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).
- Installs
- 682
- Last 24h
- +10
- Trending rank
- #8771
- Security
- Not audited
Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/pipefy/ai-toolkit --skill pipefy-reports- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads pipefy-reports automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Reports
Read the MCP reference or CLI reference for the surface you are using. Load only the relevant reference.
Pipe reports and organization reports: discovery, CRUD, and async exports.
Cross-cutting patterns
- Build
ReportCardsFilterusingget_pipe_report_columnsandget_pipe_report_filterable_fields; useintrospect_typefor uncommon inputs. get_pipe_reportsomitscardCountin the query (Pipefy can error when resolving it).
Pipe report tools
| Operation | Read-only | Purpose |
|---|---|---|
get_pipe_reports | Yes | List all reports for a pipe. |
get_pipe_reports | Yes | Load one report by report_id when needed. |
get_pipe_report_columns | Yes | Discover available columns for a report filter. |
get_pipe_report_filterable_fields | Yes | Discover filterable fields for a report. |
create_pipe_report | No | Create a new pipe report. |
update_pipe_report | No | Update report name or filters. |
delete_pipe_report | No | Destructive; review and approve first. Use the selected surface's confirmation flow if one exists. |
export_pipe_report | No | Trigger async export. |
Organization report tools
| Operation | Read-only | Purpose |
|---|---|---|
get_organization_reports | Yes | List all org-level reports. |
get_organization_report | Yes | Single org report data. |
create_organization_report | No | Create an org-wide report. |
update_organization_report | No | Update report config. |
delete_organization_report | No | Destructive; review and approve first. Use the selected surface's confirmation flow if one exists. |
export_organization_report | No | Trigger async export. |
Export status & download
| Operation | Purpose |
|---|---|
get_pipe_report_export | Poll pipe report export status (after export_pipe_report). |
get_organization_report_export | Poll org report export status (after export_organization_report). |
export_pipe_audit_logs | Export pipe audit logs (separate from card report exports). |
Steps — export a pipe report
-
List available reports:
Operation:
get_pipe_reports pipe_uuid=<PIPE_UUID>(get_pipesupplies the UUID). -
Trigger the export:
Operation:
export_pipe_report pipe_id=67890 pipe_report_id=123 -
Poll until done:
Operation:
get_pipe_report_export export_id=<EXPORT_ID>Repeat every 5–10 seconds until
stateisdone(orfailed). -
Download: use the signed
fileURLfrom thedoneexport response over HTTPS.The link expires 1 hour after the read that returned it, and anyone holding it can download the file until then. When you hand it to the user, say that it expires in 1 hour; for a fresh link, read the export again.
Steps — create a filtered pipe report
-
Discover filterable fields:
Operation:
get_pipe_report_filterable_fields pipe_uuid=<PIPE_UUID>(get_pipesupplies the UUID). -
Create the report with a
ReportCardsFiltershape (not a top-levelcurrent_phasearray):Arguments:
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
fieldstring from step 1. Invalid shapes are rejected before GraphQL with a message pointing atget_pipe_report_filterable_fields.
Success criteria
get_pipe_report_export(orget_organization_report_export) reaches a terminaldoneorfailedstate.- Downloaded export contains the expected card/report data.
Failure modes
- Export stuck in
processing: large pipes with many cards can take minutes. If the export is stillprocessingafter a minute of polling every 5 to 10 seconds, poll once every 60 seconds instead. Retry the export trigger if stillprocessingafter several minutes. get_pipe_reportsreturnsnullforcardCount: known Pipefy API behavior; the tool omits that field automatically.- Filter rejected before GraphQL: do not pass
{"current_phase":["id"]}; useoperator+queries(see step 2 above). - Filter not working after create: use
get_pipe_report_filterable_fieldsto confirm the exactfieldstring andvalueformat.
See also
pipefy-observability— export automation job history (different from pipe reports).pipefy-introspection— discoverReportCardsFilterinput shape for complex filters.
FAQ
What does the pipefy-reports skill do?
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).
How do I install pipefy-reports?
Run npx skills add https://github.com/pipefy/ai-toolkit --skill pipefy-reports in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/pipefy-reports/ (personal) or .claude/skills/pipefy-reports/ (project).
Which AI agents can use pipefy-reports?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is pipefy-reports safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains pipefy-reports?
It is published by pipefy in pipefy/ai-toolkit. It has 682 recorded installs.
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