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    FlowyTeam Cloud Connector

    Connect your FlowyTeam workspace to Claude (Desktop, web, and mobile) and ChatGPT. Authorize once with OAuth, then manage tasks, projects, employees, attendance, and OKRs in natural language. No API token to copy or paste.

    Which integration should I use?

    FlowyTeam offers two ways to connect an AI assistant. They use different endpoints and sign-in methods. Pick the one that matches your assistant.

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    Cloud Connector

    Claude Desktop, Claude web & mobile, ChatGPT
    • Sign in with OAuth, one-click authorize
    • No API token to manage
    • 31 tools: tasks, projects, employees, attendance, OKRs
    • Added from the assistant's Connectors settings
    OAuth 2.0 · PKCE

    Claude Code (CLI)

    Claude Code command-line tool only
    • Sign in with a Bearer API token
    • For developers working in the terminal
    • Wider tool set including CRM, finance, tickets
    • Not compatible with Claude Desktop or ChatGPT
    Open Claude Code (CLI) docs
    How to connect

    You need a FlowyTeam account (free personal tier or any paid plan). Tools respect your existing role and permissions.

    1. Claude: open Settings → Connectors (Desktop, web, or mobile).

      ChatGPT: open Settings → Connectors and choose to add FlowyTeam.

    2. Find FlowyTeam and click Connect.

      You are sent to the FlowyTeam sign-in page.

    3. Log in and click Authorize.

      The consent screen shows what the connector can access. Nothing is shared until you approve.

    4. Start using it.

      Try: "List my tasks", "Create a task called Prepare Q3 report due Friday", or "Show this quarter's objectives".

    Endpoint & authentication
    Endpoint
    https://flowyteam.com/api/mcp/cloud/rpc
    Authentication
    OAuth 2.0 public client with PKCE (S256). No secret to exchange.
    Transport
    Streamable HTTP, JSON-RPC 2.0

    Every tool call is scoped to your workspace and permissions. Read tools fetch data; write tools change it. Tools that overwrite or delete existing records are labelled destructive, so the assistant can ask you to confirm first.

    Tools (31)

    Each tool is a single operation. Parameters below come straight from the live connector.

    Tasks

    List Tasks list_tasks Read

    List tasks in your workspace. Filter by status, priority, project, assignee, due date, or search by title. Returns up to 50 tasks ordered by most recent.

    ParameterTypeRequiredDescription
    status string Optional Filter tasks by completion status.
    priority string Optional Filter tasks by priority level.
    project_id string Optional Filter tasks belonging to a specific project (project ID).
    assigned_to string Optional Filter tasks assigned to a specific user. Accepts user ID or partial name/email. Admin only for filtering by others.
    due_date string Optional Filter tasks due on this date (Y-m-d format).
    search string Optional Search tasks by title/heading (partial match).
    Get Task get_task Read

    Get full details of a single task by ID, title, or heading. Returns subtasks, comments, files, and assigned user.

    ParameterTypeRequiredDescription
    id string Optional The numeric ID of the task.
    heading string Optional The task heading/title (partial match), used when the id is unknown. If more than one task matches, the tool returns an error listing them and does nothing — use id to target exactly one.
    title string Optional Alias for heading.
    Create Task create_task Write

    Create a new task. Requires a heading/title. Optionally assign to a user by name or ID, link to a project, set priority and due date.

    ParameterTypeRequiredDescription
    heading string Required The task title/heading (required).
    description string Optional Detailed description of the task.
    priority string Optional Task priority. Defaults to medium.
    project_id string Optional ID of the project to link this task to.
    assigned_to string Optional User to assign the task to. Accepts user ID or partial name/email. Defaults to the requesting user.
    due_date string Optional Due date in Y-m-d format. Defaults to 7 days from today.
    start_date string Optional Start date in Y-m-d format. Defaults to today.
    task_category_id string Optional ID of the task category.
    Update Task update_task Write Destructive

    Update an existing task. Look up by ID or heading/title. Updatable fields: heading, description, status, priority, due_date, start_date, project_id, task_category_id, assigned_to.

