菜单
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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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 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 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.
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 upload a file to a Pipefy card or table-record attachment field. Covers the local file_path input mode through the MCP tools and the CLI.
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. For traditional automations and AI automations, see skills/automations/.
| name | pipefy-reports |
| description | 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. |
| tags | ["pipefy","reports","exports","pipe-reports","organization-reports"] |
Pipe reports and organization reports: discovery, CRUD, and async exports. 17 MCP tools.
CLI status (v0.1): use MCP tools below. Report-specific Typer commands are planned for v0.3+.
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.| Tool (MCP) | CLI | Read-only | Purpose |
|---|---|---|---|
get_pipe_reports | — (CLI v0.3+) | Yes | List all reports for a pipe. |
get_pipe_report | — (CLI v0.3+) | Yes | Single report data. |
get_pipe_report_columns | — (CLI v0.3+) | Yes | Discover available columns for a report filter. |
get_pipe_report_filterable_fields | — (CLI v0.3+) | Yes | Discover filterable fields for a report. |
create_pipe_report | — (CLI v0.3+) | No | Create a new pipe report. |
update_pipe_report | — (CLI v0.3+) | No | Update report name or filters. |
delete_pipe_report | — (CLI v0.3+) | No | Two-step destructive. |
export_pipe_report | — (CLI v0.3+) | No | Trigger async export. |
| Tool (MCP) | CLI | Read-only | Purpose |
|---|---|---|---|
get_organization_reports | — (CLI v0.3+) | Yes | List all org-level reports. |
get_organization_report | — (CLI v0.3+) | Yes | Single org report data. |
create_organization_report | — (CLI v0.3+) | No | Create an org-wide report. |
update_organization_report | — (CLI v0.3+) | No | Update report config. |
delete_organization_report | — (CLI v0.3+) | No | Two-step destructive. |
export_organization_report | — (CLI v0.3+) | No | Trigger async export. |
| Tool (MCP) | CLI | Purpose |
|---|---|---|
get_pipe_report_export | — (CLI v0.3+) | Poll pipe report export status (after export_pipe_report). |
get_organization_report_export | — (CLI v0.3+) | Poll org report export status (after export_organization_report). |
export_pipe_audit_logs | — (CLI v0.3+) | Export pipe audit logs (separate from card report exports). |
List available reports:
MCP: get_pipe_reports pipe_id=67890
Trigger the export:
MCP: export_pipe_report report_id=123
Poll until finished:
MCP: get_pipe_report_export export_id=<EXPORT_ID>
Repeat every 5–10 seconds until the response indicates finished (or failed).
Download: use the signed fileUrl from the finished export response over HTTPS (the MCP tool surfaces it in the payload).
Discover filterable fields:
MCP: get_pipe_report_filterable_fields pipe_id=67890
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.
get_pipe_report_export (or get_organization_report_export) reaches a terminal finished or failed state.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.{"current_phase":["id"]}; use operator + queries (see step 2 above).get_pipe_report_filterable_fields to confirm the exact field string and value format.skills/observability/ — export automation job history (different from pipe reports).skills/introspection/ — discover ReportCardsFilter input shape for complex filters.