• CRM
  • REPORTS
  • TRIAGE
  • HUMAN

How to extract form submissions with your AI

Connect Formstack to your AI client once. After that, you can pull specific data points or entire lists of recent entries using natural language.

Ask AI about this page

Short answer

How do I get my Formstack data into my AI?

Your AI uses this MCP to fetch submission lists and individual entry details. You can then ask it to summarize leads, format data for a spreadsheet, or prep info for your CRM. This breakdown shows how the data moves from your forms to your chat.

Data destinations

Where your data lands.

The AI handles the heavy lifting of fetching and organizing your form entries.

CRM

Update your leads

The AI pulls specific contact info from recent entries. You can then move that data into your CRM without manual typing.

REPORTS

Build custom summaries

Instead of exporting CSVs, ask your AI to count specific responses or find trends in your recent submissions.

TRIAGE

Flag urgent entries

The AI scans new submissions for specific keywords or high-priority signals. You decide which ones need a human response.

HUMAN

Final review

The AI presents the extracted data or summaries. You check the accuracy before you commit any changes to your external tools.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your Formstack account and your conversation.

  1. Scan for new entries

    The AI looks through your Formstack account to find the most recent form submissions.

    list_submissions

  2. Read specific fields

    Once it finds a submission, the AI pulls the exact details like names, emails, or custom answers.

    get_submission_details

  3. Filter and organize

    The AI sorts through the raw data to find the specific leads or answers you asked for.

    list_submissionsget_submission_details

  4. Prepare for use

    The AI formats the data into a clean list or a summary that you can copy and paste.

    get_submission_details

Try it

Copy these to start.

Use these prompts to trigger the Formstack connection.

Starting points

These are basic starting lines. Swap out the bracketed text with your actual form names or specific field requirements.

Formstack Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_sAFtY8oJFPBXESnwz2uYOaHIfpvu02PviJr3yPbg/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 — Formstack capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "formstack-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_sAFtY8oJFPBXESnwz2uYOaHIfpvu02PviJr3yPbg/mcp"
    }
  }
}
Copy into chat04

  • List the 5 most recent submissions from my 'Customer Feedback' form.

  • Get the details for the last submission in my 'New Lead' form and summarize the user's request.

  • Check my 'Event Registration' form and tell me how many people signed up today.

  • Pull the email addresses from the last 10 entries in my 'Contact Us' form.

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

Start here

Connect Formstack once, then ask.

Click the link below to link your account. Your credentials stay encrypted and secure. Once connected, you can use any of the prompts above.

Connect Formstack to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my Formstack submissions?

    No. The AI only has permission to read and list your submissions.

  • 02

    Can the AI update my Formstack forms directly?

    No. The AI can read the data from your forms, but it cannot change your form settings or structure.

  • 03

    Does the AI see every single field in a form?

    Yes, if you ask for the submission details, the AI can access the specific data points contained within that entry.

  • 04

    Can I use this to automate my CRM?

    The AI can extract the data for you, but you must be the one to trigger the final update to your CRM or use another tool to move the data.

  • 05

    How does the AI know which form to look at?

    You tell it. Just mention the name of the form in your prompt.

  • More questions about Formstack? See everything the Formstack Connector can do

Connect Formstack to Claude, Cursor, ChatGPT & more