Serviceform Connector for AI agents.
7 live capabilities
Manage conversational marketing leads and chatbot data in real time.
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Why people use Serviceform
Serviceform Lead Management and Chat Log Retrieval
This Connector changes that by letting your agent do the digging for you. You can ask for a summary of recent leads or a specific chat history without ever opening a browser. You get a clean, conversational way to manage your entire conversion pipeline.
What Vinkius changes
You get a conversational interface for your entire Serviceform marketing stack.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Monitoring chatbot lead generation
A marketing manager wants to see if a new chatbot is actually generating leads.
- Real-world use case 02
Retrieving context for sales follow-ups
A sales rep needs to know why a lead hasn't converted.
- Real-world use case 03
Auditing environment configurations
An ops person needs to reorganize their workspace.
Complete set · 7capabilities
The complete Serviceform capability set.
These are the exact actions your AI can choose when you ask it to work with Serviceform.
01—04
4 capabilities in this set.
Part of 7 available through Serviceform.
- 01 Capability
List forms
Show all active forms. Use this to see which lead capture capabilities are currently live on your site.
- 02 Capability
List spaces
List all flex spaces. Use this to see the different environments you've set up in Serviceform.
- 03 Capability
Get space items
Retrieve items for a specific flex space. This helps you see exactly what's inside a designated environment.
- 04 Capability
List chatbots
Show all configured chatbots in your account. Use this to audit your active conversational capabilities.
05—07
3 capabilities in this set.
Part of 7 available through Serviceform.
- 05 Capability
List chats
List chat histories based on your specific criteria. This is how you pull conversation logs for analysis.
- 06 Capability
Get lead
Fetch the specific details of a captured lead. Use this to see contact info and metadata for a single entry.
- 07 Capability
List leads
List all leads captured by your bots and forms. This gives you a high-level view of your entire pipeline.
Set up in minutes
One URL. Then ask Serviceform to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Serviceform from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Serviceform, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Serviceform for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Serviceform URL.
- Step 03
Save and start
Save the connection and enable Serviceform in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"serviceform": {
"url": "https://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Serviceform
Open Agent mode in chat and ask: "Using Serviceform, help me...". 7 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"serviceform": {
"url": "https://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Serviceform
Ask Copilot: "Using Serviceform, help me...". 7 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"serviceform": {
"url": "https://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Serviceform
Open Cascade and ask: "Using Serviceform, help me...". 7 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"serviceform": {
"url": "https://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Serviceform
Ask Cline: "Using Serviceform, help me...". 7 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add serviceform --transport http "https://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Serviceform
Ask Claude: "Using Serviceform, show me...". 7 tools are ready
Where the request belongs
Work Serviceform can move forward.
This is for marketing ops people who are tired of manual data exports and sales leads who need to see the context behind a conversation without digging through a CRM.
Marketing Analyst
Uses this to pull chat statistics and monitor lead quality during weekly reporting.
Sales Development Rep
Checks recent lead info and conversation context to prep for outbound calls.
Customer Support Lead
Monitors service spaces and retrieves chat history to resolve complex user issues.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsFormilla
Chat with website visitors in real time and use AI chatbots to qualify leads and answer common questions automatically.
Typebot
Build conversational forms and chatbot flows with a beautiful open-source visual editor that creates engaging user experiences.
Landbot
Build conversational landing pages and chatbot flows with a visual builder that replaces boring forms with engaging conversations.
ChatGen
Convert website visitors into qualified leads with AI chatbots that engage, qualify, and route prospects in real time.
Basin
Form backend and lead capture automation. manage form submissions, filter spam, and trigger webhooks via AI.
CallPage
Manage callbacks and leads via CallPage. track calls, manage widgets, and coordinate with your sales team directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Serviceform connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Serviceform.
The practical details behind the request, access and result.
Can I use Serviceform MCP to see my leads in Claude?
Yes, you can. Once connected, your AI client can pull lead data and profiles directly into your chat. This lets you see who's interested in your product without leaving your workspace.
How does Serviceform MCP help with marketing analysis?
It lets your agent pull chat logs and lead metadata automatically. You can ask for summaries of customer intent or specific conversation histories to spot trends faster.
Can I manage my chatbots using Serviceform MCP?
You can use it to list and monitor your configured chatbots. While you can't build new bots through the Connector, you can quickly see what's live and check your conversion capabilities.
What are flex spaces in Serviceform?
Flex spaces are environments where you can organize specific items and configurations. This Connector lets your agent list these spaces and retrieve the items inside them to keep your setup organized.
Does Serviceform MCP work with Cursor or Windsurf?
Yes, it works with any MCP-compatible client, including Cursor and Windsurf. You just need your API key to start managing your conversational marketing data.
Can I see my web form data with Serviceform MCP?
Yes. You can list your active forms and see the leads they've captured. This helps you monitor how your different web forms are performing in real time.
Can my AI automatically find the last 5 chat conversations received today?
Yes! Use the list_chats capability. Provide a startTime (ISO 8601) and set a limit of 5, and your agent will return the most recent conversation logs instantly.
How do I list all leads captured across all my Serviceform capabilities?
Simply ask the agent to run the list_leads action. It will retrieve the directory of leads, which you can then inspect individually using get_lead.
How do I find my Serviceform API Key?
Log in to your Serviceform account and navigate to your integration settings or visit link.serviceform.com to generate your unique sf-api-key.
One connection away
Give your agent a direct line to Serviceform.
Connect Serviceform once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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