pipefy/ai-toolkit

pipefy-reports

Use this skill when the user wants to create, read, update, delete, or export pipe reports or organization reports.

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Reports

Pipe reports and organization reports: discovery, CRUD, and async exports. 17 MCP tools.


Cross-cutting patterns

  • Build ReportCardsFilter using get_pipe_report_columns and get_pipe_report_filterable_fields; use introspect_type for uncommon inputs.
  • get_pipe_reports omits cardCount in the query (Pipefy can error when resolving it).
  • debug=true on writes like other mutation tools.

Pipe report tools

Tool (MCP)CLIRead-onlyPurpose
get_pipe_reportspipefy report-pipe listYesList all reports for a pipe.
get_pipe_reportpipefy report-pipe getYesSingle report data.
get_pipe_report_columnspipefy report-pipe columnsYesDiscover available columns for a report filter.
get_pipe_report_filterable_fieldspipefy report-pipe filterable-fieldsYesDiscover filterable fields for a report.
create_pipe_reportpipefy report-pipe createNoCreate a new pipe report.
update_pipe_reportpipefy report-pipe updateNoUpdate report name or filters.
delete_pipe_reportpipefy report-pipe deleteNoTwo-step destructive.[^mcp-confirm]
export_pipe_reportpipefy report-pipe exportNoTrigger async export.

Organization report tools

Tool (MCP)CLIRead-onlyPurpose
get_organization_reportspipefy report-org listYesList all org-level reports.
get_organization_reportpipefy report-org getYesSingle org report data.
create_organization_reportpipefy report-org createNoCreate an org-wide report.
update_organization_reportpipefy report-org updateNoUpdate report config.
delete_organization_reportpipefy report-org deleteNoTwo-step destructive.[^mcp-confirm]
export_organization_reportpipefy report-org exportNoTrigger async export.

Export status & download

Tool (MCP)CLIPurpose
get_pipe_report_exportpoll via pipefy report-pipe export --format jsonPoll pipe report export status (after export_pipe_report).
get_organization_report_exportpoll via pipefy report-org export --format jsonPoll org report export status (after export_organization_report).
export_pipe_audit_logspipefy audit exportExport pipe audit logs (separate from card report exports).

Steps — export a pipe report

  1. List available reports:

MCP: get_pipe_reports pipe_id=67890

  1. Trigger the export:

MCP: export_pipe_report report_id=123

  1. Poll until finished:

MCP: get_pipe_report_export export_id=<EXPORT_ID>

Repeat every 5–10 seconds until the response indicates finished (or failed).

  1. Download: use the signed fileUrl from the finished export response over HTTPS (the MCP tool surfaces it in the payload).

Steps — create a filtered pipe report

  1. Discover filterable fields:

MCP: get_pipe_report_filterable_fields pipe_id=67890

  1. Create the report with a `ReportCardsFilter` shape (not a top-level current_phase array):

MCP:

   create_pipe_report pipe_id=67890 name="Phase subset" filter='{"operator":"and","queries":[{"field":"current_phase","operator":"eq","type":"select","value":"<phase_id>"}]}'

Use the exact field string from step 1. Invalid shapes are rejected before GraphQL with a message pointing at get_pipe_report_filterable_fields.


Success criteria

  • get_pipe_report_export (or get_organization_report_export) reaches a terminal finished or failed state.
  • Downloaded export contains the expected card/report data.

Failure modes

  • Export stuck in `processing`: large pipes with many cards can take minutes. Wait at least 60 seconds per poll. Retry the export trigger if still processing after several minutes.
  • `get_pipe_reports` returns `null` for `cardCount`: known Pipefy API behavior; the tool omits that field automatically.
  • Filter rejected before GraphQL: do not pass {"current_phase":["id"]}; use operator + queries (see step 2 above).
  • Filter not working after create: use get_pipe_report_filterable_fields to confirm the exact field string and value format.

See also

  • skills/observability/ — export automation job history (different from pipe reports).
  • skills/introspection/ — discover ReportCardsFilter input shape for complex filters.
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