• STUCK ITEMS
  • OVERDUE
  • SPECIFIC SEARCH
  • HUMAN ACTION

How to find and audit Pipefy cards with your AI

Connect your account once. From there, your AI can scan your Pipefy phases and pull specific records to find bottlenecks.

Ask AI about this page

Short answer

How can I use AI to audit my Pipefy cards?

Your AI uses Pipefy tools to list every card in a phase or search for specific records using custom fields. It then identifies which items are overdue or stuck so you know where to focus. You'll get a clear breakdown of exactly which cards need your attention.

Audit outcomes.

Where your findings land.

The AI categorizes its findings into these four areas.

STUCK ITEMS

Phase bottlenecks

The AI lists every card currently sitting in a specific phase. You'll see which ones haven't moved in days.

OVERDUE

Missed deadlines

The AI checks card dates against current time. It flags anything that has passed its due date.

SPECIFIC SEARCH

Targeted records

The AI finds single cards based on your specific criteria. It pulls the exact details you need to see.

HUMAN ACTION

Manual review

The AI presents the list of issues. You decide which cards to move or close in Pipefy.

The workflow

What your AI does when the request arrives.

The AI pulls data from Pipefy to build a report of your current process state.

  1. Find specific cards

    The AI looks for cards that match your exact filters, like a specific ID or custom field value.

    search_cards_by_field

  2. Pull phase lists

    The AI grabs a full list of every card currently sitting in a chosen phase.

    list_cards

  3. Retrieve card data

    The AI pulls the specific fields and metadata for a single card to check for delays.

    get_card

  4. Flag issues

    The AI compares the card data against your rules to find the stuck or late items.

    list_cardsget_card

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

Swap out the bracketed text for your actual Pipefy phase names or field values.

Pipefy Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_0jLK89rkHO1lUYBbfrE97LkZ5Zz4CLCz35Qe76YH/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Pipefy capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pipefy-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_0jLK89rkHO1lUYBbfrE97LkZ5Zz4CLCz35Qe76YH/mcp"
    }
  }
}
Copy into chat04

  • List all cards in the 'In Progress' phase and tell me which ones are overdue.

  • Find the card with the ID '12345' and summarize its current status.

  • Search for all cards where the 'Priority' field is set to 'High'.

  • Check the 'Quality Control' phase and identify any cards that have been stuck there for more than three days.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Pipefy once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Pipefy to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move cards between phases for me?

    No. The AI can only read and search your cards. You must move cards in Pipefy yourself.

  • 02

    Can the AI delete cards it finds?

    No. The AI has no capability to delete or remove records from your Pipefy account.

  • 03

    Does the AI see all my Pipefy data?

    The AI only sees the data it needs to answer your specific request using the available tools.

  • 04

    Can I search by custom fields?

    Yes, as long as those fields are accessible via the search tool.

  • 05

    Will the AI update the status of a card automatically?

    No. The AI identifies the status, but it cannot change it.

  • More questions about Pipefy? See everything the Pipefy Connector can do

Connect Pipefy to Claude, Cursor, ChatGPT & more