Integration · Forms

Connect Claude & ChatGPT to PlatoForms

Ask your AI which submissions came in on a form this week, to send someone a prefilled form, or to approve a workflow task in PlatoForms. It can search forms and submissions, read the filled-in answers, get download links for filled PDFs and attachments, follow document requests and e-signatures, and work through the approvals waiting on you.

Connect PlatoForms free

Free plan, no credit card. Takes about a minute.

Try asking

“What submissions came in on the onboarding form this week?”
The AI finds the form and lists its submissions, and can open any of them to read the answers.
“Send Maria a prefilled contract form with her name and address filled in.”
It reads the form's fields, creates a prefilled invitation and emails the link to her if you ask.
“Get me the filled PDF for the latest submission from Acme.”
It finds the submission and returns a shareable download link for its filled PDF.

What your AI can do

Forms and submissions

Search forms, read their fields, list and search submissions and drafts, and submit a form on someone's behalf.

PDFs, files and signatures

Get links to filled PDFs and attachment ZIPs, and see who has signed a submission and who is still pending.

Invitations, requests and workflows

Create prefilled invitations, follow up on document requests, and approve, reject or nudge workflow tasks.

“Who still has not signed the lease agreement from Tuesday?”
It lists the e-signature status of the submission: who has signed and who is still pending.
“What approvals are waiting on me? Approve the expense claim from Jonas.”
It lists your workflow tasks and approves the one you pick, with an optional comment. The workflow then moves on.
“Remind the supplier who has not returned the document request yet.”
It lists the document requests sent from the form and sends a reminder email for the pending one.

26 tools for PlatoForms

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_prefilled_invitationChanges dataCreate a prefilled invitation link for a form: pass `form_identifier`, `prefilled_data` keyed by field name and an optional invitation name. Add `email_invitation` with invitees to email it to them.
decide_workflow_taskChanges dataApprove or reject a workflow task: pass `task_identifier`, the `outcome` and an optional `comment`. Moves the workflow on and may notify others.
delete_submissionDeletesPermanently delete a submission by `submission_identifier`. This cannot be undone.
get_current_userGet the connected PlatoForms user and team. Use to confirm which account you are working in.
get_document_requestGet one document request by `request_identifier`, including its status.
get_formGet one form by `form_identifier`, including its name, status and settings.
get_prefilled_invitationGet one prefilled invitation by `form_identifier` and `invitation_identifier`, including its link and status.
get_submissionGet one submission by `submission_identifier`, including the filled-in answers and its PDF identifiers.
get_submission_attachments_linkGet a shareable link to a ZIP of all files attached to a submission by `submission_identifier`.
get_submission_draftGet one draft submission by `submission_identifier`.
get_submission_pdf_linkGet a shareable download link for a filled PDF: pass `submission_identifier` and `pdf_identifier` (from the submission).
get_workflow_runGet one workflow run by `run_identifier`, including its current step and status.
list_document_requestsList the document requests sent from a form by `form_identifier`.
list_form_fieldsList the fields of a form by `form_identifier`, with their names and types. Use the field names when prefilling or submitting.
list_formsList all your forms, optionally filtered by `status`.
list_my_tasksList the workflow tasks (approvals and reviews) waiting on you.
list_submission_draftsList unfinished (draft) submissions of a form by `form_identifier`, with paging.
list_submission_signingsList the e-signature status of a submission by `submission_identifier`: who signed and who is still pending.
list_workflow_run_pdfsList the final PDFs produced by a completed workflow run by `run_identifier`.
list_workflow_runsList the runs of a workflow by `workflow_identifier`, with their status.
list_workflowsList your approval workflows with their identifiers.
nudge_workflow_taskChanges dataSend a reminder to the person assigned to a workflow task by `task_identifier`.
remind_document_requestChanges dataSend a reminder email for a pending document request by `request_identifier`.
search_form_submissionsList or search the submissions of a form by `form_identifier`, with optional `keywords`, `sort` and paging.
search_formsSearch your forms by `keywords` and `status`, with paging. Use this to find a form's identifier.
submit_formVisible to othersSubmit a form on someone's behalf: pass `form_identifier` and `submit_data` with the field values. Creates a real submission and may trigger the form's emails and workflows.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose PlatoForms from the app list.
2
Paste your key
Paste a PlatoForms non-expiry API token. In PlatoForms open the team menu and go to API and Webhooks. In the token section click Create or reset to generate the token, then copy it. Treat it like a password.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in PlatoForms?

The AI can search and read forms, form fields, submissions, drafts, document requests, prefilled invitations, e-signature status, workflows and workflow runs. It can create prefilled invitations, submit forms, send reminders, approve or reject workflow tasks, get links to filled PDFs and attachments, and delete a submission if you switch that tool on.

Does the AI see my PlatoForms credentials?

No. Your PlatoForms API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a submission is permanent, and submitting a form or deciding a workflow task can send emails and move workflows on, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own PlatoForms account.

What is a prefilled invitation?

It is a link to one of your forms with some fields already filled in, such as a name or address, so the person only completes the rest. The AI reads the form's field names first and fills in the values you give it. It can also email the link to the people you name.