Overview
The Formbricks MCP server exposes v3 Surveys and Workflows tool surfaces for AI agents. It runs inside the Formbricks web app at/api/mcp and reuses the same v3 API authentication, authorization,
rate limiting, response handling, and audit logging paths as the REST routes.
OAuth 2.1 is the preferred authentication path for MCP clients. Formbricks API keys remain supported as a
backwards-compatible fallback for local development, self-hosters, and clients that do not support MCP OAuth
yet.
Looking for step-by-step setup guides for Claude Code, the Claude apps, and Codex? See Connect AI agents
(MCP). This handbook covers the technical internals.
Endpoint
Use the streamable HTTP MCP endpoint on the Formbricks app:POST requests, runs with the Next.js Node.js runtime, and sets private no-store
response headers. Browser-origin MCP requests must come from the configured Formbricks app origin.
OAuth clients discover the protected resource metadata here:
/api/mcp as the protected resource and points clients to the Better Auth
issuer under /api/auth.
Authentication
OAuth 2.1
OAuth clients use Authorization Code + PKCE with Dynamic Client Registration. The MCP protected resource is:
Supported scopes:
The rule: every MCP tool is registered through
registerScopedTool, which takes the required
scope(s) as a mandatory argument and runs the gate before the handler. Read tools declare
<resource>:read; every mutating tool declares <resource>:write. A tool cannot be registered
without declaring a scope, so a new tool inherits enforcement by construction — the gate returns a
403 insufficient_scope before the handler touches a v3 operation. Tools that more than one scope
group legitimately reaches pass { anyOf: [...] } instead of a plain list, which keeps them on the
same registration path rather than a hand-rolled gate.
The one current exception is the feedback-record tools, which centralise the gate in their own shared
read/write handler factories and register through server.registerTool directly. Every one of their
handlers is still gated, but the guarantee is by convention there rather than by construction —
converging them onto registerScopedTool is a known follow-up.
There is no single mandatory baseline scope. Authentication requires at least one resource scope
(MCP_MINIMUM_SCOPES), so a workflows-only or feedbackRecords:read-only grant is a legitimate MCP
client. list_workspaces — the workspaceId-discovery prerequisite for every resource tool — therefore
gates on any resource read scope rather than one specific one; its result is derived from the caller’s
own memberships and key grants, so admitting any read scope exposes nothing extra.
The authorization server supports all of the above, but the MCP protected-resource metadata
(/.well-known/oauth-protected-resource/api/mcp) advertises only the resource scopes an MCP client
needs — surveys:read, surveys:write, workflows:read, workflows:write, feedbackRecords:read,
feedbackRecords:write, and offline_access. Clients derive their Dynamic Client Registration scopes
from that list, so offline_access must be advertised there for clients to be issued refresh tokens
(openid/profile/email are OIDC scopes the MCP resource does not require).
OAuth scopes gate MCP tool categories at the token layer. Actual workspace access is still evaluated
at tool execution through the existing v3 authorization checks for the signed-in Formbricks user, so
a token scope and a workspace role are independent gates — a call must satisfy both.
Scope groups are independent: a token authenticates as long as it holds at least one resource
scope, so a feedbackRecords:read-only grant is valid and simply can’t reach the survey tools.
list_workspaces is the shared discovery tool and accepts either read scope.
API-key fallback
API-key MCP access remains supported. Authenticate with a Formbricks API key in a request header:api_key, x-api-key, access_token, token, and authorization case-insensitively.
API key permissions are enforced through the same workspace access checks as the v3 REST API:
Synthesized MCP scopes for an API key:
surveys:read + workflows:read + feedbackRecords:read
always; the matching :write scopes when the key has write or manage on any workspace. The scope
gate and the per-workspace access check above are independent — a :write tool requires both the
:write scope on the token and write/manage on the target workspace.
Local Setup
Start Formbricks and prepare the database:Restart the dev server after changing tool registrations. The MCP server is built once at module scope by
createMcpHandler, so hot reload does not pick up an added, removed or renamed tool — tools/list keeps
serving the previous set until the process restarts.resource equal to
the MCP URL:
This passes
scope explicitly, so it does not reproduce a real client’s behavior — real MCP
clients register with the scopes from the protected-resource metadata’s scopes_supported
(surveys:read surveys:write workflows:read workflows:write feedbackRecords:read feedbackRecords:write offline_access). Because the authorization server validates the /authorize
request against the client’s registered scopes, a client that registers with a narrower set than
it later requests (e.g. it registers surveys-only but requests offline_access) is rejected with
invalid_scope. To smoke-test the real path, omit scope and let the client adopt the advertised
set, or pass exactly what the metadata advertises./account/authorize. Users can revoke approved MCP clients from
/account/settings/authorized-apps.
