pipefy-reports

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Reports

报告

Pipe reports and organization reports: discovery, CRUD, and async exports. 17 MCP tools.

管道报告(pipe reports)与组织报告(organization reports):发现、CRUD操作及异步导出。17个MCP工具。

Cross-cutting patterns

通用模式

  • 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).
  • debug=true
    on writes like other mutation tools.

  • 使用
    get_pipe_report_columns
    get_pipe_report_filterable_fields
    构建
    ReportCardsFilter
    ;对于特殊输入,使用
    introspect_type
  • get_pipe_reports
    在查询中省略了
    cardCount
    字段(Pipefy解析此字段时可能会报错)。
  • 与其他变更工具一样,写入操作时设置
    debug=true

Pipe report tools

管道报告工具

Tool (MCP)CLIRead-onlyPurpose
get_pipe_reports
pipefy report-pipe list
YesList all reports for a pipe.
get_pipe_report
pipefy report-pipe get
YesSingle report data.
get_pipe_report_columns
pipefy report-pipe columns
YesDiscover available columns for a report filter.
get_pipe_report_filterable_fields
pipefy report-pipe filterable-fields
YesDiscover filterable fields for a report.
create_pipe_report
pipefy report-pipe create
NoCreate a new pipe report.
update_pipe_report
pipefy report-pipe update
NoUpdate report name or filters.
delete_pipe_report
pipefy report-pipe delete
NoTwo-step destructive.
export_pipe_report
pipefy report-pipe export
NoTrigger async export.
工具(MCP)CLI命令只读用途
get_pipe_reports
pipefy report-pipe list
列出某个管道的所有报告。
get_pipe_report
pipefy report-pipe get
获取单个报告的数据。
get_pipe_report_columns
pipefy report-pipe columns
发现报告筛选器可用的列。
get_pipe_report_filterable_fields
pipefy report-pipe filterable-fields
发现报告的可筛选字段。
create_pipe_report
pipefy report-pipe create
创建新的管道报告。
update_pipe_report
pipefy report-pipe update
更新报告名称或筛选条件。
delete_pipe_report
pipefy report-pipe delete
需两步确认的破坏性操作。
export_pipe_report
pipefy report-pipe export
触发异步导出。

Organization report tools

组织报告工具

Tool (MCP)CLIRead-onlyPurpose
get_organization_reports
pipefy report-org list
YesList all org-level reports.
get_organization_report
pipefy report-org get
YesSingle org report data.
create_organization_report
pipefy report-org create
NoCreate an org-wide report.
update_organization_report
pipefy report-org update
NoUpdate report config.
delete_organization_report
pipefy report-org delete
NoTwo-step destructive.
export_organization_report
pipefy report-org export
NoTrigger async export.
工具(MCP)CLI命令只读用途
get_organization_reports
pipefy report-org list
列出所有组织级报告。
get_organization_report
pipefy report-org get
获取单个组织报告的数据。
create_organization_report
pipefy report-org create
创建全组织范围的报告。
update_organization_report
pipefy report-org update
更新报告配置。
delete_organization_report
pipefy report-org delete
需两步确认的破坏性操作。
export_organization_report
pipefy report-org export
触发异步导出。

Export status & download

导出状态与下载

Tool (MCP)CLIPurpose
get_pipe_report_export
poll via
pipefy report-pipe export --format json
Poll pipe report export status (after
export_pipe_report
).
get_organization_report_export
poll via
pipefy report-org export --format json
Poll org report export status (after
export_organization_report
).
export_pipe_audit_logs
pipefy audit export
Export pipe audit logs (separate from card report exports).

