使用方法
- 复制安装命令，在自己的智能体环境安装前先检查源码包。
- 从原始文档核对所需工具、凭据和支持的宿主。
- 说明输入材料与期望交付物，并对照来源检查输出。
npx skills add https://github.com/pipefy/ai-toolkit --skill pipefy-reports开始前需了解
- 安装不包含模型订阅、API 额度或访问文件的权限。
- 仓库星数和安装量反映活跃情况，不等于独立质量或安全测试。
按源仓库内容呈现，保留标题、案例、代码、表格、链接以及原文引用的演示图片。
Reports
Read the MCP reference or CLI reference for the surface you are using. Load only the relevant reference.
Pipe reports and organization reports: discovery, CRUD, and async exports.
Cross-cutting patterns
- Build
ReportCardsFilterusingget_pipe_report_columnsandget_pipe_report_filterable_fields; useintrospect_typefor uncommon inputs. get_pipe_reportsomitscardCountin the query (Pipefy can error when resolving it).
Pipe report tools
| Operation | Read-only | Purpose |
|---|---|---|
get_pipe_reports | Yes | List all reports for a pipe. |
get_pipe_reports | Yes | Load one report by report_id when needed. |
get_pipe_report_columns | Yes | Discover available columns for a report filter. |
get_pipe_report_filterable_fields | Yes | Discover filterable fields for a report. |
create_pipe_report | No | Create a new pipe report. |
update_pipe_report | No | Update report name or filters. |
delete_pipe_report | No | Destructive; review and approve first. Use the selected surface's confirmation flow if one exists. |
export_pipe_report | No | Trigger async export. |
Organization report tools
| Operation | Read-only | Purpose |
|---|---|---|
get_organization_reports | Yes | List all org-level reports. |
get_organization_report | Yes | Single org report data. |
create_organization_report | No | Create an org-wide report. |
update_organization_report | No | Update report config. |
delete_organization_report | No | Destructive; review and approve first. Use the selected surface's confirmation flow if one exists. |
export_organization_report | No | Trigger async export. |
Export status & download
| Operation | Purpose |
|---|---|
get_pipe_report_export | Poll pipe report export status (after export_pipe_report). |
get_organization_report_export | Poll org report export status (after export_organization_report). |
export_pipe_audit_logs | Export pipe audit logs (separate from card report exports). |
Steps — export a pipe report
- List available reports:
Operation: get_pipe_reports pipe_uuid=<PIPE_UUID> (get_pipe supplies the UUID).
- Trigger the export:
Operation: export_pipe_report pipe_id=67890 pipe_report_id=123
- Poll until done:
Operation: get_pipe_report_export export_id=<EXPORT_ID>
Repeat every 5–10 seconds until state is done (or failed).
- Download: use the signed
fileURLfrom thedoneexport response over HTTPS.
The link expires 1 hour after the read that returned it, and anyone holding it can download the file until then. When you hand it to the user, say that it expires in 1 hour; for a fresh link, read the export again.
Steps — create a filtered pipe report
- Discover filterable fields:
Operation: get_pipe_report_filterable_fields pipe_uuid=<PIPE_UUID> (get_pipe supplies the UUID).
- Create the report with a `ReportCardsFilter` shape (not a top-level
current_phasearray):
Arguments:
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(orget_organization_report_export) reaches a terminaldoneorfailedstate.- Downloaded export contains the expected card/report data.
Failure modes
- Export stuck in `processing`: large pipes with many cards can take minutes. If the export is still
processingafter a minute of polling every 5 to 10 seconds, poll once every 60 seconds instead. Retry the export trigger if stillprocessingafter 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"]}; useoperator+queries(see step 2 above). - Filter not working after create: use
get_pipe_report_filterable_fieldsto confirm the exactfieldstring andvalueformat.
See also
pipefy-observability— export automation job history (different from pipe reports).pipefy-introspection— discoverReportCardsFilterinput shape for complex filters.