    ParameterTypeRequiredDescription
    id string Optional Task ID to look up and update.
    heading string Optional Current task heading used to locate the task by name (partial match). If more than one task matches, the tool returns an error listing them and does nothing — use id to target exactly one.
    title string Optional Alias for heading (used to locate the task).
    new_heading string Optional New title to replace the existing task heading.
    description string Optional New task description. Pass null to clear.
    status string Optional New status for the task.
    priority string Optional New priority level.
    due_date string Optional New due date (Y-m-d). Pass null to clear.
    start_date string Optional New start date (Y-m-d). Pass null to clear.
    project_id string Optional Link or re-link the task to a project by ID. Pass null to unlink.
    task_category_id string Optional Task category ID. Pass null to clear.
    assigned_to string Optional Re-assign the task to a user (ID or name/email). Admin or users with add_tasks permission only.
    Delete Task delete_task Write Destructive

    Permanently delete a task by ID or heading. Admin only. This action cannot be undone.

    ParameterTypeRequiredDescription
    id string Optional The numeric ID of the task to delete.
    heading string Optional The task heading (partial match) to locate and delete. If more than one task matches, the tool returns an error listing them and does nothing — use id to target exactly one.
    title string Optional Alias for heading.

    Projects

    List Projects list_projects Read

    List projects in your workspace. Filter by status, client name, or search by project name. Members see only their assigned projects unless they have view_projects permission. Returns up to 50 projects.

    ParameterTypeRequiredDescription
    search string Optional Search projects by name (partial match).
    status string Optional Filter projects by status.
    client_name string Optional Filter projects by client company name or contact name (partial match).
    category_name string Optional Filter projects by category name (partial match).
    Get Project get_project Read

    Get full details of a single project by name, including members count, client, category, budget, and timeline.

    ParameterTypeRequiredDescription
    id string Optional Project ID to retrieve.
    project_name string Optional The name (partial match) of the project to retrieve. If more than one project matches, the tool returns an error listing them and does nothing — use id to target exactly one.
    Create Project create_project Write

    Create a new project. Requires project_name and start_date. Optionally set deadline, status, client, category, and budget.

    ParameterTypeRequiredDescription
    project_name string Required Name of the new project.
    start_date string Required Project start date in Y-m-d format (e.g. 2025-06-01).
    deadline string Optional Project deadline in Y-m-d format. Leave blank if without_deadline is true.
    without_deadline boolean Optional Set to true if the project has no fixed deadline.
    status string Optional Initial project status. Defaults to "not started".
    project_summary string Optional Short summary or description of the project.
    notes string Optional Additional internal notes for the project.
    client_name string Optional Client company name or contact name to associate with this project (partial match).
    category_name string Optional Project category name to assign (partial match).
    project_budget number Optional Budget allocated for this project.
    hours_allocated number Optional Total hours allocated for this project.
    client_view_task string Optional Whether clients can view tasks in this project.
    manual_timelog string Optional Whether manual time logging is allowed on this project.
    Update Project update_project Write Destructive

    Update an existing project. Look up by project_name. Update name, status, dates, budget, client, category, or settings.

    ParameterTypeRequiredDescription
    id string Optional Project ID to look up and update.
    project_name string Optional Name (partial match) of the project to look up and update. If more than one project matches, the tool returns an error listing them and does nothing — use id to target exactly one.
    new_project_name string Optional Rename the project to this new name.
    status string Optional New project status.
    start_date string Optional Updated start date in Y-m-d format.
    deadline string Optional Updated deadline in Y-m-d format.
    without_deadline boolean Optional Set to true to mark the project as having no fixed deadline.
    project_summary string Optional Updated project summary or description.
    notes string Optional Updated internal notes.
    feedback string Optional Feedback or review notes for the project.
    client_name string Optional Client company name or contact name to associate (partial match). Replaces existing client.
    category_name string Optional Category name to assign (partial match). Replaces existing category.
    project_budget number Optional Updated project budget.
    hours_allocated number Optional Updated hours allocated.
    completion_percent integer Optional Overall completion percentage (0–100).
    client_view_task string Optional Whether clients can view tasks in this project.
    manual_timelog string Optional Whether manual time logging is allowed.
    Delete Project delete_project Write Destructive

    Archive (soft-delete) a project by name. Admin only. The project can be restored from the Projects Archive page.

    ParameterTypeRequiredDescription
    id string Optional Project ID to archive.
    project_name string Optional Name (partial match) of the project to archive. If more than one project matches, the tool returns an error listing them and does nothing — use id to target exactly one.