工具(MCP)CLI命令用途
get_pipe_report_export
通过
pipefy report-pipe export --format json
命令进行轮询
在执行
export_pipe_report
后,轮询管道报告的导出状态。
get_organization_report_export
通过
pipefy report-org export --format json
命令进行轮询
在执行
export_organization_report
后,轮询组织报告的导出状态。
export_pipe_audit_logs
pipefy audit export
导出管道审计日志(与卡片报告导出相互独立)。

Steps — export a pipe report

步骤 — 导出管道报告

  1. List available reports:
    MCP:
    get_pipe_reports pipe_id=67890
  2. Trigger the export:
    MCP:
    export_pipe_report report_id=123
  3. Poll until finished:
    MCP:
    get_pipe_report_export export_id=<EXPORT_ID>
    Repeat every 5–10 seconds until the response indicates
    finished
    (or
    failed
    ).
  4. Download: use the signed
    fileUrl
    from the finished export response over HTTPS (the MCP tool surfaces it in the payload).

  1. 列出可用报告:
    MCP命令:
    get_pipe_reports pipe_id=67890
  2. 触发导出:
    MCP命令:
    export_pipe_report report_id=123
  3. 轮询直至完成:
    MCP命令:
    get_pipe_report_export export_id=<EXPORT_ID>
    每5-10秒重复执行一次,直到响应显示
    finished
    (或
    failed
    )状态。
  4. 下载: 通过HTTPS使用完成导出响应中的签名
    fileUrl
    进行下载(MCP工具会在返回结果中提供该链接)。

Steps — create a filtered pipe report

步骤 — 创建带筛选条件的管道报告

  1. Discover filterable fields:
    MCP:
    get_pipe_report_filterable_fields pipe_id=67890
  2. 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
    .

  1. 发现可筛选字段:
    MCP命令:
    get_pipe_report_filterable_fields pipe_id=67890
  2. 使用
    ReportCardsFilter
    结构创建报告
    (而非顶层的
    current_phase
    数组):
    MCP命令:
    create_pipe_report pipe_id=67890 name="Phase subset" filter='{"operator":"and","queries":[{"field":"current_phase","operator":"eq","type":"select","value":"<phase_id>"}]}'
    使用步骤1中获取的精确
    field
    字符串。若结构无效,会在GraphQL执行前被拒绝,并提示参考
    get_pipe_report_filterable_fields

Success criteria

成功标准

  • get_pipe_report_export
    (or
    get_organization_report_export
    ) reaches a terminal
    finished
    or
    failed
    state.
  • Downloaded export contains the expected card/report data.
  • get_pipe_report_export
    (或
    get_organization_report_export
    )进入最终的
    finished
    failed
    状态。
  • 下载的导出文件包含预期的卡片/报告数据。

Failure modes

失败场景

  • Export stuck in
    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.
  • Filter rejected before GraphQL: do not pass
    {"current_phase":["id"]}
    ; use
    operator
    +
    queries
    (see step 2 above).
  • Filter not working after create: use
    get_pipe_report_filterable_fields
    to confirm the exact
    field
    string and
    value
    format.
  • 导出卡在
    processing
    状态:
    包含大量卡片的大型管道可能需要数分钟处理时间。每次轮询至少间隔60秒。若数分钟后仍处于
    processing
    状态,可重新触发导出。
  • get_pipe_reports
    返回的
    cardCount
    null
    这是Pipefy API的已知行为;工具会自动省略该字段。
  • 筛选条件在GraphQL执行前被拒绝: 请勿传入
    {"current_phase":["id"]}
    格式;需使用
    operator
    +
    queries
    结构(参见上述步骤2)。
  • 创建后筛选条件不生效: 使用
    get_pipe_report_filterable_fields
    确认精确的
    field
    字符串和
    value
    格式。

See also

另请参阅

  • skills/observability/
    — export automation job history (different from pipe reports).
  • skills/introspection/
    — discover
    ReportCardsFilter
    input shape for complex filters.
  • skills/observability/
    — 导出自动化任务历史(与管道报告不同)。
  • skills/introspection/
    — 为复杂筛选条件探索
    ReportCardsFilter
    的输入结构。