How to Use the Serviceform MCP in Claude

Q: How do I check lead details using Serviceform and Claude Desktop?

Just run the getlead tool. It pulls up specific visitor information, like name or email, right into your chat. You get a clean readout without needing to log into a separate CRM.

Q: Can I list all available forms using Serviceform and Claude Desktop?

Yes, use the listforms tool. It provides an immediate overview of every active form on your website. This is useful for auditing what data you're actually collecting.

Q: What kind of chat history can I pull with Serviceform and Claude Desktop?

You can run listchats to pass specific criteria, like a user ID or date range. The MCP Server then retrieves the full conversation transcripts for you.

Q: Where can I find information about available spaces? (Serviceform and Claude Desktop)

You use listspaces to get an inventory of all your flex spaces. This shows which sections of the site are ready to hold forms or widgets.

Collect leads and data across sites directly within Claude Desktop.

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Connect Serviceform MCP to Claude Desktop

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

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Setup Serviceform with Claude Desktop

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Check Lead Status with the MCP Server

The `get_lead` tool fetches full lead details. You can check if a visitor left their email, what source they came from, and when that data was captured. It’s great for PMs who need live visibility into marketing efforts without jumping between dashboards. This MCP Server makes sure you have the raw data right in your chat window.

Map Out Your Website Structure

Use `list_spaces` to get a list of all available flex spaces configured for Serviceform. These are the containers where your forms and widgets live on the site. Then, run `get_space_items` to see exactly what's inside a given space. This helps you audit which specific forms or chatbots are active across different sections.

View All Active Forms with Claude Desktop

The `list_forms` tool shows every single form currently marked as active in your Serviceform setup. You instantly know what data points are available for capture. If you need to audit which forms are collecting specific fields, running this command provides a clear list of all configured mechanisms.

Setup guide

Set up Serviceform MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Serviceform MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Serviceform MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under serviceform-mcp.

json

{
  "mcpServers": {
    "serviceform-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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.

Why Choose Vinkius

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

Connect Serviceform now

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 Desktop

Just run the `get_lead` tool. It pulls up specific visitor information, like name or email, right into your chat. You get a clean readout without needing to log into a separate CRM.

Yes, use the `list_forms` tool. It provides an immediate overview of every active form on your website. This is useful for auditing what data you're actually collecting.

You can run `list_chats` to pass specific criteria, like a user ID or date range. The MCP Server then retrieves the full conversation transcripts for you.

You use `list_spaces` to get an inventory of all your flex spaces. This shows which sections of the site are ready to hold forms or widgets.

This server handles lead details, including names and email addresses retrieved via `get_lead`. Always remember that sensitive visitor data is being accessed.

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