# Indy MCP for AI Agents AI Agent Connect > Indy MCP lets you manage your freelance business operations through a natural conversation with your AI agent. It handles your forms, records, and templates, giving you a way to manage the entire client lifecycle without leaving your chat interface. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_qTC0rrNrMgbqJWsxECQOTzQwjk7izqAbAS9ZUG4s/ai-agent-connect - **Tags:** form-builder, data-collection, freelance-management, contract-management, time-tracking ## Description This Connector changes how you manage your freelance business by letting you talk to your Indy account directly. Instead of jumping between tabs to check form submissions, manage templates, or track records, you can just ask your agent to pull the data for you. You can create new forms on the fly, list your existing webhooks, or grab the details of a specific user without manual searching. It connects your Indy data to your daily workflow, making it easier to handle intake and organization. You get a way to manage your business records through a simple chat, which you can access through the Vinkius catalog. It's about getting your data where you actually work. You can see exactly what's in your records, check on your account status, and organize your form groups without ever opening another browser tab. It turns your form data into a conversational resource that your AI agent can actually use to help you with your work. You can move from listing your active forms to inspecting individual records with full field data in one go. This means you spend less time clicking and more time actually running your business. Whether you're looking for a specific client's submission or need to see what webhooks are currently active, the AI handles the navigation for you. It's a direct line to your data that makes your freelance operations feel much more fluid. ## Tools ### create_form Create a new form in your Indy account. This helps you set up new intake channels quickly. ### create_webhook Set up a new webhook for automated data flows. Use this to trigger actions in other apps. ### delete_form Remove a form you no longer need from your account. This keeps your list clean. ### delete_webhook Delete an existing webhook. Use this when you're done with a specific automation. ### get_account_info Check your current Indy account status. This is useful for verifying your connection. ### get_form Pull specific details for a single form. Use this to see the configuration of a specific entry. ### get_record Retrieve the full data for a specific form submission. This lets you see exactly what a user sent. ### get_user Get details for a specific user in your system. Use this to pull info for a specific client. ### list_forms See a list of all forms in your account. This gives you a bird's eye view of your active forms. ### list_records Browse through all form submissions. Use this to scan through your incoming data quickly. ### list_users View all users connected to your Indy account. This helps you see everyone in your database. ### list_webhooks See all active webhooks. Use this to audit your current automations. ## Prompt Examples **Prompt:** ``` Show me all my active forms and tell me if there are any new records. ``` **Response:** ``` You have 12 active forms in your Indy account. **Recent Submissions:** - **Job Application**: 3 new records - **Customer Feedback**: 1 new record - **Event Registration**: 5 new records Would you like me to pull the full details for the newest 'Job Application' record? ``` **Prompt:** ``` Create a new form called 'Quarterly Review' and list my webhooks. ``` **Response:** ``` Done! I've created the 'Quarterly Review' form for you. **Active Webhooks:** - *Lead_Notifier*: Active - *Form_Submit_Slack*: Active - *Billing_Update*: Active You now have 13 total forms. ``` **Prompt:** ``` Find the record for user 'j_doe@example.com' and show me any files they sent. ``` **Response:** ``` I found one record for **j_doe@example.com**. **Submission Details:** - **Status**: Completed - **Date**: Oct 24, 2023 - **Attachments**: - *portfolio_v2.pdf* (1.2 MB) - *resume_final.pdf* (850 KB) Would you like me to show you the full field data for this record? ``` ## Capabilities ### Create new intake forms Spin up new forms for your business through a simple chat command. ### Browse form submissions Scan through all your records to find the specific data you need. ### Manage form templates List and inspect your reusable designs to keep your branding consistent. ### Handle webhooks View and manage active webhooks to keep your automations running. ### View attached files Get access to files attached to specific form submissions instantly. ### Organize form groups Browse and manage groups to keep your various form types organized. ## Use Cases ### Rapid Client Intake A project manager needs to create a new onboarding form for a client. They ask their agent to use create_form and then list_forms to share the link. ### Automated Lead Routing A developer wants to trigger a Slack notification for new signups. They use create_webhook to set up the listener and list_webhooks to verify it. ### Client Data Review An operations lead needs to check a specific submission. They ask their agent to use list_records to find the ID and get_record to see the full details. ### User Database Audit A business owner wants to see all connected clients. They ask their agent to use list_users to get a full count of their current database. ## Benefits - Faster data retrieval: Use list_records to find specific client info without ever searching through a dashboard. - Rapid form creation: Spin up new intake sheets in seconds using create_form to capture new leads immediately. - Automated workflows: Manage your data pipeline and triggers with create_webhook and list_webhooks. - Better organization: Use list_forms and get_form to keep your active assets tidy and easy to find. - Direct file access: Quickly see attachments and file data with list_forms and get_record for faster review. ## How It Works The bottom line is you get a conversational interface for your entire Indy form and record database. 1. Subscribe to the Indy MCP via the Vinkius catalog. 2. Provide your Indy Access Token to connect your account. 3. Ask your AI client to list forms, pull records, or create new webhooks. ## Frequently Asked Questions **How does the Indy MCP help my freelance business?** It gives your AI agent the ability to interact with your Indy account. You can create forms, check records, and manage webhooks through a natural conversation instead of clicking through a dashboard. **Can I use this Indy MCP to see my form submissions?** Yes. Your agent can browse through all form submissions or pull the specific details of a single record, including all the field data and any attached files. **Does the Indy MCP support automated workflows?** It does. You can use the Connector to list and manage your active webhooks, which helps you keep your external automations running smoothly. **Is it easy to set up the Indy MCP for my AI client?** It's very straightforward. You just subscribe to the Connector on Vinkius, enter your Indy Access Token, and you're ready to manage your forms and records via chat. **Can my AI agent create new forms for me?** Yes, your agent can create new forms on the fly. This is great for quickly spinning up new intake sheets or survey forms without leaving your conversation. **What kind of data can the Indy MCP access?** It can access your form configurations, submission records, user details, account status, and your list of active webhooks. **Can I create new forms and manage submissions through the AI agent?** Yes. Use `create_form` to build new forms, `list_forms` to see all forms, `list_records` to browse submissions, and `get_record` to inspect individual responses with full field data. Use `delete_form` to remove unused forms. **Can I use templates to create forms faster?** Yes. Use `list_templates` to browse available form templates and `get_template` to inspect their structure. Templates provide reusable form designs that save time on repetitive form creation. **Can I access files attached to form submissions?** Yes. Use `list_files` to retrieve all files attached to form submissions. Each file includes metadata like name, size, and the record it belongs to.