How do I get a Pipefy API token and where do I find it?

Log in to Pipefy, click on your **Profile icon** (top-right), go to **Profile > API Access**, and generate a new token. Alternatively, use **Service Accounts** for team-based access. Copy the token immediately — it starts with `eyJhbG...`. Paste it into the API token field below. This token authenticates all GraphQL API requests to `https://api.pipefy.com/graphql`.

How do I move a card from one phase to another in a pipe?

Use the `move_card_to_phase` tool with the card_id (from list_cards or get_card) and the target phase_id (from get_pipe or list_phases). This advances the card through your workflow. For example, moving a card from 'New Requests' to 'In Review' phase. The card retains all its field values after moving. This is the primary way to progress items through your process.

Can I search for cards by a specific field value like email or customer name?

Yes! Use the `search_cards_by_field` tool with the pipe_id, field_id (the specific field to search in), and search_value (the text to find). This searches all cards in the pipe where that field contains your search text. It's perfect for finding cards by customer email, name, order number, or any custom field. Results include full card details with all field values.

How do I create a new card with custom field values?

Use the `create_card` tool with the pipe_id and a JSON object containing field values. The fields parameter should be a JSON object where keys are field IDs (from get_pipe) and values are the data to store. Example: `{ "name": "John Doe", "email": "john@example.com", "priority": "High" }`. You can also optionally specify a phase_id to start the card in a specific phase instead of the default first phase.

Pipefy MCP Server for VS Code Copilot 14 tools — connect in under 2 minutes

Name: Pipefy
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 14 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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The modern way to manage MCP Servers — no config files, no terminal commands. Install Pipefy and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

{
  "mcpServers": {
    "pipefy": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Pipefy MCP Server

Connect your Pipefy account to any AI agent and take full control of your process management workflows through natural conversation.

GitHub Copilot Agent mode brings Pipefy data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 14 tools — Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

What you can do

Pipe Discovery — List all pipes (processes) in your organization and inspect their structure, phases, and fields
Card Management — Create, read, update, and delete cards (items/records) flowing through your pipes
Field Updates — Update specific field values on existing cards as information changes or processes evolve
Phase Transitions — Move cards between phases to advance workflow steps (e.g., New → In Progress → Done)
Card Search — Search for cards by field value to find specific items by email, name, ID, or custom data
Card Cloning — Duplicate existing cards to quickly create similar items with pre-filled field values
Organization Info — View organization details, members, and available pipes
User Profile — Check your authenticated user profile and organization memberships

The Pipefy MCP Server exposes 14 tools through the Vinkius. Connect it to VS Code Copilot in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Pipefy to VS Code Copilot via MCP

Follow these steps to integrate the Pipefy MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Pipefy

Ask Copilot: "Using Pipefy, help me..." — 14 tools available

Why Use VS Code Copilot with the Pipefy MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Pipefy through the Model Context Protocol.

VS Code is used by over 70% of developers — adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Pipefy + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Pipefy MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Pipefy MCP Tools for VS Code Copilot (14)

These 14 tools become available when you connect Pipefy to VS Code Copilot via MCP:

clone_card

You must provide the card_id of the card to clone. The new card is created in the same pipe as the original, starting at the first phase. This is useful for creating similar requests, repeating processes, or using an existing card as a template for new items. The cloned card gets a new unique ID but retains all field data. Clone an existing card to create a duplicate

create_card

You must provide the pipe_id and a JSON object containing field values matching the pipe's required fields. Fields are key-value pairs where keys are field IDs and values are the data to store. Optionally specify a phase_id to start the card in a specific phase (defaults to first phase). Example fields: { "name": "John Doe", "email": "john@example.com", "priority": "High" } Create a new card in a Pipefy pipe

delete_card

You must provide the card_id. This action cannot be undone. Use this to remove test cards, duplicates, or items that were created in error. Be careful as this will also remove all associated data including comments, attachments, and field values for that card. Delete a card from a pipe

get_card

Use the card_id obtained from list_cards to inspect full card information. This is useful for reviewing card details before updating fields or moving to another phase. Get detailed information about a specific card

get_organization

Use the organization_id to inspect your organization's structure, understand team membership, and discover available pipes for card management. Get details of a Pipefy organization

get_phase

Phases represent steps in a pipe's workflow. Use the phase_id obtained from get_pipe or list_phases to inspect phase configuration. This helps understand what fields are required at each step of the workflow. Get details of a specific phase

get_pipe

Each pipe represents a workflow or process with multiple phases (steps) and custom fields. Use the pipe_id to get the structure of a pipe before creating cards or managing cards within it. The response includes all phases with their IDs, names, and the custom fields defined for the pipe. Get details of a specific Pipefy pipe (process)

get_user_profile

Use this to verify API token access and discover organization IDs needed for other queries. This is also useful for understanding which organizations and pipes the user has access to. Get the authenticated user profile

list_cards

Cards represent individual items flowing through the pipe's workflow phases (e.g., requests, tasks, tickets, leads). You must provide the pipe_id. Optionally filter by phase_id to see cards in a specific phase. Each card includes title, current phase, completion status, due date, and assignees. Use this to monitor workflow progress and identify cards that need attention. List all cards in a pipe with optional phase filter

list_phases

Each phase represents a stage that cards flow through in the process. Use this to understand the workflow structure and identify phase IDs for filtering cards or moving cards between phases. The response includes phase names and card counts. List all phases in a pipe

list_pipes

Each pipe represents a structured workflow with phases, fields, and cards. You must provide the organization_id which can be found in your Pipefy URL or obtained from get_user_profile. Use this to discover all available pipes before managing cards within them. List all pipes in an organization

move_card_to_phase

You must provide the card_id and the target phase_id. This is the primary way to advance workflow items through the pipe's process steps. Common use cases: moving a request from "New" to "In Review", advancing a lead to "Qualified", or progressing a task to "Completed". The card retains all its field values after moving. Move a card to a different phase in the pipe

search_cards_by_field

This is useful for finding cards by email, name, ID, or any custom field content. You must provide the pipe_id, field_id (the field to search in), and search_value (text to find). Results include card title, current phase, status, and all field values for matching cards. The search uses a "contains" operator for flexible matching. Search cards in a pipe by a specific field value

update_card_field

You must provide the card_id, the field_id of the field to update, and the new value as a string. This is useful for updating card information as requests progress or details change. Common updates: changing priority, updating contact info, modifying descriptions, or setting dates. Update a specific field value on a card

Example Prompts for Pipefy in VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot agent to start working with Pipefy immediately.

"List all pipes in my organization and show me the cards in the 'IT Support' pipe."

"Create a new purchase request card in the Purchase Requests pipe with these details: Requester: Maria Silva, Item: MacBook Pro 16", Quantity: 2, Justification: Design team replacement."

"Search for all cards in the IT Support pipe where the email field contains 'john@company.com' and show me their current status."

Troubleshooting Pipefy MCP Server with VS Code Copilot

Common issues when connecting Pipefy to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Pipefy + VS Code Copilot FAQ

Common questions about integrating Pipefy MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.