# Porsline MCP

> Porsline automates survey management, response tracking, and reporting. Connect your account via our MCP Server, and let your AI agent handle everything from listing active surveys to exporting detailed user feedback. Stop clicking through dashboards; just ask for the data you need.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Tags:** feedback-collection, form-builder, data-reporting, response-tracking, customer-insights

## Description

**Porsline MCP Server: Survey & Feedback Data Management**

Forget clicking through dashboards just to pull a few numbers. You connect your Porsline account, and your AI agent handles the whole survey lifecycle—from setting up forms to extracting raw data. It's about getting what you need without touching a web browser.

First thing's first: run `check_porsline_status` to make sure your connection is live and working before you start anything. You don't want half-baked reads when you gotta get answers fast.

### Setting Up & Organizing Your Projects

You need a way to keep your survey data separated, right? Start by listing all existing forms with `list_surveys`—that shows you every title and basic piece of metadata in your account. If you're starting fresh, use `get_survey` on a specific form name; this pulls the full details for that one survey, including its current status and questions.

When you need to keep things tidy, listing directories with `list_folders` shows you exactly how your projects are structured. You can then carve out new space by calling `create_folder`, setting up a dedicated organizational container for related surveys or feedback batches. This keeps the data clean and easy to navigate.

### Building Out Survey Content

Ready to build something? You've got two main ways to start: you can use `create_survey` to build an entirely new form from scratch, or if you're updating old material, run `duplicate_survey`. Duplicating a survey lets you copy the whole thing—the questions, the structure—so you don't have to rebuild it all when you just need to tweak one prompt. Before building, check out what kind of questions are available in your project area by running `list_questions`; that shows you all the question types Porsline supports.

### Retrieving and Analyzing Specific Data Points

Need a deep dive on just one survey? You've got `get_survey` for that. If you only care about what one person said, use `list_responses` to get IDs and basic details for multiple user submissions first; then, grab the full story—all the answers—for a specific record using `get_response`. That gives you every detail from one submission.

When you need to know how things are doing overall, run `get_report`. This generates an aggregate summary report of metrics that shows performance trends for any survey. It’s your quick view on success rates and common feedback points. You can also pull a list of all available user responses with `list_responses` if you just want to check the volume or find specific record IDs.

### Exporting Raw Datasets

You don't always need a summary; sometimes, you need every single piece of raw data. For that, use `export_responses`. This pulls *all* collected user answers and data into one structured file format, ready for your external analytics tools or spreadsheets. It’s the full dump. If you just want to check on the connection before running any big export job, remember to run `check_porsline_status` first.

## Tools

### create_survey
Builds an entirely new survey form within your Porsline account.

### duplicate_survey
Makes a copy of an existing survey so you can update questions without starting from scratch.

### export_responses
Pulls all collected user answers and data into a format ready for download or external analysis.

### get_report
Generates an aggregate summary report of metrics, showing overall performance for a specified survey.

### get_response
Retrieves the full details and answers from one specific user submission based on its ID.

### get_survey
Fetches all metadata—like status, questions, and summary—for a single survey form.

### list_folders
Displays the current directory structure to show where your surveys are organized.

### list_questions
Retrieves a list of all question types or available questions within a project folder.

### list_responses
Lists the IDs and basic details for multiple user responses, helping you find which records to focus on.

### list_surveys
Returns a list of all survey titles and metadata available in your account.

### check_porsline_status
Confirms the connection between your AI client and Porsline is active and working.

### create_folder
Creates a new organizational container for managing related surveys or projects.

## Prompt Examples

**Prompt:** 
```
List all my surveys in Porsline.
```

**Response:** 
```
I've retrieved your surveys. You have 5 active surveys, including 'Customer Satisfaction 2024' and 'Product Feedback'.
```

**Prompt:** 
```
Show me all active surveys and their response rates for the current quarter.
```

**Response:** 
```
You have 7 active surveys this quarter. "Customer Satisfaction Q2" has 1,247 responses (62% completion rate, NPS score: 72). "Employee Engagement" collected 89 of 120 expected responses (74%). "Product Feedback v3" has 456 completions with an average time of 4.2 minutes. "Event Registration" is your newest with 34 entries. Total responses this quarter: 2,891 across all surveys. 2 surveys have response rates below 50% and may need reminder emails.
```

**Prompt:** 
```
Get the detailed results and analytics for the Customer Satisfaction Q2 survey.
```

**Response:** 
```
Customer Satisfaction Q2 detailed results. 1,247 total responses. NPS: 72 (Promoters: 68%, Passives: 18%, Detractors: 14%). Satisfaction by category: Product quality 4.5/5, Customer support 4.3/5, Value for money 4.1/5, Ease of use 4.6/5. Top requested improvement: "Faster response times" (mentioned 234 times). 89% would recommend to a colleague. Response trend: 12% increase vs Q1. Average completion time: 3.8 minutes.
```

## Capabilities

### Manage Survey Content
Create new surveys, duplicate existing ones, or list all active forms to start a project.

### Organize and Structure Projects
List folders and create specific directories to keep survey projects separated from your general feedback data.

