ai-toolkit
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MCP server, CLI, and agent skills for Pipefy.
pipefy-labs
Open-source toolkit for Pipefy developers: a Model Context Protocol (MCP) server for AI agents, a pipefy CLI for terminals and automation, a shared GraphQL SDK, and a catalog of agent skill playbooks.
Overview • Installation • Repository layout • MCP server • CLI • Agent skills • Documentation • Development • Contributing
Overview
| Component | Package / path | Purpose |
|---|---|---|
| MCP server | pipefy-mcp-server |
Exposes 149 tools to MCP clients (Cursor, Claude Desktop, Claude Code, and others). |
| CLI | pipefy-cli |
Terminal commands aligned with MCP capabilities; see docs/parity.md. |
| SDK | pipefy-sdk |
Vendor GraphQL client, services, and models shared by MCP and CLI. |
| Skills | skills/ |
Markdown playbooks (Anthropic Skills format) for common Pipefy workflows. |
Feedback and issues: GitHub Issues · [email protected]
Installation
Pre-1.0 ships from this git repo via
uvxanduv tool install. PyPI becomes the canonical source at v1.0. The current beta line isv0.2.0-beta.*(first tag:v0.2.0-beta.1). Two install paths: the Quick install script below (resolves the latest GitHub Release at runtime and runsuv tool installfor you), or Claude Code via the plugin marketplace.The CLI snippets below pin
@latest, a moving git tag the release flow updates to point at the most recent release. To pin a specific version, swap@latestfor a version tag (e.g.@v0.2.0-beta.2). The--with pipefy-sdk @ ...#subdirectory=packages/sdk/pipefy-auth @ ...#subdirectory=packages/authflags are required pre-1.0: this repo is a uv workspace, and the workspace members are not yet published to PyPI, so uv needs them named explicitly. The flags go away at v1.0 (PyPI install).
Two auth paths:
- Human OAuth (interactive):
pipefy auth loginruns the browser flow and stores a session in your OS keychain. Works anywhere thepipefyCLI is on PATH (uv tool installonce, any client can invoke it). Claude Code additionally exposes it as the/pipefy:loginslash command via the plugin marketplace. Pipe membership is whatever the signed-in user already has. - Service account (unattended / CI): provision a Service Account in Pipefy Admin (Admin → Service Accounts) and add that account to every pipe the tools should touch. Wire
PIPEFY_SERVICE_ACCOUNT_CLIENT_IDandPIPEFY_SERVICE_ACCOUNT_CLIENT_SECRETinto the client config below.
Full env-var reference and config.toml precedence: docs/config.md.
Quick install (recommended)
One command installs the CLI + MCP server, optionally adds skills, and registers the MCP server in your client config:
curl -fsSL https://raw.githubusercontent.com/pipefy/ai-toolkit/main/install.sh \
| sh -s -- --client cursor
Replace --client cursor with one of: claude-code, claude-desktop, codex, or none (prints the snippet to paste). Useful flags:
--yesskip all confirmation prompts.--no-skillsskip thenpx skills addstep.--version vX.Y.Zpin a specific GitHub Release tag (default: most recent prerelease or release).--dry-runprint every command without executing.--allow-rootopt-in for root execution (refused by default).
After install, run pipefy auth login to authenticate (--device on headless systems). The installer puts pipefy-mcp-server on PATH, so each client's config collapses to {"command": "pipefy-mcp-server"}.
Claude Code
/plugin marketplace add pipefy/ai-toolkit
/plugin install pipefy
/pipefy:install
/pipefy:login
/plugin install pipefy registers the MCP server and the /pipefy:install + /pipefy:login slash commands. /pipefy:install runs uv tool install once to put pipefy on PATH (idempotent). /pipefy:login runs the OAuth browser flow. For hand-wired setups (paste-into-config blocks per client, the macOS errSecParam keychain note, the local-clone alternative for contributors), see packages/mcp/README.md.
CLI
Ad-hoc:
uvx \
--with "pipefy-sdk @ git+https://github.com/pipefy/ai-toolkit@latest#subdirectory=packages/sdk" \
--with "pipefy-auth @ git+https://github.com/pipefy/ai-toolkit@latest#subdirectory=packages/auth" \
--from "git+https://github.com/pipefy/ai-toolkit@latest#subdirectory=packages/cli" \
pipefy-cli --help
Permanent install:
uv tool install \
--with "pipefy-sdk @ git+https://github.com/pipefy/ai-toolkit@latest#subdirectory=packages/sdk" \
--with "pipefy-auth @ git+https://github.com/pipefy/ai-toolkit@latest#subdirectory=packages/auth" \
"git+https://github.com/pipefy/ai-toolkit@latest#subdirectory=packages/cli"
pipefy --install-completion bash # or zsh, fish
pipefy auth login # browser OAuth, session in OS keychain
CLI deep-dives (auth precedence, --token / PIPEFY_TOKEN, parity matrix): packages/cli/README.md and docs/cli/.
