Serviceform MCP. Manage leads and chat data from natural conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Serviceform connects your conversational marketing engine to your AI agent. It lets you retrieve chat logs, check lead profiles, and list all forms and chatbots using natural conversation.
Instead of logging into Serviceform's dashboard for data exports or stats, your agent handles it directly within Claude or Cursor.
What your AI agents can do
Get lead
Retrieves all the contact and metadata details for one specific lead ID.
Get space items
Pulls a list of items or assets associated with a specified service environment (flex space).
List chatbots
Lists the names and statuses of every configured chatbot in your Serviceform account.
You provide an ID, and the agent returns the full contact information and metadata for a single captured lead.
The agent pulls a list of all leads Serviceform has recorded in its database.
You define criteria (like date range or customer ID), and the agent fetches the full conversation transcript for analysis.
The agent reads all available 'flex spaces,' letting you know which service setups are configured.
You ask for a list of chatbots or forms, and the agent reports every active conversion tool running on your site.
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Supported MCP Clients
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Serviceform MCP Server: 7 Tools for Conversational Marketing
Use these tools to pull specific lead records, list all forms or chatbots, retrieve service environments, and analyze historical chat conversations via API calls.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Serviceform on Vinkius019dd158get lead
Retrieves all the contact and metadata details for one specific lead ID.
019dd158get space items
Pulls a list of items or assets associated with a specified service environment (flex space).
019dd158list chatbots
Lists the names and statuses of every configured chatbot in your Serviceform account.
019dd158list chats
Retrieves full chat histories based on criteria you provide, such as a date range or customer ID.
019dd158list forms
Returns the names and status of all active web forms built in Serviceform.
019dd158list leads
Generates a list containing summary data for every lead captured by your website widgets.
019dd158list spaces
Lists all the unique, named service environments (flex spaces) you have set up in Serviceform.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Serviceform, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Serviceform. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 7 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Finding a lead’s full context shouldn't require three different tabs.
Today, if a sales rep needs to know the status of a prospect, they usually start in their CRM. They find the contact ID there. Then, they have to switch over to Serviceform’s dashboard to check recent chat transcripts. After that, they might jump to a separate sheet just to see if the lead record was manually updated by marketing last week. It's context switching hell.
With this MCP server, you keep everything in your AI client. You ask for 'John Doe's full status.' The agent calls `get_lead` for his profile and then runs `list_chats` to pull the transcript—all in one go. You get the complete picture without ever leaving your chat window.
Serviceform MCP Server: Control every marketing asset.
Manual auditing of a website's conversion tools is slow. You have to manually navigate through settings menus, checking if the 'Pricing Widget' form is active and if the 'Support Chatbot' is properly configured in different environments. This process eats up hours.
Now you just ask your agent: 'Show me everything.' The server runs `list_forms` and `list_chatbots`. It gives you an immediate, verifiable inventory of every single asset running on your site—no logging into any dashboard required.
What you can do with this MCP connector
Listen up. This Serviceform MCP Server hooks your conversational marketing setup right into your AI agent. It lets you deal with everything—chat logs, lead profiles, forms, even service environments—using nothing but natural conversation. You don't gotta log into Serviceform's dashboard or mess around with data exports anymore; your agent handles all that stuff directly inside Claude or Cursor.
For instance, if you need to know exactly who a customer is, you just hand over an ID, and the agent uses get_lead to pull up every piece of contact information and metadata for that single captured lead. If you want a broad look at your sales funnel, you can run list_leads, which gives you a whole list summarizing every single lead Serviceform's website widgets have snagged.
Need to figure out what people were talking about? You tell the agent what criteria you're using—like a specific date range or a customer ID—and it uses list_chats to fetch the entire chat history transcript. That lets you programmatically analyze customer intent, which is huge. If you want to know what kind of conversion tools are running on your site, you can ask for a list of all active web forms using list_forms, or check out every chatbot configured in your account with list_chatbots.
It's also got the backend setup covered. You use list_spaces to read every unique, named service environment—what Serviceform calls 'flex spaces'—that you’ve built up. Once you know which space it is, you can call get_space_items and pull a detailed list of all assets or items associated with that specific setup.
Basically, your agent becomes the dedicated manager for your marketing stack data. You don't have to switch contexts; you just talk to your AI client and get the data back.
019dd158-5f15-7053-837f-1df927939480 
How Serviceform MCP Works
- 1 Subscribe to this server in Vinkius and enter your Serviceform API Key from the dashboard.
- 2 Your AI client (Claude, Cursor, etc.) uses natural language to request data. For example: 'List all active leads captured today.'
- 3 The agent calls the appropriate tool (
list_leads,get_lead, etc.) and returns the raw structured data directly into your chat interface.
The bottom line is, your AI client bypasses the Serviceform dashboard entirely and works with the live API to give you real-time access to lead and chat data.
Who Is Serviceform MCP For?
This is for Marketing Analysts who hate exporting CSVs. It’s for Sales Teams who need instant context on a prospect's history before calling them. And it’s for Support Managers tired of digging through multiple dashboards to find one chat log.
