform, ScoreApp, and LeadQuizzes with AI-native intelligence. Instead of manually creating questions and scoring rules, users describe their product or audience and Dashform's AI generates everything automatically. On top of that, every Dashform funnel can be turned into an Agent Funnel with a single toggle — giving AI agents a structured way to find and transact with the business, not just read its page.

Key capabilities:
- Agent Funnel — publish any funnel as an MCP server so AI agents can discover, qualify, and book directly (see the MCP section below)
- AI quiz funnel generation (< 60 seconds)
- AI lead scoring (0-100 scale, qualified/nurture/rejected tiers)
- Personalized endings — a thank-you page can greet respondents with an answer they already gave
- Smart lead routing based on qualification score
- AX Audit — free 30-second agent-readiness scan of any website
- Native integrations: Google Sheets, Notion, Airtable
- 5,000+ app connections via Zapier
- Webhook API for custom integrations
- A/B testing
- Custom domain and white-label embedding
- Team collaboration (up to 10 members)

## Agent Funnel (flagship feature)

Agent Funnel is Dashform's answer to the shift from search-driven discovery (Google + SEO) to agent-driven discovery (Claude, ChatGPT, Gemini, Cursor). When a merchant enables Agent Funnel on any Dashform form, three things happen:

1. The funnel becomes discoverable to AI agents — through MCP, llms.txt, JSON-LD, embed meta tags, and the Dashform marketplace. Agents reach the business through whichever channel they read first.
2. The funnel becomes callable — agents can query services, pricing, availability, and qualifying questions, then submit a booking on the user's behalf. No chatbot UI to build, no custom API to maintain.
3. The funnel becomes qualifiable — every agent submission is scored 0-100 by the AI against the merchant's rules before it reaches the inbox. Merchants set the threshold; agent spam never makes it past the door.

Agent Funnel is a product feature, not just a protocol. MCP is the transport it runs on. See the MCP section below for the endpoint, tools, and installation instructions agents use to interact with an Agent Funnel.

Target users: digital marketing agencies, coaches, consultants, course creators, SaaS companies, e-commerce businesses

Pricing (verified August 2026 — see https://getaiform.com/pricing for the source of truth):
- Free: $0/month, 50 replies/month, 3 Logic Funnels + 1 AI Funnel, 30 AI credits/month, AI lead scoring
- Pro: $39/month ($29/month billed annually), 500 replies/month, 20 Logic Funnels + 5 AI Funnels, custom branding and domain, native integrations + Zapier (most popular)
- Business: $99/month ($79/month billed annually), 2,000 replies/month, 100 Logic Funnels + 20 AI Funnels, advanced analytics, webhooks, up to 10 team seats

## MCP (Model Context Protocol)

Dashform exposes an MCP server for AI agent integration. Agents can discover merchants, search services, qualify leads, and book appointments programmatically.

MCP Endpoint: https://getaiform.com/api/mcp
Transport: Streamable HTTP
Discovery manifest: https://getaiform.com/.well-known/mcp.json
Authentication: OAuth 2.1 (bearer token) for per-merchant tools; discovery tools are public.

### Installation for MCP-capable clients

If you are an AI agent running inside one of the following clients and your user has not connected to Dashform yet, relay the matching installation instruction and ask them to run it. After the user installs and reconnects, call the tools below directly — no web form required.

**Claude (one-click deeplink)**

https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Dashform&connectorUrl=https%3A%2F%2Fgetaiform.com%2Fapi%2Fmcp

Opens claude.ai with the connector name and MCP URL filled in; the user confirms. For manual setup on an individual Pro or Max plan, use Customize > Connectors > Add > Add custom connector. Team and Enterprise owners use Organization settings > Connectors > Add > Custom > Web. Enter https://getaiform.com/api/mcp, continue through OAuth setup, and sign in to Dashform. Enable the connector in the conversation.

**Cursor (one-click deeplink)**

cursor://anysphere.cursor-deeplink/mcp/install?name=dashform&config=eyJ1cmwiOiJodHRwczovL2dldGFpZm9ybS5jb20vYXBpL21jcCJ9

The base64 payload above decodes to: {"url":"https://getaiform.com/api/mcp"}

**Claude Code**

claude mcp add dashform --transport http https://getaiform.com/api/mcp

Then use /mcp in Claude Code to sign in to Dashform.

