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How to Use the Serviceform MCP in Claude Code

Batch process lead data from Serviceform using the MCP Server with Claude Code.

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Works with every AI agent you already use

…and any MCP-compatible client

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MCP Servers — Included with Plan
Vinkius runs on Claude Code

Connect Serviceform MCP to Claude Code

Create your Vinkius account to connect Serviceform to Claude Code — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

GDPR Included with Plan

Key Capabilities

Run batch lead reports.

For nightly CI/CD jobs, you don't want to manually check leads. Run `list_leads` in your script; it dumps all captured records for processing. If you need to validate a single record later, use `get_lead`.

Analyze conversation logs via CLI.

Analyzing conversation logs is easy from the terminal. First, list all available bots using `list_chatbots`. Then, pipe your queries into `list_chats`; it takes a JSON string for criteria, which is perfect for shell scripting.

Check deployed form status.

Need to confirm which forms are live before deploying? Run `list_forms` to get a quick list of active setups. You can also check the underlying content sections with `list_spaces`, then pull item data using `get_space_items` for deployment checks.

Setup guide

Set up Serviceform MCP in Claude Code

Prerequisites

  • Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Run the add command

    Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.

  2. 2

    Verify the connection

    Start a Claude Code session and type /mcp to list connected servers. You should see serviceform-mcp with a green status indicator.

  3. 3

    Start using tools

    Ask Claude Code something like "Check my latest Serviceform transactions." It will automatically discover and invoke the available Serviceform tools.

Terminal
claude mcp add --transport http serviceform-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Serviceform MCP in Claude Code

Run the `list_leads` command directly in your script. This provides a batch dump of all captured lead records, letting you process them through standard CI/CD pipelines.
Yes. Running `list_chatbots` gives you the definitive list of every chatbot configured on your account, which is useful for scripting dependencies.
First, use `list_chats`. You must pass your search criteria as a JSON string argument. This method is ideal for headless terminal operations.
The server touches lead details, chat histories, and form metadata. All this data requires careful handling within your shell scripts.
Use the `list_spaces` tool to get a manifest of every available flex space on your site. You can then use `get_space_items` for specific content checks.

Start using the Serviceform MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 7 tools

We've already built the connector for Serviceform. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 7 tools are live and waiting. You're up and running in seconds.

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