For API-key fallback, create an API key in the Formbricks app with access to the target workspace.
Use the least privileged permission needed by the agent workflow.
Verify that the MCP endpoint can list tools:
Codex Configuration
OAuth
Add the HTTP MCP server. Include--oauth-resource so the OAuth access token is audience-bound to
the MCP resource URL:
:write scopes:
feedbackRecords:read (plus feedbackRecords:write to create)
and omit the survey scopes.
Codex opens the browser to Formbricks, completes Dynamic Client Registration, and stores the OAuth
client and tokens in Codex’s credential store. The user approves the requested scopes on the
Formbricks consent screen.
Equivalent Codex config for the server entry:
API-key fallback
Store the API key in the shell environment:Claude Configuration
Claude Code
OAuth
Add the remote HTTP MCP server:/mcp and authenticate formbricks-local. Claude Code discovers the MCP protected-resource
metadata, registers a public client whose scopes are taken from that metadata’s scopes_supported
(surveys:read surveys:write workflows:read workflows:write feedbackRecords:read feedbackRecords:write offline_access), and launches the browser-based OAuth flow — there is no
scope-entry step. You approve the requested scopes on the Formbricks consent screen. A :write tool
requires both the matching :write scope on the token and write/manage permission on the target
workspace at execution time (see Authentication).
Verify it:
.mcp.json without static credentials:
API-key fallback
Set the API key:FORMBRICKS_MCP_API_KEY is not set.
Claude Desktop
If the installed Claude Desktop build supports remote HTTP MCP server entries, add the same server definition to the Claude Desktop config file and restart Claude Desktop. Prefer the OAuth entry without headers when supported; use the API-key header entry only as a fallback. macOS config path:Tool Responses
Tool results include bothstructuredContent and a text content item containing the same JSON string.
Successful results mirror the v3 REST response body and add requestId for correlation.
Errors are returned as MCP error tool results with a structured v3 problem payload:
Available Tools
list_surveys
Lists surveys in one workspace. The tool is read-only and idempotent. Input:get_survey
Gets one survey by ID. The tool is read-only and idempotent. Input:lang is optional. When supplied, it filters translatable survey fields to the requested language
codes or configured aliases.
create_survey
Creates a block-based link survey using the v3 survey document contract. The tool writes data and is not idempotent. Input:GET /api/v3/surveys/{surveyId} and includes the MCP
requestId.
validate_survey
Validates a create or patch payload without writing survey changes. The tool is read-only and idempotent, but create validation still checks workspace write access whenworkspaceId is present.
Create validation input:
200 with valid: false and structured invalid_params, matching
POST /api/v3/surveys/validate.
patch_survey
Updates a survey by ID using the v3 survey patch contract. The tool writes data, can be destructive, and is not idempotent. Omitted top-level fields are preserved. Provided top-level objects and arrays replace that whole subtree, so omitted nested entries inside a provided subtree can be removed. The patch tool does not deep-merge nested objects and does not implement JSON Patch.For agent workflows, fetch the current survey first, modify only the intended top-level fields, run
validate_survey with operation: "patch", and then submit the same patch with patch_survey.GET /api/v3/surveys/{surveyId} and includes the MCP
requestId.
delete_survey
Deletes one survey by ID. The tool is destructive, writes data, and is not idempotent. Input:204 No Content. The MCP tool result contains the requestId
so callers can correlate the audit trail:
Workflow tools
Workflow tools operate on the v3 Workflows API (trigger → condition → action automations). They reuse the same authentication, authorization, audit logging, and error mapping as the survey tools.list_workflows
Lists workflows in one workspace. Read-only and idempotent. Input:{ "data": [...], "meta": { "limit", "nextCursor" }, "requestId" }.