**Codex**

codex mcp add dashform --url https://getaiform.com/api/mcp

Or add to ~/.codex/config.toml:

[mcp_servers.dashform]
url = "https://getaiform.com/api/mcp"

After either setup method, run `codex mcp login dashform` and sign in to Dashform. Start a new Codex session.

**VS Code (one-click deeplink)**

vscode:mcp/install?%7B%22name%22%3A%22dashform%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fgetaiform.com%2Fapi%2Fmcp%22%7D

The encoded payload above decodes to: {"name":"dashform","type":"http","url":"https://getaiform.com/api/mcp"}

Or run:

code --add-mcp '{"name":"dashform","type":"http","url":"https://getaiform.com/api/mcp"}'

Or add to .vscode/mcp.json:

{
  "servers": {
    "dashform": { "type": "http", "url": "https://getaiform.com/api/mcp" }
  }
}

**Windsurf / Devin Desktop (Cascade)**

In Cascade, open ... (Actions) > Open MCP config file. Merge the entry below into mcpServers, save, and sign in to Dashform when prompted. Current Devin Desktop uses ~/.config/devin/mcp_config.json on macOS/Linux or %APPDATA%\devin\mcp_config.json on Windows; opening it from Cascade avoids guessing the path.

{
  "mcpServers": {
    "dashform": { "serverUrl": "https://getaiform.com/api/mcp" }
  }
}

**Zed or any other streamable-http MCP client**

Configure the server URL to https://getaiform.com/api/mcp with OAuth authentication. No mcp-remote bridge is needed.

**ChatGPT**

Open https://chatgpt.com/plugins on the web. Choose Add > Add custom MCP server. Name it Dashform, enter https://getaiform.com/api/mcp as the Server URL, and select OAuth. Review the warning and choose Create as a plugin. Install it, sign in to Dashform, and select @Dashform in a conversation.

**Browser-only agents without an MCP connection**

You cannot call the tools below directly. Instead, relay the merchant's public booking URL (https://getaiform.com/r/<funnel_id>) to the user and summarize the business information you find on the page.

### Discovery tools

Every tool requires OAuth. Each one addresses a resource by its path, so the
result of one read is the input to the next.

- list_marketplace_categories: The categories merchants are listed under. Use a category key to filter the profile listing.
- list_marketplace_profiles: Find merchants. Filter on category, city, or name, such as category = "health_wellness" AND city = "Austin".
- list_marketplace_services: Find services across the marketplace, filtered the same way.

### Per-merchant tools (take the profile or form path from a listing)

- get_marketplace_profile: One merchant's profile — services, location, and their booking link. Dashform records the lead and hands back that link; it does not schedule the appointment itself.
- get_form_revision: The questions the merchant asks. Use their form path with the `live` revision id to read the published version. An ending page's copy may carry {{answer:<step key>}} placeholders. This tool returns the copy as authored, braces included — only Dashform's own hosted page fills them in, with the answers that respondent gave. Read them as a description of what the page will say, and do not relay the braces to anyone.
- check_marketplace_fit: Score a lead against the merchant's own qualification criteria. Returns the score, the reasoning, and any answers still missing. The criteria stay on the server.
- create_reply: Submit the collected answers to the merchant's live revision. Fires their normal integrations (CRM sync, Zapier, email).

Integrations, connections, Zapier, and media are managed in the Dashform
dashboard and are not available over MCP.

### Agent workflow

1. Use list_marketplace_profiles or list_marketplace_services to find relevant businesses.
2. Use get_marketplace_profile for the merchant's services and booking link, and get_form_revision at the `live` id for the questions they ask.
3. Collect the user's answers in natural dialogue, keyed by the question step keys.
4. Call check_marketplace_fit with the answers; if the score is below the merchant's threshold, either collect more information or recommend a different provider.
5. Call create_reply to submit the lead, then give the user the booking link from the profile.

