FlowyTeam MCP Server Documentation

Manage tasks: list, create, update, delete, mark complete. Filter by status, priority, project, assignee, due date.

Manage projects and their sub-resources (milestones, members, categories, files). Set resource=project (default), milestone, member, category, or file. All lookups are name-based — no IDs needed. Admins have full access. Members can view/update their own projects, and perform full CRUD on milestones, members, and files.

Manage task categories: list, create, update, delete. Lookup by ID or category name.

Manage employee leave requests: list, create, approve, reject, cancel. Filter by status, employee, date range.

Manage leave types (annual, sick, etc.): list, create, update, delete. Admin-only for write operations.

Manage attendance: clock-in, clock-out, list records. Filter by employee, date, month, year.

Manage employees: list, show full profile, create, update (profile/department/designation/status/skills), deactivate/delete. Always resolve by name or email — never require an ID from the user.

Manage departments/teams: list, show details with members, create, update, delete, add/remove members. Always resolve by name — never require an ID from the user.

Manage job designations/positions: list (with member counts), create, update, delete. Always resolve by name — never require an ID from the user.

Manage clients: list, create, update, delete. Filter by name, company.

Manage support tickets and their conversation replies. Supports full CRUD (list, create, update, delete), reply/conversation management (resource=reply), ticket statistics (action=stats), and close/reopen actions. Name-based lookups for agent, requester, type, and channel. Admins and privileged members have full access. Regular members can manage their own tickets (create, view, reply, close, reopen).

Manage ticket types/classifications: list, create, update, delete. Lookup by name or ID.

Manage ticket channels (e.g. email, phone, chat): list, create, update, delete. Requires the tickets module.

List ticket agents and their assigned groups.

Manage OKR objectives: list, create, update, delete. Filter by cycle, type (company/team/personal), status.

Manage OKR key results: list, create, update, delete, update progress. Link to objectives.

Manage KPI indicators: list, create, update, delete. Filter by category, employee. Lookup by title or ID.

Manage KPI indicator categories/types: list, create, update, delete. Lookup by name or ID.

Manage KPI indicator records (actual values per period): list, add, delete. Lookup by indicator_id + period_key.

Manage OKR performance cycles: list, create, update, delete. Lookup by name or ID.

Manage company holidays: list, create, update, delete. Filter by year, upcoming/past. Lookup by ID or holiday name.

Manage sales leads: list, create, update, delete. Filter by status, agent, date range.

Manage client invoices: list, create, update status, delete. Filter by client, status, date range.

Manage client estimates/quotes: list, create, update, delete. Filter by client, status, date.

Manage company events/calendar: list, create, update, delete. Filter by month, year, date range.

Manage expenses and claims: list, create, update status (approve/reject), delete. Filter by employee, category, status, date range.

Manage expense categories: list, create, update, delete. Admin-only for write operations.

Manage notice board: list, create, update, delete. Filter by date range or audience (all/employee/client).

Manage client contracts: list, create, update, delete. Filter by client, status, date range.

Manage project/task time logs: list, create (start timer), update (stop timer/edit), delete. Filter by project, employee, date.