Forms
list_forms
List all forms in your environment with response counts and pagination.
Page number for pagination.
Number of forms to return per page.
Search forms by name.
Sort by
"name", "updatedAt", or "createdAt".Sort direction:
"asc" or "desc".Filter by date range with
from and to fields. Response counts are scoped to this range.Example use cases
Example use cases
- List all my forms with response counts
- Search forms by name (e.g. “contact us”)
- Get forms sorted by most recently updated
- See how many total/completed/partial responses a form has within a date range
get_form
Get a single form’s full configuration, including all questions, styles, and settings.
The ID of the form to retrieve.
Responses
list_responses
List responses for a form with filtering, full-text search, and sorting.
The form to list responses for.
Number of responses to return.
Filter by completion status.
true = completed, false = partial/abandoned.Filter responses by date range (
from, to).Filter responses by answer values. Each filter has
type, filter, and operator (e.g. "contains", "equals").Full-text search across response data. Each entry has
type and value.Sort by specific fields. Each entry has
field and direction.Example use cases
Example use cases
- Get the latest 10 responses for a specific form
- Get only completed responses
- Filter responses by answer value (e.g. contains “enterprise”)
- Get responses within a date range
get_response
Get a single response with all answer data, notes, tags, and associated person info.
The ID of the response to retrieve.
search_responses
Full-text search across all response data in your environment.
The text to search for across response data (email, name, answer values, etc.).
Optionally scope the search to a specific form.
Example use cases
Example use cases
- Find all responses containing a specific email address
- Search for responses mentioning “enterprise”
- Find all responses from a specific company
Leads
list_leads
List qualified leads with their attributes (email, name, company) and scores.
Page number for pagination.
Number of leads to return per page.
Search leads by email, name, or company.
Filter by lead source:
"surfaceForm", "htmlForm", "websiteDeAnon", or "webhook".Filter leads by creation date range (
from, to).Example use cases
Example use cases
- List all qualified leads
- Search leads by email or company name
- Filter leads by source (e.g. only website de-anonymization leads)
- Get leads created in a specific date range
get_leads_count
Get total lead counts with optional breakdowns by source or funnel stage.
Break down count by lead source (Surface Form, HTML Form, Website De-Anon, Webhook).
Break down count by funnel stage (visited, submitted, completed, meeting booked).
Scope counts to a date range (
from, to).Example use cases
Example use cases
- Get total count of qualified leads
- Break down leads by source
- Break down leads by funnel stage
- Get lead counts in a date range broken down by source and event type
Analytics
get_form_analytics
Get completion rate and dropoff analysis for a form, including email open rates and top referrer URLs.
The form to analyze.
Scope analytics to a date range (
from, to).Example use cases
Example use cases
- Get completion rate and dropoff analysis
- See which question has the highest dropoff
- Get email open rates for a form
- Get top referrer URLs
get_daily_form_stats
Get day-by-day response counts for a specific form.
The form to get daily stats for.
Scope to a date range (
from, to).get_daily_stats
Get daily environment-level metrics including visitors, leads, responses, and workflow runs.
Scope to a date range (
from, to). Defaults to the last 30 days.get_lead_source_analytics
Get landing page performance metrics — visitors, form starts, completions, meetings, and conversion rates. Automatically includes comparison with the previous period.
Page number for pagination.
Number of landing pages to return.
Search landing pages by URL.
Filter to specific URLs.
Scope analytics to a date range (
from, to). Previous period comparison is included automatically.Example use cases
Example use cases
- See which landing pages have the best conversion rates
- Compare landing page performance with the previous period
- Search landing page analytics by URL
get_user_journey_analytics
Get UTM and traffic source breakdown for a form, including AI traffic sources (ChatGPT, Perplexity, etc.) and click IDs (gclid, fbclid).
The form to analyze.
Scope analytics to a date range (
from, to).Example use cases
Example use cases
- Get UTM breakdown (source, medium, campaign) for a form
- See AI traffic sources (ChatGPT, Perplexity, etc.)
- See click IDs (gclid, fbclid) for ad attribution
get_conversion_funnel
Get per-URL conversion funnel breakdown: form starts, completed/partial, qualified/disqualified, meetings booked/not booked.
Page number for pagination.
Number of URLs to return.
Filter to a specific landing page URL.
Scope to a date range (
from, to).Example use cases
Example use cases
- Get the full conversion funnel for the last 7 days
- Get conversion funnel for a specific landing page
- Compare funnel performance across different URLs
get_environment_overview
Get a high-level summary of your environment: total forms, leads, responses, and workflows.
No parameters required.
AI Lead Scoring
get_top_ai_scores
Get top responses/leads ranked by AI score.
Number of results to return.
Sort order:
"desc" for highest scores first, "asc" for lowest.Scope to a specific form.
Minimum AI score threshold.
Example use cases
Example use cases
- Get the top 10 highest-scored leads
- Get the lowest-scored responses
- Get responses scoring above 80
get_ai_score_stats
Get AI score statistics including average, min, max, and distribution across buckets (0-19, 20-39, 40-59, 60-79, 80-100).
Scope statistics to a specific form.
get_responses_with_ai_scores
Get responses for a form enriched with their AI scores.
The form to get responses for.
Sort by
"score" to rank by AI score.Filter by completion status.
get_leads_with_ai_scores
Get leads ranked by their AI score.
Sort by
"score" to rank by AI score.Sort direction:
"desc" or "asc".Minimum score threshold.
Maximum score threshold.
Example use cases
Example use cases
- Get leads ranked by AI score (highest first)
- Get leads scoring between 50 and 80
compare_forms
Compare forms side-by-side by response count, completion rate, and average AI score.
Array of form IDs to compare. Omit to compare all forms in the environment.
Example use cases
Example use cases
- Compare all forms by completion rate and AI score
- Compare two specific forms side-by-side
Workflows
list_workflow_runs
List workflow runs with filtering by status, response, lead, or workflow.
Page number for pagination.
Number of runs to return.
Sort direction:
"asc" or "desc".Filter to runs triggered by a specific response.
Filter to runs for a specific lead.
Filter to runs for a specific workflow.
Filter by outcome:
true for successful, false for failed runs.Example use cases
Example use cases
- List recent workflow runs
- Get only failed workflow runs
- Get runs triggered by a specific response or lead
get_workflow_run
Get full details of a workflow run including per-step task breakdown, payloads, errors, and timing.
The ID of the workflow run to retrieve.