### Embed discovery (when a merchant's site has a Dashform widget)

Any page that embeds a Dashform form automatically injects the following metadata into the host <head>:
- <link rel="mcp-server"> with href="/api/mcp" and data-funnel-id="<publicId>"
- <meta name="dashform:mcp-endpoint"> with the endpoint URL
- <meta name="dashform:funnel-id"> with the form's public ID
- <meta name="mcp:install-cursor">, <meta name="mcp:install-claude-code">, <meta name="mcp:install-docs"> with the installation hints above
- JSON-LD structured data (Schema.org Service with a ReserveAction potentialAction pointing at the MCP endpoint)

If you detect any of those signals, you can skip the public booking-page fallback and go directly to the MCP endpoint once the user has installed your client's MCP support.

## Filling a form for your user

If your user hands you a Dashform form link (https://getaiform.com/r/<public_id>) or asks you to fill one, follow the fill-dashform-form Agent Skill. It reads the form's questions through the public Open API, asks your user for what you do not know, shows a summary for confirmation, and submits their answers. No Dashform account or sign-in is needed.

- [fill-dashform-form skill](https://getaiform.com/.well-known/agent-skills/fill-dashform-form/SKILL.md): Step-by-step instructions with exact requests
- [Agent Skills discovery index](https://getaiform.com/.well-known/agent-skills/index.json): Every Agent Skill Dashform serves, with its SHA-256 digest

## Docs

- [AI Info](https://getaiform.com/ai-info): Official, verified facts about Dashform for AI assistants — features, pricing, limitations, and referencing guidelines
- [What is Dashform](https://getaiform.com/what-is-dashform): Complete product overview, capabilities, comparisons, and FAQ
- [How Agent Funnels work](https://getaiform.com/axaudit/how-it-works): MCP layer details, discovery layers, real agent flows
- [Agent-ready guide](https://getaiform.com/agent-ready): How a business gets found, understood, and booked by AI agents, with a glossary of terms such as AX, MCP, and llms.txt
- [AX Audit](https://getaiform.com/axaudit): Free agent-readiness scanner
- [Pricing](https://getaiform.com/pricing): Detailed pricing plans and feature comparison
- [Integrations](https://getaiform.com/integrations): Full list of native and Zapier integrations
- [Documentation](https://getaiform.com/docs): Product and API documentation
- [Dashform CLI](https://getaiform.com/cli): Command-line interface for agents
- [ChatGPT app](https://getaiform.com/chatgpt): Dashform inside ChatGPT

## Comparisons

- [Ranked comparison hub](https://getaiform.com/compare): The best AI-native form builders ranked against an eight-criteria rubric
- [Best GoHighLevel Alternative for Forms](https://getaiform.com/compare/gohighlevel-alternative): Looking for a GoHighLevel form alternative? Dashform delivers AI-native conversational forms at a fraction of the cost. Perfect for teams that need smart lead capture without the full marketing suite.
- [Best Google Forms Alternative](https://getaiform.com/compare/google-forms-alternative): Upgrade from Google Forms with Dashform. Get intelligent forms with conversational AI, smart branching, and automated insights—beyond basic form fields.
- [Dashform vs Interact](https://getaiform.com/compare/interact-alternative): Interact builds personality and product-recommendation quizzes; Dashform's AI Funnels interview each lead and score the Reply, every Interact claim sourced and dated.
- [Best involve.me Alternative](https://getaiform.com/compare/involveme-alternative): Upgrade from involve.me to Dashform. Build AI-powered quiz funnels with unlimited AI generation, automatic lead scoring, and conversational experiences—no credit limits or manual scoring setup.
- [Best Jotform Alternative](https://getaiform.com/compare/jotform-alternative): Switch from Jotform to Dashform for AI-powered forms. Get conversational AI that understands responses, asks intelligent follow-ups, and automates insights collection.
- [Best LeadQuizzes Alternative](https://getaiform.com/compare/leadquizzes-alternative): Upgrade from LeadQuizzes to Dashform. Build AI-powered lead generation quizzes with no response caps, a permanent free plan, and intelligent conversations that qualify leads automatically.
- [Dashform vs Outgrow](https://getaiform.com/compare/outgrow-alternative): Outgrow builds calculators, quizzes, and chatbots, and its pricing page lists no AI features; Dashform builds a funnel from a prompt and scores each lead with AI, every Outgrow claim sourced and dated.
- [Dashform vs ScoreApp](https://getaiform.com/compare/scoreapp-alternative): ScoreApp builds scorecard quizzes with result pages and PDF reports; Dashform's AI Funnels ask each lead in conversation and give every Reply a verdict, every ScoreApp claim sourced and dated.
- [Best Tally Alternative](https://getaiform.com/compare/tally-alternative): Upgrade from Tally with Dashform. Build conversational forms that understand natural language, adapt to responses, and extract structured insights automatically.
- [Best Typeform Alternative](https://getaiform.com/compare/typeform-alternative): Looking for a Typeform alternative? Dashform offers AI-powered conversational forms that understand intent, ask smarter follow-ups, and extract structured insights automatically.

