> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Use OrbitForms in ChatGPT

> Install the OrbitForms plugin in ChatGPT to work your leads, forms, meetings, and sequences from a conversation.

OrbitForms is available as a plugin for ChatGPT, backed by the OrbitForms MCP server. Once connected, ChatGPT can search and update your contacts, read your forms and their latest submissions, check a host's availability and book meetings, review and run email sequences, and manage webhook subscriptions. Every connection is scoped to one team and the permissions you approve.

## Before you connect

* An OrbitForms account on an active plan or trial. [Start a trial](https://orbitforms.ai/signup) 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

1. In ChatGPT, open the plugin directory and search for **OrbitForms**.
2. Choose **Install**, then **Connect**. ChatGPT opens the OrbitForms consent screen.
3. Sign in to OrbitForms if asked, pick the **team** ChatGPT may access, review the permissions, and choose **Authorize**.
4. Back in ChatGPT, type `@OrbitForms` in a new conversation to use it, or just ask — ChatGPT picks the plugin when your request matches.

You can disconnect at any time from the plugin's settings in ChatGPT or by revoking the connected application in OrbitForms.

## Connect the server directly

To connect without the directory (for example in a workspace that allows custom MCP servers), open [chatgpt.com/plugins](https://chatgpt.com/plugins), choose **Add custom MCP server**, and enter:

```
https://orbitforms.ai/api/mcp
```

Choose **OAuth** for authentication. ChatGPT discovers the OrbitForms OAuth server, identifies itself with its client metadata document, and sends you to the consent screen. No client ID or secret is needed.

## What you can ask

> "Who submitted the Demo Request form this week, and which companies are they from?"

> "Find the contact for [jane@acme.com](mailto:jane@acme.com), 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 [priya@lumenstudio.example](mailto:priya@lumenstudio.example)."

> "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](https://hooks.example.com/orbit)."

## What the plugin can do

| Area | Tools |
| - | - |
| Contacts | Search and list contacts, read one contact, create and update contacts, list and create tags, add or remove a tag on a contact |
| Forms | List forms, read a form's configuration, list a form's submissions by date range and status |
| Meetings | List and read meetings, update status or notes (including cancelling) |
| Scheduling | List scheduling pages, event types and availability schedules; find open slots on a host's calendar; book a meeting |
| Sequences | List sequences, read steps, analytics, enrollments and unsubscribes; enroll contacts; add unsubscribes |
| Webhooks | List webhook subscriptions and create new ones |

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](/developers/api/overview) 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](/mcp/overview) 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 [support@orbitforms.ai](mailto:support@orbitforms.ai) or use the [contact form](/support/contact).


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