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Connect your AI to your forms

Let Claude, ChatGPT or Cursor see and change your quote forms and check they're on your site.

Your own AI assistant can work on your quote forms through LeadVault's connector. It can list and read your forms, change their questions and wording, give the line for your website, check a page for the form, and show visits. It never reaches your leads.

Connect

  1. Open Marketing, Quote forms. Under Connect your AI, copy LeadVault's connector address: https://leadvault.com/mcp
  2. Add it as a connector (an MCP server) in your AI: in Claude, Settings, Connectors, Add custom connector; other apps have a similar place.
  3. Your AI sends you to LeadVault to sign in and allow it. Only people who see every lead can allow it.

Then ask it things like add a question about the property type to my refinance form or check whether my form is on example.com/quote.

Disconnect

Connected apps are listed under Connect your AI, with who allowed each and when it was last used. Disconnect stops it at once.

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