• SEARCH
  • CREATE
  • REPLICATE
  • HUMAN

How to manage Formaloo boards with your AI

Connect Formaloo to your agent to handle workspace organization through natural language. Once connected, your AI manages your boards and folders for you.

Ask AI about this page

Short answer

Can my AI manage my Formaloo boards?

Yes. Your agent can search for existing boards, create new ones, update details, copy existing boards, and list everything in your workspace. This allows you to organize your data without leaving your chat window.

Where every board lands.

Organized workspace outcomes

Your agent handles the heavy lifting of board management.

SEARCH

Find specific data

The agent uses search tools to locate the exact board you need. You get instant access to the right workspace without manual browsing.

CREATE

New board setup

Your agent builds new boards on command. It sets up the structure so you can start collecting data immediately.

REPLICATE

Duplicate existing work

The agent copies boards to create templates or backups. This saves you from rebuilding the same setup multiple times.

HUMAN

Manual review needed

The agent cannot change your account permissions or delete boards. You still control the high-level security and permanent deletions.

The workflow

What your AI does when you ask for board management.

The agent translates your requests into direct actions within Formaloo.

  1. Locate workspace items

    The agent scans your Formaloo account to find specific boards or list all available folders.

    search_boardslist_boards

  2. Build new structures

    When you need a new collection point, the agent generates a fresh board for you.

    create_board

  3. Modify existing boards

    The agent updates the settings or details of boards you already have in place.

    update_board

  4. Clone board setups

    The agent makes exact copies of your current boards to help you scale or iterate.

    copy_board

Try it

Copy these to start.

Use these prompts to trigger actions in Formaloo.

Starting points

Swap out the bracketed text for your actual board names or folder titles.

Formaloo Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_TsJXiBbr0R0bLoMLPP5sI1H7CLjqPFuimH2CHvHy/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Formaloo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "formaloo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TsJXiBbr0R0bLoMLPP5sI1H7CLjqPFuimH2CHvHy/mcp"
    }
  }
}
Copy into chat04

  • Find the 'Customer Feedback' board in my Formaloo account.

  • Create a new board called 'Q4 Survey' for me.

  • Copy my 'Template Board' so I can use it for a new project.

  • List all my current Formaloo boards so I can see what I have.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Formaloo once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start managing boards immediately.

Connect Formaloo to your AI

FAQ

How the Formaloo management works

  • 01

    Can the AI delete my boards?

    No. The agent can create, update, and copy boards, but it does not have the capability to delete them.

  • 02

    Can my agent see all my boards?

    Yes. The agent can list and search through your existing boards to find what you need.

  • 03

    Will the AI change my account password?

    No. The agent only interacts with boards and folders through the provided tools; it cannot access account security settings.

  • 04

    Can I use this with Claude?

    Yes. You can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Can the agent add new users to my boards?

    No. The agent manages board structure and content, but it cannot manage user permissions or access control.

  • More questions about Formaloo? The Connector page answers them. See everything the Formaloo Connector can do

Connect Formaloo to Claude, Cursor, ChatGPT & more