Categories › Data & Databases › Files, spreadsheets, CSV & PDFs
Turn a fillable PDF into an online form, build funnels, read submissions.
Remote server: your requests and data go to mcp.asksteps.co. Claude Code: claude mcp add --transport http asksteps https://mcp.asksteps.co/mcp · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
asksteps_get_capabilities — Returns what asksteps is, its bookable plans with net prices, and what every quota key means. Call this FIRST when you are asked whether askasksteps_import_pdf — Brings a PDF into the connected asksteps account and stores it as a form template, so the answers people give can later be written back intoasksteps_create_from_template — Creates a form or funnel from one of the ready-made templates. Requires "forms:write". PREFER THIS over building from scratch when a templatasksteps_update_appointment_type — Changes the settings you send of an appointment type; everything you leave out stays as it is — including the on/off switch, public booking,asksteps_get_message_template — Reads one message template of the connected asksteps account: name, channel, category, language, content (subject, preview line and blocks) asksteps_list_processes — Lists the processes of the connected asksteps account with status (draft, active, paused), what starts them, the number of building blocks pasksteps_list_themes — Lists the ready-made designs a form or funnel can use, with the id you put into themeId. Call it before you set a design — an id you invent asksteps_create_draft — Turns a form you have designed with the user into a draft and returns a link. Opening the link shows the form in the asksteps builder, whereasksteps_save_as_template — Saves an existing form or funnel of the connected asksteps account as an own template, so new forms can start from it (asksteps_create_from_asksteps_list_appointment_types — Lists the appointment types of the connected asksteps account: name, key, whether they are active and publicly bookable, how a staff member asksteps_create_appointment_type — Creates an appointment type from its settings (name, duration, grid, ways to attend, assignment, rules). Requires "automation:write". It is asksteps_list_message_templates — Lists the email and SMS templates of the connected asksteps account: name, channel, category, languages, needed data contexts, whether they asksteps_get_funnel — Reads one funnel of the connected asksteps account: its questions, answers and where each answer leads. Requires "forms:read". ALWAYS call tasksteps_update_publication — Changes the public address (slug), who may find it, or the page password of a form that is ALREADY published. Requires "publish:write". No masksteps_create_message_template — Creates an email or SMS template. Requires "automation:write". Nothing is sent: a new template is used by no workflow and no process, so it asksteps_set_appointment_type_active — Switches an appointment type on (active = true, people can then book it) or off (active = false). Requires "automation:write". Both directioasksteps_list_bookings — Lists appointments (bookings) of the connected asksteps account in a time window: time, appointment type, status, mode, staff member and locasksteps_get_subscription — Returns the connected account's plan, its trial state and every quota with how much of it is used. Requires "billing:read". Call this whenevasksteps_set_process_active — Switches a process on (active = true) or pauses it (active = false). Requires "automation:write". Both directions need the account's mandateasksteps_list_leads — Lists form submissions in the connected asksteps account, newest first, each with its pipeline stage (key, name, kind). Requires the separatasksteps_delete_form — Deletes a form or funnel from the connected account — together with every submission it has collected. Requires "forms:write". The first calasksteps_list_templates — Lists the ready-made templates that ship with asksteps — contact form, quote request, callback and so on. Prefer starting from one of these asksteps_search_docs — Searches the public asksteps website and returns the matching passages with their URLs. Use it to quote or cite what the product actually doasksteps_create_funnel — Creates a conversational funnel in the connected asksteps account: one question at a time, where each answer decides what comes next. Requirasksteps_get_form — Reads one form of the connected asksteps account as a structure of steps and fields — the same shape asksteps_update_form takes. Requires "fasksteps_assign_site — Wires a form to one of the subdomains the account ALREADY holds, under a path of your choosing. Requires "publish:write". It does NOT createasksteps_update_funnel — Replaces the questions and the branching of an existing funnel. Requires "forms:write". READ IT FIRST with asksteps_get_funnel and send backasksteps_list_account_templates — Lists the form and funnel templates the connected asksteps account saved itself, with name, type, category and description — never their conasksteps_create_process — Creates a process from building blocks (form, appointment, email, info, end) and the transitions between them. Requires "automation:write". asksteps_list_workflows — Lists the automation workflows of the connected asksteps account with their status (draft, active, paused), trigger type and run counts of tasksteps_list_designs — Lists the designs the connected asksteps account created itself, with the id to use as themeId ("design-<number>"), the name and the accent asksteps_change_plan — Moves an account that already pays to a different plan. THIS SPENDS THE CUSTOMER'S MONEY. Requires "billing:write", the account owner, and aasksteps_create_form — Creates a new form in the connected asksteps account from a structure of steps and fields. Requires "forms:write". The form is created but Nasksteps_get_automation_catalog — Returns what you need to build processes, message templates and appointment types without guessing: the process building-block kinds with exasksteps_get_overview — Returns the figures of the asksteps studio home page: whole numbers only, no names and no personal data. Requires "forms:read" or "automatioasksteps_update_form — Replaces an existing form of the connected asksteps account. Requires "forms:write". IMPORTANT: this REPLACES the whole form — every step anasksteps_get_appointment_type — Reads one appointment type of the connected asksteps account: its settings in the same shape asksteps_update_appointment_type takes, whetherasksteps_publish_form — Publishes a form or funnel — or, when the account has not authorised an agent to publish, returns the link where the user does it themselvesasksteps_update_process — Changes a process of the connected asksteps account. Requires "automation:write". IMPORTANT: this REPLACES the building blocks and transitioasksteps_get_process — Reads one process of the connected asksteps account as building blocks and transitions — the same shape asksteps_update_process takes — withNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.