Integration · Productivity

Connect Claude & ChatGPT to Process Street

Ask your AI to start an onboarding checklist, see which tasks are still open, or approve a step that is waiting on you. It can find workflows, start and update runs, check off tasks, fill in form fields, assign people, post comments, work with one-off tasks and My Work, and read your pages as Markdown.

Connect Process Street free

Free plan, no credit card. Takes about a minute.

Try asking

“Start a Client Onboarding run for Acme, due Friday.”
The AI finds the workflow and starts a new run named Acme with the due date. Process Street may notify the assignees.
“What is still open on the Acme onboarding run?”
It finds the run and lists its tasks with completion status and due dates.
“Fill in the contract value on Acme's run: 12,000 USD.”
It looks up the form field IDs on the run and fills in the value.

What your AI can do

Workflows and runs

Find workflows with their tasks and form fields, start runs, and update a run's name, status and due date.

Tasks, fields and approvals

Check off tasks, fill in form fields, assign people, approve or reject approvals and post comments.

My Work and pages

Search and list My Work, create, update and complete one-off tasks, and read pages as Markdown.

“Which approvals are waiting on the Q3 budget run? Approve the first one.”
It lists the approval tasks and their status, then approves the one you picked, with an optional comment.
“What is on my plate this week?”
It lists My Work items assigned to you with a due date this week.
“Summarize our refund policy page.”
It finds the page by name, reads its content as Markdown and summarizes it.

30 tools for Process Street

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_commentChanges dataPost a comment on a task in a workflow run: `workflow_run_id`, `task_id` and `text`. Other users can see it and may be notified.
assign_run_taskVisible to othersAssign a user by `email` to one task (`task_id`) in a workflow run (`workflow_run_id`). The user is notified.
assign_workflow_runVisible to othersAssign a user by `email` to a whole workflow run (`workflow_run_id`). The user is notified.
check_connectionCheck the API key works and see which organization and user it acts as.
complete_one_off_taskVisible to othersMark a one-off task (`task_id`) as completed.
create_one_off_taskChanges dataCreate a one-off task outside any workflow: `name` and `required`, plus optional description, due date, assignee emails, subtasks and a linked workflow run. Assignees are notified.
get_one_off_taskGet one one-off task by `task_id`.
get_page_contentGet the content of a page (`page_id`) as Markdown text.
get_run_taskGet one task in a workflow run by `workflow_run_id` and `task_id`.
get_workflowGet one workflow (template) by `workflow_id`.
get_workflow_runGet one workflow run by `workflow_run_id`, including its status, due date and progress.
list_commentsList comments, filtered by `workflow_run_id`, `task_id` or `workflow_id`.
list_my_workList My Work items, filtered by `assignee_email`, `type`, `workflow_id`, due-date range or snooze status; set `include_completed` to see finished items.
list_run_approvalsList approval tasks and their status on a workflow run (`workflow_run_id`).
list_run_form_fieldsList all form field values filled in on a workflow run (`workflow_run_id`).
list_run_task_form_fieldsList the form fields and values on one task of a workflow run (`workflow_run_id`, `task_id`).
list_run_tasksList the tasks in a workflow run (`workflow_run_id`), with their completion status and due dates.
list_usersList the users in your Process Street organization, e.g. to find someone's email for assigning work.
list_workflow_form_fieldsList the form fields defined in a workflow (`workflow_id`), with their IDs and types.
list_workflow_tasksList the task steps defined in a workflow (`workflow_id`).
review_approvalVisible to othersApprove or reject an approval task on a workflow run: `workflow_run_id`, `approval_task_id`, `status` (Approved or Rejected) and an optional `comment`. Rejecting sends the tasks back to the assignee.
run_workflowChanges dataStart a new run (checklist) of a workflow: `workflow_id`, plus optional `name`, `due_date` and `shared`. Assignees may be notified by Process Street.
search_my_workChanges dataSearch the My Work inbox (assigned runs, tasks, approvals, one-off tasks) by `search_term`, assignee emails, types, workflows and due-date range.
search_pagesList pages (documents / knowledge base), optionally filtered by partial `name` or `folder_id`.
search_workflow_runsFind workflow runs by partial `name`, `workflow_id` or `status` (Active, Completed, Archived; defaults to Active).
search_workflowsList workflows (process templates), optionally filtered by partial `name`. Use this to find a workflow ID before starting a run.
update_one_off_taskChanges dataUpdate a one-off task (`task_id`); `name` and `required` must be sent again along with any changed description, due date, assignees or subtasks.
update_run_form_fieldsVisible to othersFill in form fields on a workflow run: `workflow_run_id` and `fields`, a list of {id, value} (or `values` for multi-choice). Get field IDs from list_run_form_fields.
update_run_taskChanges dataCheck off or re-open a task in a workflow run: `workflow_run_id`, `task_id` and `status` (Completed or NotCompleted), optionally a `due_date`. Completing a task can trigger the next steps and notifications.
update_workflow_runChanges dataUpdate a workflow run (`workflow_run_id`): `name`, `shared` and `status` (Active, Completed, Archived, Deleted) are all required, plus optional `due_date`. Get the run first to keep existing values.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Process Street from the app list.
2
Paste your key
Paste your Process Street API key. In Process Street, open your organization settings and generate an API key. The key acts with the permissions of the user who created it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Process Street?

The AI can read users, workflows, workflow runs, tasks, form fields, approvals, comments, My Work, one-off tasks and pages. It can start and update runs, check off or re-open tasks, fill in form fields, assign users, approve or reject approvals, post comments, and create, update and complete one-off tasks.

Does the AI see my Process Street API key?

No. Your Process Street API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Assigning people, reviewing approvals and posting comments notify others or move work along, and updating a run can archive or delete it. These can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Process Street account.

Whose permissions does the AI get in Process Street?

The API key acts with the permissions of the user who created it, so the AI can only see and change what that user can. For tighter limits, create the key as a user with less access, and switch off the tools you do not need in PipMCP.