Pipefy Pipes And Cards

Pipes & Cards

Read only the reference for your active surface: MCP or CLI. The workflows below use shared operation names and arguments.

Read, create, update, and delete pipes, phases, phase fields, labels, cards, attachments, and field conditions.

Cross-cutting patterns

• Field types for create_phase_field are the API's FieldTypeId enum values (lower case, e.g. short_text, not SHORT_TEXT). The tool's input schema lists them.

• extra_input merges extra API keys (camelCase); keys that duplicate primary arguments are ignored.

• Phase connections are UI-only. Creating or reordering phases does not wire Phase Connections / allowed_phases. Configure edges in the Pipefy UI; use get_phase_allowed_move_targets before moves. The API cannot add transition edges.

• Verify-after-write. After create/update, re-read with the matching get tool (get_pipe, get_card, get_phase_fields, etc.) before reporting success. Do not treat the write response alone as proof.

Pipe operations

Steps — create a pipe with phases

1. Create the pipe:

   create_pipe name="Customer Onboarding" organization_id=300123456

2. Shape the phases. create_pipe already adds Inbox, Doing and Done at keys 1, 2 and 3. Do not call create_phase once for every requested name on top of those three.

   When the pipe needs three or more phases and the last one is final, rename Inbox, Doing and Done with update_phase. Leave done unset on Done so it stays the final phase. Create only the phases that sit between the second and the last, at 2.01, 2.02, and so on. When the pipe needs fewer than three phases, delete each empty default you will not keep. delete_phase is destructive; review and approve first.

   index is a float sort key: a value between two existing keys inserts between those phases. Equal keys have no fixed order; use a key no other phase has. A new pipe's Inbox, Doing and Done keys are 1, 2 and 3, and 0 omits the phase from get_pipe phases. get_pipe returns each key as phases[].index, in ascending order. Between 2 and 3, use two decimal places (2.01, 2.02, ..., 2.99): 2.10 is the same float as 2.1, so the tenth value ties with the first. index does not wire Phase Connections / allowed_phases (configure those in the Pipefy UI; use get_phase_allowed_move_targets before moves).

   Call get_pipe and confirm the phase names are in the intended order.

3. Add start form fields — call create_phase_field on the start form phase.

Phase operations

Seed pipe across phases

Use this workflow to place at least one card in each workflow phase (demos, QA checklists, chaos pipes) without execute_graphql. Transition edges must already exist in the Pipefy UI.

Tools needed

Before move_card_to_phase, call get_phase_allowed_move_targets. Required empty fields may prevent a move.

Steps

1. Load phase IDs — get_pipe(pipe_id) → collect phases[].id for workflow phases. Omit phase_id on create_card for start-form intake.

   get_pipe pipe_id="301234567"

2. Find empty phases — for each candidate phase_id, call get_phase_cards_count. Target phases where cards_count is 0 (if the start form shows 0 but you suspect cards, call get_phase_cards before creating duplicates).

   get_phase_cards_count phase_id="341234567"

3. Create cards in empty phases — loop create_card with phase_id. When fields is non-empty, keys are filtered via get_phase_fields(phase_id) and get_start_form_fields(pipe_id).

   Copy code
   create_card pipe_id="301234567" phase_id="341234567" title="Seeded" fields={}
   

4. Verify inventory — get_phase_cards(phase_id, first=50) and confirm expected card IDs/titles.

5. Before moves — on the card's current phase, get_phase_allowed_move_targets then move_card_to_phase only to an allowed_phases[].id.

   get_phase_allowed_move_targets phase_id="<current_phase_id>"

Success criteria

• Every targeted phase reports cards_count >= 1 (or get_phase_cards lists the seeded cards).
• Moves use only phases returned in allowed_phases.

Failure modes

• Empty allowed_phases: configure Phase → Connections in the Pipefy UI; the API cannot add edges.
• Unexpected empty count: use get_phase_cards to list cards before creating duplicates.

Phase field operations

Field types: field_type takes a FieldTypeId value, which the create_phase_field input schema lists (or introspect_type type_name="FieldTypeId"). Set options for select, radio, and checklist types. A connector field also needs extra_input.connectedRepoId: a pipe id, or a table id.