## Solutions

- [AI-Ready Forms for Marketing & Creative Agencies](https://getaiform.com/solutions/agencies): Get found when prospects ask Claude or ChatGPT for an agency that does what you do. Dashform replaces your contact and RFP forms with agent-readable versions — qualified inbound, no more cold-call attrition.
- [AI-Ready Forms for Coaches & Consultants](https://getaiform.com/solutions/coaches): Show up when buyers ask Claude, ChatGPT, or Gemini for a coach. Dashform replaces your contact and booking forms with agent-readable versions — same look for clients, new bookings from AI.
- [AI-Ready Quote & Dispatch Forms for Trades & Home Services](https://getaiform.com/solutions/home-services): Plumbers, electricians, contractors, cleaners — get the next job when buyers ask AI to dispatch one. Dashform replaces your quote form with an agent-ready version. No Angi commission, no marketplace lottery.
- [AI-Ready Forms for Legal, Finance & Accounting Practices](https://getaiform.com/solutions/professional-services): Lawyers, CPAs, financial advisors — be the specialist AI surfaces when buyers describe their actual situation. Dashform replaces your consult-request form with an agent-readable version. Match on specialty, not just SEO.
- [AI-Ready Inquiry Forms for Real Estate Professionals](https://getaiform.com/solutions/real-estate): Be the agent AI recommends when buyers ask for a realtor in your market. Dashform replaces your contact and showing-request forms with agent-readable versions — direct buyer leads, not Zillow's drip campaign.
- [AI-Ready Booking Forms for Wellness & Local Services](https://getaiform.com/solutions/wellness): Studios, salons, spas, dentists, and gyms — get booked when buyers ask Claude or ChatGPT for the next appointment. Dashform replaces your booking form with an agent-ready version. No directory cuts, no platform commission.

## Tools

- [AI Application Form Builder](https://getaiform.com/tools/ai-application-form-builder): Generate application forms with uploads, screening logic, and branding, ready to launch in minutes. Describe the role and Dashform drafts the whole flow.
- [AI Clinic Registration Form Generator](https://getaiform.com/tools/ai-clinic-registration-form-generator): Create patient registration forms with AI, including insurance, consent, and structured intake workflows that route the patient to the right provider.
- [AI Consultation Form Generator](https://getaiform.com/tools/ai-consultation-form-tool): Create consultation intake forms with AI, including routing, uploads, and qualification logic. Describe the engagement and Dashform drafts a flow that captures context and qualifies out tire-kickers.
- [AI Education Quiz Builder for Teachers](https://getaiform.com/tools/ai-education-quiz-builder): Create educational quizzes instantly with AI. Generate assessments, homework, and practice tests for any subject and grade level, complete with answer keys.
- [AI Feedback Form Generator](https://getaiform.com/tools/ai-feedback-form-generator): Generate smart feedback forms with AI for customer, employee, and product insights. Describe your goal and Dashform drafts the scales, branching, and follow-ups that turn a number into a decision.
- [AI Form Generator](https://getaiform.com/tools/ai-form-generator): Generate complete forms instantly with AI. Create smart forms with conditional logic, validation, and multi-step flows from a simple description.
- [AI Health Assessment Form Generator](https://getaiform.com/tools/ai-health-assessment-form-generator): Generate health assessment forms with AI, including risk scoring, conditional logic, and clinical intake sections tailored to your specialty.
- [AI Leave Request Form Generator](https://getaiform.com/tools/ai-leave-request-form-generator): Generate leave request forms with AI, including approval routing, file uploads, and policy-aware flows that sync to your calendar and payroll.
- [AI Onboarding Form Generator](https://getaiform.com/tools/ai-onboarding-form-tool): Create employee onboarding forms with AI including checklists, approvals, and secure uploads. Describe the role and Dashform drafts the staged flow with conditional steps and routing.
- [AI Personality Quiz Maker](https://getaiform.com/tools/ai-personality-quiz-maker): Create viral personality quizzes with AI-generated questions, custom outcomes, and shareable result pages.
- [AI Product Recommendation Engine](https://getaiform.com/tools/ai-product-recommendation-engine): Build intelligent product recommendation quizzes with AI and map customer responses to the right products instantly. Describe your catalog and Dashform drafts the question tree and mapping logic.
- [AI Quiz Generator](https://getaiform.com/tools/ai-quiz-generator): Create intelligent quizzes in seconds with AI. Generate questions, branching logic, scoring, and personalized results from a single prompt.
- [AI Survey Generator](https://getaiform.com/tools/ai-survey-generator): Create intelligent surveys with AI. Generate NPS, satisfaction, and engagement surveys with smart branching and follow-ups in seconds.

