# MCP Server



Connect any [MCP-compatible](https://modelcontextprotocol.io/) AI assistant (Claude, Cursor, Windsurf, and more) to your Surface environment. Ask it about your forms, responses, leads, analytics, workflows, and AI scores in plain English. It can also build a whole form for you: steps and components, conditional routing, styling, the marketing pane, and publishing.

<Info>
  The MCP server exposes **128 tools** in 16 tool families. A new connection loads the **forms and vault bundles** (45 tools) by default, so your assistant is not flooded with definitions it does not need. See [Tool Bundles](/mcp-server/tool-bundles).
</Info>

## What Can You Do? [#what-can-you-do]

<CardGroup cols="2">
  <Card title="Form Building" icon="wand-magic-sparkles">
    Create forms from a plain-English spec: steps, questions, identity fields, schedulers, conditional routing. Edit any existing form component by component.
  </Card>

  <Card title="Styling & Marketing" icon="pen-to-square">
    Restyle forms with typed design tokens, per-component styles, or whole-form themes. Write and edit the marketing (story) pane: headlines, testimonials, logos, FAQs.
  </Card>

  <Card title="Responses & Leads" icon="user-check">
    Search and filter responses, track completion status, browse qualified leads, get counts broken down by source or funnel stage.
  </Card>

  <Card title="Analytics" icon="chart-line">
    Completion rates, dropoff analysis, daily trends, landing page performance, UTM breakdowns, conversion funnels.
  </Card>

  <Card title="AI Scoring" icon="brain">
    Top-scored leads, score distributions, form comparisons, full-text response search.
  </Card>

  <Card title="Workflows" icon="diagram-project">
    List workflow runs, filter by status, inspect per-step execution details and errors.
  </Card>

  <Card title="AI Visibility" icon="globe">
    AEO/GEO answer-engine visibility: reports, tracked prompts, per-model scores, cited sources, scans.
  </Card>

  <Card title="Content & CMS" icon="database">
    Content analytics and AI traffic sources, the blog review pipeline, and a full headless CMS: content types, entries, and assets.
  </Card>

  <Card title="SDK Form Authoring" icon="code">
    Create self-hosted [Forms SDK](/build/forms-sdk/overview) forms, hand your coding agent the exact HTML binding contract, and statically validate the markup before it ships.
  </Card>

  <Card title="Vault & HubSpot" icon="rectangle-list">
    Browse and edit the environment's Markdown knowledge Vault, and read connected HubSpot contacts, companies, deals, owners, and properties.
  </Card>
</CardGroup>

## Prerequisites [#prerequisites]

You need a **Surface API key** to connect, or [OAuth via Claude Connectors](/mcp-server/claude-oauth-setup) with no key at all. The credential decides which environment the MCP server can reach, and every tool call is scoped to it.

<Steps>
  <Step title="Create an API key">
    Go to **Settings > API Keys*&#x2A; in your Surface dashboard and click **+ Add API Key**. Copy the key straight away, it is not shown again.
  </Step>

  <Step title="Connect your AI assistant">
    Follow the [setup guide](/mcp-server/setup) for your specific client (Claude Desktop, Cursor, Claude Code, etc.).
  </Step>

  <Step title="Pick your tools (optional)">
    The default connection loads the forms and vault bundles. Add `?tools=` to the server URL to load a different [bundle, family, or exact tool list](/mcp-server/tool-bundles).
  </Step>

  <Step title="Start asking">
    Ask your AI assistant about your Surface data, or ask it to build something, in plain English.
  </Step>
</Steps>

## Example Prompts [#example-prompts]

* "Create a new demo booking form with name, email, company fields and a scheduler step"
* "Build a form in our brand colors that skips the demo step for companies under 10 people"
* "Create an SDK form for our signup flow and give me the binding map for the page"
* "Validate this rendered HTML against the signup form's record before I deploy it"
* "Update the headline and testimonial on the demo form's marketing pane"
* "Restyle my contact form to match our latest landing page, then publish it"
* "Set the SEO title and GA4 id on my contact form"
* "Show me the latest 10 responses for my Contact Us form"
* "What's the completion rate for our pricing survey?"
* "Which question has the highest dropoff in the onboarding form?"
* "Give me the top 5 leads by AI score"
* "Show me the conversion funnel for the last 7 days"
* "How many leads came from each source in Q1?"
* "Show me failed workflow runs from this week"
* "List my completed AEO/GEO visibility reports and give me the PDF links"
* "What pages are getting the most AI-driven traffic?"
* "Paste this markdown as a new blog draft and assign it to the pricing cluster"
* "Create a new blog post entry in the CMS and publish it"

<CardGroup cols="2">
  <Card title="Tool Bundles" icon="sliders" href="/mcp-server/tool-bundles">
    How the 128 tools are organized, what loads by default, and how to select more.
  </Card>

  <Card title="Full Tool Reference" icon="wrench" href="/mcp-server/tools">
    Every available tool with its key parameters and use cases.
  </Card>
</CardGroup>