Creating and Managing Lead-Capture Forms with the DigitalPilot MCP Server

Who This Is For

Marketing ops and growth teams.

Tool Map

• list_forms: inventory forms.
• get_form: retrieve one form config.
• create_form: create net-new form.
• update_form: modify existing form.
• delete_form: remove form.

Minimum Create Request

create_form requires:

• title (required)
• Optional: fields, pages, thank_you_page, style, options

Practical Rollout Process

1. list_forms to avoid duplicate form creation.
2. create_form with minimal viable structure.
3. get_form to verify persisted config.
4. update_form iteratively for styling/options/pages.
5. Confirm lead capture via reporting/webhook flow.

Common Issues

• Submitting field/page structures with inconsistent IDs.
• Updating the wrong form due to stale form_id.
• Treating style/options as required (they are optional but useful).