Turn a fillable PDF into an online form, build funnels, read submissions.
Connect Remote server
claude mcp add --transport http asksteps https://mcp.asksteps.co/mcp
{
"mcpServers": {
"asksteps": {
"url": "https://mcp.asksteps.co/mcp"
}
}
}
{
"servers": {
"asksteps": {
"type": "http",
"url": "https://mcp.asksteps.co/mcp"
}
}
}
Settings > Connectors > Add custom connector
URL: https://mcp.asksteps.co/mcp
Tools 47 found in our last check
asksteps_get_capabilitiesReturns what asksteps is, its bookable plans with net prices, and what every quota key means. Call this FIRST when you are asked whether asksteps fits a use case, what it costs, or before you create anything — it answers plan, price and limit questions in a single call. Prices a…
asksteps_import_pdfBrings a PDF into the connected asksteps account and stores it as a form template, so the answers people give can later be written back into that exact document. Requires "pdf:write". Unlike asksteps_analyze_pdf this one KEEPS the file, counts against the account's PDF-form quot…
asksteps_create_from_templateCreates a form or funnel from one of the ready-made templates. Requires "forms:write". PREFER THIS over building from scratch when a template fits: it brings its design, its success page and its wording along — things the plain structure cannot describe. Call asksteps_list_templ…
asksteps_update_appointment_typeChanges the settings you send of an appointment type; everything you leave out stays as it is — including the on/off switch, public booking, the public link and the assigned staff, which this tool never touches. Lists you send (excludedDates, modes) replace the stored list; an e…
asksteps_get_message_templateReads one message template of the connected asksteps account: name, channel, category, language, content (subject, preview line and blocks) and updatedAt, which asksteps_update_message_template needs as expected_updated_at. Also says whether an agent may change it (a template wi…
asksteps_list_processesLists the processes of the connected asksteps account with status (draft, active, paused), what starts them, the number of building blocks per kind, the number of open cases and warning codes. Read-only; settings, references, conditions, templates, recipients and workflows of a…
asksteps_list_themesLists 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 is rejected, not silently replaced. It also answers plain questions like whether there is a dark design, without needing an account. Design…
asksteps_create_draftTurns 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, where the user can change it and save it — no account is needed to look at it. Use this once you and the user agree on what the form should ask;…
asksteps_save_as_templateSaves an existing form or funnel of the connected asksteps account as an own template, so new forms can start from it (asksteps_create_from_template; it is listed by asksteps_list_account_templates). Requires "forms:write". A template carries the whole structure, design and page…
asksteps_list_appointment_typesLists the appointment types of the connected asksteps account: name, key, whether they are active and publicly bookable, how a staff member is assigned, the ways to attend (with the location for on-site), duration, design and the NUMBER of assigned staff. Contains no staff names…
asksteps_create_appointment_typeCreates an appointment type from its settings (name, duration, grid, ways to attend, assignment, rules). Requires "automation:write". It is created INACTIVE and without public booking, whatever you send, and without staff — staff is assigned in the studio, which an agent cannot…
asksteps_list_message_templatesLists the email and SMS templates of the connected asksteps account: name, channel, category, languages, needed data contexts, whether they may go to visitors, whether a language version is empty, and the last change. Read-only; subject, preview line and blocks are not available…
asksteps_get_funnelReads one funnel of the connected asksteps account: its questions, answers and where each answer leads. Requires "forms:read". ALWAYS call this before asksteps_update_funnel — the write replaces every question, so you need the current state to keep what you are not changing. If…
asksteps_update_publicationChanges the public address (slug), who may find it, or the page password of a form that is ALREADY published. Requires "publish:write". No mandate is needed: nothing new goes online, only the address and the audience change. A form without a page yet answers "not_found" — use as…
asksteps_create_message_templateCreates an email or SMS template. Requires "automation:write". Nothing is sent: a new template is used by no workflow and no process, so it has no effect until a person attaches it to a process transition, an email block or a workflow in the studio. Block types are limited to he…
