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Found 17 Skills
Use this skill when the user wants to create, read, update, delete, or troubleshoot AI agents (conversational agents with behaviors). Covers 7 MCP tools including pre-flight validation, plus pipe-scoped knowledge bases (list, plain text/document/data lookup CRUD, access probe) attached via dataSourceIds. For traditional automations and AI automations, see skills/automations/.
Use this skill when you need to discover GraphQL type shapes, mutation signatures, enum values, or execute arbitrary GraphQL as a fallback. This is the first fallback tier (Tier 2) when dedicated MCP tools fail or don't exist for an operation. 7 MCP tools.
Use this skill when the user wants to create, read, update, or delete traditional automations (if/then rules) or AI automations (prompt-driven). Covers 16 MCP tools. For AI agents (conversational), see skills/ai-agents/.
Use this skill when the user wants to create, read, update, delete, or export pipe reports or organization reports. Covers the async export workflow (trigger, poll, download). 17 MCP tools.
Use this skill when the user wants to upload a file to a Pipefy card or table-record attachment field. Covers both input modes — a local file_path and a downloaded file_url — plus a presigned-URL handshake for uploading a file the server can't read, through the MCP tools and the CLI.
Use this skill when the user wants to read, create, update, or delete pipes, phases, phase fields, labels, cards, comments, or field conditions. Covers 40 MCP tools for the core pipe and card lifecycle. Use the seed-pipe-across-phases workflow when populating empty phases for demos or QA.
Use this skill when the user wants to link pipes, tables, or cards across workflows — creating or managing pipe relations, table relations, or card relations. Covers 8 MCP tools.
Use this skill when the user wants to work with Pipefy Database Tables — creating/reading/updating/deleting tables, records (rows), or table fields (schema columns). Covers 17 MCP tools.
Use when the user wants to build, test, publish, or manage iPaaS (Advanced Automations) flows: multi-step integrations with external apps (Slack, Gmail, Google Sheets), incoming webhooks, schedules, routers, code steps, or iPaaS data tables. MCP-only, driven through 4 meta-tools over a per-pipe catalog discovered at runtime. For native if/then rules or prompt-driven AI automations, use skills/automations/ instead.
Use this skill when an MCP tool fails AND the introspection skill could not resolve the problem. This is the last-resort fallback (Tier 3): call the Pipefy GraphQL API directly using curl or httpx, authenticating with the Service Account (OAuth2) or a Personal Access Token (PAT) available as env var. Follow the 3-tier resolution strategy before reaching this point.
Use this skill when the user wants to list, create, or configure Pipefy portals (main hub, pages, page elements, sub-portals, publish/unpublish). Covers 20 MCP tools on Interfaces + internal_api. Not for pipes/cards.
Guide a first-time user through Pipefy AI toolkit setup (hosted MCP, local install.sh, or Claude Code plugin). Use when the user asks to install Pipefy MCP, connect Claude/Cursor to Pipefy, run /pipefy:install, or set up mcp.pipefy.com. Do not use for day-to-day Pipefy workflows after MCP is already working.