# Serviceform MCP > 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. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** conversational-marketing, chatbots, lead-capture, web-forms, customer-engagement, conversion-optimization ## Description 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. ## Tools ### 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. ### list_chats Retrieves full chat histories based on criteria you provide, such as a date range or customer ID. ### list_forms Returns the names and status of all active web forms built in Serviceform. ### list_leads Generates a list containing summary data for every lead captured by your website widgets. ### list_spaces Lists all the unique, named service environments (flex spaces) you have set up in Serviceform. ## Prompt Examples **Prompt:** ``` List all active flex spaces in my Serviceform account. ``` **Response:** ``` I've retrieved your spaces. You have 3 active environments: 'Sales Support', 'Marketing Hub', and 'General Inquiries'. Which one would you like to see items for? ``` **Prompt:** ``` Show me the last 3 leads from today. ``` **Response:** ``` Fetching latest leads... I found 3 new contacts including 'John Doe' (ID: 9912) and 'Alice Brown' (ID: 9913). Would you like to see the full profile for any of them? ``` **Prompt:** ``` List all my chatbots in Serviceform. ``` **Response:** ``` Retrieving chatbots... You have 5 configured bots including 'Site Helper', 'Pricing Assistant', and 'Lead Generator v2'. Should I check the statistics for any of them? ``` ## Capabilities ### Fetch Specific Lead Details You provide an ID, and the agent returns the full contact information and metadata for a single captured lead. ### List All Active Leads The agent pulls a list of all leads Serviceform has recorded in its database. ### Retrieve Chat Log History You define criteria (like date range or customer ID), and the agent fetches the full conversation transcript for analysis. ### List All Service Environments The agent reads all available 'flex spaces,' letting you know which service setups are configured. ### Discover Configured Bots and Forms You ask for a list of chatbots or forms, and the agent reports every active conversion tool running on your site. ## 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. ## Benefits - See immediate lead context. Instead of logging into a separate CRM, you can use `get_lead` to pull specific contact details right within your agent, giving instant follow-up intelligence. - Track conversational intent quickly. Use `list_chats` with 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_leads` tool 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_chatbots` or `list_forms` to ensure every widget is active and pointing to the right destination. - Check service readiness on demand. Before troubleshooting a client issue, call `list_spaces` to verify which environments are even available for them. ## How It Works 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. 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. ## Frequently Asked Questions **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`.