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

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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.

149 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_a_page_revisionChanges dataCreate a new page for a page. Search pages first to avoid duplicates. API summary: Create a page revision.
create_data_setChanges dataCreate a new data set. Required: name. API summary: Create a data set.
create_data_set_incoming_webhookDeletesCreate a new incoming webhook for a data set. Required: name, automation app or config. Destructive action; may require approval. API summary: Create an incoming webhook for a data set.
create_data_set_recordChanges dataCreate a new record for a data set. API summary: Create a data set record.
create_documentChanges dataCreate a new document. Required: filename, content type or size bytes. API summary: Create a file upload.
create_folderChanges dataCreate a new folder. Required: name. API summary: Create a folder.
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.
create_pageChanges dataCreate a new page. Required: name or folder id. Search pages first to avoid duplicates. API summary: Create a page.
create_product_snoozeChanges dataCreate a new snooze for a product. Required: until. API summary: Snooze a My Work item.
create_revision_logic_ruleChanges dataCreate a new logic rule for a revision. Required: condition, action or targets. API summary: Create a conditional logic rule.
create_revision_pageChanges dataCreate a new page for a revision. Required: body. Search pages first to avoid duplicates. API summary: Create a page widget.
create_revision_taskChanges dataCreate a new task for a revision. API summary: Create a workflow task.
create_scheduled_workflowChanges dataCreate a new scheduled workflow. Required: workflow id, start date or time zone. Search scheduled workflows first to avoid duplicates. API summary: Create a scheduled workflow.
create_task_uncomplete_one_off_taskChanges dataCreate a new task for a task. API summary: Uncomplete a one-off task.
create_task_widgetChanges dataCreate a new widget for a task. Required: body. API summary: Create a widget.
create_webhookDeletesCreate a new webhook. Required: url. Destructive action; may require approval. API summary: Create a webhook.
create_workflowChanges dataCreate a new workflow. Required: name, folder id, share level, run link share level, allow comments or shared runs by default. Search workflows first to avoid duplicates. API summary: Create a workflow.
create_workflow_incoming_webhookDeletesCreate a new incoming webhook for a workflow. Required: name, automation app or config. Destructive action; may require approval. API summary: Create an incoming webhook.
create_workflow_revisionChanges dataCreate a new revision for a workflow. API summary: Create a workflow revision.
create_workflow_run_undeleteChanges dataCreate a new undelete for a workflow run. API summary: Undelete a workflow run.
delete_a_page_revisionDeletesPermanently delete a page by page id 2. Destructive action; may require approval. API summary: Delete a page revision.
delete_all_files_from_a_form_fieldDeletesUpload a form field (form field id). Destructive action; may require approval. API summary: Delete all files from a form field.
delete_data_setDeletesPermanently delete a data set by data set id. Destructive action; may require approval.
delete_data_set_incoming_webhookDeletesPermanently delete a incoming webhook by webhook id. Destructive action; may require approval. API summary: Delete an incoming webhook for a data set.
delete_data_set_recordDeletesPermanently delete a record by data set record id. Destructive action; may require approval. API summary: Delete a data set record.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete an attachment.
delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval.
delete_form_field_documentDeletesPermanently delete a document by file id. Destructive action; may require approval. API summary: Delete a specific file from a form field.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval.
delete_product_snoozesMoves moneyPermanently delete a snooze by item id. Financial or irreversible action; may require approval. API summary: Unsnooze a My Work item.
delete_revision_logic_ruleDeletesPermanently delete a logic rule by rule id. Destructive action; may require approval. API summary: Delete a conditional logic rule.
delete_revision_pageDeletesPermanently delete a page by page id 2. Destructive action; may require approval. API summary: Delete a page widget.
delete_revision_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a workflow task.
delete_scheduled_workflowDeletesPermanently delete a scheduled workflow by scheduled workflow id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a one-off task.
delete_task_widgetDeletesPermanently delete a widget by widget id. Destructive action; may require approval.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
delete_workflowDeletesPermanently delete a workflow by workflow id. Destructive action; may require approval.
delete_workflow_incoming_webhookDeletesPermanently delete a incoming webhook by webhook id. Destructive action; may require approval. API summary: Delete an incoming webhook.
delete_workflow_revisionDeletesPermanently delete a revision by revision id. Destructive action; may require approval. API summary: Delete a workflow revision.
