# Aero Workflow — Pipedream Connect

> Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

- API slug: `aero_workflow` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Business Management
- Website: https://www.aeroworkflow.com/
- This page (HTML): https://pipedream.com/apps/aero-workflow
- Tools: 12 actions · 1 trigger

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: aero_workflow`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "aero_workflow",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Appointment:
const result = await mcp.callTool({
  name: "aero_workflow-create-appointment",
  arguments: {
    assignedTo: "Assigned To",
    aeroType: "Aero Type",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Aero Workflow endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "aero_workflow-create-appointment",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    aero_workflow: { authProvisionId: "apn_xxxxxxx" },
    assignedTo: "Assigned To",
    aeroType: "Aero Type",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (12)

### `aero_workflow-create-appointment` — Create Appointment (Write)

Creates an appointment See the docs here

Full schema: https://pipedream.com/apps/aero-workflow/actions/create-appointment.md

### `aero_workflow-create-company` — Create Company (Write)

Creates a company See the docs here

Full schema: https://pipedream.com/apps/aero-workflow/actions/create-company.md

### `aero_workflow-create-contact` — Create Contact (Write)

Creates a contact See the docs here

Full schema: https://pipedream.com/apps/aero-workflow/actions/create-contact.md

### `aero_workflow-create-email-aero` — Create Email Aero (Write)

Creates an email aero See the docs here

Full schema: https://pipedream.com/apps/aero-workflow/actions/create-email-aero.md

### `aero_workflow-create-task` — Create Task (Write)

Creates a task See the docs here

Full schema: https://pipedream.com/apps/aero-workflow/actions/create-task.md

### `aero_workflow-create-vault-entry` — Create Vault Entry (Write)

Creates a vault entry for selected company See the docs here

Full schema: https://pipedream.com/apps/aero-workflow/actions/create-vault-entry.md

### `aero_workflow-find-company` — Find Company (Write)

Finds companies with the given parameters See the docs here

Full schema: https://pipedream.com/apps/aero-workflow/actions/find-company.md

### `aero_workflow-list-aero-type-options` — List Aero Type Options (Read-only)

Retrieves available options for the Aero Type field.

Full schema: https://pipedream.com/apps/aero-workflow/actions/list-aero-type-options.md

### `aero_workflow-list-assigned-to-options` — List Assigned To Options (Read-only)

Retrieves available options for the Assigned To field.

Full schema: https://pipedream.com/apps/aero-workflow/actions/list-assigned-to-options.md

### `aero_workflow-list-contact-options` — List Contact Options (Read-only)

Retrieves available options for the Contact field.

Full schema: https://pipedream.com/apps/aero-workflow/actions/list-contact-options.md

### `aero_workflow-list-hat-options` — List Hat Options (Read-only)

Retrieves available options for the Hat field.

Full schema: https://pipedream.com/apps/aero-workflow/actions/list-hat-options.md

### `aero_workflow-list-project-options` — List Project Options (Read-only)

Retrieves available options for the Project field.

Full schema: https://pipedream.com/apps/aero-workflow/actions/list-project-options.md

## Triggers (1)

### `aero_workflow-new-company-created` — New Company Created Event (Polling)

Emit new events when a new company is created. See the docs

Full schema: https://pipedream.com/apps/aero-workflow/triggers/new-company-created.md

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