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:

1. Dashform MCP Server: The local development server must be running at https://getaiform.com
2. 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:

bash

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:

text

"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:

bash

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

Then read the cached credentials:

bash

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:

text

"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:

json

{
  "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:

json

{
  "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:

bash

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:

1. 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)

2. DO NOT create minimal forms with only name and description

3. 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

4. Reference the references/ directory for detailed documentation:

   • SCHEMA.md - Complete form structure and question types
   • API.md - API endpoint documentation

5. 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:

bash

# 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:

bash

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

The script will:

1. Read cached credentials (userId, organizationId)
2. Merge credentials with form configuration
3. Call MCP create_form tool
4. 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:

text

✅ 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#

TypeDescriptionUse CasestructuredTraditional fixed-question form (default)Contact forms, registrations, surveys with fixed questionsdynamicAI-powered conversational formComplex 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#

TypeKeyDescriptionOpen-endedopen-endedFree text inputSingle Choicesingle-choiceRadio buttons (one answer)Multiple Choicemultiple-choiceCheckboxes (multiple answers)Ratingrating1-5 star rating

Tips for Best Results#

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

Troubleshooting#

MCP Server Not Running#

If you get connection errors:

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

Invalid Credentials#

If you get authentication errors:

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

Form Creation Fails#

If form creation fails:

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