Omitting filter.status.in returns every status except archived.
get_workflow
Gets one workflow by ID. Read-only and idempotent. Unknown or cross-workspace ids return403
(never 404) so existence is not leaked.
list_workflow_runs
Lists workflow runs for a workspace, newest first. Read-only and idempotent.workspaceId is required. Omit filter.isDryRun to return both real and dry runs.
get_workflow_run
Gets one workflow run with its ordered step logs. Read-only and idempotent.test_workflow
Dry-runs a workflow: validates its live definition would execute and resolves the trigger’s survey + ending cards. No run is persisted and no side effects occur; the result reports{ ok, problems }.
Annotated read-only (no world mutation). Only enabled or disabled workflows can be tested — a
draft or archived workflow is rejected with 422 invalid_workflow_state, so after create_workflow
(which always creates a draft), enable the workflow before testing it.
create_workflow
Creates a workflow, always as a draft (onlyenable_workflow makes it live). Writes data; not
idempotent. Takes the full v3 create payload:
patch_workflow
Updates a workflow (v3 PATCH contract: top-level partial merge, no deep merge). Destructive; not idempotent.definition edits are only accepted while the workflow is draft or disabled.
duplicate_workflow
Duplicates a workflow as a new draft with empty run and version history. Writes data; not idempotent.name is optional; if omitted the server picks a non-conflicting copy name.
Lifecycle tools
delete_workflow, enable_workflow, disable_workflow, archive_workflow, and unarchive_workflow
each take only a workflow id:
-
enable_workflow— validates executability, snapshots an immutable version, and makes the workflow live. A non-executable definition is refused with422 workflow_not_executable. -
disable_workflow— stops future runs. -
archive_workflow/unarchive_workflow— soft archive and restore (to draft). -
delete_workflow— the v3 delete returns204 No Content; the MCP result contains therequestId.
list_feedback_datasets
Lists the active feedback datasets assigned to a workspace. Read-only and idempotent. Use the returnedid as datasetId for the other feedback-record tools.
Input:
list_feedback_records
Lists feedback records in a workspace’s feedback dataset. Read-only and idempotent, with opaque cursor pagination.datasetId is optional when the workspace has exactly one active
dataset (the common case) and required when it has more than one.
Input:
GET /v1/feedback-records parameters, and each is named after the record field it filters — so filtering by
a user_id you just read in a response is spelled the same way. An unknown filter key is rejected with a
422 rather than ignored, since a silently dropped filter would widen the result set without saying so.
The workspace/dataset/pagination parameters (
workspaceId, datasetId, limit, cursor) stay camelCase:
they name nothing in the record.
Output mirrors the Hub feedback-record shape and paginates with meta.nextCursor. meta also names the
dataset that was searched, so an empty data array unambiguously means that dataset holds no matching
records — a caller that let the dataset auto-resolve does not need a second call to find out which one it was:
count_feedback_records
Counts the feedback records matching a filter set, without fetching them — for “how many” questions that would otherwise mean paging through records. Read-only and idempotent. Takes the same filters aslist_feedback_records (no limit/cursor), because the Hub documents its count endpoint as accepting
the same query parameters as its list endpoint; both go through one mapper in lib/operations.ts, so a
count always describes the same set as the equivalent list.
Input:
get_feedback_record
Gets one feedback record by its Hub UUID. Read-only and idempotent. The record must belong to a feedback dataset assigned to the workspace; otherwise the tool returns a generic authorization error and never reveals whether a record id exists in another tenant. Input:create_feedback_record
Creates a feedback record in a workspace’s feedback dataset. Writes data and is not idempotent, and requiresfeedbackRecords:write (API keys need write or manage). The tenant is derived from the
resolved feedback dataset and is never taken from the request body. submission_id is optional — a
UUID is generated when omitted.
Input:
requestId.
create_feedback_records
Creates several feedback records in one call — the batch form ofcreate_feedback_record, for imports.
Writes data, is not idempotent, and requires feedbackRecords:write. Between 1 and 50 records per call.
The Hub has no bulk-create endpoint (its only bulk write is the delete-by-user erasure path), so this fans
out to one Hub create per record, in parallel. Two consequences are deliberate:
- Validation is all-or-nothing. Every record is validated before any is written, so a malformed batch
is rejected without leaving half of it stored.
invalid_paramsnames the offending index, e.g.records.3.value_text. - Partial success is reported, not hidden. If the Hub rejects some records — a duplicate
(submission_id, field_id), say — the created ones are returned andmeta.failuresaccounts for the rest by index, so only those need retrying. If nothing could be created, the upstream failure is returned as the response instead, because an empty success would read as “there was nothing to do”.
created
audit event — N creations are N events, not one summary.
update_feedback_record
Corrects the value of an existing feedback record. Writes data, is annotateddestructiveHint: true (it
overwrites a stored value; the previous one survives only in the audit log), and requires
feedbackRecords:write. Only the fields sent are changed; at least one is required.
