MCP For Claude Marketplace
Serviceform

Serviceform MCP Connector for Claude

A+

Convert website visitors with chatbots, forms, and booking widgets that generate leads and collect data without friction.

7 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Serviceform account to any AI agent and take full control of your conversational marketing and lead orchestration through natural conversation. Serviceform provides a comprehensive platform for building chatbots, forms, and interactive multi-channel engagement, and this integration allows you to retrieve chat logs, manage flex spaces, and extract lead metadata directly from your chat interface.

What you can do

  • Chat History & Insight Orchestration — Retrieve and analyze chat logs with advanced time-based filters to understand customer intent programmatically.
  • Lead & CRM Management — Access and monitor lead data captured through chatbots and forms to maintain a clear overview of your sales pipeline directly from the AI interface.
  • Space & Environment Control — Manage 'flex spaces' and retrieve environment items to keep your service setup synchronized via natural language.
  • Bot & Form Discovery — List all configured chatbots and active forms to monitor your conversion tools in real-time.
  • Operational Monitoring — Track system statistics and manage lead profiles using simple AI commands to ensure your conversational tools are always optimized.

How it works

  1. Subscribe to this server
  2. Enter your Serviceform API Key from your dashboard settings
  3. Start managing your conversational tools from Claude, Cursor, or any MCP-compatible client

No more manual logging or data exports. Your AI acts as a dedicated marketing analyst or lead manager.

Who is this for?

  • Marketing Analysts — quickly retrieve chat statistics and monitor lead quality without switching apps.
  • Sales Teams — automate the extraction of lead contact info and conversation context via natural conversation.
  • Customer Support Managers — streamline the retrieval of chat histories and monitor service spaces directly within the chat.
conversational-marketingchatbotslead-captureweb-formscustomer-engagementconversion-optimization

7 tools expose this connector's capabilities to your AI agent.

get_lead

Get lead details

get_space_items

Get items for a specific space

list_chatbots

List all configured chatbots

list_chats

Pass criteria as a JSON string. List chat histories

list_forms

List all active forms

list_leads

List leads captured

list_spaces

List flex spaces

See how to talk to your AI agent using Serviceform.

List all active flex spaces in my Serviceform account.

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?

Show me the last 3 leads from today.

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?

List all my chatbots in Serviceform.

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?

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.

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