Pipefy MCP. Manage workflows through conversation.
Pipefy MCP lets you manage complex business workflows by talking to your AI agent instead of clicking through a dashboard. You can list entire processes, create new records, move items between workflow phases (like 'New' to 'In Progress'), update specific fields on existing requests, and search for cards using criteria like customer email or ID.
Give Claude and any AI agent real-world access
Discover every workflow (pipe) and team member within your company's account.
Create, read, update, or delete individual records (cards) flowing through a process.
Move an item to the next stage of its workflow automatically, like moving a request from 'New' to 'In Review'.
Change field values on existing records, such as updating a contact’s email or changing a task's priority.
Find specific items across multiple workflows using details like an ID, name, or customer email address.
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What AI agents can do with Pipefy MCP: 14 Tools for Workflow Management
These tools let you interact with every part of a workflow process, from viewing the overall company structure to making micro-updates on individual records.
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Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Pipefy MCPClone Card
Duplicates a current record, keeping all its data intact so you can start a new item as a template.
Create Card
Builds an entirely new record in any defined workflow by providing the required...
Delete Card
Permanently removes a card and all associated data from its current workflow.
Get Card
Retrieves the full, detailed information about one specific record using its unique...
Get Organization
Shows the high-level structure of your company's account and team details within...
Get Phase
Provides detailed information about a specific stage in a workflow, including what fields are required there.
Get Pipe
Maps out the entire structure of a single process, showing all its phases and custom data fields.
Get User Profile
Checks your logged-in user details and verifies which organizations you have access...
List Cards
Lists all records within a specified workflow, optionally filtering by the current...
List Phases
Retrieves a list of every stage in a process and counts how many items are currently...
List Pipes
Shows all available workflows (processes) across your entire organization's account.
Move Card To Phase
Advances a record from one stage to the next, moving it through the official workflow steps.
Search Cards By Field
Searches for records across an entire pipe by checking content in a specific field, like email or name.
Update Card Field
Modifies the data stored on a card's record, such as changing a priority level or...
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Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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The Pain of Context Switching
Right now, updating a single record requires you to open up your web browser, navigate through the pipefy dashboard, click on the specific card, find the status dropdown menu, select 'In Review,' and then finally manually update two other fields like 'Reviewer' and 'Due Date.' It’s a frustrating series of clicks that kills momentum.
With this MCP, you simply tell your AI agent: 'Move card 5678 to In Review and set the Due Date to next Friday.' Your agent handles finding the record, advancing its phase, updating the date field, and making sure everything is correct—all without you seeing a single dashboard click.
Pipefy MCP: Instant Process Control
The tedious manual steps that go away include logging into the portal, navigating to the specific pipe ID, manually finding the card ID, and updating each field individually. All that friction vanishes.
You gain instant process control. You speak directly to your workflow engine, treating it like a conversational partner instead of a complicated web form.
What Pipefy MCP does for your AI
Managing business processes usually means opening up a dedicated web portal and navigating through multiple tabs just to get one task updated. This MCP lets your AI agent handle all that complexity through natural conversation. You don't need to remember complex URLs or click through five different screens; you just tell your agent what needs doing.
It acts like a specialized process manager for your company's workflows, allowing you to view the structure of every pipe in your organization, find specific records by their unique ID or customer email, and even duplicate existing items if you need to start a similar request. Need to move a task from 'Draft' to 'Review'? Just tell your agent.
You can also change critical data points on a card—like updating the priority level or adding a due date—without ever touching the main Pipefy interface. Because this MCP is hosted and managed by Vinkius, you connect once via any compatible client and gain instant control over all these actions, making it feel like your AI agent genuinely works inside your process management system.
019d75f5-00b2-723f-8a44-c77686b83130 How to set up Pipefy MCP
The bottom line is you use plain English conversation to execute complex, multi-step actions within your project management platform.
Subscribe to this MCP and provide your Pipefy API token.
