• NEW
  • VIEW
  • READ
  • MANUAL

How to create and manage intake forms with your AI

Connect Indy to your AI client once. After that, you can build, view, or remove forms just by typing what you need.

Ask AI about this page

Short answer

How can I use my AI to handle intake forms?

You can use text commands to generate new forms, pull up a list of what you already have, or delete old templates. This lets you manage your entire intake library without leaving your chat interface. You'll get a clean, organized set of templates ready for clients.

Where every form lands.

Manage your intake library.

Your AI organizes everything into these specific outcomes.

NEW

Fresh client forms

The AI builds a new form based on your description. You get a ready-to-use template immediately.

VIEW

Existing template lists

Your AI pulls a list of all current forms. You can quickly see what's available in your library.

READ

Specific form details

The AI retrieves the exact structure of a single form. This helps you check questions before sending them out.

MANUAL

Human review needed

You decide which forms are actually ready for clients. The AI handles the heavy lifting, but you keep final control.

The workflow

What your AI does when you ask for form changes.

The AI acts as your hands for form management.

  1. Drafting templates

    Tell the AI what information you need to collect. It builds the form structure for you.

    create_form

  2. Inventory check

    Ask to see what you have on hand. The AI scans your library to show you all active templates.

    list_forms

  3. Inspecting content

    If you need to see the specific fields in a template, the AI fetches that data.

    get_form

  4. Cleaning up

    When a template is no longer useful, tell the AI to remove it.

    delete_form

Try it

Copy these to start.

Use these prompts to trigger the Indy tools.

Starting points

These are basic starting lines. Swap out the bracketed text with your actual needs.

Indy Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_qTC0rrNrMgbqJWsxECQOTzQwjk7izqAbAS9ZUG4s/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 — Indy capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "indy-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_qTC0rrNrMgbqJWsxECQOTzQwjk7izqAbAS9ZUG4s/mcp"
    }
  }
}
Copy into chat04

  • Create a new intake form for a new consulting client with questions about their budget and goals.

  • List all my current client intake forms.

  • Show me the details for the 'Onboarding Form' so I can check the questions.

  • Delete the old '2023 Lead Gen' form from my list.

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

Start here

Connect Indy once, then ask.

Just click the link to connect Indy to your AI client. Your credentials stay encrypted, and you can start managing forms immediately.

Connect Indy to your AI

FAQ

How Indy behaves

  • 01

    Can the AI edit an existing form?

    No. To change a form, you would need to create a new one or delete the old one and start fresh.

  • 02

    Does the AI decide which forms to delete?

    No. The AI only deletes a form when you explicitly tell it to do so.

  • 03

    Can I see the responses from people who filled out the forms?

    No. This MCP is for managing the form templates themselves, not for reading submitted data.

  • 04

    How do I know if a form was successfully created?

    The AI will confirm the action in your chat once the tool finishes the task.

  • 05

    Can the AI create forms in other apps?

    No. The AI can only create and manage forms through the Indy connection.

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

Connect Indy to Claude, Cursor, ChatGPT & more