FlowyTeam OKR MCP Server

OKR MCP Server — FlowyTeam

Connect Claude, ChatGPT, or any MCP client to your OKRs, KPIs and tasks.

FlowyTeam is a native Model Context Protocol server. Once connected, an AI agent can read every objective and key result in your workspace, post check-ins, move key-result progress, track KPIs and generate reports — in plain language, without you opening a dashboard.

Unlike single-purpose OKR MCP servers, the same connection also exposes tasks, projects, employees, attendance, leave, tickets, clients, leads and invoicing. 33 tools, one connection.

• 📘 Setup guide: https://flowyteam.com/get/mcp-server
• 📗 Full API reference: https://flowyteam.com/get/mcp-docs
• 🔌 OAuth connector docs: https://flowyteam.com/mcp-docs

What this repository is. FlowyTeam's MCP server is hosted — it runs as part of the FlowyTeam platform, so there is nothing to install or self-host. This repository holds the connection configs, the tool reference and worked examples. If you are looking for a npm install-style local server, that is not how this one works: you point your client at a URL and authorize.

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Quick start

Pick the path that matches your client.

Claude Desktop, Claude web, Claude mobile, or ChatGPT — OAuth

No API token to copy. Authorize once per app.

https://flowyteam.com/api/mcp/cloud/rpc

Claude: Settings → Connectors → Add custom connector → paste the URL → Log in → Authorize. The consent screen shows exactly what the connector can access; nothing is shared until you approve.

ChatGPT: Settings → Connectors → add the same URL and authorize.

Uses OAuth 2.0 with PKCE. Tools respect your existing FlowyTeam role and permissions.

Claude Code (CLI) — Bearer token

Claude Code uses a different endpoint and a token instead of OAuth.

claude mcp add --transport http flowyteam \
  https://flowyteam.com/api/v2/mcp/rpc \
  -H "Authorization: Bearer YOUR_API_TOKEN"

Get YOUR_API_TOKEN from FlowyTeam → Settings → MCP & AI Integration.

Or copy mcp.json.example to .mcp.json in a project so the whole team picks it up:

{
  "mcpServers": {
    "flowyteam": {
      "transport": "http",
      "url": "https://flowyteam.com/api/v2/mcp/rpc",
      "headers": { "Authorization": "Bearer YOUR_API_TOKEN" }
    }
  }
}

⚠️ The CLI endpoint (/api/v2/mcp/rpc) is not interchangeable with the OAuth connector endpoint (/api/mcp/cloud/rpc). Claude Desktop and ChatGPT cannot use the token endpoint; Claude Code cannot use the OAuth one. Use the one for your client.

No account yet?

The public gateway exposes three onboarding tools with no token required, so an agent can create and activate an account conversationally:

claude mcp add --transport http flowyteam https://flowyteam.com/api/mcp/gateway

Then ask your agent to "register a FlowyTeam account for me". It calls auth_register, you share the 6-digit code from the verification email, it calls auth_verify_email, and you get an api_token back — reconfigure with that token and you are on the full tool set.

FlowyTeam has a free tier for up to 10 users; paid plans start at USD 3.33/user/month. MCP access is included on every plan with no API add-on.

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Example prompts

These are the requests the OKR and KPI tools were built for:

Show me all Q3 objectives below 50% progress.
Check in on my key results and update this week's numbers.
Create an objective for the sales team with three key results.
Which KPIs are off target this month, and who owns them?
Summarise our OKR progress for the leadership review.
Align my objectives to the company goal for this cycle.
What's the current value of every indicator in the Revenue category?
Close out the Q3 performance cycle and open Q4.

Because the same connection reaches the rest of the workspace, you can also cross domains in a single request:

Which team members own a key result that's off track and also have overdue tasks?
Draft a status update covering our OKR progress and open support tickets.
Log 2 hours against the Onboarding project and update the related key result.

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Tools

OKR & KPI

Tool	Methods	What it does
objectives	GET POST PUT DELETE	OKR objectives — list, create, update, delete. Filter by cycle, type (company/team/personal), status.
key-result	GET POST PUT DELETE	OKR key results — list, create, update, delete, update progress. Link to objectives.
indicators	GET POST PUT DELETE	KPI indicators — list, create, update, delete. Filter by category, employee.
indicator-category	GET POST PUT DELETE	KPI indicator categories/types.
indicator-record	GET POST DELETE	KPI actual values per period. Lookup by indicator_id + period_key.
performance-cycle	GET POST PUT DELETE	OKR performance cycles — list, create, update, delete.

