A powerful integration that enables AI agents to create, manage, and process PlanSo Forms data and submissions through a streamlined CLI.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install planso-forms
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install planso-forms using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is PlanSo Forms?
PlanSo Forms is a comprehensive web application designed for businesses and individuals to build embeddable online forms, collect feedback, and automate data-driven workflows. This skill bridges the gap between your AI agent and your form data, allowing for seamless interaction with forms, submissions, and workspaces.
By leveraging Openclaw Skills and the Membrane framework, developers can bypass the complexities of manual authentication and credential refreshing. The integration provides a high-level abstraction for form management, ensuring that your AI agents can focus on logic and data processing rather than API plumbing.
PlanSo Forms Use Cases
- Automating the retrieval of new form submissions for lead generation and CRM updates.
- Programmatically managing form workspaces and user permissions within a business environment.
- Integrating form data collection into larger AI-driven research or customer feedback loops.
- Searching and filtering form responses based on specific natural language intents.
How PlanSo Forms Works
- The AI agent initializes the skill using the Membrane CLI to establish a secure tenant session.
- A connection is ensured by targeting the PlanSo Forms domain, which handles OAuth or API key exchange server-side.
- The agent polls the connection status to ensure it is in a READY state before proceeding.
- Natural language intent is used to search for specific actions (like fetching submissions) via the Membrane action discovery system.
- The agent executes the desired action or sends a proxied request directly to the PlanSo Forms API with automatic header injection.
PlanSo Forms Setup
First, install the Membrane CLI to enable Openclaw Skills functionality:
npm install -g @membranehq/cli@latest
Authenticate your agent by specifying the agent type:
membrane login --tenant --clientName=openclaw
Create a connection to your PlanSo Forms account:
membrane connection ensure "https://www.planso.net/planso-forms/" --json
PlanSo Forms Data Schema & Taxonomy
The skill organizes PlanSo Forms data into several core entities managed through the Membrane schema:
| Entity | Description |
|---|---|
| Form | The primary container for data collection fields and settings. |
| Submission | Individual records of data submitted by users through a form. |
| Workspace | The organizational unit where multiple forms and users are grouped. |
| User | The identity profile with access to specific workspaces or forms. |
All actions return structured JSON output, including inputSchema for validation and outputSchema for result parsing.
PlanSo Forms Advanced Features
- Natural Language Action Discovery: Use the --intent flag to find specific form-related tools without knowing the exact API endpoint.
- Automatic Credential Refresh: Membrane manages long-lived authentication, ensuring background tasks never fail due to expired tokens.
- Direct API Proxying: Send raw requests to any PlanSo Forms endpoint while maintaining built-in authentication and security headers.
- Multi-Agent Optimization: Tailored tooling adjustments for different environments like openclaw, Claude, and Windsurf.
SKILL.md
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