Before you connect
- An OrbitForms account on an active plan or trial. Start a trial if you do not have one.
- At least one form, contact, or scheduling page in the team, so there is something to work with.
- Sequence tools require a plan that includes sequences; booking tools work best when the host has a connected calendar in Settings → Email & Calendar.
Install from the plugin directory
- In ChatGPT, open the plugin directory and search for OrbitForms.
- Choose Install, then Connect. ChatGPT opens the OrbitForms consent screen.
- Sign in to OrbitForms if asked, pick the team ChatGPT may access, review the permissions, and choose Authorize.
- Back in ChatGPT, type
@OrbitFormsin a new conversation to use it, or just ask — ChatGPT picks the plugin when your request matches.
Connect the server directly
To connect without the directory (for example in a workspace that allows custom MCP servers), open chatgpt.com/plugins, choose Add custom MCP server, and enter:What you can ask
“Who submitted the Demo Request form this week, and which companies are they from?”
“Find the contact for [email protected], tag her as a customer, and add her job title.”
“Is Marcus free for a 30-minute intro call on Thursday afternoon? Book the first open slot with [email protected].”
“How is the Demo follow-up sequence performing, and who is still active in it?”
“Enroll every contact tagged webinar-2026 in the Demo follow-up sequence.”
“Send new qualified submissions to https://hooks.example.com/orbit.”
What the plugin can do
Tools that send email, book or cancel meetings, or deliver data to an external endpoint are annotated as such, so ChatGPT confirms with you before running them.
Not included
Deleting forms, submissions, contacts, meetings, or sequences, and managing team members or billing, are not available through ChatGPT by design. Use the OrbitForms app or the REST API for those.Permissions
The consent screen lists every permission ChatGPT asks for and names the host you will be returned to. Permissions cover a single team; connect again to grant another team. When a tool needs a permission you did not grant, ChatGPT shows a link-account card so you can add it. See MCP Server for the scope list and revocation options.Troubleshooting
- The plugin shows “Not connected”: open its settings in ChatGPT and choose Connect to run the consent flow again.
- A tool says a permission is missing: use the account card ChatGPT shows to re-authorize with the extra permission, then ask again.
- No submissions or meetings appear: tools only see the team you picked on the consent screen. Disconnect and connect again to switch teams.
- Booking returns 409: the slot was taken between lookup and booking. Ask ChatGPT to fetch slots again and pick another.
- Still stuck? Email [email protected] or use the contact form.