# Indy MCP MCP > Indy lets you manage your entire client lifecycle—from initial proposal to final invoice—using form submissions, contracts, and time tracking. Connect it via MCP to let your AI agent handle data collection and record keeping automatically. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** form-builder, data-collection, freelance-management, contract-management, time-tracking ## Description This connector brings the functionality of Indyforms directly into your natural conversation flow. Instead of logging into a dashboard just to check status updates or pull raw data, you talk to your AI client, and it does the work for you. You can ask it to list all available forms, find specific records from past submissions, or even inspect the detailed fields attached to a particular entry. It manages form templates so you don't have to rebuild designs constantly, and keeps track of everything that happens across different groups. If your business relies on structured data coming from clients—whether it’s job applications or survey responses—this MCP lets your AI agent handle that entire process without you touching the interface. Since we host thousands of connectors at Vinkius, you can connect this Indy capability alongside other services to build a complete operational workflow. ## Tools ### create_form Creates a new form within your Indy account. ### create_webhook Sets up a new webhook to trigger actions when data is submitted. ### delete_form Removes an existing form from your account. ### delete_webhook Deactivates and removes a configured webhook. ### get_account_info Retrieves the current status and details of your Indy account. ### get_form Gets specific, detailed information about a single form. ### get_record Retrieves the complete submission details for one specific record. ### get_user Fetches the profile details of a connected user. ### list_forms Lists all forms available in your account. ### list_records Retrieves a list of form submissions, giving you an overview of the data collected. ### list_users Lists all users connected to your Indy account. ### list_webhooks Shows a list of active webhooks you have configured. ## Prompt Examples **Prompt:** ``` Show all forms and the latest submissions for the 'Customer Feedback' form. ``` **Response:** ``` Forms: 8 total. Active: 'Customer Feedback' (42 records), 'Job Application' (18 records), 'Event Registration' (65 records), 'Bug Report' (23 records), 4 others. Latest 'Customer Feedback' submissions: 1) Record #42 — Rating: 5/5, 'Great service, fast delivery'. 2) Record #41 — Rating: 3/5, 'Product quality good but shipping slow'. 3) Record #40 — Rating: 4/5, 'Would recommend'. Average rating: 4.2/5. ``` **Prompt:** ``` Create a new 'Event Registration' form and list available templates. ``` **Response:** ``` Form created! 'Event Registration' (form_089). Fields: Name, Email, Company, Ticket Type, Dietary Preferences. Status: Active. Shareable link ready. Templates: 6 available. 'Contact Form', 'Survey', 'Job Application', 'Feedback', 'Order Form', 'RSVP'. You now have 9 forms total. ``` **Prompt:** ``` Show all records for the bug report form and any attached files. ``` **Response:** ``` Bug Report form: 23 records. Priority breakdown: Critical (3), High (8), Medium (9), Low (3). Recent: Record #23 — 'Login button unresponsive on mobile' (Critical, with screenshot). Record #22 — 'Dashboard slow loading' (High). Files attached: 12 total across all records. Largest: screenshot_login_bug.png (2.1 MB, Record #23). Would you like to inspect a specific record? ``` ## Capabilities ### Manage Forms Create new forms, delete old ones, or list every form you have access to. ### Access Records and Data List all submitted records and inspect individual submissions with full field data, including attached files. ### Track Users and Accounts Retrieve details about connected users or check your overall account status in Indy. ### Handle Webhooks Create, list, or delete webhooks to connect form submissions to other services. ## Use Cases ### Audit a client's bug report submissions. A developer needs to know if there were any critical login issues reported last week. They ask their agent, which uses `list_records` for the 'Bug Report' form and extracts priority data, giving them a count of Critical vs. High-priority bugs instantly. ### Set up automated lead capture. A project manager needs every new submission to trigger an internal Slack alert. They use the webhook tools (`create_webhook`) via their agent, linking the form data directly to a messaging platform without writing any code. ### Check system access and user permissions. An operations team member needs confirmation on who has access to client data. They call `list_users` through their agent, getting an immediate list of connected accounts for review. ## Benefits - Review submissions instantly. Instead of clicking through a dashboard to see data from the 'Job Application' form, your agent runs `list_records` and gives you an immediate breakdown of all entries. - Build automation logic easily. When a client submits a form, you can use the webhook tools (`create_webhook`, `delete_webhook`) to trigger follow-up actions in another system automatically. - Keep track of assets. You can run through all submissions and instantly list every attached file using the record data, eliminating manual downloads. - Organize your structure. Use `list_forms` or `get_form` to see which templates exist, ensuring you never accidentally use an outdated form design. - Manage access points. Easily check who is connected by calling `list_users` or confirm the overall system health using `get_account_info`, all without leaving your conversation window. ## How It Works The bottom line is: you stop moving between tabs and start working with clear, actionable answers right where you're chatting. 1. Subscribe to this MCP on Vinkius and provide your Indy Access Token. 2. Direct your AI agent to the connector. You'll tell it exactly what data you need—like 'Show me all records for the bug report form.' 3. Your agent runs the necessary tool calls, retrieves the structured data (e.g., submission details or user lists), and presents a clean summary directly in your chat. ## Frequently Asked Questions **How do I see all the forms available with list_forms?** You simply ask your agent to run `list_forms`. It will pull and display a complete inventory of every form you've created or have access to, saving you from clicking through multiple menus. **Can I use get_record to check old submissions?** Yes. Running `get_record` allows your agent to pull all the detailed field data for a specific submission. This is perfect for auditing past client work without needing the original link. **What if I need to delete an unused form? Should I use delete_form?** If you're sure the form is no longer needed, calling `delete_form` will remove it. Always run `list_forms` first just to be certain of the form's name or ID. **Does list_users show all my employees?** No, `list_users` shows every user account that is connected and associated with your Indy system. This helps you manage who has access to which data sets. **How do I check which webhooks are active or manage them using list_webhooks?** list_webhooks returns a list of your currently running integrations. You can use create_webhook to set up new triggers that fire when specific form events happen, letting your agent automate actions without manual steps. **Before I build a form, how can I inspect its structure using get_form?** get_form provides the complete schema for any existing form. This lets you verify field types, required inputs, and validation rules before writing code that interacts with it. **If I'm troubleshooting data flow issues, what does get_account_info show me?** get_account_info checks the current status of your Indy account. It gives you immediate visibility into things like subscription levels and any potential usage limits that might affect performance. **What specific data points can I get from a user using get_user?** get_user retrieves detailed information about connected accounts, including specific identifying fields and contact details. It helps your agent pinpoint exactly which user record you need to act upon. **Can I create new forms and manage submissions through the AI agent?** Yes. Use `create_form` to build new forms, `list_forms` to see all forms, `list_records` to browse submissions, and `get_record` to inspect individual responses with full field data. Use `delete_form` to remove unused forms. **Can I use templates to create forms faster?** Yes. Use `list_templates` to browse available form templates and `get_template` to inspect their structure. Templates provide reusable form designs that save time on repetitive form creation. **Can I access files attached to form submissions?** Yes. Use `list_files` to retrieve all files attached to form submissions. Each file includes metadata like name, size, and the record it belongs to.