Pipefy toolkit setup (first-time onboarding)

Choose a connection path below, then read the MCP reference or CLI reference for that path. Load only the relevant reference.

Canonical install snippets live in docs/install.md. The root README has a quick-start table with the first command for each install path. This skill is the agent checklist: print or run the install-guide blocks verbatim, and do not invent alternate commands.

Edge cases: packages/mcp/README.md. Auth: docs/cli/auth.md. Env: docs/config.md.

When to use

• “Set up Pipefy”, “install the MCP”, or “connect Claude/Cursor to Pipefy”.
• The user mentions a client plugin, a hosted connection, or a fresh machine without toolkit access.

Do not use once tools already work — switch to a domain skill (pipes, tables, …).

Prerequisites

• User has a Pipefy account (Admin access if they need a service account).