• DATA
  • FILES
  • LISTS
  • HUMAN

How to track client form submissions with your AI

Connect Indy to your AI client once. After that, you can pull specific data or files without leaving your chat.

Ask AI about this page

Short answer

How can I track client form submissions with my AI?

Your AI uses Indy to look up specific form entries and download any files attached to them. You get direct access to submission data and uploads right in your chat window.

The results.

Where your data lands.

The AI handles the heavy lifting of searching and fetching, leaving you to act on the results.

DATA

Specific entry details

The AI finds the exact submission you need. You get the raw data from the form without manual searching.

FILES

Direct file access

The AI pulls uploaded documents or images from the submission. You can view or download them in your chat.

LISTS

Form overview

The AI lists all available forms. This helps you identify which specific form contains the data you want.

HUMAN

Manual review

You decide which submissions require a follow-up. The AI provides the info, but you handle the client communication.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat and your form data.

  1. Identify the form

    The AI checks which forms are available to ensure it's looking in the right place.

    list_forms

  2. Find the submission

    The AI scans through the entries to find the specific record you asked for.

    list_records

  3. Pull the details

    The AI grabs the specific data points from a single entry.

    get_record

  4. Retrieve files

    The AI fetches any files that were uploaded during the submission process.

    get_record

Try it

Copy these to start.

Use these prompts to begin interacting with your form data.

Starting points

Swap the bracketed text for your actual form names or specific client details.

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

  • List all the forms available in Indy.

  • Find the latest submission from the Contact Us form.

  • Get the details for the submission from John Doe.

  • Show me the files uploaded in the recent Project Request form.

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

Start here

Connect Indy once, then ask.

Just follow the link to connect. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Indy to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit or delete my form submissions?

    No. The AI can only read and retrieve existing records and files.

  • 02

    Can the AI create new form entries for me?

    No. This Connector is designed for retrieving and viewing data, not for writing new records.

  • 03

    How does the AI find a specific person's submission?

    The AI uses the list and get tools to filter through the records until it finds the matching entry.

  • 04

    Can I download the files the AI finds?

    Yes. Once the AI retrieves the record, it can provide access to the uploaded files.

  • 05

    Do I need to give the AI my login password?

    No. You connect through Vinkius, which manages the connection securely.

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

Connect Indy to Claude, Cursor, ChatGPT & more