name: microsoft-forms
description: Enables Claude to create, manage, and analyze Microsoft Forms surveys and quizzes via Playwright MCP
category: microsoft

Microsoft Forms Skill

Overview

Claude can create and manage Microsoft Forms for surveys, quizzes, and data collection. Build forms with various question types, analyze responses, and share forms with respondents.

Quick Install

curl -sSL https://canifi.com/skills/microsoft-forms/install.sh | bash

Or manually:

cp -r skills/microsoft-forms ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set MICROSOFT_EMAIL "[email protected]"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:
1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Create surveys and quizzes
• Add various question types
• Configure branching logic
• Set form settings and restrictions
• View and analyze responses
• Export responses to Excel
• Share forms via link or email
• Create quiz with auto-grading
• Add images and videos
• Apply themes and branding
• Set response notifications
• Duplicate and template forms

Usage Examples

Example 1: Create Survey

User: "Create an employee satisfaction survey"
Claude: Creates form with title, adds satisfaction rating questions,
        open-ended feedback section.
        Returns: "Created survey with 6 questions: [link]"

Example 2: View Responses

User: "How many people responded to the training feedback form?"
Claude: Opens form, checks responses.
        Reports: "28 responses received. Average satisfaction: 4.2/5.
        Key feedback themes: more hands-on exercises requested"

Example 3: Create Quiz

User: "Make a quiz about company policies with 10 questions"
Claude: Creates quiz form, adds multiple choice questions
        with correct answers and points.
        Returns: "Quiz created with 10 questions, 100 points total"

Example 4: Add Branching

User: "If someone selects 'Remote', ask about their home office setup"
Claude: Adds branching logic from Remote option to follow-up questions.
        Confirms: "Branching logic added for Remote selection"

Authentication Flow

1. Claude navigates to forms.office.com via Playwright MCP
2. Authenticates with MICROSOFT_EMAIL if needed
3. Handles 2FA if prompted (notifies user via iMessage)
4. Maintains session for Forms operations

Selectors Reference

// New form button
'[aria-label="New Form"]'

// Form title
'.form-title-input'

// Add question
'[aria-label="Add new"]'

// Question type menu
'.question-type-menu'

// Question text
'.question-title-input'

// Answer options
'.choice-input'

// Required toggle
'[aria-label="Required"]'

// Branching
'[aria-label="Branching"]'

// Responses tab
'[aria-label="Responses"]'

// Share button
'[aria-label="Share"]'

// Settings
'[aria-label="Settings"]'

Question Types

Choice           // Multiple choice (single select)
Text             // Short or long answer
Rating           // Star or number rating
Date             // Date picker
Ranking          // Order items
Likert           // Agreement scale
File upload      // Upload attachments
Net Promoter Score // NPS question

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Form Create Failed: Retry, check permissions
• Question Add Failed: Retry, verify question type
• Export Failed: Check Excel availability, retry
• Share Failed: Verify sharing settings

Self-Improvement Instructions

When you learn a better way to accomplish a task with Microsoft Forms:
1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific question design best practices
4. Note quiz vs form differences

Notes

• Forms auto-saves changes
• Quiz mode enables grading
• Branching creates dynamic forms
• Response notifications available
• Export to Excel for analysis
• Anonymous or identified responses
• Forms accessible on mobile
• Templates available for common use cases