Resources · Claude connector

Claude Cognito Forms connectorWhat Claude can do in your Cognito Forms account.

The Claude Cognito Forms connector exposes 10 tools. 4 of them read entries, files and documents, 1 changes something in your account, and 5 are described nowhere. Below: what Claude pulls out of your forms, what needs an admin, and where the tool list goes quiet.

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Overview

What changes for the person who handles form responses

Answering a question about form responses usually means opening Cognito Forms, picking a view and scrolling. With the connector, you ask Claude directly: it reads the entries through the view you name, fetches a file or a generated document, and can even close a form at a set time. All from the conversation.

Answer a question about many entries. An HR lead wants to know how many time-off requests are pending: get_entries_in_view reads the entries of a form through a given entry view, so Claude can count and summarize them.

Retrieve a file or a document. An insurance certificate was uploaded to one entry: get_file pulls it, including electronic signatures, and get_document fetches documents Cognito Forms generated, such as an invoice.

Close a registration on time. set_form_availability sets the availability of a form.

Now what the connector does not do. Cognito Forms says plainly that it cannot import entry data, upload files, or create and manage entry views. Five of the listed tools are described by no source, including the one that looks tied to entries. Cognito Forms documents creating, updating and deleting entries as actions, without naming the tool behind them. Nothing runs by itself either: to act on each new submission, an automation tool is the right job, and the Cognito Forms Make integration page covers it.

Vocabulary

The vocabulary in one minute

Five words you will meet while plugging Cognito Forms into Claude.

Connector
The link you set up once between Claude and an account you already own, so Claude can work in it while answering you.
Tool
One named action a connector opens to Claude. Claude picks the ones it needs by itself; the directory lists each by name.
Authorization
The sign-in screen of the service itself, where you hand Claude its access. Granted once per person, and you can take it back.
Approval
The confirmation Claude waits for before it goes through with something that changes your account, shown right in the chat.
MCP
The shared standard connectors are built on: it is what lets an assistant such as Claude talk to an outside service.
Connect

Plug Cognito Forms into Claude in three steps

  1. 01

    Find Cognito Forms in Claude

    In Claude's settings, open Customize, then Connectors, and look for Cognito Forms in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to switch the connector on first so each member can sign in.

  2. 02

    Start the connection

    Click Connect on its row, then sign in to Cognito Forms in the window that Cognito Forms opens itself. If the link ever breaks later on, use Disconnect and then plug it back in.

  3. 03

    Read the authorization screen

    Read the authorization screen before you accept. It belongs to Cognito Forms, not to Claude, and it is what decides what the access covers. You can also withdraw that access later from your Cognito Forms account.

Tools

The 10 tools, sorted by what they do

Cognito Forms gives Claude 10 tools: 4 that read your account, 1 that change something in it, and 5 no official source describes.

Three groups: what Claude reads, what it changes, and what no official source describes. Tool names stay exactly as Claude shows them.

  • 4 read
  • 1 write
  • 5 not documented

What Claude reads (4)

4 tools

Four tools that read entries, files and documents without touching them.

get_document

Fetches documents generated by Cognito Forms, such as custom documents and the free standard documents it offers.

When it helps
you need the invoice document for the latest registration on your autumn enrollment form.
Watch out
it retrieves what already exists; it does not describe building a new document layout.

Sourcecognitoforms.com · September 30, 2026 ↗

get_entry

Retrieves one specific entry, which lets Claude answer a precise question about a single submission.

When it helps
a client calls about one submission on your contractor agreement form and you want its details now.
Watch out
the source gives it one line and does not say which identifiers it accepts.

Sourcecognitoforms.com · September 30, 2026 ↗

get_file

Pulls files that people uploaded through a form's file upload field, along with electronic signatures captured on the form.

When it helps
you want the proof of insurance attached to one entry without opening the form.
Watch out
it covers retrieval; Cognito Forms states the connector cannot upload files.

Sourcecognitoforms.com · September 30, 2026 ↗

get_entries_in_view

Reads the entries of a form through a specific entry view, which is how Claude answers questions across many submissions at once.

When it helps
you ask what share of last quarter's leads came from one region.
Watch out
results only include what the view shows, so its filters and date ranges shape the answer.

Sourcecognitoforms.com · September 30, 2026 ↗

What Claude changes (1)

1 tool

One tool that acts on a form. No source spells out its confirmation, so the general rule below applies.

set_form_availability

Approval: see the rule

Sets the availability of a form, a change Cognito Forms records in the organization audit log, like the other changes made through the connector.

What Claude asks for
no source describes a confirmation for this tool, so the general approvals rule applies.
When it helps
a workshop registration must stop taking entries at the end of the week.

Sourcecognitoforms.com · September 30, 2026 ↗

Not documented (5)

5 tools

The directory publishes these five names and nothing else. No official text says what they do, and this page will not guess from a name.

get_entry_views

The directory lists this name and nothing more. Cognito Forms' help article does not mention it, and no page from Claude does either, so this page says nothing further about what it covers.

