• PHASE CHANGE
  • DATA UPDATE
  • CARD INFO
  • HUMAN REVIEW

How to update Pipefy card status with your AI

Connect your Pipefy account once. After that, you can manage your entire pipeline just by talking to your agent.

Ask AI about this page

Short answer

Can I move Pipefy cards and change data using AI?

Yes. You can move cards between phases and update specific field values using text commands. This allows you to manage your workflow without manually clicking through the Pipefy interface.

Where your data lands.

Workflow outcomes

Your AI handles the manual data entry and movement.

PHASE CHANGE

Cards move through stages

The AI shifts cards from one workflow phase to another. This keeps your pipeline moving without manual drags.

DATA UPDATE

Fields stay current

Your agent updates specific field values directly. It ensures your card data matches your latest conversation or notes.

CARD INFO

Details are retrieved

The AI pulls current card data so you can see exactly what is happening in a pipe. It provides the context needed for the next move.

HUMAN REVIEW

Complex decisions stay yours

The AI won't make high-level logic changes or delete pipes. You remain in control of the actual process design.

The workflow

What your AI does when <the thing arrives>.

The AI acts as a direct interface for your Pipefy boards.

  1. Read card details

    The agent looks up the specific card you are talking about to see its current phase and field values.

    get_card

  2. Shift workflow stages

    When you tell the agent a task is done or ready for review, it moves the card to the correct phase.

    move_card_to_phase

  3. Modify field values

    The AI changes text, numbers, or selection fields based on your instructions.

    update_card_field

  4. Verify the change

    The agent checks the card again to ensure the phase or field was updated correctly.

    get_card

Try it

Copy these to start.

Use these prompts to trigger actions in Pipefy.

Starting points

Replace the bracketed text with your actual Pipefy card IDs or phase names.

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

  • Move card [ID] to the [Phase Name] phase.

  • Update the [Field Name] on card [ID] to '[New Value]'.

  • What is the current status of card [ID]?

  • Change the priority field on card [ID] to High.

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

Start here

Connect Pipefy once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start managing cards through your preferred AI client.

Connect Pipefy to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete cards from my Pipefy pipe?

    No. The AI can only move cards and update fields. It cannot delete cards or entire pipes.

  • 02

    Does the AI need the card ID to work?

    Yes. To ensure accuracy, you should provide the specific card ID when asking for updates or moves.

  • 03

    Can the AI create new cards?

    No. This specific set of tools is designed for managing and updating existing cards, not creating new ones.

  • 04

    Will the AI change my pipe structure?

    No. The AI can move cards between existing phases, but it cannot add, rename, or delete phases in your workflow.

  • 05

    Can I update multiple fields at once?

    Yes. You can instruct your agent to update different fields on a card through separate commands.

  • More questions about Pipefy? The Connector page answers them. See everything the Pipefy Connector can do

Connect Pipefy to Claude, Cursor, ChatGPT & more