Integration · Forms

Connect Claude & ChatGPT to PlatoForms

Ask your AI which submissions came in on a form this week, to send someone a prefilled form, or to approve a workflow task in PlatoForms. It can search forms and submissions, read the filled-in answers, get download links for filled PDFs and attachments, follow document requests and e-signatures, and work through the approvals waiting on you.

Connect PlatoForms free

Free plan, no credit card. Takes about a minute.

Try asking

“What submissions came in on the onboarding form this week?”
The AI finds the form and lists its submissions, and can open any of them to read the answers.
“Send Maria a prefilled contract form with her name and address filled in.”
It reads the form's fields, creates a prefilled invitation and emails the link to her if you ask.
“Get me the filled PDF for the latest submission from Acme.”
It finds the submission and returns a shareable download link for its filled PDF.

What your AI can do

Forms and submissions

Search forms, read their fields, list and search submissions and drafts, and submit a form on someone's behalf.

PDFs, files and signatures

Get links to filled PDFs and attachment ZIPs, and see who has signed a submission and who is still pending.

Invitations, requests and workflows

Create prefilled invitations, follow up on document requests, and approve, reject or nudge workflow tasks.

“Who still has not signed the lease agreement from Tuesday?”
It lists the e-signature status of the submission: who has signed and who is still pending.
“What approvals are waiting on me? Approve the expense claim from Jonas.”
It lists your workflow tasks and approves the one you pick, with an optional comment. The workflow then moves on.
“Remind the supplier who has not returned the document request yet.”
It lists the document requests sent from the form and sends a reminder email for the pending one.