    Employees

    List Employees list_employees Read

    List employees in your workspace. Filter by status, department name, designation name, or search by name/email. Returns up to 50 employees.

    ParameterTypeRequiredDescription
    search string Optional Search employees by name or email (partial match).
    status string Optional Filter employees by status.
    department_name string Optional Filter employees by department name (partial match).
    designation_name string Optional Filter employees by designation name (partial match).
    role string Optional Filter by role name (partial match, e.g. "admin" or "employee").
    Get Employee get_employee Read

    Get full profile of a single employee by name or email, including department, designation, salary, and personal details. Admin sees full profile; members see their own profile only.

    ParameterTypeRequiredDescription
    id string Optional Look up employee by user ID.
    name string Optional Look up employee by name (partial match). If more than one employee matches, the tool returns an error listing them and does nothing — use email to target exactly one.
    email string Optional Look up employee by exact email address (recommended — the unambiguous identifier).
    Create Employee create_employee Write

    Create a new employee account. Requires name and email. Assigns the 'employee' role automatically. Default password is Welcome@123 if not provided.

    ParameterTypeRequiredDescription
    new_name string Required Full name of the new employee.
    new_email string Required Email address for the new employee account.
    password string Optional Account password. Defaults to Welcome@123 if not provided.
    mobile string Optional Mobile phone number.
    gender string Optional Employee gender.
    timezone string Optional Timezone identifier (e.g. Asia/Kuala_Lumpur).
    login string Optional Whether the employee can log in. Defaults to enable.
    department_name string Optional Department name to assign (partial match).
    designation_name string Optional Designation/job title name to assign (partial match).
    employee_type_name string Optional Employment type name (partial match).
    joining_date string Optional Date the employee joined (Y-m-d format). Defaults to today.
    employee_id string Optional Internal employee ID / badge number.
    preferred_name string Optional Preferred display name. Defaults to full name if not provided.
    nationality string Optional Employee nationality.
    location string Optional Work location.
    employment_type string Optional Employment type (e.g. full-time, part-time, contract).
    salary number Optional Employee salary amount.
    salary_type string Optional Salary payment frequency.
    Update Employee update_employee Write Destructive

    Update an employee's profile, department, designation, status, or salary. Look up by name or email. Members can only update their own profile.

    ParameterTypeRequiredDescription
    email string Optional Identify the employee by their exact email address (recommended — unambiguous). Provide either email or name; if both are given, email wins.
    name string Optional Identify the employee by name (partial match). If the name matches more than one employee the tool returns an error listing them and changes nothing — use email to target exactly one.
    new_name string Optional New full name for the employee.
    new_email string Optional New email address for the employee.
    status string Optional Set employee status.
    mobile string Optional Mobile phone number.
    gender string Optional Employee gender.
    timezone string Optional Timezone identifier (e.g. Asia/Kuala_Lumpur).
    login string Optional Whether the employee can log in.
    password string Optional New account password.
    department_name string Optional Department name to assign (partial match).
    designation_name string Optional Designation/job title name to assign (partial match).
    joining_date string Optional Date the employee joined (Y-m-d format).
    last_date string Optional Last working date / offboarding date (Y-m-d format).
    nationality string Optional Employee nationality.
    location string Optional Work location.
    employment_type string Optional Employment type (e.g. full-time, part-time, contract).
    salary number Optional Employee salary amount.
    salary_type string Optional Salary payment frequency.
    marital_status string Optional Marital status (e.g. single, married, divorced).
    address string Optional Residential address.

    Attendance

    List Attendance list_attendance Read

    List attendance records. Filter by employee name, date, month, or year. Members see only their own records. Returns up to 50 records ordered by most recent clock-in.

    ParameterTypeRequiredDescription
    employee_name string Optional Filter by employee name (partial match). Admin only.
    employee_id string Optional Filter by employee ID. Admin only.
    date string Optional Filter records for a specific date in Y-m-d format.
    month string Optional Filter records by month number (1–12).
    year string Optional Filter records by year (e.g. 2026).
    today boolean Optional If true, return only today's attendance records.
    Get Attendance Record get_attendance Read

    Get a single attendance record by its ID. Members can only access their own records. Returns clock-in/out times, late status, and working location.

