Process Street MCP server

Connect Process Street to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

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What you can do with the Process Street MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list workflow runs tool in Process Street
  • Use the list workflow form fields tool in Process Street
  • Use the list users tool in Process Street
  • Use the manage task assignees tool in Process Street
  • Use the list workflow runs page tool in Process Street
  • Use the create workflow run tool in Process Street

Supported Tools

list_workflow_runs

List Workflow Runs

List workflow runs, optionally filtered by workflow, name, or status. Returns the latest 200 workflow runs sorted by most recently updated.

list_workflow_form_fields

List Workflow Form Fields

List all form field definitions for a workflow (template). Returns field IDs, types, labels, and keys. Use this to understand what form fields exist before reading or updating values in workflow runs.

list_users

List Users

List all users in the organization. Use this to find user emails for assigning tasks or workflow runs.

manage_task_assignees

Manage Task Assignees

Assign or unassign users to/from tasks or workflow runs. Can also list current assignees. Works for both individual tasks and entire workflow runs.

list_workflow_runs_page

List Workflow Runs Page

List a page of accessible workflow runs sorted by creation date, newest first. Includes all non-deleted statuses by default. Follow nextCursor to discover runs beyond the 200-result search limit.

create_workflow_run

Create Workflow Run

Create a new workflow run from an existing workflow. A workflow run is an active instance of a workflow that can be worked through by completing tasks, filling form fields, and going through approvals.

update_workflow_run

Update Workflow Run

Update a workflow run's name, status, due date, or share link setting. Can be used to complete, archive, or reactivate a workflow run. The API requires all fields to be sent, so the tool first fetches current values and merges your changes.

get_current_api_key

Get Current API Key

Check the current connection and return its API key label. This identifies the authorized key without exposing the secret.

list_form_field_options

List Form Field Options

List available values and labels for a workflow form field. Use list_workflow_form_fields to find the field ID, then use these values when updating selection fields. Data-set-linked options also include their row IDs.

get_workflow_run

Get Workflow Run

Retrieve details of a specific workflow run including its name, status, due date, and associated workflow. Use this to check the current state of a running workflow.

list_data_sets

List Data Sets

List all data sets in the organization, including their column definitions. Use this to discover available data sets and their structure before working with records.

update_task

Update Task

Update a task's status or due date within a workflow run. Use this to complete or uncomplete tasks and set due dates. Tasks with required form fields must have those fields filled before they can be completed.

manage_approvals

Manage Approvals

List completed approval decisions, approve, or reject approval tasks in a workflow run. Pending approvals are not included in the list. Approval tasks are special tasks used to approve or reject the work in another task.

manage_data_set_records

Manage Data Set Records

Create, read, update, delete, or list records in a data set. Data sets store structured data as rows of cells, where each cell corresponds to a column (field) in the data set.

manage_form_fields

Manage Form Fields

Read or update form field values in a workflow run. Can list all form field values for an entire workflow run or a specific task, and update multiple form field values at once.

delete_workflow_run

Delete Workflow Run

Delete or restore a workflow run. Deleted runs can be restored using the restore option.

list_workflows

List Workflows

List all active workflows (templates) in the organization. Optionally filter by name. Use this to discover available workflows before creating workflow runs.

list_tasks

List Tasks

List tasks for a workflow run, or list tasks assigned to a specific user. Use this to view all steps in a workflow run or find tasks assigned to someone.

Connect Process Street to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Process Street in Metorial. In your Metorial portal, enable the Process Street MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Process Street tools.

Run Process Street through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Process Street and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Process Street tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Process Street

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Jira

Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Technical notes for Process Street

Create, manage, and run structured workflow runs (checklists) from templates. Complete, assign, and track tasks within workflows. Read and update form field values across workflow runs. Manage structured data set records (create, update, delete, list). Handle approval tasks (approve/reject). Set due dates, change workflow run status (active, complete, archived), and manage subtasks. Configure outgoing webhooks for workflow, form, and data set events. Trigger new workflow runs via incoming webhooks.

Frequently asked questions

Common questions about connecting Process Street to AI agents with Metorial.

  1. How many tools does the Process Street MCP server have?
    The Process Street MCP server exposes 18 tools, including List Workflow Runs, List Workflow Form Fields, List Users. Each one is governed and traced through Metorial.
  2. Process Street exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Process Street MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Process Street and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Process Street MCP server yourself or use the hosted gateway.

Connect Process Street to production AI agents

See how Metorial gives your team governed access to Process Street, with tracing and security controls built in.

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