Form Importer

What it does

Turns an existing PDF or Word form into a native Kiteworks Form. A read-only preview extracts the fields (labels, input types, required flags, choices) entirely inside the platform and returns a content-free summary; on your confirmation the platform creates the form via create_form and returns its native Kiteworks editor URL, where you review and refine it. The form's text never reaches the agent or the model.

Relevant regulations and standards

Frameworks and mandates this agent helps you address. Not a certification — your own controls and assessment still apply.

Tags

Published version history. The latest version is what new installs receive; your administrator chooses when to upgrade.

1. 0.1.1 stable latest 2026-06-19
   • A normal (blank) import no longer returns a marketplace preview_link: prepare returns the content-free field summary + confirmation_token, and after apply the user reviews/refines the form in the native Kiteworks Advanced-Forms editor (the form_url apply returns) — an always-reachable, SSO-gated surface in their own tenant. The agent presents form_url as a short labeled link.
   • A FILLED source is unchanged: it still returns needs_attestation + attest_url, and after attestation resume returns the field summary + the SSO preview_link.
   • Content-free posture preserved: the agent still never sees labels/options/text.
2. 0.1.0 stable 2026-06-16
   • First release: four content-free operations over the platform's isolated form extraction lane and the confirmation store (FORM-IMPORTER-AGENT-PLAN.md).
   • prepare (read-only): resolves a named PDF/Word source, extracts its fields OUT OF PROCESS (interactive PDF AcroForm fields + Word content controls / legacy form fields in v1 — deterministic, no LLM), maps each onto the closest native create_form element, and returns a CONTENT-FREE preview (per-field opaque keys, effective types, required flags, option counts, page, confidence, warnings) plus a session preview link and a confirmation_token. A FILLED source returns needs_attestation + an attest_url instead of a preview.
   • resume (read-only): re-reads the session after an out-of-band human attestation.
   • adjust (read-only): a closed, by-opaque-key structural change (mark fields required/optional) that re-mints the confirmation_token. Presentation changes are not supported by create_form and are refused.
   • apply: the single audited, idempotent mutation — re-probes the live create_form schema and the source fingerprint, enforces the filled-source human attestation, and calls create_form exactly once, returning the editor form_url. Any drift refuses with no form created; a timed-out create_form is reported as outcome-unknown (verify before retrying).
   • The agent declares zero backend tools — the form's text never reaches it; the capability-gated host methods do all content work. Field text in any language is preserved verbatim (no translation).

Install in Claude Code

claude plugin marketplace add \
  kiteworks/agent-marketplace
claude plugin install \
  kiteworks-form-importer@kiteworks

Prerequisites

• Kiteworks Compliance Runtime — install via pip install kw-mcp-gateway (host >=1.0.0,<2.0.0). This agent calls into the runtime for deterministic, audited execution.
• Official Kiteworks MCP >=9.3.0 (used by the runtime) — install and sign in from github.com/kiteworks/mcp.
• Python >=3.11.

Connect from Claude

Add this marketplace as a remote MCP connector in Claude Desktop or Claude Code — point it at <your-host>/mcp. One process per deployment; no per-machine install. Requires the official Kiteworks MCP to be configured.