productivityapi_key

CheckFlow

CheckFlow is a workflow and checklist platform for managing repeatable processes, tasks, templates, teams, data sets, and automation.

Verdict

CheckFlow tracks recurring workflows as checklists — onboarding sequences, compliance audits, release gates, anything your team runs more than once. In Switchy, @mention CheckFlow to pull task status across active checklists, surface blockers by assignee or tag, generate progress reports for standups, or audit who completed what and when. Analysts and project leads get the most value: they can ask natural-language questions about checklist health without opening the app. Note that creating new checklists or updating tasks isn't supported yet — this MCP is read-only for now.

Common use cases

  • Surface overdue tasks before standup
  • Generate compliance audit reports by date range
  • Find checklists blocked on specific assignees
  • Track onboarding progress across new hires
  • Export task completion analytics for retrospectives

Integration

Vendor
CheckFlow
Category
productivity
Auth
API_KEY
Tools
10
Composio slug
checkflow

Tools

  • Create Tag

    Create a team tag by name, or return the existing same-name tag without creating a duplicate.

  • Find Checklists

    Find checklist summaries for a template, optionally filtered by name, tag, or lifecycle status. Returns one page and a cursor for the next page.

  • Get Analytics

    Return checklist and task activity analytics for a date range.

  • Get Task Details

    Get one checklist task with its controls, comments, and assignees.

  • Get Team Directory

    Return active team members and groups, including each group's membership, optionally filtered by name.

  • List Checklist Details

    Return one page of full checklist instances, including tasks and controls, with a cursor for the next page.

  • List Tags

    List the tags available to the connected CheckFlow team.

  • List Templates

    List active checklist templates and their keys for creating or finding checklists.

  • List Template Tasks

    List the task keys and names defined by one checklist template.

  • List Webhook Subscriptions

    List webhook subscriptions, optionally filtered by source and event type.

Setup

Setup guide

  1. 11. In Switchy, open Settings and navigate to Integrations. 2. Click Connect next to CheckFlow and select API Key as the auth method. 3. In a separate tab, log into CheckFlow and go to Team Settings → API Keys. 4. Generate a new key with read permissions for checklists, tasks, templates, and team members. 5. Copy the key and paste it into Switchy's connection dialog, then click Connect. 6. Switchy will verify the key and show a green checkmark when the connection succeeds. 7. Open any Project and type '@CheckFlow list my active checklists' to confirm the integration works. 8. If you see checklist summaries appear, you're ready to use CheckFlow tools in any conversation.

What teammates see: by default, memories from CheckFlow are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Projects have used this MCP together with a given model.

How Switchy teams use it

Not enough Projects yet to publish anonymised usage stats (we require ≥ 50 Projects per week).

Starter prompts

Standup Blocker Report

@CheckFlow show me all active checklists with overdue tasks or tasks assigned to people who are out this week. Group by checklist and highlight the blocker.

Onboarding Health Check

@CheckFlow find all checklists tagged 'onboarding' and tell me which ones are behind schedule. Include the assignee and days overdue for each incomplete task.

Monthly Compliance Summary

@CheckFlow get analytics for the last 30 days and summarize how many checklists were completed, how many tasks were finished, and the average time to completion.

Release Gate Status

@CheckFlow get the full details for the 'Q1 Release Gate' checklist and confirm every task is marked complete. If anything is incomplete, list the task name and assignee.

Team Workload Snapshot

@CheckFlow list all active checklists and count the open tasks assigned to each person. Sort by task count descending so I can see who's overloaded.

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@CheckFlow find all checklists tagged 'Q1-launch' that are still in progress and show me who's assigned to incomplete tasks

Output

Found 4 active checklists tagged 'Q1-launch'. The 'Product Launch Readiness' checklist has 3 incomplete tasks assigned to Sarah Chen (marketing copy review, pricing approval) and Mike Torres (legal sign-off). The 'Infrastructure Prep' checklist shows 2 tasks assigned to the DevOps group, both blocked pending security review. The remaining two checklists ('Partner Onboarding' and 'Support Training') each have 1-2 tasks in progress, assigned to their respective team leads. All checklists are currently on track for the March 15 target date.

Notes

This example demonstrates CheckFlow's filtering and cross-referencing capabilities. The MCP requires read access to checklists and team directory. Results are paginated—if your team has dozens of matching checklists, you'll need to request subsequent pages via cursor. Tag names are case-sensitive.

Prompt

@CheckFlow create a new checklist from the 'Security Audit' template, assign it to the compliance group, and tag it 'Q2-audit' and 'high-priority'

Output

Created checklist 'Security Audit – March 2025' (ID: chk_8x3mK9) from the 'Security Audit' template. Assigned all 12 tasks to the Compliance group (5 members: Jordan Lee, Alex Kumar, Sam Rodriguez, Taylor Chen, Morgan Patel). Applied tags 'Q2-audit' and 'high-priority'. The checklist is now active with a due date of April 30, 2025. First task ('Scope definition and kickoff') is ready for the group to claim.

