FlowyTeam Cloud Connector

List tasks in your workspace. Filter by status, priority, project, assignee, due date, or search by title. Returns 50 tasks per page by default, most recent first. archived=true lists archived tasks instead, with archived_at and archived_by.

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

Create a new task. Requires a heading/title and, as on the web form, the person to assign it to (assigned_to); members who can only create tasks for themselves get their own task. Optionally link to a project or a key result, set priority and due date.

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.

Archive a task by ID or heading, where restore_task can bring it back with its sub-tasks, comments, files and time logs. dry_run=true shows what would happen and changes nothing. permanent=true removes an already archived task for good, with its time logs (admins only; needs the id). Admins, users with the delete tasks permission and, where members manage their own tasks, the task's creator can archive it.

Bring back an archived task by ID, under the key result it was linked to unless that key result is archived. Admins, users with the delete tasks permission and, where members manage their own tasks, the task's creator can restore it.

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 50 projects per page by default.

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

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

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

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

Get the signed-in user and workspace this connector acts as: name, work email, roles, company, and which OKR objective types they may create. Call it to confirm the account before creating or changing records.

No parameters.

List employees in your workspace. Filter by status, department name, designation name, or search by name/email. Returns 50 employees per page by default, ordered by name.

Get the workspace record of a single employee by name or email: department, designation, job title, work location and employment dates. Members look up their own record, or anyone's with the view employees permission. Pay, identity documents and home address are never returned.

Create a new employee account from a name and a work email. Assigns the 'employee' role automatically and emails the new employee their sign-in details. Available to admins, and to members with the add employees permission, who set only name, email, employee ID, department and designation. Personal data such as pay, identity documents and home address is not handled here; set those in FlowyTeam.

Update an employee's name, work email, account status, department, designation, work location or employment dates. Look up by name or email. Members can change their own name, timezone and work location; with the edit employees permission also another non-admin employee's name, email, department and designation. Status, login and employment dates need an admin. Pay, identity documents and home address are not editable here; change those in FlowyTeam.

List attendance records. Filter by employee name, date, month, or year. Members see only their own records. Returns 50 records per page by default, most recent clock-in first.

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.

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

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

List OKR performance cycles in your workspace, most recent start date first. Optionally filter by type or search by name. Marks the cycle the workspace is in today as current. Returns 50 cycles per page by default.

Get a single performance cycle by ID or name. Returns cycle details including type, status, start date, and end date. scorecard=true adds the end-of-cycle scorecard: each objective and key result with its baseline, target, final value, live progress, final and suggested score, note and retro notes, and averages per objective type and per team (no figure per person). history=true adds who changed the cycle's status, name or dates.

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

Update an existing performance cycle by ID. Only provided fields are updated. Admin only. status moves the cycle through planning, active, scoring and closed, in a call of its own: scoring opens final scores on its key results; closed freezes the objective scores and locks its objectives, key results and check-ins everywhere. Closing needs every key result scored and checked in within two weeks; dry_run=true lists what is missing, and fill_missing=true gives unscored key results their suggested score. Setting scoring reopens a closed cycle.

List OKR objectives in your workspace. Filter by type (personal, company, team), performance cycle, leader, or search by title. Members see every company and team objective, their own personal objectives and those of their direct reports. Returns 50 objectives per page by default; the result says the total and the next page. archived=true lists the archived objectives instead.

Get a single OKR objective by ID, including its key results, progress score, final score and retro notes. history=true adds every change to it with who made it, when and how. Members can read company and team objectives, their own personal objectives and those of their direct reports.

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. Members create personal objectives; team and company objectives follow the workspace's OKR settings, as in the member portal.

Update an existing OKR objective by ID, including its leader (owner) and collaborators. Only provided fields are updated. retro writes the objective's retro notes once its cycle is being scored. dry_run=true returns the objective as the update would leave it, with the progress an alignment change would move, and saves nothing. Members can update their own personal objectives and objectives they lead or collaborate on, as in the web app.

Archive an OKR objective by ID, where restore_objective can bring it back. An objective with key results, or tasks linked to them, needs cascade=true: its key results are archived with it, and the tasks stay in their projects, unlinked. Objectives aligned to it or its key results are unlinked, and the progress it fed is recalculated. dry_run=true shows all of that first and changes nothing. permanent=true removes an already archived objective for good (admins only). Admins and the objective's owner or leader can archive it.

Bring back an archived objective by ID, with the key results archived with it, its collaborators, check-ins and comments. Tasks and aligned objectives it unlinked are linked back unless they have been linked elsewhere since, and progress is recalculated. Admins and the objective's owner or leader can restore it.

Update up to 50 objectives and key results in one call, all saved or none: for example the weights or leaders of every key result under an objective. Every item is checked first, and one bad item refuses the whole batch and says which. Objectives take title, description, weight and leader_id; key results also take initial_value, target_value and unit_value. Values and confidence are not taken: record those with create_checkin. The result shows each objective's progress and weight total before and after; dry_run=true shows that first and changes nothing.

Carry an objective over into another performance cycle, with all its key results or the ones in key_result_ids. The copy takes the owner, leader, collaborators, weight and description, and each key result's leader, contributors, weight, unit and target. Progress starts again from the old starting value, or with baseline_from_current from where each key result ended. Check-ins, comments, tasks and alignment stay with the original; the result says what to re-align. The copy links back to the original, and a second copy into the same cycle is refused. dry_run=true previews it.

List key results for an objective, a performance cycle, or every key result a person leads. Give an objective_id, a cycle_id or a leader_id, in any combination. Finds key results at risk with confidence_max, status and stale_weeks, and archived ones with archived=true. Returns current progress, target value and completion percentage, 50 per page by default.

Get a single key result by ID, including current progress, accomplish rate, final score, contributors and the parent objective summary. history=true adds every change to it with who made it, when and how.

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.

Update a key result by ID: title, target, weight, confidence and leader (owner), or record progress by updating current_value. An update that sets current_value, confidence, remarks, status, blockers or source saves today's check-in; a title, target, weight or leader change alone does not. create_checkin records one with only the check-in fields. current_value is refused on a key result whose progress comes from aligned objectives. In a cycle being scored, final_score and score_note record the end-of-cycle score; contributor_ids names who helps (no rights). move_to_objective_id, sent on its own, moves the key result to another objective in its cycle with its check-ins, comments and tasks. dry_run=true shows the result and the progress it would move without saving. Members can update KRs on objectives they own, lead or collaborate on, and KRs they lead, as in the web app.

Archive a key result by ID, where restore_key_result can bring it back with its check-ins and comments. Tasks linked to it stay in their projects, unlinked, and objectives aligned to it are unlinked. Its objective's progress, key result count and weight total are recalculated. dry_run=true shows all of that first and changes nothing. permanent=true removes an already archived key result for good (admins only). Admins and the objective's owner or leader can archive it.

Bring back an archived key result by ID, with its check-ins and comments. Tasks and aligned objectives it unlinked are linked back unless they have been linked elsewhere since, and its objective's progress is recalculated. A key result archived with its objective comes back with restore_objective instead. Admins and the objective's owner or leader can restore it.

Turn a key result that is really an initiative into a task working toward another key result in the same cycle, so it stops counting toward its objective's key results and weight total. The task takes the key result's title and description, goes to its leader unless assigned_to names someone else, is due at the end of the cycle, and is created completed when the key result was at 100%. The key result's own tasks move to the target, and the key result is archived with its check-ins and comments; restore_key_result brings it back (the task stays). Refused while objectives are aligned to it. dry_run=true shows all of that first and changes nothing. Admins and the objective's owner or leader can convert.