PlatoForms User Guide
Ctrl+K

  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

What's new? API Docs

Connect Your AI Assistant (MCP)

Tabs

PlatoForms supports the Model Context Protocol (MCP) — the open standard that lets AI assistants such as Claude, Cursor, and OpenAI Codex work with your PlatoForms account directly. Once connected, you can simply ask your assistant to:

  • “What did the latest submission to my intake form say?” — it finds the form, reads the answers, and can hand you a time-limited PDF download link.
  • “Submit this test entry to my feedback form.”
  • “Create a link to my order form with the customer’s email pre-filled.”
  • “Create a client intake form for a physiotherapy clinic.” — the AI builds a whole new form (or PDF document) from your description; open the link it returns and watch the design appear.

Your assistant only ever gets the access you grant. Every action goes through the same permission and plan checks as the PlatoForms app, and teams in HIPAA mode are not connectable unless a team owner explicitly enables AI assistant access.

The PlatoForms MCP server address is:

https://mcp.platoforms.com

Connect Claude (one click)

Works with Claude on the web and Claude Desktop.

  1. In Claude, open Settings > Connectors and click Add custom connector.

  2. Enter https://mcp.platoforms.com as the server URL and confirm.

  3. Claude opens a PlatoForms login page. Sign in and click Allow.

  4. Done — ask Claude something like “List my PlatoForms forms.”

You can disconnect at any time from Claude’s connector settings.

Connect Claude Code

In a terminal, run:

claude mcp add --transport http platoforms https://mcp.platoforms.com

Then start a new Claude Code session, type /mcp, select platoforms, and choose Authenticate. Sign in to PlatoForms in the browser window that opens and click Allow.

To try it out, ask something like “Using the PlatoForms tools, who am I logged in as?” — Claude should reply with your account email and team name.

Connect OpenAI Codex

Current versions of OpenAI Codex support OAuth sign-in for remote MCP servers. PlatoForms uses a public OAuth client with PKCE, so your password and API key are never shared with Codex.

  1. Add a fixed OAuth callback port near the top of ~/.codex/config.toml (outside any [mcp_servers.*] section):
mcp_oauth_callback_port = 8765
  1. Add PlatoForms as an MCP server:
codex mcp add platoforms \
  --url https://mcp.platoforms.com \
  --oauth-client-id platoforms-mcp \
  --oauth-resource https://mcp.platoforms.com
  1. Start the OAuth login:
codex mcp login platoforms --scopes read,write

  1. Codex opens a PlatoForms login page. Sign in and click Allow.

  2. Start a new Codex session and ask “Using the PlatoForms tools, who am I logged in as?”

You can disconnect the account with codex mcp logout platoforms.

Note

These OAuth options are available in current Codex releases. If Codex does not recognize --oauth-client-id or --oauth-resource, update Codex or use the API-key method below. See OpenAI’s Codex MCP documentation.

Connect with an API key (alternative)

OAuth is recommended for Claude and OpenAI Codex. Cursor, scripts, older clients, and other MCP-compatible tools can connect with a PlatoForms API key instead. In PlatoForms, open Account > API and copy your API token, then follow the steps for your tool below.

Warning

Your API key carries the team owner’s full API access — treat it like a password. Prefer the one-click connection where it’s available.

Cursor

Add the server to ~/.cursor/mcp.json (create the file if it doesn’t exist):

{
  "mcpServers": {
    "platoforms": {
      "url": "https://mcp.platoforms.com",
      "headers": {
        "Authorization": "Bearer <your API key>"
      }
    }
  }
}

Restart Cursor (or reload its MCP servers) and ask it to list your PlatoForms forms.

OpenAI Codex (API key)

Use this method for automation or when browser-based OAuth is unavailable. If you already configured the OAuth connection above, remove it first with codex mcp remove platoforms.

Add the server to ~/.codex/config.toml (create the file if it doesn’t exist):

[mcp_servers.platoforms]
url = "https://mcp.platoforms.com"
bearer_token_env_var = "PLATOFORMS_API_KEY"

Codex reads the API key from the environment variable named by bearer_token_env_var, so make it available before launching Codex — for example by adding this line to your shell profile:

export PLATOFORMS_API_KEY="<your API key>"

Restart Codex and ask it to list your PlatoForms forms.

Other MCP tools

Any MCP-compatible tool that supports remote (Streamable HTTP) servers can connect. Use https://mcp.platoforms.com as the server URL. If the tool supports PlatoForms OAuth, use its browser sign-in flow; otherwise, send your API key as a Bearer authorization header.

Turn AI assistant access on or off

Team owners can switch AI assistant access on or off for the whole team.

  1. In PlatoForms, open Account > API.

  2. Find the AI Assistant Access (MCP) panel and click Enable or Disable.

Note

Teams in HIPAA mode are off by default: submission data read by an assistant is processed by that assistant’s AI provider, so enable it only if that fits your compliance requirements.

What your assistant can do

  • Read — list and search forms, read form field definitions, list and read submissions, create expiring download links for generated PDFs and attachments.
  • Write — submit form entries and create prefilled invitation links. Links only: assistants can never send email from your account.
  • Create — new AI-designed web forms and PDF documents from a description.

Rate limits apply on top of your plan’s API quota, and every assistant-created invitation stays visible in your invitation list for review.

Is the content helpful?
Give feedback about this article