One wire.Your forms answer.
PlatoForms speaks the Model Context Protocol (MCP) — the open standard used by Claude, Cursor, and OpenAI Codex. Connect once, then just ask: read submissions, send prefilled links, even build new forms and PDF documents.
youWhat did the latest submission to my intake form say?
→ list_submissions(form: "client-intake") · 200 · 3 results
assistantThree submissions came in today. The latest, from Maria G., asks for Tuesday appointments. Here is the completed PDF:
client-intake-maria-g.pdf · link expires in 1 hourExample conversation — every capability shown here ships today.
Connected in one minute
Add the server
Point your assistant at the PlatoForms MCP address.
mcp.platoforms.com
Sign in and allow
A PlatoForms login page opens. Click Allow — your password never leaves PlatoForms.
Ask
That's the whole setup. Your first question already works.
"List my PlatoForms forms."
What you can ask
Your assistant works with the forms and submissions you already have — through the same permission and plan checks as the PlatoForms app. Example conversations — every capability shown ships today.
Read your data
youAny new submissions to the client intake form this week?
→ list_submissions(form: "client-intake", since: monday) · 200 · 12 results
assistantYes — 12 since Monday. Want a quick summary, or download links for the completed PDFs?
Hand off the busywork
youSend me a link to the order form with alex@acme.com pre-filled.
→ create_prefill_link(form: "order", email: "alex@acme.com") · 200 · link
assistantDone — here is the invitation link. It also appears in your invitation list for review.
Create new forms
youCreate a client intake form for a physiotherapy clinic.
→ create_form("physiotherapy client intake…") · 200 · edit_url
assistantDraft created. Open the editor link below and watch the design appear — then adjust anything you like.
Create PDF documents
youDraft a one-page consulting agreement with our company header, payment terms, and a signature line.
→ create_pdf_document("consulting agreement…") · 200 · edit_url
assistantDocument created. Open the editor link and watch it build in front of you — then export it as a print-ready PDF, or make it fillable.
Works with the assistants you already use
- Claude
- Claude Code
- OpenAI Codex
- Cursor
- Any MCP tool
Claude connects with one click. Claude Code and OpenAI Codex sign in with OAuth from the terminal. Cursor and any other MCP-compatible tool connect with an API key.
Setup guides for every tool →Built for teams that answer to someone
AI access to your forms is a permission, not a default.
Team owners flip one switch for everyone — in Account → API.
OAuth sign-in
One-click OAuth 2.1 with PKCE. Your password and API keys are never shared with the assistant, and you can revoke access at any time.
Closed until you open it
Teams in HIPAA mode are not connectable by default — and stay that way until a team owner explicitly opts in.
Nothing happens off the record
Assistants can never send email from your account, rate limits apply on top of your plan, and every link they create stays visible in your invitation list for review.
Questions, answered
What is the Model Context Protocol (MCP)?
MCP is an open standard that lets AI assistants use outside tools and data sources. PlatoForms runs an MCP server at mcp.platoforms.com, so any MCP-compatible assistant can work with your forms — no browser extension or custom plugin needed.
Which AI assistants work with PlatoForms?
Claude (web and desktop) and Claude Code connect with one-click OAuth. Current OpenAI Codex releases sign in with OAuth from the terminal. Cursor and any other tool that supports remote MCP servers connect with your PlatoForms API key.
Is my form data safe?
Your assistant only gets the access you grant, through the same permission and plan checks as the PlatoForms app. Sign-in uses OAuth, so credentials are never shared. Team owners can switch AI access off for the whole team, and HIPAA-mode teams are disconnected by default.
Can an assistant really create a form or PDF document?
Yes, both. Describe what you need — a client intake form, a consulting agreement, an offer letter — and the assistant creates it in your account, then hands you an editor link. Open it and the AI design appears in front of you. PDF documents can be exported print-ready, made fillable, or converted to online forms — no rebuilding.
Does MCP access cost extra?
Assistant actions use your plan's existing API quota, with additional rate limits on top.
Ready to ask your first question?
Connect your assistant to PlatoForms, then try: “List my PlatoForms forms.”