    ParameterTypeRequiredDescription
    id integer Required The attendance record ID.
    Clock In clock_in Write

    Record a clock-in for the current user (or any employee if admin). Automatically detects late and half-day status based on attendance settings.

    ParameterTypeRequiredDescription
    working_from string Optional Location where the employee is working from. Defaults to office.
    employee_name string Optional Clock in on behalf of an employee by name (partial match). Admin only. If more than one employee matches, the tool returns an error listing them and does nothing — use employee_id to target exactly one.
    employee_id string Optional Clock in on behalf of an employee by ID (recommended — the unambiguous identifier). Admin only.
    clock_in_datetime string Optional Explicit clock-in datetime in Y-m-d H:i:s or H:i format. Admin only.
    Clock Out clock_out Write

    Record a clock-out for the current user (or any employee if admin). Finds the most recent open clock-in from today.

    ParameterTypeRequiredDescription
    employee_name string Optional Clock out on behalf of an employee by name (partial match). Admin only. If more than one employee matches, the tool returns an error listing them and does nothing — use employee_id to target exactly one.
    employee_id string Optional Clock out on behalf of an employee by ID (recommended — the unambiguous identifier). Admin only.
    attendance_id string Optional Target a specific attendance record by ID. Admin only.
    clock_out_datetime string Optional Explicit clock-out datetime in Y-m-d H:i:s or H:i format. Admin only.

    Performance Cycles

    List Performance Cycles list_performance_cycles Read

    List OKR performance cycles in your workspace. Optionally filter by type (quarterly, annual, monthly) or search by name. Returns up to 50 cycles ordered by most recent start date.

    ParameterTypeRequiredDescription
    search string Optional Search cycles by name (partial match).
    cycle_type string Optional Filter by cycle type, e.g. quarterly, annual, monthly.
    Get Performance Cycle get_performance_cycle Read

    Get a single performance cycle by ID or name. Returns cycle details including type, start date, and end date.

    ParameterTypeRequiredDescription
    id integer Optional Performance cycle ID.
    name string Optional Performance cycle name (partial match). Used if id is not provided. If more than one cycle matches, the tool returns an error listing them and does nothing — use id to target exactly one.
    Create Performance Cycle create_performance_cycle Write

    Create a new OKR performance cycle. Requires a name. Optionally set cycle type (quarterly, annual, monthly), start date, and end date. Admin only.

    ParameterTypeRequiredDescription
    name string Required Name of the performance cycle, e.g. "Q3 2026".
    cycle_type string Optional Cycle type: quarterly, annual, or monthly.
    started_at string Required Cycle start date in Y-m-d format (required, e.g. "2026-07-01").
    finished_at string Required Cycle end date in Y-m-d format (required, e.g. "2026-09-30").
    Update Performance Cycle update_performance_cycle Write Destructive

    Update an existing performance cycle by ID. Only provided fields are updated. Admin only.

    ParameterTypeRequiredDescription
    id integer Required Performance cycle ID to update.
    name string Optional New name for the cycle.
    cycle_type string Optional New cycle type: quarterly, annual, or monthly.
    started_at string Optional New start date in Y-m-d format.
    finished_at string Optional New end date in Y-m-d format.

    OKR Objectives

    List Objectives list_objectives Read

    List OKR objectives in your workspace. Filter by type (personal, company, team), performance cycle, or search by title. Members see only their own personal objectives. Returns up to 50 objectives.

    ParameterTypeRequiredDescription
    objective_type string Optional Filter by objective type. Members always get personal objectives only.
    performance_cycle_id integer Optional Filter objectives belonging to a specific performance cycle.
    search string Optional Search objectives by title (partial match).
    Get Objective get_objective Read

    Get a single OKR objective by ID, including its key results and progress score. Members can only access their own personal objectives.

    ParameterTypeRequiredDescription
    id integer Required The objective ID.
    Create Objective create_objective Write

    Create a new OKR objective. Requires a title and objective type (personal, company, or team). Optionally link to a performance cycle and set start/end dates.