Needs to run list_chats with specific date filters and then use list_leads to cross-reference which campaigns drove the leads. They don't want to switch apps.
Requires the agent to call get_lead immediately after a meeting to pull up conversation context and recent activity for follow-up notes.
Uses the server to check if the customer's service environment needs updating by calling list_spaces or get_space_items before a support call.
What Changes When You Connect
- See immediate lead context. Instead of logging into a separate CRM, you can use
get_leadto pull specific contact details right within your agent, giving instant follow-up intelligence. - Track conversational intent quickly. Use
list_chatswith advanced filters (like date range) to understand what customers were talking about without exporting spreadsheets. - Maintain a clear view of your sales pipeline. The
list_leadstool aggregates all captured data points, letting you see who signed up and when they did it in one chat response. - Audit your marketing setup easily. Quickly run
list_chatbotsorlist_formsto ensure every widget is active and pointing to the right destination. - Check service readiness on demand. Before troubleshooting a client issue, call
list_spacesto verify which environments are even available for them.
Real-World Use Cases
Investigating a Cold Lead
A sales rep needs context on 'Jane Doe.' They ask their agent: 'What's the history for Jane Doe?' The agent calls get_lead to get her contact info and then runs list_chats using her email as criteria. This immediately shows the AE the conversation context, allowing them to reference specific pain points during the call.
Post-Campaign Review
The marketing analyst needs to know which campaign worked best last week. They run list_leads and then filter by date range. Next, they use list_forms to confirm if the specific form associated with that campaign was actually active during that time.
System Audit
The ops engineer suspects a service environment is broken. They first call list_spaces to see all environments, then use get_space_items on the suspected space name to confirm which assets are missing or outdated.
Onboarding New Staff
A new support agent needs to know what bots exist. They simply ask their AI: 'Show me all active chatbots.' The agent responds by calling list_chatbots, giving the agent an immediate inventory of the system's capabilities.
The Tradeoffs
Treating it like a general database lookup
A developer tries to get lead data by passing arbitrary JSON fields into get_lead without an ID. The agent fails because the tool expects a specific identifier.
→
Always start with list_leads to find the correct Lead ID, and then use that ID in get_lead. This two-step process ensures you pull exactly the data you need.
Assuming all environments are listed
A user tries to get items for a space name they heard but aren't sure is correct. They might call get_space_items with a wrong name and get an empty error.
→
First, run list_spaces. This confirms the exact, active names of all flex spaces you can use in subsequent calls like get_space_items.
Over-relying on chat logs alone
A user only reviews chats and misses out that a crucial lead update happened through a different channel. They focus solely on the conversation history.
→
Always cross-reference list_chats results with list_leads. This gives you both the conversational context and the structured, updated profile data.
When It Fits, When It Doesn't
Use this MCP Server if your bottleneck is retrieving complex, interconnected data (chat history + lead profiles + config details) without logging into a dashboard. The strength here is connecting marketing operations to AI conversation flow. Don't use it if you just need to create or edit content; the tools are read-only retrieval mechanisms. If all you need is to see which forms exist, list_forms works fine. But if you need to know what leads were captured by those forms and what was said about them, this server handles that entire data chain for you.
Common Questions About Serviceform MCP
How do I find out if a specific lead exists using list_leads? +
You can use list_leads to get a summary of all captured leads. If you know the ID, it's better to call get_lead(id) directly for full details rather than scrolling through the list.
Can I search chat history by date using list_chats? +
Yes. The list_chats tool accepts criteria, including time-based filters. You just need to pass the necessary parameters (like start and end dates) in your request.
Do I have to list all spaces before getting item details? +
It's best practice to run list_spaces first. This confirms the exact, active names of the 'flex spaces,' which you then use as parameters for get_space_items.
How do I see all my chatbots using list_chatbots? +
Just ask your agent to run list_chatbots. The server will return a complete, up-to-date inventory of every bot configured in Serviceform.
What credentials do I need to use all my tools like list_forms or get_lead? +
You need your unique Serviceform API Key. You retrieve this key from your Serviceform dashboard settings and provide it when connecting the server. This key authenticates your AI client against your account, allowing access to all data streams.
If I run list_leads, how do I retrieve leads beyond the first page of results? +
The API supports pagination via a continuation token. You must pass this token with subsequent calls to get the full dataset. Your agent needs logic that checks for and passes these tokens to ensure you capture every single lead record.
If I run get_space_items, what should I expect if the Space ID doesn't exist? +
The system returns a specific error code (typically 404) indicating that no space was found. Always validate the Space IDs you receive from list_spaces before running item retrieval commands.
When using list_forms, can I determine if a form is currently active or archived? +
Yes, the tool response includes status metadata for each listed form. Check the 'status' field in the resulting JSON; it will specify whether the form is 'active', 'draft', or 'archived'.
Can my AI automatically find the last 5 chat conversations received today? +
Yes! Use the list_chats tool. 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 tools? +
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.