Connect the service to your preferred AI client (Claude, Cursor, etc.).
Ask your agent to perform a workflow action, like 'Find all cards in the IT Support pipe where the status is pending' or 'Move card 12345 to the Completed phase.'
Who uses Pipefy MCP
This MCP is built for anyone whose job requires them to track and move things through established company processes. If you spend half your day clicking between dashboards just to update a status or find an old record, this tool saves your sanity.
Needs to create multiple new process records quickly and ensure they are moved through the correct phases immediately.
Spends time monitoring progress across several workflows, needing to search for specific items or clone templates for repeated tasks.
Frequently needs to look up customer requests using an email address and update the status of that request without leaving their support dashboard.
Benefits of connecting Pipefy MCP
Stop jumping between tabs. Instead of opening the Pipefy dashboard to update a status, just ask your agent to 'Move card X to In Review.' It handles the entire process in one step.
Never lose track of processes again. You can use list_pipes and get_pipe to understand exactly how every workflow is structured before you even create a single record.
Need to find an old support ticket? Don't manually scroll through hundreds of cards. Use the agent to search_cards_by_field by customer email or name, getting instant results.
Start fresh without repeating work. Instead of recreating fields and data for similar requests, use clone_card to duplicate an existing record and just adjust a few details.
Keep your process clean. When a task is done, tell the agent to move it using move_card_to_phase. This ensures every card moves through the official steps, keeping your data accurate.
Get a full picture of what's happening. With the ability to list_cards and check status, you can get an immediate count of items stuck in any given workflow stage.
Pipefy MCP use cases
Onboarding a New Client Request
The Ops Manager needs to start tracking a new client relationship. Instead of manually setting up all the fields, they ask their agent to 'Create a card in the Onboarding pipe for John Doe with email john@example.com.' The agent handles the data entry and gets it into the correct starting phase.
Identifying Workflow Bottlenecks
The Project Coordinator notices that many tasks are stalling. They ask their agent to 'List all cards in the Bug Tracking pipe currently sitting in the Review stage.' This instantly identifies the bottleneck and tells them exactly what needs attention.
Responding to a Customer Inquiry
A Support Agent receives an email from a customer. They ask their agent to 'Search for cards by field using the email jane@corp.com.' The agent instantly pulls up all related support tickets and updates the status of the oldest one.
Auditing Process History
The Process Owner needs to review how a specific request evolved over time. They ask their agent to 'Get detailed information about card 9876.' The agent pulls up all historical field values, comments, and the full timeline of moves.
Pipefy MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Manually updating status fields
Opening a card in the Pipefy dashboard, clicking the 'Status' dropdown, selecting the new phase, and then manually typing the updated priority level into another field.
Tell your agent to advance the process. Use move_card_to_phase by asking for the target stage, and follow up with an instruction like 'Update card 12345's priority to High' using update_card_field.
Searching through records one-by-one
Trying to find a record that belongs to a specific person, requiring the user to open up dozens of different pipes and manually check every card for the right email address.
Use search_cards_by_field. Tell your agent to search across the required pipe by 'email' using the target domain. This gives you all relevant records at once.
Starting a new item from scratch
Having to rebuild an entire request card—all the custom fields, the initial title, and the standard data points—every time a similar client comes in.
Use clone_card. Tell your agent to duplicate a template card. This retains all historical field values so you only have to change the new identifying information.
When to use Pipefy MCP
You should use this MCP if your job involves managing structured, multi-step processes—think ticketing systems, application approvals, or content pipelines. If your core work is about moving data through predefined stages and tracking status changes, this tool is critical because it eliminates context switching.
Don't use this if you are building a database from scratch with no defined workflow, or if you need to write complex code logic that triggers external systems (like sending an SMS). For those cases, you need integration tools that handle direct API calls outside of a structured process. This MCP is purely for controlling the flow inside Pipefy's governed structure.
Frequently asked questions about Pipefy MCP
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.