delete_workflow_runDeletesPermanently delete a workflow run by workflow run id. Destructive action; may require approval.
detach_assignee_to_workflow_runDeletesDetach a assignee (email). Destructive action; may require approval. API summary: Unassign a user from a workflow run.
detach_task_to_taskDeletesDetach a task (email). Destructive action; may require approval. API summary: Unassign a user from a task.
get_a_page_revisionGet one page for a page by page id 2. API summary: Get a page revision.
get_data_setGet one data set by data set id. API summary: Get a data set.
get_data_set_incoming_webhookGet one incoming webhook for a data set by webhook id. API summary: Get an incoming webhook for a data set.
get_data_set_recordGet one record for a data set by data set record id. API summary: Get a data set record.
get_messageGet one message by message id. API summary: Get a comment.
get_one_off_taskGet one one-off task by `task_id`.
get_pageGet one page by page id. API summary: Get a page.
get_page_contentGet the content of a page (`page_id`) as Markdown text.
get_revision_logic_ruleGet one logic rule for a revision by rule id. API summary: Get a conditional logic rule.
get_revision_pageGet one page for a revision by page id 2. API summary: Get a page widget.
get_revision_taskGet one task for a revision by task id. API summary: Get a workflow task.
get_run_taskGet one task in a workflow run by `workflow_run_id` and `task_id`.
get_scheduled_workflowGet one scheduled workflow by scheduled workflow id. API summary: Get a scheduled workflow.
get_task_widgetGet one widget for a task by widget id. API summary: Get a widget.
get_the_task_due_date_ruleList tasks for a task. API summary: Get the task due date rule.
get_webhookGet one webhook by webhook id. API summary: Get a webhook.
get_workflowGet one workflow (template) by `workflow_id`.
get_workflow_incoming_webhookGet one incoming webhook for a workflow by webhook id. API summary: Get an incoming webhook.
get_workflow_revisionGet one revision for a workflow by revision id. API summary: Get a workflow revision.
get_workflow_runGet one workflow run by `workflow_run_id`, including its status, due date and progress.
get_workflow_task_configurationList tasks for a task. API summary: Get workflow task configuration.
list_all_assignees_in_a_taskList tasks for a task. API summary: List all assignees in a task.
list_commentsList comments, filtered by `workflow_run_id`, `task_id` or `workflow_id`.
list_data_set_incoming_webhooksList incoming webhooks for a data set.
list_data_set_recordsList records for a data set. Optional filters: columns. API summary: List all data set records.
list_data_setsList data sets. API summary: List all data sets.
list_documentsList documents. Optional filters: workflow id, workflow run id, task id or created by id. API summary: List attachments.
list_folder_permissionsList permissions for a folder. API summary: Get permissions for a folder.
list_foldersList folders. API summary: List all folders.
list_form_field_optionsList options for a form field. API summary: List all options for a form field.
list_listsList lists. Optional filters: workflow id or status. API summary: List all workflow runs.
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_page_revisionsList pages for a page. Optional filters: status. API summary: List page revisions.
list_pagesList pages for a page. API summary: Get permissions for a page.
list_revision_due_date_rulesList due date rules for a revision. API summary: Get the checklist due date rule.
list_revision_logic_rulesList logic rules for a revision. API summary: List all conditional logic rules.
list_revision_markdownsList markdowns for a revision. API summary: Export page revision as Markdown.
list_revision_pagesList pages for a revision. Optional filters: type. API summary: List page widgets.
list_revision_tasksList tasks for a revision. Optional filters: task type. API summary: List workflow tasks.
list_revision_variablesList variables for a revision. Optional filters: type. API summary: List workflow revision variables.