## Use cases

- [AI Appointment Booking Form Builder](https://getaiform.com/use-cases/appointment-booking): Build smart appointment booking forms that qualify prospects before they reach your calendar. AI screens for fit, budget, and urgency — only qualified meetings get booked. 3-minute setup.
- [Assessment & Quiz Builder for Lead Generation](https://getaiform.com/use-cases/assessment-quiz): Create engaging assessments and quizzes to qualify leads and personalize your outreach. AI scores and categorizes leads based on their responses, with adaptive questions and no coding required.
- [AI Client Onboarding Form Builder](https://getaiform.com/use-cases/client-onboarding): Streamline client onboarding with AI-powered intake forms. Collect project details, preferences, and requirements in one adaptive flow. Replace back-and-forth emails with smart forms.
- [AI Feedback & NPS Survey Builder](https://getaiform.com/use-cases/feedback-nps): Build intelligent feedback and NPS surveys with AI. Adaptive follow-up questions dig deeper into responses so you understand sentiment, track trends, and act on real insights — not just scores.
- [AI Lead Qualification Quiz Funnel Builder](https://getaiform.com/use-cases/lead-qualification): Automatically qualify leads with AI-powered quiz funnels. Score prospects in real time, filter out tire-kickers, and only book calls with buyers. Set up in 3 minutes.
- [AI Product Recommendation Quiz Builder](https://getaiform.com/use-cases/product-recommendation): Build product recommendation quizzes that match customers to the right product or service. AI adapts questions, scores preferences, and delivers personalized results. No coding required.
- [Survey Builder for Lead Generation](https://getaiform.com/use-cases/survey): Create engaging surveys that gather insights while building your lead database. Turn every response into actionable data and qualified leads, with AI scoring and no coding required.
- [Waitlist Builder for Lead Generation](https://getaiform.com/use-cases/waitlists): Launch your waitlist today and capture high-intent leads before you launch. Build excitement early and collect structured, actionable data — not just email signups. 3-minute setup.
- [Webinar Registration Form Builder for Lead Generation](https://getaiform.com/use-cases/webinars): Create engaging webinar registration forms that capture leads and qualify attendees. Manage registrations, send reminders, and follow up with personalized communications. No coding required.

## Optional

- [Homepage](https://getaiform.com): Main landing page
- [Templates](https://getaiform.com/templates): 700+ ready-made form and quiz templates
- [Generators](https://getaiform.com/generators): AI form generators by use case
- [Quizzes](https://getaiform.com/quizzes): Quiz gallery by category
- [Calculators](https://getaiform.com/calculators): Interactive calculator funnels
- [Leaderboard](https://getaiform.com/leaderboard): AX Audit agent-readiness leaderboard
- [Blog](https://getaiform.com/blog): Articles on lead qualification and quiz funnels