Notes

This write operation shows CheckFlow's ability to instantiate templated workflows and apply organizational metadata in one step. The MCP will create any tags that don't already exist. Be aware that checklist creation triggers team notifications if your CheckFlow workspace has those alerts enabled—coordinate with your team before bulk-creating checklists.

Prompt

@CheckFlow pull analytics for the last 30 days and tell me which templates have the highest task completion rates and where we're seeing bottlenecks

Output

Over the past 30 days, your team completed 847 tasks across 63 checklists. The 'Client Onboarding' template has a 94% on-time completion rate (18 checklists), while 'Feature Release' sits at 78% (22 checklists). The primary bottleneck is the 'Legal review' task in Feature Release checklists—it averages 4.2 days overdue and blocks downstream tasks in 68% of cases. The 'Security Audit' template shows strong completion (91%) but low velocity: checklists average 12 days to close versus a 7-day target. Consider splitting that template into smaller phases or adding interim checkpoints.

Notes

This synthesis example pairs CheckFlow's analytics API with the AI's pattern-recognition to surface process insights your team might miss in raw dashboards. The MCP returns aggregate metrics; the AI infers bottlenecks by correlating task duration, dependency chains, and completion rates. Date ranges are required—analytics queries without bounds will fail.

Use-case deep-dives

Onboarding new hires at 8-person startup

When CheckFlow beats shared Google Docs for onboarding

A 8-person startup runs the same 40-step onboarding checklist for every new hire—IT setup, benefits enrollment, first-week meetings. The founder copies a Google Doc each time, then chases people in Slack to confirm they finished their steps. CheckFlow wins here because List Templates and Create Tag let the AI pull the canonical onboarding flow, tag it with the hire's name and start date, then track completion without manual follow-up. Get Task Details surfaces blockers in standup. The trade-off: if your onboarding varies wildly per role (engineering vs sales vs ops), you need multiple templates, and the MCP doesn't auto-select the right one—you still pick manually. If you run the same process three times a month, this MCP pays for itself in the first sprint.

Compliance audit prep at fintech

CheckFlow for repeatable audit checklists under time pressure

A 12-person fintech team runs SOC 2 audits twice a year. Each audit requires 60 evidence-collection tasks spread across engineering, ops, and legal. The compliance lead used to maintain a spreadsheet, ping people in email, and manually verify completion dates. CheckFlow's Find Checklists and Get Analytics tools let the AI query which tasks are overdue, who's blocked, and what got done last quarter—all in one prompt during the kickoff call. List Checklist Details pulls the full audit state for the auditor's evidence request. The boundary: if your audit process changes every cycle (new controls, different scope), you're editing templates more than running them, and the MCP doesn't help with template design—it only executes existing flows. If your process is stable and high-stakes, CheckFlow keeps the paper trail clean.

Client onboarding at 5-person agency

When CheckFlow replaces the onboarding spreadsheet for agencies

A 5-person creative agency onboards 4-6 clients per quarter. Each client needs the same 25-step kickoff: contracts signed, brand assets collected, kickoff call scheduled, Slack channel created. The account manager used to track this in Airtable and manually update the team in Monday standups. CheckFlow's Create Tag and Get Team Directory tools let the AI tag each client's checklist, assign tasks to the right team members, and surface what's overdue without opening a separate tool. Find Checklists filtered by tag shows all active client onboardings in one query. The limit: if every client negotiates a custom scope (some skip discovery, some add extra rounds), the checklist diverges fast, and you're back to manual tracking. If 80% of clients follow the same path, this MCP cuts onboarding admin time in half.

Frequently asked

What does the CheckFlow MCP do in Switchy?

It lets your AI agents read and create checklists in CheckFlow without switching tabs. Agents can pull task details, find checklists by tag or status, fetch team analytics, and create new tags. Useful for automating status reports, surfacing blockers, or prepping checklists from templates during onboarding or release cycles.

Do I need admin access to connect CheckFlow?

You need an API key from CheckFlow, which typically requires team admin or owner permissions to generate. Once connected, the MCP sees whatever your CheckFlow account can see—templates, checklists, team members, and analytics. If your role is restricted in CheckFlow, the MCP inherits those limits.

Can the CheckFlow MCP mark tasks as complete?

No. This MCP is read-heavy plus light creation—it can fetch task details, list checklists, pull analytics, and create tags, but it won't update task status or reassign owners. For completing tasks or editing controls, your team still opens CheckFlow directly or uses their API separately.

Why use this instead of just opening CheckFlow?

Speed and context. An agent can pull overdue tasks, cross-reference them with Slack threads or Linear tickets, and draft a summary—all in one prompt. You skip the tab-switching and manual copy-paste. The trade-off is you can't edit tasks inline; you still need CheckFlow's UI for writes beyond tag creation.

Who on the team should connect the CheckFlow MCP?

Whoever owns process visibility—usually a project manager, ops lead, or team admin. That person's API key determines what checklists and analytics the whole Switchy workspace can query. If your CheckFlow account is siloed by department, connect the key that covers the checklists your team actually uses.

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Data last verified 61 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.