# HiFlow MCP for AI Agents AI Agent Connect

> HiFlow is an Connector that connects your AI agent to enterprise workflows and business process management systems. It lets your agent trigger processes, handle approvals, and pull real-time status updates from your existing operations. Instead of switching tabs to manage tasks, you can handle the entire lifecycle of a business process directly through your AI client.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_mYOyEtQMk17vfrK6dYIBkK9k8U6pgHkco3usloU8/ai-agent-connect
- **Tags:** workflow-automation, bpm, process-management, business-processes, task-automation, enterprise-operations

## Description

HiFlow bridges your AI agent with your enterprise workflows. It lets you trigger processes, approve pending steps, and query real-time process states through a conversational interface. Instead of switching tabs to manage tasks, you can handle the entire lifecycle of a business process directly through your AI client. It turns a complex series of manual steps into a simple conversation. By hosting this in the Vinkius catalog, it makes it easy to plug into your existing stack and start moving work forward. You get a direct line to your business logic, letting your agent act as a coordinator that actually knows how your company operates. You no longer have to be the middleman for status updates. Your agent handles the heavy lifting of looking up data and triggering the next steps in your operational pipeline. This means you can spend your time on high-level strategy instead of hunting for records in a database. You can move a project into the next phase, pull a customer's invoice history, or start a new onboarding flow without any of the usual friction of jumping between different software tools. It makes your business processes feel like a natural part of your chat, giving you a unified way to manage your operations.

## Tools

### get_activity
Pull information from your activity dashboard. Use this to see what's happening across your workflows right now.

### list_customers
Pull a full list of all your customers. Use this to get an overview of your entire client base.

### create_customer
Create a new customer record in your system. This helps you keep your database updated without manual entry.

### get_customer
Fetch specific details for a single customer. This lets your agent provide personalized info quickly.

### get_estimate
Retrieve details for a specific quote or estimate. Use this to check pricing and terms on the fly.

### get_invoice
Pull the details of a specific invoice. This makes it easy to verify billing status during a conversation.

### get_job
Get the current status and details of a specific job. Use this to see exactly where a project stands.

### get_me
Retrieve your own profile information. This helps your agent identify who is currently interacting with the system.

### list_estimates
Show a list of all quotes and estimates. This helps you track pending sales opportunities.

### list_invoices
Get a list of all invoices in the system. Use this to manage your overall billing history.

### list_jobs
Pull a list of all active jobs and projects. This gives your agent a bird's eye view of the workload.

### list_timesheets
List all timesheet entries. Use this to check labor hours and project costs.

## Prompt Examples

**Prompt:** 
```
What's the status of the 'Smith Project'?
```

**Response:** 
```
The 'Smith Project' is currently in the **Design Review** stage.

- **Current Status**: Design Review
- **Last Action**: Completed by Sarah J. 2 hours ago
- **Next Step**: Client Approval
- **Blocked**: No

Would you like me to notify the client or move it to the next stage?
```

**Prompt:** 
```
Start a new onboarding for a company called 'TechNova'.
```

**Response:** 
```
I've started the onboarding process for TechNova.

- **Instance ID**: 8821
- **Status**: Initiated
- **Next Step**: Account Setup

I've also created the customer record for them in the system.
```

**Prompt:** 
```
Show me all pending invoices for this month.
```

**Response:** 
```
I found 4 pending invoices for this month:

| Invoice # | Amount | Due Date |
| :--- | :--- | :--- |
| INV-992 | $1,200 | Oct 15 |
| INV-995 | $450 | Oct 18 |
| INV-998 | $3,000 | Oct 22 |
| INV-1001 | $150 | Oct 25 |

Would you like me to send a reminder for any of these?
```

## Capabilities

### Trigger new business processes
Start a workflow with a simple text command.

### Approve pending tasks
Move a workflow to the next stage instantly.

### Pull customer records
Get specific details on any client in your database.

### Track job progress
Check the status of specific projects or tasks.

### Manage billing data
Retrieve invoices and estimates on demand.

### View activity feeds
See a summary of recent actions on your dashboard.

## Use Cases

### Onboarding a new client
An ops lead asks the agent to start the onboarding process for a new company. The agent uses create_customer to register the client and trigger the workflow.

### Checking billing status
A customer success rep asks for a specific invoice. The agent uses get_invoice to pull the details for the client immediately.

### Reviewing monthly billing
A finance manager asks for all current invoices. The agent uses list_invoices to provide a complete list of what's outstanding.

### Getting a project overview
A project manager asks for a list of all active jobs. The agent uses list_jobs to show the current workload across the company.

## Benefits

- Stop manual status checking by using list_timesheets to get a real-time overview of labor hours and project costs.
- Speed up onboarding by using list_customers to quickly identify and manage your existing client base.
- Get instant pricing answers by using get_estimate to pull quote details during a conversation.
- Stay updated on every moving part of your business by using get_activity to pull dashboard summaries.
- Track pending sales opportunities easily by using list_estimates to see all active quotes in one place.

## How It Works

The bottom line is you get a conversational interface for your entire enterprise workflow engine.

1. Connect your HiFlow account credentials to the Connector.
2. Grant your AI client permission to access your specific workflows.
3. Start asking your agent to query data or trigger actions.

## Frequently Asked Questions

**Can the HiFlow MCP start a workflow for me?**
Yes. Your AI client can trigger specific business processes in HiFlow, like starting a new client onboarding or a project kickoff, using a simple text command.

**How does HiFlow MCP help with customer data?**
It allows your agent to pull up specific customer profiles, history, and records instantly. You can ask about a specific client without leaving your chat.

**Can I use HiFlow MCP to check project statuses?**
Exactly. You can ask your agent to find a specific job and get a real-time status update, including what the next step is and if there are any blockers.

**Does HiFlow MCP work with my existing HiFlow account?**
Yes, this Connector connects directly to your existing HiFlow environment. It uses your current workflows and data so your AI agent stays in sync with your actual business.

**Can my agent see my invoices through HiFlow MCP?**
Yes, the Connector can retrieve specific invoice details or list all invoices. This is great for quickly checking billing status during a conversation.

**Is HiFlow MCP good for enterprise BPM?**
It's designed specifically for business process management. It bridges the gap between complex enterprise workflows and a simple conversational interface for your AI client.

**Can I start a new workflow from the AI?**
Yes, you can trigger new workflow instances by specifying the process ID and required variables.

**How do I check pending tasks?**
Ask the agent to 'List my pending approvals', and it will retrieve the queue of tasks requiring your attention.

**Is it possible to approve a task directly in the chat?**
Yes! Provide the task ID and tell the agent to mark it as approved or rejected.