76 tools for PlatoForms

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

cancel_runDeletesCancel a run (run identifier). Destructive action; may require approval.
create_document_request_reviewChanges dataCreate a new review for a document request. API summary: Review a document file.
create_dropdownChanges dataCreate a new dropdown. API summary: Update Dropdown List Options.
create_formChanges dataCreate a new form. Required: form description. Search forms first to avoid duplicates. API summary: Create AI-Generated Web Form.
create_form_aiChanges dataCreate a new ai for a form. API summary: AI-Modify an Existing Web Form.
create_listChanges dataCreate a new list. Required: name or options. API summary: Create Team Option List.
create_prefilled_invitationChanges dataCreate a prefilled invitation link for a form: pass `form_identifier`, `prefilled_data` keyed by field name and an optional invitation name. Add `email_invitation` with invitees to email it to them.
create_submission_draft_attachment_sharing_urlGet one attach by attach identifier. API summary: Create Submission Draft Attachment Sharing URL.
create_task_reassignChanges dataCreate a new reassign for a task.
create_webhookDeletesUpdate an existing form identified by form identifier. Destructive action; may require approval. API summary: Create Webhook.
decide_workflow_taskChanges dataApprove or reject a workflow task: pass `task_identifier`, the `outcome` and an optional `comment`. Moves the workflow on and may notify others.
delete_formDeletesPermanently delete a form by invitation identifier. Destructive action; may require approval. API summary: Delete Form Invitation.
delete_listDeletesPermanently delete a list by option list identifier. Destructive action; may require approval. API summary: Delete Team Option List.
delete_submissionDeletesPermanently delete a submission by `submission_identifier`. This cannot be undone.
delete_webhookDeletesPermanently delete a webhook by web hooks id. Destructive action; may require approval. API summary: Delete Webhook.
delete_workflowDeletesPermanently delete a workflow by invitation identifier. Destructive action; may require approval. API summary: Delete workflow invitation.
download_all_attachments_by_zipDownload the document for a attach. API summary: Download All Attachments by Zip.
download_all_submission_draft_attachments_by_zipDownload the document for a attach. API summary: Download All Submission Draft Attachments by Zip.
download_attachDownload the document for a attach. API summary: Download Submission Attachment.
download_certDownload the document for a cert. API summary: Download Signature Certificate.
download_csvDownload the document for a csv. API summary: Download Submission data file in CSV format.
download_document_pdfDownload the pdf document for a document.
download_document_pdf_pdfChanges dataDownload the pdf document for a document.
download_pdfDownload the document for a pdf. API summary: Download Submission PDF.
download_signatureDownload the document for a signature. API summary: Download Signature.
download_submission_draft_attachmentDownload the document for a attach. API summary: Download Submission Draft Attachment.
get_attachGet one attach by attach identifier. API summary: Create Attachment Sharing URL.
get_attach_sharing_submission_draft_zip_attach_readGet one attach by submission identifier. API summary: Create Submission Draft All Attachments Zip file Sharing URL.
get_certGet one cert by submission identifier. API summary: Create Submission Signature Certificate sharing URL.
get_csvGet one csv by submission identifier. API summary: Create Submission CSV data file sharing URL.
get_current_userGet the connected PlatoForms user and team. Use to confirm which account you are working in.
get_document_requestGet one document request by `request_identifier`, including its status.
get_editorGet one editor by submission identifier. API summary: Create Edit Form Submission Sharing URL.
get_formGet one form by `form_identifier`, including its name, status and settings.
get_form_webhooks_form_readGet one form by form identifier. API summary: List Form Webhooks.
get_listGet one list by option list identifier. API summary: Get Team Option List.
get_prefilled_invitationGet one prefilled invitation by `form_identifier` and `invitation_identifier`, including its link and status.
get_revGet one rev by submission identifier. API summary: Get Submission Revision History.
get_submissionGet one submission by `submission_identifier`, including the filled-in answers and its PDF identifiers.
get_submission_attachments_linkGet a shareable link to a ZIP of all files attached to a submission by `submission_identifier`.
get_submission_draftGet one draft submission by `submission_identifier`.
get_submission_pdf_linkGet a shareable download link for a filled PDF: pass `submission_identifier` and `pdf_identifier` (from the submission).
get_webhookGet one webhook by web hooks id. API summary: Get Webhook Details.
get_workflowGet one workflow by invitation identifier. API summary: Get workflow invitation.
get_workflow_runGet one workflow run by `run_identifier`, including its current step and status.
get_workflow_submissionGet one submission for a workflow by submission identifier. API summary: Get Complete Workflow Chain.
list_document_requestsList the document requests sent from a form by `form_identifier`.
list_form_fieldsList the fields of a form by `form_identifier`, with their names and types. Use the field names when prefilling or submitting.
list_form_fields_vendor_make_form_fields_listList fields for a form.
list_form_renewalsList renewals for a form.
list_form_webhooksList webhooks for a form. Optional filters: create shared urls or submit data as dict. API summary: Get Webhook Test Data.
list_formsList all your forms, optionally filtered by `status`.
list_idsList ids. Optional filters: sort or include metadata. Results are paginated. API summary: Get Workflow First-Step Submissions.
list_layoutsList layouts. Optional filters: draft. API summary: Get Form Field Layout.
list_listsList lists. API summary: List Team Option Lists.
list_my_tasksList the workflow tasks (approvals and reviews) waiting on you.
list_submission_draftsList unfinished (draft) submissions of a form by `form_identifier`, with paging.
list_submission_signingsList the e-signature status of a submission by `submission_identifier`: who signed and who is still pending.
list_workflow_definitionsList definitions for a workflow. API summary: Get Workflow Definition.
list_workflow_run_pdfsList the final PDFs produced by a completed workflow run by `run_identifier`.
list_workflow_runsList the runs of a workflow by `workflow_identifier`, with their status.
list_workflow_treesList trees for a workflow. Optional filters: results per page, status or sort. Results are paginated. API summary: Get Workflow Execution Trees.
list_workflowsList your approval workflows with their identifiers.
nudge_workflow_taskChanges dataSend a reminder to the person assigned to a workflow task by `task_identifier`.
remind_document_requestChanges dataSend a reminder email for a pending document request by `request_identifier`.
search_form_submissionsList or search the submissions of a form by `form_identifier`, with optional `keywords`, `sort` and paging.
search_formsSearch your forms by `keywords` and `status`, with paging. Use this to find a form's identifier.
submit_formVisible to othersSubmit a form on someone's behalf: pass `form_identifier` and `submit_data` with the field values. Creates a real submission and may trigger the form's emails and workflows.
update_formChanges dataUpdate an existing form identified by form identifier. API summary: Create Form.
update_form_fieldsVisible to othersUpdate an existing field identified by form identifier. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Form Fields.
update_form_vendor_make_submit_form_createVisible to othersUpdate an existing form identified by form identifier. Has effects visible outside this system.
update_listChanges dataUpdate an existing list identified by option list identifier. Only the fields you pass are changed. API summary: Update Team Option List.
update_renewalChanges dataUpdate an existing renewal identified by action. API summary: Act on a Renewal.
update_submitVisible to othersUpdate an existing submit identified by previous submission identifier. Has effects visible outside this system. API summary: Submit Workflow Step.
update_webhookDeletesUpdate an existing webhook identified by web hooks id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Webhook.
update_workflowChanges dataUpdate an existing workflow identified by workflow identifier. API summary: Create workflow Invitation.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose PlatoForms from the app list.
2
Paste your key
Paste a PlatoForms non-expiry API token. In PlatoForms open the team menu and go to API and Webhooks. In the token section click Create or reset to generate the token, then copy it. Treat it like a password.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in PlatoForms?

The AI can search and read forms, form fields, submissions, drafts, document requests, prefilled invitations, e-signature status, workflows and workflow runs. It can create prefilled invitations, submit forms, send reminders, approve or reject workflow tasks, get links to filled PDFs and attachments, and delete a submission if you switch that tool on.

Does the AI see my PlatoForms credentials?

No. Your PlatoForms API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a submission is permanent, and submitting a form or deciding a workflow task can send emails and move workflows on, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own PlatoForms account.

What is a prefilled invitation?

It is a link to one of your forms with some fields already filled in, such as a name or address, so the person only completes the rest. The AI reads the form's field names first and fills in the values you give it. It can also email the link to the people you name.