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_statsList stats. Optional filters: assignee email. API summary: Get My Work stats.
list_task_assignment_rulesList assignment rules for a task. API summary: Get task assignment rules.
list_task_permission_rulesList permission rules for a task. API summary: Get task permission rules.
list_task_widgetsList widgets for a task. Optional filters: type.
list_tasksList tasks. Optional filters: assignee email or workflow id. API summary: List all tasks.
list_usersList the users in your Process Street organization, e.g. to find someone's email for assigning work.
list_webhooksList webhooks.
list_workflow_form_fieldsList the form fields defined in a workflow (`workflow_id`), with their IDs and types.
list_workflow_incoming_webhooksList incoming webhooks for a workflow.
list_workflow_permissionsList permissions for a workflow. API summary: Get permissions for a workflow.
list_workflow_revisionsList revisions for a workflow. Optional filters: status. API summary: List workflow revisions.
list_workflow_run_assigneesList assignees for a workflow run. API summary: List all assignees in a workflow run.
list_workflow_tasksList the task steps defined in a workflow (`workflow_id`).
publish_a_page_revisionVisible to othersPublish a page (revision id). Has effects visible outside this system. API summary: Publish a page revision.
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_scheduled_workflowsSearch scheduled workflows by workflow id or search. Use this to find existing scheduled workflows before creating a new scheduled workflow. API summary: List scheduled workflows.
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.
set_the_task_due_date_ruleVisible to othersUpdate an existing task identified by task id. Has effects visible outside this system. API summary: Set the task due date rule.
submit_pageVisible to othersDuplicate a page (page id). Has effects visible outside this system.
submit_revisionVisible to othersPublish a revision (revision id). Has effects visible outside this system. API summary: Publish a workflow revision.
submit_workflowVisible to othersDuplicate a workflow (workflow id). Has effects visible outside this system.
update_a_page_revisionChanges dataUpdate an existing page identified by page id 2. API summary: Update a page revision.
update_data_setChanges dataUpdate an existing data set identified by data set id. API summary: Update a data set.
update_data_set_incoming_webhookDeletesUpdate an existing incoming webhook identified by webhook id. Destructive action; may require approval. API summary: Update an incoming webhook for a data set.
update_data_set_recordChanges dataUpdate an existing record identified by data set record id. API summary: Update a data set record.
update_folderChanges dataUpdate an existing folder identified by folder id. API summary: Update a folder.
update_folder_permissionsMoves moneyUpdate an existing permission identified by folder id. Financial or irreversible action; may require approval. API summary: Set permissions for a folder.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a comment.
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_pageChanges dataUpdate an existing page identified by page id. API summary: Update a page.
update_pagesMoves moneyUpdate an existing page identified by page id. Financial or irreversible action; may require approval. API summary: Set permissions for a page.
update_revision_due_date_rulesVisible to othersUpdate an existing due date rule identified by revision id. Has effects visible outside this system. API summary: Set the checklist due date rule.
update_revision_logic_ruleChanges dataUpdate an existing logic rule identified by rule id. API summary: Update a conditional logic rule.
update_revision_pageChanges dataUpdate an existing page identified by page id 2. API summary: Update a page widget.
update_revision_taskChanges dataUpdate an existing task identified by task id. API summary: Update a workflow task.
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_scheduled_workflowChanges dataUpdate an existing scheduled workflow identified by scheduled workflow id. API summary: Update a scheduled workflow.
update_task_assignment_rulesVisible to othersUpdate an existing assignment rule identified by task id. Has effects visible outside this system. API summary: Update task assignment rules.
update_task_permission_rulesMoves moneyUpdate an existing permission rule identified by task id. Financial or irreversible action; may require approval. API summary: Update task permission rules.
update_task_widgetChanges dataUpdate an existing widget identified by widget id. API summary: Update a widget.
update_tasksVisible to othersUpdate an existing task identified by task id. Has effects visible outside this system. API summary: Update workflow task configuration.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update a webhook.
update_workflowChanges dataUpdate an existing workflow identified by workflow id. API summary: Update a workflow.
update_workflow_incoming_webhookDeletesUpdate an existing incoming webhook identified by webhook id. Destructive action; may require approval. API summary: Update an incoming webhook.
update_workflow_permissionsMoves moneyUpdate an existing permission identified by workflow id. Financial or irreversible action; may require approval. API summary: Set permissions for a workflow.
update_workflow_revisionChanges dataUpdate an existing revision identified by revision id. API summary: Update a workflow revision.
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.
upload_documentChanges dataUpload a document. API summary: Upload an attachment.
upload_form_fieldChanges dataUpload a form field (form field id). API summary: Upload a form field value.
upload_pageChanges dataUpload a page (widget id). API summary: Upload a file to a page widget.
upload_widgetChanges dataUpload a widget (widget id). API summary: Upload a file to a widget.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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 HeyMyApps.