pipefy-pipes-and-cards

Imported from pipefy/ai-toolkit (skills/pipes-and-cards/pipefy-pipes-and-cards/SKILL.md) via skills.sh. Install upstream with npx skills add pipefy/ai-toolkit --skill pipefy-pipes-and-cards. Copyright stays with the author.

Pipes & Cards

Read, create, update, and delete pipes, phases, phase fields, labels, cards, attachments, and field conditions. 40 MCP tools.

Cross-cutting patterns

• Field types are not validated locally — use introspect_type (e.g., on CreatePhaseFieldInput) for allowed values.
• Most write tools support debug=true on errors (returns GraphQL codes + correlation_id).
• extra_input merges extra API keys (camelCase); keys that duplicate primary arguments are ignored.
• Phase connections are UI-only. Creating or reordering phases does not wire Phase Connections / allowed_phases. Configure edges in the Pipefy UI; use get_phase_allowed_move_targets before moves. The API cannot add transition edges.
• Verify-after-write. After create/update, re-read with the matching get tool (get_pipe, get_card, get_phase_fields, etc.) before reporting success. Do not treat the write response alone as proof.
• Destructive MCP deletes are two-step: the preview includes confirmation_token; echo it with confirm=true on the second call. CLI uses --yes.

Pipe operations

Steps — create a pipe with phases

1. Create the pipe:

   MCP: create_pipe name="Customer Onboarding" organization_id=123

   CLI: pipefy pipe create --name "Customer Onboarding" --org 123

2. Add phases — call create_phase for each phase (see Phase section below). Omit index to append after existing workflow phases, or pass a 1-based index to insert among phases returned by get_pipe. Prefer 1 or higher; index: 0 creates a phase that does not appear in get_pipe's phases list. index only controls order — it does not wire Phase Connections / allowed_phases (configure those in the Pipefy UI; use get_phase_allowed_move_targets before moves).

3. Add start form fields — call create_phase_field on the start form phase.

Phase operations

Seed pipe across phases

Use this workflow to place at least one card in each workflow phase (demos, QA checklists, chaos pipes) without execute_graphql. Transition edges must already exist in the Pipefy UI.

Tools needed

Before move_card_to_phase, call get_phase_allowed_move_targets. On a required empty field, MCP may return success: false naming the field (optional hide hint); CLI stays raw GraphQL.

Steps

1. Load phase IDs — get_pipe(pipe_id) → collect phases[].id for workflow phases. Omit phase_id on create_card for start-form intake.

   MCP: get_pipe pipe_id="306996634"

   CLI: pipefy pipe get 306996634 --json

2. Find empty phases — for each candidate phase_id, call get_phase_cards_count. Target phases where cards_count is 0 (if the start form shows 0 but you suspect cards, call get_phase_cards before creating duplicates).

   MCP: get_phase_cards_count phase_id="340012345"

   CLI: pipefy phase count 340012345 --json

3. Create cards in empty phases — loop create_card with phase_id (and skip_elicitation=true for agent seeding). When fields is non-empty, keys are filtered via get_phase_fields(phase_id) and get_start_form_fields(pipe_id).

   MCP:

   create_card pipe_id="306996634" phase_id="340012345" skip_elicitation=true title="Seeded"
   

   CLI:

   pipefy card create 306996634 --phase-id 340012345 --title "Seeded"

4. Verify inventory — get_phase_cards(phase_id, first=50) and confirm expected card IDs/titles.

   CLI: pipefy phase cards 340012345 --json

5. Before moves — on the card's current phase, get_phase_allowed_move_targets then move_card_to_phase only to an allowed_phases[].id.

   MCP: get_phase_allowed_move_targets phase_id="<current_phase_id>"

   CLI: pipefy phase targets <current_phase_id> --json

Success criteria

• Every targeted phase reports cards_count >= 1 (or get_phase_cards lists the seeded cards).
• Moves use only phases returned in allowed_phases.

Failure modes

• Empty allowed_phases: configure Phase → Connections in the Pipefy UI; the API cannot add edges.
• Unexpected empty count: use get_phase_cards to list cards before creating duplicates.

Phase field operations

Discover field types:

MCP: introspect_type type_name="CreatePhaseFieldInput"

This returns valid type enum values and their descriptions.

Card operations

Steps — create a card

1. Get start form fields (required — never skip):

   MCP: get_start_form_fields pipe_id=67890

   CLI: pipefy pipe start-form 67890 --json

2. Create the card with fields:

   MCP:

   create_card pipe_id=67890 title="My Card" fields_attributes='[{"field_id":"field_slug","field_value":"value"}]'
   

   CLI:

   pipefy card create 67890 --title "My Card" --fields '{"field_slug":"value"}'

3. Report result with card ID and link: https://app.pipefy.com/open-cards/<CARD_ID>

Pagination for get_cards

get_cards pipe_id=67890 first=50 after=<endCursor>

Read pageInfo.hasNextPage and pageInfo.endCursor from the response; pass after=<endCursor> for the next page.

Label operations

These tools manage label definitions on the pipe. Applying a pipe label to a card is update_card(label_ids=[...]), which replaces the card's whole label list: include every id that should remain; do not send only the new one. get_card does not return labels — read current ids via execute_graphql (card(id: ...) { labels { id } }), merge, then write. field_updates with operation ADD/REMOVE is for list-valued fields, not for card-attribute labels. When the user wants a label applied automatically ("mark it late when it goes past the due date"), stop and read Applying a label has no automation action: no automation action does it, and driving update_card over a set of cards makes the agent the runtime instead of the process.

Field condition operations

Do not hide a required field — MCP rejects hide/hidden on required=true (CLI still raw SDK; see docs/parity.md); clear required first.

Success criteria

• Pipe and phases visible in Pipefy UI.
• get_pipe returns the new pipe ID and phases.
• Cards created via create_card appear in the pipe's first phase.

Failure modes

• create_field_condition fails with missing/wrong phase: use error.details.condition_id (or the id in the message) with two-step delete_field_condition (echo confirmation_token) before recreating; do not blind-retry create on the same requested phase.
• create_card fails with missing required fields: call get_start_form_fields first to discover required field_id values.
• create_card / write reports failure (empty or unclear message): do not blind-retry. Re-read get_cards / get_phase_cards_count (or pipe cards_count) before any retry — see Ambiguous write failure.
• Connections missing after a connector field update: update_card_field is replace-all — writing one related card id drops the rest (same replace-all applies to other list-valued fields: attachments, checklists). Prefer update_card / CLI card update --field-updates with operation ADD/REMOVE and related card ids. Do not rebuild a full list from get_card value (display titles only); for REMOVE or a safe full rewrite, get current related-card ids from get_card_relations (or GraphQL array_value). For writes via a pipe relation (not a connector field), use create_card_relation / delete_card_relation — see skills/relations/. Pipe labels and assignees are not fields: use update_card(label_ids=) / assignee_ids (replace-all); field_updates ADD cannot address them.
• create_phase_field rejects type: call introspect_type type_name="CreatePhaseFieldInput" to get valid values.
• Delete fails with preview error: expected. Show the preview to the user and get their approval, then call again with confirm=true and the preview's confirmation_token. CLI uses --yes.

See also

• skills/relations/ — link pipes and cards across workflows.
• skills/automations/ — add automation rules to a pipe.
• skills/introspection/ — discover field types and mutation signatures.
• docs/mcp/tools/identifiers.md#field-references-slug-vs-internal_id — canonical map of which tool/argument expects slug vs internal_id vs uuid vs numeric id (e.g. update_card_field uses a field slug).