### Extract Specific Feedback
Retrieve detailed results for a single survey or pull individual user responses by ID.

### Analyze Aggregated Data
Generate summary reports and metrics for any given survey, helping you understand performance trends.

### Export Raw Datasets
Pull all collected user responses into a structured format that can be used in external analytics tools.

## Use Cases

### Evaluating the impact of a recent UI update
The PM needs to know if the new checkout flow improved user satisfaction. They tell their agent: 'Show me the report for the Checkout Survey and list any responses mentioning speed.' The agent runs `get_report` and then filters results using context from `list_responses`, giving them a combined view of metrics and qualitative feedback in one go.

### Preparing data for an external BI tool
The Data Analyst needs 10,000 records for a dashboard build. They run `list_surveys` to confirm the correct survey ID, then call `export_responses`. This gets them a clean, bulk dataset without manual API calls.

### Launching a specialized follow-up survey
A Support Lead wants to track feedback only from users who complained about 'billing' last month. They first `list_surveys` to find the base template, then use `duplicate_survey` and tailor it immediately based on historical data pulled via `get_response`.

### Auditing project structure
The team needs to know if they have surveys from last year tucked away in an old folder. They run `list_folders`, confirming the organization, then use `list_surveys` within that folder to get a clean manifest of historical forms.

## Benefits

- You don't have to hop between tabs. With `get_report`, you run aggregate metrics and performance summaries right in your chat window. It’s instant analysis.
- Stop worrying about lost data. The `export_responses` tool pulls all collected answers into a usable format, bypassing the need for clumsy CSV exports from the web UI.
- `list_surveys` lets you see every form name and status instantly. You can quickly check if that 'Q3 Feedback' survey is active or retired without clicking anything.
- Managing content gets easier. Use `create_folder` and `list_folders` to keep your projects structured in the agent, so when you run `get_survey`, it knows exactly which project you mean.
- If you need a deep dive on one user's experience, don't search through dashboards. Just call `get_response` with an ID and get all their answers immediately.

## How It Works

The bottom line is: your AI client talks to Porsline's API, and you get structured data without ever leaving the chat window.

1. First, subscribe to the server and enter your Porsline API Token in your AI client settings.
2. Next, tell your agent exactly what you need. For example: 'List all my surveys' or 'Give me a report for Q2'.
3. The agent uses the appropriate tool (like `list_surveys` or `get_report`), fetches the data from Porsline, and presents it back to you in plain text.

## Frequently Asked Questions

**How do I get the metrics for an old survey using `get_report`?**
You must provide two things: the specific Survey ID, and the desired time frame. The agent runs `get_report`, so ensure you include all necessary parameters in your prompt to avoid incomplete data.

**Can I list all my surveys using `list_surveys`?**
Yes, calling `list_surveys` pulls a manifest of every survey title and its basic metadata from your account. This is the fastest way to confirm what forms are available.

**What's the difference between `get_report` and `export_responses`?**
They serve different needs. Use `get_report` when you need a summary (e.g., average score, NPS). Use `export_responses` when you need every single raw data point for bulk analysis.

**If I want to copy a survey, should I use the API or `duplicate_survey`?**
Use `duplicate_survey`. This tool handles the full content lifecycle—it copies the structure and questions correctly. It's much easier than trying to manually replicate it via other tools.

**What does the `check_porsline_status` tool confirm about my connection?**
It confirms your API token is valid and active. Run this first whenever you connect your agent to ensure connectivity before attempting any data calls like listing surveys or getting reports.

**How can I use `list_folders` to organize my projects?**
The tool lists all existing project directories in Porsline. You then use this map to keep your work organized, creating new folders with `create_folder` for specific campaigns or client groups.

**Before building a survey, how do I use `list_questions`?**
It retrieves the full metadata list of questions defined in Porsline. This lets you see exactly what structure is available before creating new forms or duplicating existing ones.

**If I need a raw log of submissions, what does `list_responses` provide?**
This tool provides a paginated list of individual form submissions. It gives you the unique identifiers and metadata for every response record, which is necessary before running a detailed query with `get_response`.

**Can I list all my active surveys using my AI agent?**
Yes! Use the `list_surveys` tool to retrieve a comprehensive list of all surveys registered in your Porsline account.