Tasks & projects

Tool	Methods	What it does
tasks	GET POST PUT DELETE	List, create, update, delete, mark complete. Filter by status, priority, project, assignee, due date.
projects	GET POST PUT DELETE	Projects plus milestones, members, categories and files. All lookups name-based.
task-category	GET POST PUT DELETE	Task categories.
timelogs	GET POST PUT DELETE	Time logs — start timer, stop/edit, delete. Filter by project, employee, date.

People & HR

Tool	Methods	What it does
employees	GET POST PUT DELETE	List, show full profile, create, update, deactivate. Resolved by name or email.
department	GET POST PUT DELETE	Departments/teams, including member add/remove.
designation	GET POST PUT DELETE	Job designations/positions with member counts.
attendance	GET POST PUT	Clock-in, clock-out, list records. Filter by employee, date, month, year.
leave	GET POST PUT DELETE	Leave requests — list, create, approve, reject, cancel.
leave-type	GET POST PUT DELETE	Leave types (annual, sick…). Admin-only for writes.
holiday	GET POST PUT DELETE	Company holidays. Filter by year, upcoming/past.
events	GET POST PUT DELETE	Company events/calendar.
notices	GET POST PUT DELETE	Notice board. Filter by date range or audience.

Support

Tool	Methods	What it does
tickets	GET POST PUT DELETE	Tickets and replies, stats, close/reopen. Name-based lookups.
ticket-type	GET POST PUT DELETE	Ticket types/classifications.
ticket-channel	GET POST PUT DELETE	Ticket channels (email, phone, chat…).
ticket-agent	GET	List ticket agents and their groups.

CRM & finance

Tool	Methods	What it does
clients	GET POST PUT DELETE	Clients — list, create, update, delete.
leads	GET POST PUT DELETE	Sales leads. Filter by status, agent, date range.
contracts	GET POST PUT DELETE	Client contracts.
invoices	GET POST PUT DELETE	Client invoices — list, create, update status, delete.
estimates	GET POST PUT DELETE	Client estimates/quotes.
expenses	GET POST PUT DELETE	Expenses and claims, including approve/reject.
expense-category	GET POST PUT DELETE	Expense categories. Admin-only for writes.

Account (public gateway — no token)

Tool	Methods	What it does
auth_register	POST	Create a new FlowyTeam company account. Sends a 6-digit verification code.
auth_verify_email	POST	Activate the account with the code and return the api_token.
auth_login	POST	Retrieve the api_token for an existing account.

Full parameters, sample requests and error codes for every action: https://flowyteam.com/get/mcp-docs

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Endpoints

Endpoint	Auth	For
https://flowyteam.com/api/mcp/cloud/rpc	OAuth 2.0 + PKCE	Claude Desktop / web / mobile, ChatGPT
https://flowyteam.com/api/v2/mcp/rpc	Authorization: Bearer <api_token>	Claude Code (CLI), n8n, other HTTP MCP clients
https://flowyteam.com/api/mcp/gateway	none	auth_register, auth_verify_email, auth_login only

Permissions

Tools run as you. Every call is scoped to your workspace and to your existing FlowyTeam role — an agent cannot read or change anything you could not read or change yourself in the UI. Admins get full access; members get their own records plus whatever their role grants.

Error codes

Code	Meaning
200	Success
401	Unauthenticated — missing or invalid Bearer token
403	Forbidden — authenticated but lacks permission
404	Resource not found
422	Validation failed
429	Rate limited

Troubleshooting

Claude Code shows no FlowyTeam tools. Start a new session after adding the server — tools are discovered at session start. Check claude mcp list.

401 Unauthenticated. The token is missing, expired or was pasted with the Bearer prefix duplicated. Re-copy it from Settings → MCP & AI Integration.

Claude Desktop can't connect to the CLI endpoint. Expected — use the OAuth connector URL (/api/mcp/cloud/rpc) instead. See the warning in Quick start.

403 Forbidden on a tool that should work. Your FlowyTeam role lacks that permission, or the module is disabled for your plan. Check with a workspace admin.

Links

• Setup guide — https://flowyteam.com/get/mcp-server
• API reference — https://flowyteam.com/get/mcp-docs
• OAuth connector — https://flowyteam.com/mcp-docs
• Help centre — https://resource.flowyteam.com/help-center/
• FlowyTeam — https://flowyteam.com

License

Documentation and examples in this repository are released under the MIT License. The FlowyTeam platform itself is commercial software.