pipefy

@pipefy source repo

18 skills
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8 hours ago last updated

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Pipefy Ipaas · pipefy
Use when the user wants to build, test, publish, or manage iPaaS (Advanced Automations) flows: multi-step integrations with external apps (Slack, Gmail, Google Sheets), incoming webhooks, schedules, routers, code steps, or iPaaS data tables. MCP-only, driven through 4 meta-tools over a per-pipe catalog discovered at runtime. For native if/then rules or prompt-driven AI automations, use skills/automations/ instead.

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Pipefy Reports · pipefy
Use this skill when the user wants to create, read, update, delete, or export pipe reports or organization reports. Covers the async export workflow (trigger, poll, download). 17 MCP tools.

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Pipefy Building · pipefy
Thin router for Pipefy build and configure asks: map user intent to the correct domain skill (pipes, automations, AI agents, iPaaS, portals, etc.). Use when the user wants to create, build, configure, or integrate something in Pipefy and you need to know which skill to open. Do not use this skill as a delivery playbook — if the user already has a building skill or a detailed build prompt, follow that for how to build; use this skill only for which Pipefy domain skill to read.

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Pipefy AI Agents · pipefy
Use this skill when the user wants to create, read, update, delete, or troubleshoot AI agents (conversational agents with behaviors). Covers 7 MCP tools including pre-flight validation, plus pipe-scoped knowledge bases (list, plain text/document/data lookup CRUD, access probe) attached via dataSourceIds. For traditional automations and AI automations, see skills/automations/.

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Pipefy Relations · pipefy
Use this skill when the user wants to link pipes, tables, or cards across workflows — creating or managing pipe relations, table relations, or card relations. Covers 8 MCP tools.

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Pipefy Attachments · pipefy
Use this skill when the user wants to upload a file to a Pipefy card or table-record attachment field. Covers both input modes — a local file_path and a downloaded file_url — plus a presigned-URL handshake for uploading a file the server can't read, through the MCP tools and the CLI.

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Pipefy Automations · pipefy
Use this skill when the user wants to create, read, update, or delete traditional automations (if/then rules) or AI automations (prompt-driven). Covers 16 MCP tools. For AI agents (conversational), see skills/ai-agents/.

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Pipefy Toolkit Setup · pipefy
Guide a first-time user through Pipefy AI toolkit setup (Cursor Marketplace plugin, hosted MCP, local install.sh, or Claude Code plugin). Use when the user asks to install Pipefy MCP, connect Claude/Cursor to Pipefy, run /pipefy:install, or set up mcp.pipefy.com. Do not use for day-to-day Pipefy workflows after MCP is already working.

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Pipefy Portal Setup · pipefy
Use this skill when the user wants to list, create, or configure Pipefy portals (main hub, pages, page elements, sub-portals, publish/unpublish). Covers 20 MCP tools on Interfaces + internal_api. Not for pipes/cards.

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Pipefy Introspection · pipefy
Use this skill when you need to discover GraphQL type shapes, mutation signatures, enum values, or execute arbitrary GraphQL as a fallback. This is the first fallback tier (Tier 2) when dedicated MCP tools fail or don't exist for an operation. 7 MCP tools.

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Pipefy Observability · pipefy
Use this skill when the user wants to check AI agent logs, automation execution logs, org-level usage stats, AI credit consumption, or export automation job history. Covers 11 MCP tools.

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Pipefy API Fallback · pipefy
Use this skill when an MCP tool fails AND the introspection skill could not resolve the problem. This is the last-resort fallback (Tier 3): call the Pipefy GraphQL API directly using curl or httpx, authenticating with the Service Account (OAuth2) or a Personal Access Token (PAT) available as env var. Follow the 3-tier resolution strategy before reaching this point.

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Pipefy Process Design · pipefy
Use this skill ONLY when the user explicitly asks for help designing or architecting a process ("help me design", "what's the best structure", "how do I organize this flow?"). For direct execution requests ("create a pipe for X", "build a reimbursement process", or any message with a detailed spec), skip this skill and execute directly using the domain skills (pipes-and-cards, automations, etc.).

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Pipefy Skill Template · pipefy
Copy this file when authoring a new Pipefy skill. Replace placeholders, then rename the folder so it matches the frontmatter name.

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Pipefy Database Tables · pipefy
Use this skill when the user wants to work with Pipefy Database Tables — creating/reading/updating/deleting tables, records (rows), or table fields (schema columns). Covers 17 MCP tools.

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Pipefy Pipes And Cards · pipefy
Use this skill when the user wants to read, create, update, or delete pipes, phases, phase fields, labels, cards, comments, or field conditions. Covers 40 MCP tools for the core pipe and card lifecycle. Use the seed-pipe-across-phases workflow when populating empty phases for demos or QA.

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Pipefy Process Intelligence · pipefy
Use this skill when the user wants to analyze an existing pipe for improvement opportunities — automation gaps, manual bottlenecks, missing AI agents, field conditions, or adjacent processes. Acts as a process analyst: investigates, diagnoses, and improves the pipe in progressive rounds — each round delivers visible results.

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Pipefy Members Email Webhooks · pipefy
Use this skill when the user wants to manage pipe membership, send or read card inbox emails, use email templates, or manage webhooks. Covers 12 MCP tools.

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18 published skills