ai-toolkit

In the author's own words, from each skill's SKILL.md.

• pipefy-skill-template

  Copy this file when authoring a new Pipefy skill. Replace placeholders, then rename the folder so it matches the frontmatter name.

  .github/skill-template/pipefy-skill-template/SKILL.md on GitHub (opens in a new tab)

• pipefy-ai-agents

  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/.

  skills/ai-agents/pipefy-ai-agents/SKILL.md on GitHub (opens in a new tab)

• pipefy-api-fallback

  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.

  skills/api-troubleshoot/pipefy-api-fallback/SKILL.md on GitHub (opens in a new tab)

• pipefy-attachments

  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.

  skills/attachments/pipefy-attachments/SKILL.md on GitHub (opens in a new tab)

• pipefy-automations

  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/.

  skills/automations/pipefy-automations/SKILL.md on GitHub (opens in a new tab)

• pipefy-building

  Thin router for Pipefy build and configure asks: map user intent to the correct domain skill (pipes, automations, AI agents, iPaaS, portals, etc.). Use when the user wants to create, build, configure, or integrate something in Pipefy and you need to know which skill to open. Do not use this skill as a delivery playbook — if the user already has a building skill or a detailed build prompt, follow…

  skills/building/pipefy-building/SKILL.md on GitHub (opens in a new tab)

• pipefy-database-tables

  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.

  skills/database-tables/pipefy-database-tables/SKILL.md on GitHub (opens in a new tab)

• pipefy-introspection

  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.

  skills/introspection/pipefy-introspection/SKILL.md on GitHub (opens in a new tab)

• pipefy-ipaas

  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/aut…

  skills/ipaas/pipefy-ipaas/SKILL.md on GitHub (opens in a new tab)

• pipefy-members-email-webhooks

  Use this skill when the user wants to manage pipe membership, send or read card inbox emails, use email templates, or manage webhooks. Covers 12 MCP tools.

  skills/members-email-webhooks/pipefy-members-email-webhooks/SKILL.md on GitHub (opens in a new tab)

• pipefy-observability

  Use this skill when the user wants to check AI agent logs, automation execution logs, org-level usage stats, AI credit consumption, or export automation job history. Covers 11 MCP tools.

  skills/observability/pipefy-observability/SKILL.md on GitHub (opens in a new tab)

• pipefy-toolkit-setup

  Guide a first-time user through Pipefy AI toolkit setup (Cursor Marketplace plugin, 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.

  skills/onboarding/pipefy-toolkit-setup/SKILL.md on GitHub (opens in a new tab)

• pipefy-pipes-and-cards

  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.

  skills/pipes-and-cards/pipefy-pipes-and-cards/SKILL.md on GitHub (opens in a new tab)

• pipefy-portal-setup

  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.

  skills/portal-setup/pipefy-portal-setup/SKILL.md on GitHub (opens in a new tab)

• pipefy-process-design

  Use this skill ONLY when the user explicitly asks for help designing or architecting a process ("help me design", "what's the best structure", "how do I organize this flow?"). For direct execution requests ("create a pipe for X", "build a reimbursement process", or any message with a detailed spec), skip this skill and execute directly using the domain skills (pipes-and-cards, automations, etc.).

  skills/process-design/pipefy-process-design/SKILL.md on GitHub (opens in a new tab)

• pipefy-process-intelligence

  Use this skill when the user wants to analyze an existing pipe for improvement opportunities — automation gaps, manual bottlenecks, missing AI agents, field conditions, or adjacent processes. Acts as a process analyst: investigates, diagnoses, and improves the pipe in progressive rounds — each round delivers visible results.

  skills/process-intelligence/pipefy-process-intelligence/SKILL.md on GitHub (opens in a new tab)

• pipefy-relations

  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.

  skills/relations/pipefy-relations/SKILL.md on GitHub (opens in a new tab)

• pipefy-reports

  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.

  skills/reports/pipefy-reports/SKILL.md on GitHub (opens in a new tab)

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