asksteps_set_appointment_type_activeSwitches an appointment type on (active = true, people can then book it) or off (active = false). Requires "automation:write". Both directions need the account's mandate "activate" and work in three steps: without it the answer is "confirmation_required" with the studio link and…
asksteps_list_bookingsLists appointments (bookings) of the connected asksteps account in a time window: time, appointment type, status, mode, staff member and location. Contains NO visitor names or contact details; "hasLead" only tells whether a form submission belongs to it. Without dates it shows t…
asksteps_get_subscriptionReturns the connected account's plan, its trial state and every quota with how much of it is used. Requires "billing:read". Call this whenever something was refused for a limit — it answers 'why can I not do this' in one call. Read capability questions from effectivePlanCode and…
asksteps_set_process_activeSwitches a process on (active = true) or pauses it (active = false). Requires "automation:write". Both directions need the account's mandate "activate" (granted by the account owner in the studio under AI agents) and work in three steps: without the mandate the answer is "confir…
asksteps_list_leadsLists form submissions in the connected asksteps account, newest first, each with its pipeline stage (key, name, kind). Requires the separate permission "leads:read" — having "forms:read" is not enough. Filters are optional; an invalid value is ignored and named in the note. Sub…
asksteps_delete_formDeletes a form or funnel from the connected account — together with every submission it has collected. Requires "forms:write". The first call NEVER deletes: it returns "confirmation_required" and the number of submissions that would be lost. Read that number out to the user, get…
asksteps_list_templatesLists the ready-made templates that ship with asksteps — contact form, quote request, callback and so on. Prefer starting from one of these over building a form from nothing: a template brings its design and its success page along, which the plain form structure cannot describe.…
asksteps_search_docsSearches the public asksteps website and returns the matching passages with their URLs. Use it to quote or cite what the product actually does instead of describing it from memory, and to check whether a feature exists at all. An empty result means no page mentions the term — tr…
asksteps_create_funnelCreates a conversational funnel in the connected asksteps account: one question at a time, where each answer decides what comes next. Requires "forms:write". Use this instead of asksteps_create_form when answers should lead to DIFFERENT follow-up questions, or when someone shoul…
asksteps_get_formReads one form of the connected asksteps account as a structure of steps and fields — the same shape asksteps_update_form takes. Requires "forms:read". ALWAYS call this before asksteps_update_form: the write replaces the whole form, so you need the current state to keep what you…
asksteps_assign_siteWires a form to one of the subdomains the account ALREADY holds, under a path of your choosing. Requires "publish:write". It does NOT create a subdomain or a domain — that needs DNS records and certificates and is done by a person. If the name does not exist, the answer lists th…
asksteps_update_funnelReplaces the questions and the branching of an existing funnel. Requires "forms:write". READ IT FIRST with asksteps_get_funnel and send back everything you want to keep — every question you leave out is gone. Design, settings and the end pages are NOT touched unless you include…
asksteps_list_account_templatesLists the form and funnel templates the connected asksteps account saved itself, with name, type, category and description — never their configuration. The bundled catalogue is asksteps_list_templates. Use a template with asksteps_create_from_template. Requires "forms:read". IMP…
asksteps_create_processCreates a process from building blocks (form, appointment, email, info, end) and the transitions between them. Requires "automation:write". The process is created as a DRAFT: nothing is switched on, nothing is sent, and the user opens it in the studio (blocks are laid out there)…
asksteps_list_workflowsLists the automation workflows of the connected asksteps account with their status (draft, active, paused), trigger type and run counts of the last 30 days. Read-only; the workflow definition and run details are not available. Requires the separate permission "automation:read" —…
asksteps_list_designsLists the designs the connected asksteps account created itself, with the id to use as themeId ("design-<number>"), the name and the accent colour. Requires "forms:read". The designs shipped with the product are listed by asksteps_list_themes, which needs no account. Design name…
