# pipefy-reports

Manages Pipefy pipe and organization reports: handles discovery, CRUD actions, and async exports with status polling and download links.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 671 installs · ★ 51
- Author: pipefy
- License: Apache-2.0 · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/pipefy/ai-toolkit/tree/HEAD/plugins/pipefy/skills/pipefy-reports/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/pipefy-reports

## What it does

The skill manages report configurations for individual pipes and entire organizations in Pipefy. It discovers available columns using `get_pipe_report_filterable_fields` and structures filters under `ReportCardsFilter` with `operator` and `queries` parameters. Passing raw arrays directly into `current_phase` fails validation before reaching GraphQL.

File generation runs as an asynchronous background workflow. Triggering `export_pipe_report` or `export_organization_report` starts the task, while `get_pipe_report_export` polls status every 5 to 10 seconds. For large pipes that remain processing past one minute, polling slows to once every 60 seconds. The resulting signed `fileURL` remains active for 1 hour.

Report removal through `delete_pipe_report` is destructive, so the skill mandates explicit confirmation before executing the call.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add pipefy/ai-toolkit --skill pipefy-reports -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/pipefy-reports/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/pipefy-reports/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add pipefy/ai-toolkit --skill pipefy-reports -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/pipefy-reports/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add pipefy/ai-toolkit --skill pipefy-reports -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/pipefy-reports/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install pipefy/ai-toolkit pipefy-reports
```

2. **Manually: put the files in place**
- File: `.github/skills/pipefy-reports/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add pipefy/ai-toolkit --skill pipefy-reports -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/pipefy/ai-toolkit --path plugins/pipefy/skills/pipefy-reports
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/pipefy-reports/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add pipefy/ai-toolkit --skill pipefy-reports -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/pipefy/ai-toolkit/tree/HEAD/plugins/pipefy/skills/pipefy-reports/SKILL.md

## When to use it
- configure filtered card reports using ReportCardsFilter
- trigger asynchronous background exports for pipes and orgs
- poll export jobs and retrieve signed expiring download URLs
- delete obsolete report configurations with mandatory approval

## Example prompts
- Export pipe report 123 from pipe 67890 and give me the download URL
- Create a pipe report named Phase subset filtered by phase_id in pipe 67890
- Check the export status for export_id 4567

## Source text · SKILL.md · Apache-2.0

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 1508ef0d00d0ef8f.

BEGIN THIRD-PARTY FILE 1508ef0d00d0ef8f
```text
---
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).
tags: [pipefy, reports, exports, pipe-reports, organization-reports]
---

# Reports

Read the [MCP reference](references/mcp.md) or [CLI reference](references/cli.md) 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 `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).

---

## 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

1. **List available reports:**

   Operation: `get_pipe_reports pipe_uuid=<PIPE_UUID>` (`get_pipe` supplies the UUID).

2. **Trigger the export:**

   Operation: `export_pipe_report pipe_id=67890 pipe_report_id=123`

3. **Poll until done:**

   Operation: `get_pipe_report_export export_id=<EXPORT_ID>`

   Repeat every 5–10 seconds until `state` is `done` (or `failed`).
```
END THIRD-PARTY FILE 1508ef0d00d0ef8f

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