Your AI Agents

Claude

Claude Desktop, Claude Code and claude.ai against a Surface workspace, including the OAuth path most teams want.

Claude is the only client with a documented OAuth path. Use it, and no long-lived API key has to sit in a desktop app.

Which Connection

You are usingConnect with
claude.ai (web)OAuth: Claude OAuth setup
Claude DesktopOAuth, or an API key in claude_desktop_config.json
Claude Codeclaude mcp add --transport http with a header

Configs for all three are in API setup.

claude mcp add --transport http surface-forms https://app.withsurface.com/mcp \
  --header "Authorization: Bearer <your-api-key>"

What It Is Good At

Analysis over your funnel. The insights bundle is the quickest way to answer an ad hoc question: "which landing pages send high-scoring leads but never produce meetings" is one turn.

https://app.withsurface.com/mcp?tools=insights&readonly=1

Building forms end to end. The forms bundle covers create, steps and components, conditional routing, styling, the marketing pane, publish. Edits save a draft; nothing a visitor sees changes until publish_form runs.

Writing against the Vault. The default connection includes the Vault tools, so Claude reads your positioning and voice before drafting. See Vault over MCP.

Choosing a Bundle

Loading all 128 tools in a long conversation fills the context with tool definitions.

Session?tools=
"Answer questions about our numbers"insights + readonly=1
"Build and publish this form"(default: forms + vault)
"Draft and schedule content"content
"Everything, I'm exploring"all

Claude Code Specifically

Point it at the docs as well as the server. /llms-full.txt is this whole site in one file, so it can look a tool up instead of guessing.

Give it a read-only server for exploration and a writable one for the task. That is a second claude mcp add under a second name:

claude mcp add --transport http surface-read \
  "https://app.withsurface.com/mcp?tools=all&readonly=1" \
  --header "Authorization: Bearer <your-api-key>"

API keys are full-access by design. If a client should only read, add ?readonly=1. The key alone does not restrict anything.

Claude as an Answer Engine

Claude is one of the four models scored in AI Visibility, alongside ChatGPT, Gemini and Perplexity. A human who clicks through from Claude arrives as an AI referral in traffic analytics, tagged by engine.

Ready to Get Started?

See it on your own site, or open the app and build the first form.

Need Help?

Setup problems, blocked domains and CRM push failures live in the Help Center.

Feature Requests?

Tell us what is missing. We would rather hear it than guess.

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