Dashform Skill for Claude Code

Create AI-powered forms and surveys using natural language in Claude Code.

What is this?

Talk to Claude to create intelligent forms instantly. No coding required.

Capabilities:

• 🤖 Dynamic forms - AI-driven conversational experiences
• 📋 Structured forms - Traditional surveys and questionnaires
• ✨ Natural language - Just describe what you want
• 🔗 Instant sharing - Get shareable and edit links immediately
• 🔐 Credential caching - Authenticate once, create many forms
• 📝 Complete forms - Welcome screens, questions, themes, and end screens

Quick Start

Prerequisites

Before using this skill, you need:

1. Dashform account at getaiform.com
2. Your session token from browser cookies (one-time setup)
3. Local Dashform server running at https://getaiform.com

Setup (2 steps)

1. Start the Dashform server

cd /Users/apple/Workspace/maklo
pnpm dev

Server runs at https://getaiform.com

2. Configure Claude Code

Edit ~/.config/claude-code/mcp.json:

{
  "mcpServers": {
    "dashform": {
      "url": "https://getaiform.com/api/mcp",
      "transport": "http"
    }
  }
}

That's it! Claude will guide you through authentication on first use.

Usage

Just ask Claude to create a form:

• "Create a customer satisfaction survey"
• "Make an event registration form"
• "Build an NPS survey with follow-up questions"

First time: Claude will ask for your session token (from browser cookies at better-auth.session_token) After that: Credentials are cached, forms are created instantly

Skill Workflow

When you ask Claude to create a form:

1. Check credentials - Reads cached credentials from dashform/credentials.json
2. Authenticate (first time only) - Asks for session token, runs setup-credentials.sh
3. Read documentation - Loads references/SCHEMA.md and references/API.md
4. Generate config - Creates complete form JSON with welcome screen, questions, theme, end screen
5. Save config - Saves to dashform/data/{form-name}_{timestamp}.json
6. Create form - Runs create-form.sh script → calls MCP create_form tool
7. Return URLs - Provides share URL (for respondents) and edit URL (for customization)

Troubleshooting

MCP Server Not Found

Check server is running at https://getaiform.com and verify mcp.json configuration.

Authentication Issues

Delete cached credentials and re-authenticate with a fresh session token:

rm .claude/skills/dashform/credentials.json

Form Creation Fails

Verify form JSON matches schema in references/SCHEMA.md and check server logs.

Advanced

Skill Components

Scripts:

• scripts/setup-credentials.sh - Authenticates and caches credentials
• scripts/create-form.sh - Creates forms via MCP

Data:

• dashform/credentials.json - Cached userId and organizationId
• dashform/data/ - Generated form configurations

Documentation:

• references/SCHEMA.md - Form structure and question types
• references/API.md - MCP API documentation

Examples:

• examples/customer-survey.json
• examples/quiz.json
• examples/employee-satisfaction-survey.json
• examples/event-registration.json
• examples/nps-survey.json

Form Configuration Structure

Required:

• name - Form title

Recommended:

• type - "structured" (default) or "dynamic"
• welcomeScreen - Title, message, CTA button
• questions - Array of question objects
• endScreen - Thank you message
• theme - Colors and fonts

Example:

{
  "name": "Customer Survey",
  "type": "structured",
  "welcomeScreen": {
    "title": "We'd love your feedback!",
    "message": "Help us improve",
    "ctaLabel": "Start Survey"
  },
  "questions": [
    {
      "key": "satisfaction",
      "type": "rating",
      "label": "How satisfied are you?",
      "required": true
    }
  ],
  "endScreen": {
    "title": "Thank you!",
    "message": "We appreciate your feedback"
  }
}

Note: userId and organizationId are added automatically by the script.

Available MCP Tools

create_form

• organizationId, userId, name (required)
• type, description, tone, welcomeScreen, questions, endScreen, theme, branding (optional)
• Returns: formId, shareUrl, editUrl

create_reply

• formId, organizationId (required)
• respondentName, respondentEmail, respondentEmotion, data (optional)
• Returns: replyId, status

Question Types

Type	Key	Description
Open-ended	open-ended	Free text
Single Choice	single-choice	Radio buttons
Multiple Choice	multiple-choice	Checkboxes
Rating	rating	1-5 stars

Form Types

Type	Use Case
structured	Traditional surveys, registrations
dynamic	AI-powered conversational forms

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Need help? Check troubleshooting or open an issue.