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AI agent integrationFormdesk

Formdesk integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Formdesk never means pasting credentials into a prompt.

Use Formdesk from Claude Code

Bring Formdesk context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Formdesk with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Documents & Forms

What the Formdesk integration exposes

Formdesk is an online form builder that allows users to create and manage professional online forms with flexible features and integrations.

One connection, many teammates

Connect Formdesk once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Validate Formdesk Authentication

    Validates the Formdesk API bearer token and returns authentication details. This action confirms that your connected Formdesk account credentials are valid by making a test API call to the /forms endpoint. It returns the bearer token information that can be used for subsequent authenticated requests. **Important**: This does NOT perform username/password login. Formdesk uses API keys (bearer tokens) for authentication, which are obtained from your Formdesk account's User Management section. The username/password parameters are placeholders for API compatibility and are not used. **Use this action to**: - Verify that your Formdesk API credentials are valid - Retrieve the bearer token from your connected account - Confirm API connectivity before performing other operations **How it works**: 1. Uses the bearer token from your connected account metadata 2. Validates the token by calling the Formdesk /forms endpoint 3. Returns token details if validation succeeds

  • Create Formdesk Entry

    Submit a new entry (result) to a Formdesk form. This action creates a new form submission with the provided field values. Before using this action: 1. Use FORMDESK_GET_FORM_LIST to find the form ID 2. Use FORMDESK_GET_FORM_FIELDS to understand which fields the form expects 3. Prepare field values that match the form's schema The action returns the ID of the newly created entry, which can be used with FORMDESK_GET_ENTRY_DETAILS to retrieve the full entry data.

  • Create Field

    Creates a new field in a Formdesk form. Use this action to add fields like text inputs, email fields, textareas, checkboxes, date pickers, etc. to an existing form. You must have the form ID from FORMDESK_GET_FORM_LIST or FORMDESK_GET_FORM_DETAILS before creating fields. The field definition should specify at minimum the field name, type, and label. Additional properties like 'required', 'placeholder', 'description', and 'default' can be included.

  • Create Visitor

    Tool to add a new visitor to a specific Formdesk form. Use when you need to register a visitor's metadata before submitting entries.

  • Delete Formdesk Entry

    Deletes a specific entry (form submission/result) from a Formdesk form. This action is idempotent - it will succeed even if the entry doesn't exist (404), making it safe to call multiple times. Use this when you need to remove a form submission permanently. The entry can be obtained from GET_FORM_ENTRIES or GET_ENTRY_DETAILS actions.

Connection

API and auth details

Formdesk provides SOAP-based webservice/API access for connecting form data with accounting, order, document-processing, and other external systems. Public material covers form import and communication between Formdesk and back-office software for professional form automation.

FAQ

Questions people ask before connecting Formdesk

Can Claude Code use Formdesk?

Yes. Type lets an AI teammate use connected Formdesk actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Formdesk through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Formdesk catalog entry includes public integration details and example capabilities where available.

Is this the same as a Formdesk MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

More documents & forms apps for AI teammates