Updatable — the Hub’s own mutable set: value_text, value_number, value_boolean, value_date,
value_id, user_id, language, metadata. The schema is .pick()ed from the create fields, so bounds
can’t drift between creating and correcting a record.
The value_* field being set must be one the record’s field_type accepts — the same table create enforces
(text takes value_text, nps/rating/number take value_number, categorical takes value_text
and/or value_id, and so on). Because field_type is immutable it is not part of the patch, so this is
checked against the stored record and therefore reported after the ownership check, as a 422 naming the
offending field. Without it a patch could assemble what create rejects: putting value_number on a text
record would leave both a text and a number set, with nothing to say which one the record means. The Hub does
not enforce this itself.
Not updatable: a record’s provenance — source_type, source_id, source_name, field_id,
field_type, field_label, field_group_*, submission_id, collected_at. Correcting those means
deleting the record and creating it again. The derived enrichment fields (sentiment, sentiment_score,
emotions, value_text_translated, translation_lang_key) are not accepted from callers either — they are
the Hub’s to compute.
metadata is the one field that is replaced, not merged — the Hub assigns it wholesale, so adding a key
means sending the existing ones too. Everything else is left untouched when omitted.
Ownership is verified before the update, the same way as for get and delete: PATCH /{id} is another Hub
endpoint that derives the tenant from the stored record. A record deleted in the window between that check
and the write returns the same generic authorization error, not a 502 — nothing was updated and the service
is fine.
Input:
delete_feedback_record
Permanently deletes one feedback record. Writes data, is not idempotent, is annotateddestructiveHint: true, and requires feedbackRecords:write (API keys need write or manage). The
record and its derived embedding are removed with no soft delete, so this cannot be undone — the audit log
entry keeps the deleted record as its oldObject and is the only remaining trace.
Ownership is verified before the delete: the record must belong to a feedback dataset assigned to the
workspace, and a record in another tenant is refused with the same generic authorization error as an
unknown id, without deleting anything. Single-record only — there is no bulk delete tool.
Input:
204 No Content on success (the tool result carries only the requestId).
search_feedback_records
Searches a workspace’s feedback dataset semantically: the query is embedded and compared to record embeddings by cosine similarity, so it matches meaning rather than keywords. Read-only and idempotent. Input:feedback_record_id to get_feedback_record for the rest of a record:
find_similar_feedback_records
Finds the records most similar to a given one, by embedding distance — useful for gauging how widely a piece of feedback is echoed. Read-only and idempotent. Same output shape assearch_feedback_records;
the anchor record is excluded from its own results.
Input:
Both search tools need embeddings, which are optional in the Hub. Without
EMBEDDING_PROVIDER and
EMBEDDING_MODEL configured on both the Hub API and the Hub worker they return 503 with that
instruction as the detail. Embedding is also asynchronous and only covers records that have text, so a
record created moments ago is not searchable yet; find_similar_feedback_records reports that as a 409
rather than an empty result, distinguishing “still being embedded, retry” from “no text, so there is no
embedding to wait for” — the latter also covers text cleared by an update.limit (1–100, default 10) and minScore (0–1, default 0.5) are validated by Formbricks rather than
passed straight through: the Hub silently coerces out-of-range values to its own defaults, which would
return something other than what was asked for. The default minScore of 0.5 is Formbricks’ own — the Hub
defaults to 0.7, which is strict enough that a fair paraphrase often falls just below it.
Relationship to V3 Workflows API
Like the survey tools, workflow tools run no custom database queries — each calls the shared, framework-agnostic@formbricks/workflows handlers used by the v3 REST routes:
Relationship to V3 Surveys API
The MCP server does not run custom survey database queries. Each tool calls the shared server-only v3 survey operations used by the REST routes:
When the v3 OpenAPI contract changes, update the MCP schemas and this page together. The hand-maintained
v3 OpenAPI spec lives at
docs/api-v3-reference/openapi.yml.
Feedback Records And The Hub
Feedback-record tools do not map to a v3 REST route. They call the shared server-only Hub service (@/modules/hub/service) — the same client the Unify Feedback UI uses — and enforce the same
feedbackDirectories Enterprise entitlement.
