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AI agent integrationProcess Street

Process Street integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Process Street never means pasting credentials into a prompt.

Use Process Street from Claude Code

Bring Process Street context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Process Street with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Productivity & Project Management

What the Process Street integration exposes

Process Street supports creating and running checklists, SOPs, and workflows, helping teams automate recurring processes and track compliance

One connection, many teammates

Connect Process Street once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Complete a workflow run

    This tool marks an entire workflow run as completed in Process Street. It first retrieves the current workflow run details, then updates the status to 'Completed' while preserving other fields like name and shared status. This distinguishes it from PROCESS_STREET_COMPLETE_TASK which completes individual tasks within a workflow run.

  • Create Workflow Run

    This tool creates a new workflow run from a specified workflow template. It is one of the most fundamental operations in Process Street, allowing users to initiate a new instance of a workflow. The tool requires a workflow_template_id and optionally allows setting a custom name, due date, and whether to enable a share link.

  • Find Data Set Rows

    Retrieves records from a Process Street data set with optional filtering by column values. Use this tool to search for specific records within a data set or to paginate through all records. Data sets are tables that store structured data which can be used across workflows.

  • List Workflows

    This tool retrieves a list of all workflows available in the Process Street account. It is a fundamental action that allows users to view and access all their workflows, which is essential for other operations that require workflow IDs. This action is important because it provides the foundation for other actions that require workflow IDs as input parameters, such as creating workflow runs or managing workflow-specific tasks, thereby enabling better workflow management and automation.

  • Undelete Workflow Run

    Restores a previously deleted workflow run in Process Street. Uses the POST /workflow-runs/{workflowRunId}/undelete endpoint to recover a workflow run within the valid recovery period (typically up to 30 days). Only workflow runs that have been deleted (not permanently removed) can be restored.

Connection

API and auth details

Process Street API supports workflow automation without middleware, including running workflows, updating workflow runs, updating data sets, exporting reporting data, and creating API keys from organization integrations settings.

FAQ

Questions people ask before connecting Process Street

Can Claude Code use Process Street?

Yes. Type lets an AI teammate use connected Process Street actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Process Street through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Process Street catalog entry includes public integration details and example capabilities where available.

Is this the same as a Process Street MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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