asksteps_change_planMoves an account that already pays to a different plan. THIS SPENDS THE CUSTOMER'S MONEY. Requires "billing:write", the account owner, and a purchase mandate the owner granted in the studio with a maximum plan, a spending cap and an expiry date. The first call NEVER changes anyt…
asksteps_create_formCreates a new form in the connected asksteps account from a structure of steps and fields. Requires "forms:write". The form is created but NOT published; publishing is a separate step (asksteps_publish_form — it publishes when the account owner has granted a publishing mandate,…
asksteps_get_automation_catalogReturns what you need to build processes, message templates and appointment types without guessing: the process building-block kinds with exits, references and settings schema, the condition types, the delivery values, the message template block types (without "html", which only…
asksteps_get_overviewReturns the figures of the asksteps studio home page: whole numbers only, no names and no personal data. Requires "forms:read" or "automation:read". "forms:read" shows publications, inbound sources and WordPress sites; "automation:read" shows cases, appointments, video meetings,…
asksteps_update_formReplaces an existing form of the connected asksteps account. Requires "forms:write". IMPORTANT: this REPLACES the whole form — every step and field you do not send is gone. Call asksteps_get_form first, change what the user asked for, and send the result back complete. Forms bui…
asksteps_get_appointment_typeReads one appointment type of the connected asksteps account: its settings in the same shape asksteps_update_appointment_type takes, whether it is switched on, whether public booking is on, the NUMBER of assigned staff (never names or ids, and never the public key) and warnings…
asksteps_publish_formPublishes a form or funnel — or, when the account has not authorised an agent to publish, returns the link where the user does it themselves. Requires "publish:write". Read the status: "confirmation_required" means NOTHING happened and you should hand over the url; "input_requir…
asksteps_update_processChanges a process of the connected asksteps account. Requires "automation:write". IMPORTANT: this REPLACES the building blocks and transitions completely — every block and transition you do not send is gone, together with the state it holds in open cases. Call asksteps_get_proce…
asksteps_get_processReads one process of the connected asksteps account as building blocks and transitions — the same shape asksteps_update_process takes — with its status (draft, active, paused), whether its structure is locked, what would stop a switch-on, warnings and the studio link. A fixed re…
asksteps_get_leadReturns one form submission of the connected asksteps account: form, timestamps, run and processing status, internal note, contact, ALL answers, file metadata (name, size, type, time — never a download address) and the pipeline stage. Each answer is cut at 4000 characters and at…
asksteps_list_casesLists the cases (runs of a process for one submission) of the connected asksteps account, newest first, with the state of every building block. A user who may only see their own cases gets the ones whose starting submission is theirs. Customer names are NOT included unless the c…
asksteps_start_checkoutReturns the link where the user books a plan themselves, with that plan preselected, and the exact net price. Requires "billing:write". NOTHING is bought by this call and nothing can be: the customer enters their payment details with the payment provider and gives the statutory…
asksteps_list_formsLists the forms and funnels in the connected asksteps account, with their publication state. Requires the user to have connected their account and granted "forms:read". Use it to find the id of a form before asking for its statistics.
asksteps_update_message_templateChanges a message template. Requires "automation:write". IMPORTANT: this REPLACES the content completely — call asksteps_get_message_template first, change what the user asked for, send the content back whole and pass its updatedAt as expected_updated_at: if someone changed the…
asksteps_get_form_statsReturns visits, completions and drop-off for one published form. Requires "forms:read". Get the publication id from asksteps_list_forms first.
asksteps_analyze_pdfAnalyses a fillable PDF form and reports its fields, pages and whether asksteps can digitise it. Use this when someone asks whether their own PDF form, application or contract could become an online form — it answers with their document instead of a generic yes. Pass exactly one…
Details
| Endpoint | https://mcp.asksteps.co/mcp (Streamable HTTP) |
| First published | 31 Aug 2026 |
| Last updated | 31 Aug 2026 |
| Registry name | co.asksteps/asksteps |
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