    ParameterTypeRequiredDescription
    title string Required The objective title.
    objective_type string Required Scope of the objective. "personal" = individual employee. "company" = org-wide. "team" = department/team. Members can only create personal objectives.
    description string Optional Detailed description of the objective.
    performance_cycle_id integer Optional ID of the performance cycle this objective belongs to.
    started_at string Optional Start date in Y-m-d format.
    finished_at string Optional End date in Y-m-d format.
    weight number Optional Weight of this objective (0–100). Used for weighted scoring.
    Update Objective update_objective Write Destructive

    Update an existing OKR objective by ID. Only provided fields are updated. Members can only update their own personal objectives.

    ParameterTypeRequiredDescription
    id integer Required The objective ID to update.
    title string Optional New title for the objective.
    description string Optional New description.
    performance_cycle_id integer Optional New performance cycle ID.
    started_at string Optional New start date in Y-m-d format.
    finished_at string Optional New end date in Y-m-d format.
    weight number Optional New weight (0–100).
    Delete Objective delete_objective Write Destructive

    Delete an OKR objective and all its key results by ID. This action is permanent. Members can only delete their own personal objectives. Admin only for company/team objectives.

    ParameterTypeRequiredDescription
    id integer Required The objective ID to delete.

    Key Results

    List Key Results list_key_results Read

    List key results for an objective. Requires an objective_id. Returns all key results with current progress, target value, and completion percentage.

    ParameterTypeRequiredDescription
    objective_id integer Required The objective ID to list key results for.
    Get Key Result get_key_result Read

    Get a single key result by ID, including current progress, accomplish rate, and the parent objective summary.

    ParameterTypeRequiredDescription
    id integer Required The key result ID.
    Create Key Result create_key_result Write

    Add a new key result to an existing objective. Requires objective_id and title. Set initial, target, and unit values to enable automatic progress tracking.

    ParameterTypeRequiredDescription
    objective_id integer Required The objective this key result belongs to.
    title string Required The key result title/description.
    description string Optional Additional details about the key result.
    initial_value number Optional Starting value (default 0).
    target_value number Optional Target value to achieve (default 100).
    current_value number Optional Current value. Defaults to initial_value.
    unit_value string Optional Unit label, e.g. "%" or "deals" or "$". Defaults to "%".
    weight number Optional Weight of this KR within the objective (0–100).
    confidence integer Optional Confidence score 0–10 indicating likelihood of achieving the target.
    Update Key Result update_key_result Write Destructive

    Update a key result by ID. Use this to record progress by updating current_value, or to change title, weight, and confidence. Members can only update KRs on their own personal objectives.

    ParameterTypeRequiredDescription
    id integer Required The key result ID to update.
    title string Optional New title.
    description string Optional New description.
    current_value number Optional Updated current value — the primary way to record progress.
    target_value number Optional Updated target value.
    unit_value string Optional Updated unit label.
    weight number Optional Updated weight (0–100).
    confidence integer Optional Updated confidence score (0–10).
    Troubleshooting

    Common issues and how to resolve them.

    FlowyTeam does not appear in my assistant's connector list
    The directory listing is being reviewed. In the meantime you can add it manually: in your assistant's Connectors settings, choose to add a custom connector and enter the endpoint https://flowyteam.com/api/mcp/cloud/rpc. The Cloud Connector works with Claude Desktop, Claude web and mobile, and ChatGPT.
    The sign-in page does not load or the authorization fails
    Make sure you are signing in on the correct FlowyTeam workspace. If your organization uses a subdomain, log in there first, then retry the authorization. Clear the connector and add it again if the page was left open for a long time, since the sign-in request expires.
    The assistant says it is not connected or asks me to authorize again
    Your session token was revoked or expired. Remove the connector and reconnect, then authorize on the consent screen. Disconnecting always revokes access immediately.
    A tool returns "permission denied" or an empty result
    Tools follow your existing role and permissions. A member account only sees its own data; some actions require an admin role. If a list is empty, confirm the record exists in your workspace and that any filters you asked for match.
    I use Claude Code in the terminal, not Claude Desktop
    Then this connector is not the one for you. Use the Bearer-token integration instead. See the Claude Code (CLI) documentation.
    Which data can the connector reach?
    Tasks, projects, employees, attendance, OKR objectives, key results, and performance cycles, scoped to your workspace. It cannot access payroll, payment details, passwords, or another company's data. See the privacy policy for details.

    Connect FlowyTeam to your AI assistant

    Manage your whole workspace in natural language. Free personal tier available.

    Create a free account Using the terminal? Claude Code (CLI) docs
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