# ProcessPlan — Pipedream Connect

> Visually track, manage and automate your business processes.

- API slug: `processplan` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Business Management
- Website: https://www.processplan.com/
- This page (HTML): https://pipedream.com/apps/processplan
- Tools: 3 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: processplan`

```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": "processplan",
      },
    },
  },
)

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

const { tools } = await mcp.listTools()

// e.g. run Complete Task:
const result = await mcp.callTool({
  name: "processplan-complete-task",
  arguments: {
    processTemplateHeaderId: "Process",
    processTemplateTaskId: "Task",
  },
})
```

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

## API proxy

For a ProcessPlan 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: "processplan-complete-task",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    processplan: { authProvisionId: "apn_xxxxxxx" },
    processTemplateHeaderId: "Process",
    processTemplateTaskId: "Task",
  },
})
```

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

## Actions (3)

### `processplan-complete-task` — Complete Task (Write)

Completes a pending task in an active process, advancing it to the next stage. See the documentation

Full schema: https://pipedream.com/apps/processplan/actions/complete-task.md

### `processplan-list-process-template-header-id-options` — List Process Options (Read-only)

Retrieves available options for the Process field.

Full schema: https://pipedream.com/apps/processplan/actions/list-process-template-header-id-options.md

### `processplan-start-new-process` — Start New Process (Write)

Starts a new process instance and populates its fields. Best used when initiating a new workflow. See the documentation

Full schema: https://pipedream.com/apps/processplan/actions/start-new-process.md

## Triggers (1)

### `processplan-new-process-instance-started` — New Process Instance Started (Polling)

Emit new event each time a process instance is started. See the documentation

Full schema: https://pipedream.com/apps/processplan/triggers/new-process-instance-started.md

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- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt