Integration

Process Street integration

Process Street runs checklists and approval workflows. Start, search, assign and update workflow runs (one execution of a workflow template), read and fill their form fields, complete tasks and approve or reject them, manage one-off tasks and the My Work queue, comments, folders and permissions, data sets and their records, pages, scheduled workflows, outgoing webhooks, and edit workflow templates through revisions (tasks, widgets, conditional logic, assignment and due date rules). File uploads (multipart and presigned), data set CSV import, Markdown exports and incoming webhook URLs are not exposed. Authentication is an API key, generated in the organization settings, sent in the X-API-Key header; it carries the permissions of the user who created it.

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When this happens, do that in Process Street.Built from the 132 Process Street tools below, on the connection you add once.

What you can do with Process Street

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Task, 12 operations

create_one_off_taskCreate one off taskPOSTCreates a new one-off task, optionally linked to a workflow run.
create_workflow_revision_taskCreate workflow revision taskPOSTCreates a workflow task on a draft workflow revision. AI and Code tasks cannot have due date offsets or stop flags.
delete_one_off_taskDelete one off taskDELETEDeletes a one-off task permanently.
delete_workflow_revision_taskDelete workflow revision taskDELETEDeletes a workflow task from a draft workflow revision.
get_one_off_taskGet one off taskGETReturns a one-off task by its ID, including assignments and subtasks.
get_taskGet taskGETReturns a task in a workflow run by its ID.
get_workflow_revision_taskGet workflow revision taskGETReturns a workflow task by its ID within a workflow revision.
list_tasksList tasksGETReturns a list of tasks for the given query. The tasks are returned 20 at a time, sorted in order of due date. You must use the links section to get the next 20 results.
list_tasks_by_workflow_runList tasks by workflow runGETReturns a list of tasks for a workflow run. The tasks are returned 20 at a time, sorted in order. You must use the links section to get the next 20 results.
list_workflow_revision_tasksList workflow revision tasksGETReturns a paginated list of workflow tasks for a workflow revision, ordered by position.
list_workflow_tasksList workflow tasksGETReturns a list of tasks for a workflow. The task templates are returned 20 at a time, sorted in order. You must use the links section to get the next 20 results.
update_one_off_taskUpdate one off taskPUTUpdates a one-off task. PUT semantics: all fields must be provided. Returns the updated task.

Revision, 9 operations

create_page_revisionCreate page revisionPOSTCreates a new draft revision for a page from its current finished revision. Only one draft can exist at a time.
create_workflow_revisionCreate workflow revisionPOSTCreates a new draft revision for a workflow from its current finished revision. Only one draft can exist at a time.
delete_page_revisionDelete page revisionDELETEDiscards a draft page revision. Only revisions in Draft status can be deleted.
delete_workflow_revisionDelete workflow revisionDELETEDeletes a draft workflow revision. Only revisions in Draft status can be deleted.
get_page_revisionGet page revisionGETReturns a page revision by its ID.
get_workflow_revisionGet workflow revisionGETReturns a workflow revision by its ID.
list_page_revisionsList page revisionsGETReturns a paginated list of revisions for a page.
list_workflow_revisionsList workflow revisionsGETReturns a paginated list of revisions for a workflow, optionally filtered by status.
update_page_revisionUpdate page revisionPUTUpdates a draft page revision. Only revisions in Draft status can be updated. Returns the updated revision.

Widget, 9 operations

create_page_revision_widgetCreate page revision widgetPOSTCreates a widget on a draft page revision.
create_workflow_revision_task_widgetCreate workflow revision task widgetPOSTCreates a widget on a task within a draft workflow revision. Text content can include merge tag variables (e.g. `{{workflow.name}}`).
delete_page_revision_widgetDelete page revision widgetDELETEDeletes a widget from a draft page revision.
delete_workflow_revision_task_widgetDelete workflow revision task widgetDELETEDeletes a widget from a task within a draft workflow revision.
get_page_revision_widgetGet page revision widgetGETReturns a widget by its ID on a page revision.
get_workflow_revision_task_widgetGet workflow revision task widgetGETReturns a widget by its ID within a workflow revision task.
list_page_revision_widgetsList page revision widgetsGETReturns widgets on a page revision, ordered by position.
list_workflow_revision_task_widgetsList workflow revision task widgetsGETReturns widgets for a task on a workflow revision, ordered by position.
update_page_revision_widgetUpdate page revision widgetPUTUpdates a widget on a draft page revision. PUT semantics: all mutable fields must be provided. Returns the updated widget.

Assignee, 6 operations

assign_taskAssign taskPUTAssigns a user by email to a task in a workflow run.
assign_workflow_runAssign workflow runPOSTAssigns a user to a workflow run. If the user does not exist in your organization they will be invited as a Guest (Internal).
list_task_assigneesList task assigneesGETReturns all the assignees of a given task of a workflow run.
list_workflow_run_assigneesList workflow run assigneesGETReturns a list of workflow run assignees for the given workflow run. The results are returned 20 at a time. You must use the links section to get the next 20 results.
unassign_taskUnassign taskDELETEUnassigns a user by email from a task in a workflow run.
unassign_workflow_runUnassign workflow runDELETEUnassigns a user from a workflow run.

Comment, 5 operations

create_commentCreate commentPOSTCreates a comment on a task within a workflow run.
delete_commentDelete commentDELETEDeletes an existing comment.
get_commentGet commentGETReturns a comment by its ID.
list_commentsList commentsGETReturns a paginated list of comments sorted by creation date (newest first). Provide either `workflowId`, or `workflowRunId` with optional `taskId`.
update_commentUpdate commentPUTUpdates the text of an existing comment.

Data set, 5 operations

create_data_setCreate data setPOSTCreates a new data set with the given name and field definitions.
delete_data_setDelete data setDELETEDeletes a data set and all of its records permanently.
get_data_setGet data setGETReturns a data set by its ID, including its field definitions.
list_data_setsList data setsGETReturns a list of data sets. The results are returned 20 at a time, sorted in order of creation date. You must use the links section to get the next 20 results.
update_data_setUpdate data setPUTUpdates a data set's name and field definitions. Uses PUT semantics: the full field list is replaced. Returns the updated data set.

Page, 5 operations

create_pageCreate pagePOSTCreates a new page in the specified folder.
delete_pageDelete pageDELETESoft deletes a page by its ID.
get_pageGet pageGETReturns a page by its ID.
list_pagesList pagesGETReturns a paginated list of pages, sorted by name.
update_pageUpdate pagePUTUpdates a page. PUT semantics: all fields must be provided. Returns the updated page.

Permission, 5 operations

get_folder_permissionsGet folder permissionsGETReturns the complete list of permissions on a folder, one entry per user or group. `accessLevel` is `Custom` when the atom combination does not match a predefined level.
get_page_permissionsGet page permissionsGETReturns the complete list of permissions on a page, one entry per user or group. `accessLevel` is `Custom` when the atom combination does not match a predefined level.
get_workflow_permissionsGet workflow permissionsGETReturns the complete list of permissions on a workflow, one entry per user or group. `accessLevel` is `Custom` when the atom combination does not match a predefined level.
update_folder_permissionsUpdate folder permissionsPUTReplaces the full set of permissions for a folder. PUT semantics: send the complete list to replace all existing permissions.
update_page_permissionsUpdate page permissionsPUTReplaces the full set of permissions for a page. PUT semantics: send the complete list to replace all existing permissions.

Record, 5 operations

create_data_set_recordCreate data set recordPOSTCreates a new record in the specified data set.
delete_data_set_recordDelete data set recordDELETEDeletes a data set record by its ID.
get_data_set_recordGet data set recordGETReturns a data set record by its ID.
list_data_set_recordsList data set recordsGETReturns a list of data set records for the given query. The results are returned 20 at a time, sorted in order of data set record ID.
update_data_set_recordUpdate data set recordPUTUpdates an existing record in a data set.

Scheduled workflow, 5 operations

create_scheduled_workflowCreate scheduled workflowPOSTCreates a scheduled workflow that runs a workflow on a recurring schedule.
delete_scheduled_workflowDelete scheduled workflowDELETEDeletes a scheduled workflow and unschedules all future runs.
get_scheduled_workflowGet scheduled workflowGETReturns a scheduled workflow by its ID.
list_scheduled_workflowsList scheduled workflowsGETReturns a paginated list of scheduled workflows, ordered by next run date.
update_scheduled_workflowUpdate scheduled workflowPUTUpdates a scheduled workflow. PUT semantics: all mutable fields must be provided. Rules and assignees are fully replaced.

Due date rule, 4 operations

get_checklist_due_date_ruleGet checklist due date ruleGETReturns the checklist-level due date rule for a workflow revision. The `rule` field is `null` when no rule is set.
get_task_due_date_ruleGet task due date ruleGETReturns the due date rule for a task on a workflow revision. The `rule` field is `null` when no rule is set.
set_checklist_due_date_ruleSet checklist due date rulePUTSets the single checklist-level due date rule on a draft workflow revision, replacing any existing rule. Send `rule: null` (or omit the field) to clear the existing rule.
set_task_due_date_ruleSet task due date rulePUTSets the single due date rule for a task on a draft workflow revision, replacing any existing rule. Send `rule: null` (or omit the field) to clear the existing rule.

Folder, 4 operations

create_folderCreate folderPOSTCreates a folder in your organization. If `parentFolderId` is omitted, the folder is created directly under the organization's Home folder.
delete_folderDelete folderDELETEDeletes an empty folder. The folder must contain no subfolders or templates.
list_foldersList foldersGETReturns a paginated list of folders in your organization that you have permission to read. Excludes system folders (Home and Private).
update_folderUpdate folderPUTUpdates the name of an existing folder.

Form field, 4 operations

batch_update_form_field_valuesBatch update form field valuesPOSTUpdates multiple form field values (i.e the values for the form fields present in a workflow run).
list_form_fieldsList form fieldsGETGets a page of form fields for a workflow. Form fields are paged, meaning the links section in the response must be used to get the next/previous batch of form fields.
list_form_field_valuesList form field valuesGETGets a page of form field values for a workflow run.
list_form_field_values_by_taskList form field values by taskGETGets a page of form field values for a task of a workflow run.

Logic rule, 4 operations

create_workflow_revision_logic_ruleCreate workflow revision logic rulePOSTCreates a conditional logic rule on a draft workflow revision.
delete_workflow_revision_logic_ruleDelete workflow revision logic ruleDELETEDeletes a conditional logic rule from a draft workflow revision.
get_workflow_revision_logic_ruleGet workflow revision logic ruleGETReturns a conditional logic rule by its ID.
list_workflow_revision_logic_rulesList workflow revision logic rulesGETReturns a paginated list of conditional logic rules for a workflow revision, sorted by order tree.

Webhook, 4 operations

create_webhookCreate webhookPOSTCreates a webhook subscription for a specified event.
delete_webhookDelete webhookDELETEDeletes a webhook subscription by its ID.
get_webhookGet webhookGETReturns a webhook subscription by its ID.
list_webhooksList webhooksGETReturns webhook subscriptions for the authenticated organization, paginated.

Workflow, 4 operations

create_workflowCreate workflowPOSTCreates a new workflow with the specified properties. Only name and folderId are required.
delete_workflowDelete workflowDELETESoft deletes a workflow by its ID.
get_workflowGet workflowGETReturns a workflow by its ID.
list_workflowsList workflowsGETReturns a list of active workflows. The workflows are returned 20 at a time, sorted by name. You must use the links section to get the next 20 results.

Workflow run, 4 operations

create_workflow_runCreate workflow runPOSTCreates a new workflow run for the specified workflow.
delete_workflow_runDelete workflow runDELETEDeletes a workflow run by its ID.
get_workflow_runGet workflow runGETReturns a workflow run by its ID.
search_workflow_runsSearch workflow runsGETReturns the latest 200 workflow runs of a workflow, showing the most recently updated first.

Approval, 2 operations

approve_or_reject_taskApprove or reject taskPUTApproves or rejects the tasks reviewed by an approval task in a workflow run. Without subjectTaskId, every pending subject task is decided; rejected tasks return to their assignee. Each call replaces the previous decision.
list_approvalsList approvalsGETReturns a list of approved or rejected approvals for a workflow run. It will not return pending approvals that have not yet been acted upon.

Attachment, 2 operations

delete_attachmentDelete attachmentDELETEDeletes a task-level attachment.
list_attachmentsList attachmentsGETReturns task-level attachments, ordered by creation date (newest first). Supports filtering by workflow, workflow run, task, or creator.

Duplicate, 2 operations

duplicate_pageDuplicate pagePOSTCreates a new page as a copy of the source page at a given revision. All body fields are optional, send `{}` to use defaults.
duplicate_workflowDuplicate workflowPOSTCreates a new workflow as a copy of the source workflow at a given revision. All body fields are optional, send `{}` to use defaults.

Publish, 2 operations

publish_page_revisionPublish page revisionPOSTPublishes a draft page revision, transitioning it to Finished status. The previously finished revision becomes Revised.
publish_workflow_revisionPublish workflow revisionPOSTPublishes a draft workflow revision, transitioning it to Finished status. The previously finished revision becomes Revised.

Snooze, 2 operations

snooze_my_work_itemSnooze my work itemPOSTSnoozes the My Work item until the specified date. If already snoozed, updates the snooze date.
unsnooze_my_work_itemUnsnooze my work itemDELETERemoves the snooze from the My Work item.

Upload, 2 operations

delete_form_field_all_filesDelete form field all filesDELETEDeletes all files from a File or MultiFile form field in a workflow run.
delete_form_field_file_by_idDelete form field file by idDELETEDeletes a specific file from a File or MultiFile form field in a workflow run. For File fields, the `fileId` parameter is ignored since there is only one file.

Assignment rule, 1 operation

get_task_assignment_rulesGet task assignment rulesGETReturns the assignment rules for a task on a workflow revision.

Complete, 1 operation

complete_one_off_taskComplete one off taskPOSTSets the task status to Completed. No-op if already completed. Returns the updated task.

Config, 1 operation

get_workflow_revision_task_configGet workflow revision task configGETReturns the configuration for a workflow task.

Item, 1 operation

list_my_work_itemsList my work itemsGETReturns a paginated list of work items assigned to the authenticated user. Use `assigneeEmail` to filter by a specific user, or omit to default to the authenticated user.

List, 1 operation

list_workflow_runsList workflow runsGETReturns a paginated list of workflow runs accessible to the calling user, sorted by creation date (newest first).

Option, 1 operation

list_form_field_optionsList form field optionsGETGets a page of form field options. Options are paged, meaning the links section in the response must be used to get the next/previous batch of form field options.

Permission rule, 1 operation

get_task_permission_rulesGet task permission rulesGETReturns the static and dynamic permission rules for a task template on a workflow revision.

Search, 1 operation

search_my_work_itemsSearch my work itemsPOSTSearches work items with complex filtering. Supports multi-value filters for assignees, types, and workflows, plus free-text search and sorting.

Stats, 1 operation

get_my_work_statsGet my work statsGETReturns total, upcoming, and overdue counts of work items assigned to the authenticated user.

Test auth, 1 operation

test_authTest authGETReturns the API key's label.

Uncomplete, 1 operation

uncomplete_one_off_taskUncomplete one off taskPOSTSets the task status to NotCompleted. No-op if already not completed. Returns the updated task.

Undelete, 1 operation

undelete_workflow_runUndelete workflow runPOSTRestores a previously deleted workflow run by its ID.

User, 1 operation

list_usersList usersGETReturns a list of users. The users are returned 20 at a time, sorted by name. You must use the links section to get the next 20 results.

Variable, 1 operation

list_workflow_revision_variablesList workflow revision variablesGETReturns merge tag variables available in a workflow revision, filtered by type. Variables are returned in alphabetical order by label.

Showing the first 120 of 132 endpoints. The rest are in the product, searchable from the workflow builder and from chat.

Use Process Street from Claude Code, Cursor or Codex

Connect Process Street in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Process Street operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Process Street

Create your workspace
Sign up free. Nothing to install.
Connect Process Street once
Add your Process Street connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.