FlowyTeam MCP Server Documentation

Create a new FlowyTeam company account. Only call this tool when the user explicitly requests account creation and provides all required details. Requires MCP registration to be enabled by the platform administrator. Password is optional — if omitted, a secure temporary password is generated and included in the verification email. A verification email with a 6-digit code is sent — ask the user to share the code, then call auth_verify_email to activate the account and receive the api_token immediately. Alternatively the user can click the verification link in the email to activate via the browser, then copy the api_token from FlowyTeam Settings → MCP & AI Integration.

Activate a newly registered FlowyTeam account and receive the api_token. Call this after auth_register once the user shares the 6-digit code from their verification email. Also accepts the long token from the verification link URL as a fallback. On success, the account is activated and an api_token is returned — use it as the Bearer token and reconfigure the MCP connection.

Retrieve the api_token for an existing FlowyTeam account using email and password. Only call this tool when the user explicitly provides their credentials and requests a login — never proactively. Note: for new accounts use auth_register + auth_verify_email instead. Existing users can also copy their token directly from FlowyTeam Settings → MCP & AI Integration. Returns an api_token — reconfigure the MCP connection with it as the Bearer token.

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.