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pipefy-toolkit-setup

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Updated 10-16 03:42

About this skill

Pipefy toolkit setup (first-time onboarding)

Choose a connection path below, then read the MCP reference or CLI reference for that path. Load only the relevant reference.

Canonical install snippets live in docs/install.md. The root README has a quick-start table with the first command for each install path. This skill is the agent checklist: print or run the install-guide blocks verbatim, and do not invent alternate commands.

Edge cases: packages/mcp/README.md. Auth: docs/cli/auth.md. Env: docs/config.md.

When to use

  • “Set up Pipefy”, “install the MCP”, or “connect Claude/Cursor to Pipefy”.
  • The user mentions a client plugin, a hosted connection, or a fresh machine without toolkit access.

Do not use once tools already work — switch to a domain skill (pipes, tables, …).

Prerequisites

  • User has a Pipefy account (Admin access if they need a service account).

Steps

  1. Choose one path — ask the user; do not pick silently. Respect whether they want a hosted connection, a client plugin, a local toolkit, or CLI only.

    If they only say “Claude Code”, ask: Hosted MCP (zero local Python) or the Claude Code plugin (slash commands and local CLI)? If unsure, suggest Hosted.

    If they only say “Cursor”, ask: Cursor Marketplace plugin (hosted, no local Python) or Quick install (local CLI and tools that read local files)? If unsure, suggest the plugin.

    Path Install guide section Outcome
    Cursor Marketplace plugin Cursor Marketplace plugin Hosted server, browser sign-in, no local Python
    Hosted MCP Hosted MCP HTTPS mcp.pipefy.com
    Local toolkit Quick install Local server and CLI, including local-file tools
    Claude Code plugin Claude Code plugin Marketplace and slash install/login
    CLI only CLI pipefy on PATH; no MCP
  2. Execute the canonical install instructions for that path. Keep client setup and local installation aligned with the user's choice.

  3. Authenticate using the selected path's login flow.

  4. Verify access with a permitted read-only organization operation (list_organizations needs no id and surfaces organization ids), or the local installation check. Check for conflicting registrations using the selected reference.

Success criteria

  • Exactly the selected connection is configured, with no conflicting registrations; CLI-only needs no server registration.
  • Authentication completed.
  • The permitted read-only operation or local installation check succeeds.

See also