A feedback record lives in the Formbricks Hub, addressed by an opaque tenant id. Every tool
resolves that tenant server-side: it authorizes the caller’s access to workspaceId, checks the
feedbackDirectories license, then maps the workspace to its assigned feedback dataset — the
FeedbackDirectory id is the Hub tenant id, and it is surfaced to callers as dataset_id.
Assignment is a join table, but the application enforces at most one non-archived directory per
workspace, so in practice datasetId can be omitted and the single active dataset is used.
It becomes required only if a workspace somehow has several active directories, in which case the tools
return 400 rather than guessing. A tenant id is never accepted from tool input.
Three Hub endpoints — get, delete, and similar — take a bare record id and derive the tenant from the
stored record, delegating record-level authorization to the product. So get_feedback_record,
delete_feedback_record and find_similar_feedback_records all retrieve the record first and verify its
tenant — the named dataset when one was given, otherwise any dataset the workspace owns — before acting.
A foreign record and an unknown record produce the same generic authorization error, so record ids cannot
be probed across tenants. search_feedback_records instead has the resolved tenant injected into the Hub
query, like create_feedback_record.
Limitations
- OAuth is user-delegated only. Machine-to-machine client credentials for MCP are not supported.
- OAuth access tokens must be JWTs audience-bound to
/api/mcp; opaque MCP access token introspection is not accepted by the MCP route. - API-key authentication remains supported for compatibility and fallback use.
- The MCP server exposes only the survey, workflow and feedback-record operations listed on this page.
- Survey and workflow tool coverage depends on the current v3 Surveys and Workflows REST endpoint coverage; feedback-record tool coverage depends on the Hub feedback-records API.
enable_workflowmakes a workflow live and can trigger email sending; treat it as a high-impact mutation when granting agents write access.create_workflowrequires a complete workflowdefinition(schema version, trigger, entry node); it is created as a draft and onlyenable_workflowcan make it live.- Feedback-record tools require the
feedbackDirectoriesEnterprise entitlement and a feedback directory assigned to the workspace; without either they return 403 / 422. - A feedback record’s provenance is immutable:
update_feedback_recordchanges values, users, language and metadata, but not which source, question or submission a record belongs to, nor when it was collected. The derived enrichment fields are the Hub’s to compute and are never accepted from callers. delete_feedback_recorddeletes one record at a time. The Hub’s bulk and delete-by-user endpoints are deliberately not exposed: they are erasure operations whose blast radius does not belong on an agent surface. There is deliberately no batch delete to matchcreate_feedback_records.- Counting and filtering cover the Hub’s own filter set only. There is no aggregation by sentiment or emotion, and semantic search cannot be narrowed by source or date — the Hub’s search endpoint takes only a query and a tenant. Those need Hub-side support first.
- The search tools require an embedding model configured on the Hub API and the Hub worker; without one they return 503. Embedding is asynchronous and covers only records with text.
create_surveycreates link surveys only. In-app survey creation and distribution settings are not part of the current v3 create operation.patch_surveyfollows the v3 PATCH contract: top-level partial document updates only, no JSON Patch, and no nested deep merge. Provided top-level objects and arrays replace their whole subtree and can remove omitted nested entries.validate_surveyvalidates payload shape and references; it does not create languages, survey versions, or surveys.- Query-string credentials are rejected; use headers for API keys.
- Large request bodies are rejected before the MCP handler using the same body-size policy as v3 APIs.
Implementation Files
apps/web/app/api/mcp/route.tsapps/web/modules/mcp/auth.tsapps/web/modules/mcp/server.tsapps/web/modules/mcp/tools/surveys.tsapps/web/modules/mcp/tools/workspaces.tsapps/web/modules/mcp/tools/feedback-records.tsapps/web/modules/mcp/tools/schemas.tsapps/web/modules/mcp/tools/workflows.tsapps/web/modules/mcp/tools/workflow-schemas.tsapps/web/app/api/v3/surveys/lib/operations.tsapps/web/app/api/v3/workflows/lib/context.ts(adapter to the@formbricks/workflowshandlers)apps/web/app/api/v3/feedbackRecords/lib/operations.tsapps/web/app/api/v3/feedbackRecords/lib/access.ts(tenant resolution + per-record ownership guard)apps/web/app/api/v3/feedbackRecords/lib/errors.ts(Hub error → v3 problem mapping)