Watch out
whatever it does, the general approvals rule applies to it.

get_form_schema

Only its name appears on the directory sheet. No official source describes this tool, so any statement about its role would be a guess from the name, which this page refuses to make.

Watch out
it stays covered by the general approvals rule.

get_forms

Listed by the directory, left without a single line of explanation. Neither Cognito Forms' documentation nor Claude's help center says what it returns or when Claude would call it.

Watch out
the general approvals rule is the only guidance that applies here.

manage_entry

Cognito Forms documents entry-related actions without naming the tool behind them, and no sentence mentions this name. With no source describing it, this page does not say what it can or cannot touch.

Watch out
treat it with care; the general approvals rule covers it.

provide_mcp_server_feedback

Nothing in the sources describes this tool beyond its listing in the directory. What it transmits, and to whom, is not documented anywhere we could read, on either side.

Watch out
as with the other undocumented names, the general approvals rule applies.
Approvals

What Claude asks before it acts

By default, Claude stops and asks you before any action it takes on an account on your behalf. The request shows up in the conversation, at the moment it matters.

On a Team or Enterprise workspace, owners decide whether a member may let some actions through without being asked every time. They can also limit what a connector may do for the whole organization, for instance keeping reading open and closing writing. That setting applies to everyone and nobody gets around it from their own account. Finally, Claude works with your rights and nothing beyond: a form you cannot administer in Cognito Forms stays closed to it too.

Plans

Which plans include it

None of the 819 sheets in the official directory shows plan availability. The answer per connector is published nowhere, and that is a real hole in the catalog rather than a gap in our reading.

The general rule is public: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner opens a connector for the organization before members can each sign in. For the live state of this one, go to Cognito Forms's sheet in the official directory, the only place that shows it.

Limits

Where the Claude Cognito Forms connector stops

A connector is not an automation. Claude calls these tools while it answers you: nothing starts when a new entry is submitted or a payment arrives.

This connector is documented only by its publisher: neither Claude's help center nor Anthropic's developer docs cover it, so the facts here come from the directory sheet and Cognito Forms' help article. That article names actions rather than tools, which is why five tools stay undocumented. Cognito Forms also limits the feature to some of its own subscription tiers. The partner badge is not a security audit, and Anthropic states on every sheet that it does not control which tools a publisher exposes. The Integrations hub gathers the automation families.

Need help

Need help connecting Cognito Forms to Claude?

A person reads every message.

FAQ

Claude Cognito Forms connector: frequent questions

01What can Claude do with the Cognito Forms connector?
Claude can read your form data and adjust a form's availability from the conversation. Four described tools read one entry, read entries through a chosen entry view, pull uploaded files and electronic signatures, and fetch documents Cognito Forms generated. One tool sets when a form is open or closed. Five more tools appear in the directory with no description anywhere, so this page does not claim anything about them, even when a name looks self-explanatory.
02Can Claude change or delete entries in Cognito Forms?
One described tool changes something: it sets a form's availability. Cognito Forms' article also lists creating, updating and deleting entries as connector actions, but it never names the tool that performs them, and the tool whose name suggests entries is described by no source. So this page cannot confirm which tool does that work. Cognito Forms adds that entries marked Incomplete or with a Paid payment status are excluded from updates.
03Does Claude ask before it acts in Cognito Forms?
By default, yes: Claude asks for a confirmation before any action it takes on an account on your behalf. No source describes a confirmation specific to a Cognito Forms tool, so that default rule is what applies. Cognito Forms itself advises checking that your AI app asks before making changes, and it records connector changes in its audit logs. On Team and Enterprise, owners can close writing for everyone in the organization.
04Which plans is it available on?
No official source publishes plan availability connector by connector on Claude's side, and no directory sheet shows it. The general rule says remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, with an Owner or Primary Owner enabling them first on Team and Enterprise. Cognito Forms separately reserves the feature for some of its own subscription tiers. The directory sheet shows the current state for your account.
05Does Claude see all my forms and entries?
No, Claude works with the rights of the person who connected and nothing more. Cognito Forms adds its own conditions: you need Administrator permissions on a form to reach it, the connection covers only the organization you authorized, and analysis only sees what the chosen entry view shows. If a form seems invisible, check that it belongs to the organization you connected, and that your role on it is Administrator.
06Why does the analysis miss some entries?
Because Cognito Forms bases results on the entry view you specify. If that view filters out a status, a region or a date range, those entries never reach Claude. Cognito Forms recommends configuring the view with the right filters, fields and dates before running a query, and notes that large datasets are retrieved in batches, so broad questions can take a moment to answer. Narrow views give faster, cleaner results.
07Should I use Claude or an automation tool with Cognito Forms?
They do different jobs, so pick by use. Claude works inside a conversation: you ask about entries, it reads, counts or fetches, and nothing happens once you stop. It does not react on its own when someone submits a form. When each new entry must trigger an email or a record elsewhere, that is an automation tool's job. When you want answers from your forms on demand, the connector fits.