Skill catalog install
npx skills add pipefy/ai-toolkit # all skills
npx skills add pipefy/ai-toolkit --skill pipefy-pipes-and-cards
Catalog and authoring guide: skills/README.md.
Post-1.0 (PyPI preview)
uvx pipefy-mcp-server
uv tool install pipefy-cli
Deprecation and semver (post-1.0): docs/DEPRECATION.md.
Repository layout
uv workspace with three Python packages and a skills catalog. pipefy-sdk is the vendor GraphQL layer; MCP and CLI depend on it and do not import each other.
| Path | Distribution | Role |
|---|---|---|
packages/sdk/ |
pipefy-sdk |
GraphQL transport, services, queries, Pydantic models. Package README |
packages/mcp/ |
pipefy-mcp-server |
MCP tool registration and server lifecycle. Package README |
packages/cli/ |
pipefy-cli |
Typer CLI (pipefy command). Package README |
skills/ |
— | Agent skill playbooks. Catalog |
MCP server
The server registers 149 tools across ten domains. Canonical names: PIPEFY_TOOL_NAMES in packages/mcp/src/pipefy_mcp/tools/registry.py.
Tool descriptions and Args: blocks come from Python docstrings (what MCP clients show to models). Per-area reference docs cover parameters, edge cases, and cross-cutting behavior.
Shared conventions (pagination, IDs, permissions, error shape): docs/mcp/tools/cross-cutting.md.
| Domain | Tools | Summary | Reference |
|---|---|---|---|
| Pipes & cards | 37 | Pipes, phases, fields, labels, cards, field conditions, attachments. | docs |
| Database tables | 17 | Tables, records, schema, table-record attachments. | docs |
| Relations | 8 | Pipe and card relations. | docs |
| Reports | 17 | Pipe and organization reports, async exports. | docs |
| Automations & AI | 22 | Automations, AI automations, AI agents, validators. | docs |
| Observability | 10 | Logs, usage, credits, job exports. | docs |
| Members, email & webhooks | 11 | Membership, inbox email, webhooks. | docs |
| Organization | 1 | Organization metadata. | docs |
| Portals | 20 | Portal read/CRUD, pages, elements, sub-portals (publish/unpublish). | docs |
| Introspection | 5 | Schema discovery and raw GraphQL. | docs |
Command-line interface
The pipefy CLI mirrors shipped MCP capabilities where parity is defined in docs/parity.md. Conventions: Rich output by default, --json for scripts, --yes on destructive commands.
pipefy pipe list --json
pipefy card get 123456789
pipefy introspect query --name getPipe
CLI-specific guides: docs/cli/ (including introspect-then-execute).
Agent skills
The skills/ directory holds workflow playbooks: prerequisites, tool tables (MCP + CLI), steps, and success criteria. Compatible with any agent that reads Markdown (Cursor, Claude Code, Codex, and others). Distribution is via skills.sh (55+ agent targets); install commands are under Installation above.
Full catalog: skills/README.md. Authoring: skills/AGENTS.md. Contributions: CONTRIBUTING.md.
Documentation
| Document | Description |
|---|---|
docs/README.md |
Index by surface (MCP, CLI, SDK). |
docs/config.md |
PIPEFY_* environment variables, config.toml schema and path, precedence chain. |
docs/parity.md |
MCP tool ↔ CLI command matrix. |
docs/MIGRATION.md |
Notes for existing MCP users. |
AGENTS.md |
Repository guidelines for contributors and agents. |
RELEASE.md |
Versioning and release process. |
Development
Install uv if you don't have it, then from the repository root:
uv sync
[[ -f .env ]] || cp .env.example .env # first-time setup; then fill in PIPEFY_SERVICE_ACCOUNT_*
uv run pytest -m "not integration" # unit tests (no live API)
uv run pytest -m integration -v # live API (requires PIPEFY_*)
uv run ruff check . && uv run ruff format .
MCP Inspector (protocol debugging):
npx @modelcontextprotocol/inspector uv --directory . run pipefy-mcp-server
Adding an MCP tool: implement under packages/mcp/src/pipefy_mcp/tools/, register in ToolRegistry, add the name to PIPEFY_TOOL_NAMES, and ship the matching CLI command (or document a deferral in docs/parity.md). See AGENTS.md for the full TDD workflow.
Contributing
Contributions are welcome via issues and pull requests.
| Area | How to contribute |
|---|---|
| Skills | Markdown only — see CONTRIBUTING.md. |
| MCP / CLI / SDK | Follow AGENTS.md and docs/parity.md. |
| Field mapping gaps | Open an issue with the field type and expected behavior. |
| Existing MCP setups | docs/MIGRATION.md — configuration remains compatible. |
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