Card operations

Steps — create a card

1. Get start form fields (required — never skip):

   get_start_form_fields pipe_id=301234567

2. Create the card with fields:

   Copy code
   create_card pipe_id=301234567 title="My Card" fields={"field_slug":"value"}
   

3. Report result with card ID and link: https://app.pipefy.com/open-cards/<CARD_ID>

Count and filter cards

get_records answers "how many" in one call: set first=1 and read records.totalCount, not the length of a page. A count per group (per assignee, per label) is one call per group. In where and order_by, field must be the custom field uuid from get_phase_fields (for a start-form field, call get_phase_fields with phase_id set to get_pipe's startFormPhaseId); a slug is rejected. Dates are ISO 8601: date-time attributes such as CREATED_AT and FINISHED_AT take an offset, but a date custom field takes the bare date ("2026-07-03"), because a non-UTC offset makes eq return 0 and shifts a between window. between takes {"min": ..., "max": ...}. like and ilike both ignore case and match each word of the value as a substring, in any order: % and _ are literal, so ilike: "acme", not "%acme%". To find a card by id, use where={"attribute": "ID", "eq": "<id>"}. With where or search_term, pages stop at 10,000 cards. To list every card, page with after set to the previous pageInfo.endCursor until hasNextPage is false, and check that the rows add up to totalCount.

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get_records pipe_id=67890 where={"attribute":"FINISHED_AT","between":{"min":"2026-01-01T00:00:00-03:00","max":"2026-01-31T23:59:59-03:00"}}

Pagination for get_cards

Copy code
get_cards pipe_id=301234567 first=50 after=<endCursor>

Read pageInfo.hasNextPage and pageInfo.endCursor from the response; set after=<endCursor> for the next page.

Label operations

These tools manage label definitions on the pipe. Applying a pipe label to a card is update_card(label_ids=[...]), which replaces the card's whole label list: include every id that should remain; do not send only the new one. get_card does not return labels — read current ids via execute_graphql (card(id: ...) { labels { id } }), merge, then write. field_updates with operation ADD/REMOVE is for list-valued fields, not for card-attribute labels. When the user wants a label applied automatically ("mark it late when it goes past the due date"), stop and read pipefy-automations (applying a label has no automation action): no automation action does it, and driving update_card over a set of cards makes the agent the runtime instead of the process.

Field condition operations

Do not hide a required field; clear required first.

Success criteria

• Pipe and phases visible in Pipefy UI.
• get_pipe returns the new pipe ID and phases.
• Cards created via create_card appear in the pipe's first phase.

Failure modes

• create_field_condition fails with missing/wrong phase: delete the returned condition before recreating; do not blind-retry create on the same requested phase.
• create_card fails with missing required fields: call get_start_form_fields first to discover required field_id values.
• create_card / write reports failure (empty or unclear message): do not blind-retry. Re-read get_cards / get_phase_cards_count (or pipe cards_count) before any retry — see pipefy-api-fallback (ambiguous write failure re read before retry).
• Connections missing after a connector field update: update_card_field is replace-all — writing one related card id drops the rest (same replace-all applies to other list-valued fields: attachments, checklists). Prefer update_card with operation ADD/REMOVE and related card ids. Do not rebuild a full list from get_card value (display titles only); for REMOVE or a safe full rewrite, get current related-card ids from get_card_relations (or GraphQL array_value). For writes via a pipe relation (not a connector field), use create_card_relation / delete_card_relation — see pipefy-relations. Pipe labels and assignees are not fields: use update_card(label_ids=) / assignee_ids (replace-all); field_updates ADD cannot address them.
• create_phase_field rejects type (Field type not found with id: ...): use a FieldTypeId value, in lower case (short_text, not SHORT_TEXT). introspect_type type_name="FieldTypeId" lists them.

See also

• pipefy-relations — link pipes and cards across workflows.
• pipefy-automations — add automation rules to a pipe.
• pipefy-introspection — discover field types and mutation signatures.
• docs/mcp/tools/identifiers.md#field-references-slug-vs-internal_id — canonical map of which tool/argument expects slug vs internal_id vs uuid vs numeric id (e.g. update_card_field uses a field slug).