pipefy-members-email-webhooks

Members, Email & Webhooks

Manage pipe membership, send emails from card inboxes, read inbox replies, and manage webhooks. 12 MCP tools.

Member management

List existing members with get_pipe_members from skills/pipes-and-cards/pipefy-pipes-and-cards/SKILL.md. Id forms: `docs/mcp/tools/identifiers.md#members-email-webhooks`.

Steps — invite members

1. Check existing members:

MCP: get_pipe_members pipe_id=67890

CLI: pipefy member list --pipe 67890

1. Invite new members:

MCP: invite_members pipe_id=67890 members='[{"email":"alice@example.com","role_name":"member"},{"email":"bob@example.com","role_name":"admin"}]'

CLI: pipefy member invite --pipe 67890 --email alice@example.com --role member

Before inviting external emails (domain different from the org's known domains), warn the user that this is an external invitation and confirm before proceeding.

Before granting admin role, confirm with the user — admin is the highest pipe-level role.

Steps — add a service account to a pipe (iPaaS setup)

When setting up an iPaaS (Advanced Automations) flow that runs under a service account, the account must be a member of the target pipe, or pipe-scoped calls under its identity fail with a permission error even though the flow looks configured.

1. Get the service account's email. Either create one with create_service_account(organization_uuid, name, role) — which returns the account's email plus its OAuth2 client secret and token endpoint once (store them immediately) — or take the email from your organization's service-account settings. A freshly created account has no pipe access until this step. The pipe role defaults to admin (a service account running automations usually needs full pipe access); pass a narrower role only when you deliberately want to limit it.

One-step alternative: create_service_account(organization_uuid, name, role, pipe_ids=[...]) provisions the account and adds it to the given pipes in one call, returning a pipe_memberships summary. Use it when you already know the target pipes.

1. Attach it (when not using the pipe_ids shortcut above):

MCP: add_service_account_to_pipe pipe_id=67890 email=svc-automations@your-org.pipefy-service.com (role defaults to admin)

CLI: pipefy member add-service-account --pipe 67890 --email svc-automations@your-org.pipefy-service.com

The MCP tool verifies membership afterwards: it returns an error if the account is not a member of the pipe once the invite is processed, so an incomplete setup is not reported as success. The CLI does not verify — it prints the raw invite result, so check inviteMembers.errors (or run pipefy member list --pipe <id>) to confirm the account was actually added. This attaches an existing service account — create one first with create_service_account if you don't have one, and delete a throwaway with two-step delete_service_account (echo confirmation_token) when done. See docs/mcp/tools/service-accounts.md.

Email (card inbox)

Templates are UI-only. Creating, editing and deleting an email template has no API, MCP or CLI path: the GraphQL schema has no template CRUD mutation. The template must already exist before a flow can send with it. When the process needs a new or changed template, put the manual Pipefy UI step in the plan you give the user instead of promising an end-to-end email flow.

Steps — send a card inbox email

1. Get the card's inbox emails (see what has been received):

MCP: get_card_inbox_emails card_id=12345

1. Send a reply:

MCP: send_inbox_email card_id=12345 to="customer@example.com" subject="Your request is in progress" body="Hi, we are processing your request."

CLI: pipefy email inbox send --card 12345 --to customer@example.com --subject "Your request is in progress" --body "Hi, we are processing your request." --from-email you@example.com

Webhooks

Steps — create a webhook

1. List existing webhooks:

MCP: get_webhooks pipe_id=67890

CLI: pipefy webhook list --pipe 67890

1. Create the webhook:

MCP: create_webhook pipe_id=67890 url="https://your-server.com/pipefy" actions='["card.create","card.done"]'

CLI: pipefy webhook create --pipe 67890 --url https://your-server.com/pipefy --events card.create,card.done

Success criteria

• Invited members appear in get_pipe_members.
• Sent emails show in the card's inbox thread.
• Created webhooks receive test payloads from Pipefy on the configured events.

Failure modes

• `invite_members` fails with "user not found": verify the email address is correct.
• `send_inbox_email` fails: the card must have an inbox enabled in the pipe settings.
• Webhook never fires: verify the pipe events match the configured actions list; check that the endpoint URL is publicly reachable (not localhost).
• `delete_webhook` first call returns preview: expected. Show the preview to the user and get their approval, then call with confirm=true and the preview's confirmation_token.

See also

• skills/pipes-and-cards/ — create the pipe and cards before managing membership.
• skills/observability/ — monitor email and webhook delivery logs.
• skills/ipaas/pipefy-ipaas/SKILL.md — when a flow's service account needs pipe membership.