# Formaloo MCP

> Formaloo connects your data collection and form management into conversation with any AI client. Search, list, or update organizational boards; retrieve specific rows of form submissions using advanced filters; and inspect detailed blueprint templates—all without opening a dashboard.

## Overview
- **Category:** collaboration
- **Price:** Free
- **Tags:** no-code, database, data-collection, form-builder, workflow-automation

## Description

When you connect Formaloo to your agent via Vinkius, you treat your entire database structure like a single conversation thread. Instead of clicking through multiple tabs or exporting data just to find one metric, you ask your AI client directly for the information you need. It finds and displays assigned rows from specific forms—for example, listing all submissions marked 'High Priority' last week. You can ask it to locate any board or folder by name or tag, then pull up a blueprint detail so you know exactly what data fields are available across your organization. The agent even handles complex setup tasks; if you need a new API key, it requests one for you. It’s like having an expert data architect who can query submissions and organize boards instantly, letting you focus on the insights instead of the navigation.

## Tools

### list_access_type_descriptions
Retrieves a list of available access type descriptions.

### list_active_packages
Fetches the current list of active business add-on packages.

### list_addons
Gets a comprehensive list of all available form addons.

### list_assigned_rows
Retrieves a list of specific rows that have been assigned to your forms.

### list_available_email_servers
Lists all email servers currently available for connection or use within Formaloo.

### get_blueprint
Retrieves detailed information about a specific form blueprint template.

### copy_board
Duplicates an entire existing board structure to create a usable copy.

### create_available_email_server
Sets up and creates a new connection for an email server.

### create_board
Creates a brand new, empty board or folder for immediate data collection use.

### get_board
Retrieves the full details and current settings of one specified board.

### list_boards
Lists all boards and folders associated with your Formaloo account.

### request_api_key
Requests a new API key from the system for secure application development access.

### search_boards
Searches across all boards and folders using keywords or partial names.

### update_board
Modifies the settings, name, or structure of an existing board.

## Prompt Examples

**Prompt:** 
```
Search for all boards related to 'Customer Feedback'.
```

**Response:** 
```
I found 3 boards matching 'Customer Feedback': 'Q1 Survey' (Slug: q1-survey), 'Product Reviews' (Slug: product-reviews), and 'Support Tickets' (Slug: support-tickets).
```

**Prompt:** 
```
List the rows assigned to my forms that were created this week.
```

**Response:** 
```
I've retrieved the assigned rows for this week. There are 12 new entries across your active forms. Would you like me to summarize the data from the 'Contact Us' form?
```

**Prompt:** 
```
Get the details of the blueprint with slug 'event-registration'.
```

**Response:** 
```
Inspecting blueprint 'event-registration'... This template includes fields for Name, Email, Ticket Type, and Dietary Requirements. It is currently used in 2 of your active boards.
```

## Capabilities

### Find and Organize Data Structures
The agent searches across all your boards and folders, allowing you to retrieve specific board details or update existing organizational structures using simple commands.

### Manage Form Submissions
You can pull lists of assigned rows and form submissions by filtering them based on tags, dates, or tracking codes.

### Examine Data Templates
The agent retrieves full blueprint details, showing you exactly what fields a template includes before you use it for data collection.

### Handle System Infrastructure
You can list available email servers or request fresh API keys directly through your AI client without visiting separate settings pages.

## Use Cases

### Auditing Departmental Data Flow
The Ops Manager needs to know if the Marketing team is using an outdated form template. They ask their agent to get blueprint details for all templates used in 'Department Boards'. The agent quickly reports which fields are included and identifies any discrepancies between boards.

### Generating a Q3 Performance Report
A Data Analyst needs all leads assigned this quarter. Instead of running multiple filters, they ask their agent to list assigned rows for the 'Sales Lead' form filtered by date range and status. The results are delivered in a clean summary format.

### Onboarding a New Project Board
The team needs a new data structure based on an existing model. The manager asks their agent to search boards for 'Project Template', then use copy_board and update_board to create the exact starting point, saving hours of setup time.

### Debugging Developer Access
A developer needs permission to access a new service. They ask their agent to request an API key, verify that the necessary add-ons are listed via list_addons, and confirm the correct email server is set up.

## Benefits

- Stop manually navigating dashboards. With Formaloo, you simply ask your agent for a board list or specific row assignments; the information appears immediately in your chat window.
- Need to replicate a successful form? Use the blueprint details tool to inspect any template's fields and then use copy_board to build an identical structure instantly.
- Finding that one piece of data is easy. Instead of clicking through multiple reports, you tell your agent to list assigned rows by tag or date, getting filtered results right away.
- It simplifies development work. You can request a new API key or inspect add-on lists without leaving the chat window, keeping your workflow contained.
- When an existing board needs tweaking, use update_board. It lets you change settings and structure instantly, eliminating manual dashboard edits.

## How It Works

The bottom line is you talk directly to your database, bypassing manual clicks and dashboard navigation entirely.

1. Subscribe to this MCP and enter your Formaloo API Key (along with any required JWT or Workspace ID).
2. Connect the service to your preferred AI client, giving it permission to access your data structures.
3. Ask your agent a specific question, like 'Show me all rows assigned from the Q3 Survey' or 'What fields are in the event-registration blueprint?'

## Frequently Asked Questions

**How do I find all the boards related to 'Customer Feedback' using Formaloo MCP?**
Use search_boards. You just give your agent the keywords, and it pulls up every board and folder name matching that query across your entire account.

**Can I list assigned rows from a specific month using Formaloo MCP?**
Yes, use list_assigned_rows. You can ask your agent to filter the row list by date range and any other criteria you provide, making data retrieval highly precise.

**How do I check what fields are in a template before using it?**
Use get_blueprint. This tool lets you inspect a blueprint's complete field set without having to actually create or submit any form data, saving time and preventing errors.

**What if I need a new API key for my application?**
You simply use request_api_key. Your agent handles the request process directly through the MCP connection, giving you immediate access to necessary credentials.