Workflowy MCP Server

A Model Context Protocol (MCP) server that integrates Workflowy with Claude Desktop, enabling AI-powered management of your Workflowy outlines.

Note: This project also serves as a reference implementation of GitHub's SpecKit for spec-driven development. See Spec-Driven Development below.

Features

Search nodes by text across your entire Workflowy outline
Navigate and retrieve nodes and their children
Create new nodes with markdown formatting support
Edit existing node names and notes
Delete nodes permanently
Move nodes to new locations
Complete/Uncomplete nodes for task management
Insert content directly from Claude into any node

Prerequisites

Node.js v18 or later
Claude Desktop
A Workflowy account with an API key

Installation

1. Clone the Repository

git clone https://github.com/dromologue/workflowyMCP.git
cd workflowyMCP

2. Install Dependencies

npm install

3. Get Your Workflowy API Key

Log in to Workflowy
Visit https://workflowy.com/api-key
Generate and copy your API key

4. Configure Environment

Create a .env file in the project root:

WORKFLOWY_USERNAME=your-email@example.com
WORKFLOWY_API_KEY=your-api-key-here

5. Build the Server

npm run build

6. Configure Claude Desktop

Open your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

Add the Workflowy server to your configuration:

{
  "mcpServers": {
    "workflowy": {
      "command": "node",
      "args": ["/absolute/path/to/workflowyMCP/dist/index.js"]
    }
  }
}

Replace /absolute/path/to/workflowyMCP with the actual path where you cloned the repository.

7. Restart Claude Desktop

Quit and reopen Claude Desktop to load the MCP server.

Available Tools

Search & Navigation

| Tool | Description | |------|-------------| | search_nodes | Search for nodes by text in names and notes. Returns full paths for easy identification. | | get_node | Retrieve a specific node by its ID | | get_children | List child nodes of a parent (or root-level nodes) | | find_insert_targets | Search for potential target nodes with numbered list for selection | | list_targets | List available shortcuts (inbox, user-defined) | | export_all | Export all nodes (rate limited: 1 request/minute) |

Content Management

| Tool | Description | |------|-------------| | create_node | Create a new node with optional markdown formatting | | update_node | Edit a node's name and/or note | | delete_node | Permanently delete a node | | move_node | Move a node to a new parent location |

Todo Management

| Tool | Description | |------|-------------| | create_todo | Create a checkbox todo item with optional initial completion state | | list_todos | List all todos with filtering by status, parent, and search text | | complete_node | Mark a todo (or any node) as completed | | uncomplete_node | Mark a todo (or any node) as incomplete |

Knowledge Linking

| Tool | Description | |------|-------------| | find_related | Find nodes related to a given node based on keyword analysis | | create_links | Create internal links from a node to related content in the knowledge base |

Smart Insertion

| Tool | Description | |------|-------------| | smart_insert | Search for a node and insert content with interactive selection | | insert_content | Insert content directly into a node by ID |

Smart Insert Workflow

The smart_insert tool provides an interactive workflow for inserting content:

Single match: If your search finds exactly one node, content is inserted immediately
Multiple matches: Returns a numbered list with full paths for disambiguation
Selection: Call again with the selection parameter to complete insertion

Example interaction:

User: "Insert my meeting notes into the Projects node"

Claude uses smart_insert with search_query="Projects"

Response (multiple matches):
[1] Work > Projects
    ID: abc123
[2] Personal > Side Projects
    ID: def456
[3] Archive > Old Projects
    ID: ghi789

User: "Use option 1"

Claude uses smart_insert with selection=1

Response: Inserted 3 node(s) into "Projects"

Usage Examples

Once configured, you can interact with Workflowy through Claude Desktop:

Search your outline:

"Search my Workflowy for meeting notes"

Smart content insertion (recommended):

"Summarize this article and add it to my Research node"

Claude will search for "Research", show you matching nodes if there are multiple, and let you pick the right one.

Create new nodes:

"Create a new node in my inbox called 'Weekly Review' with a note about tasks to review"

Create todos:

"Add a todo to my inbox: Review Q4 budget proposal"

List pending tasks:

"Show me all my incomplete todos"

Complete a task:

"Mark the 'Send report' task as complete"

Filter todos by location:

"List all todos under my Work Projects node"

Find related content:

"Find nodes related to this article about machine learning"

Auto-link knowledge:

"Create links from this node to related content in my knowledge base"

Navigate your outline:

"Show me all the children of my Projects node"

Find where to insert:

"Find nodes where I could add my book notes"

Markdown Formatting

When creating nodes, you can use markdown formatting:

# Header → H1 heading
## Header → H2 heading
### Header → H3 heading
- [ ] Task → Uncompleted todo
- [x] Task → Completed todo
```code``` → Code block
> Quote → Quote block
**bold** → Bold text
*italic* → Italic text
[text](url) → Hyperlink

Troubleshooting

Server not appearing in Claude Desktop

Verify the path in claude_desktop_config.json is correct and absolute
Ensure the project is built (npm run build)
Check that Node.js is in your PATH
Restart Claude Desktop completely

Authentication errors

Verify your API key at https://workflowy.com/api-key
Check that .env file exists and contains correct credentials
Ensure there are no extra spaces in the .env file

Rate limiting

The export_all tool is rate limited to 1 request per minute by Workflowy's API. Use search_nodes for frequent queries instead.

Development

# Build the project
npm run build

# Run directly (after building)
npm start

# Build and run
npm run dev

API Reference

This server uses the Workflowy REST API. Key endpoints:

POST /api/v1/nodes - Create node
POST /api/v1/nodes/:id - Update node
GET /api/v1/nodes/:id - Get node
GET /api/v1/nodes - List children
DELETE /api/v1/nodes/:id - Delete node
GET /api/v1/nodes-export - Export all nodes

Spec-Driven Development

This project uses GitHub's SpecKit as a reference implementation of spec-driven development (SDD). SpecKit provides a structured methodology for building software with AI assistants by defining specifications upfront.

What is SpecKit?

SpecKit transforms how we build software by putting specifications first. Instead of jumping straight into code, you:

Define what you want (constitution, specification)
Plan how to build it (implementation plan)
Track what needs doing (tasks)
Implement with AI assistance

The specs become a "single source of truth" that AI coding assistants reference throughout development.

Spec Structure

specs/
├── constitution.md        # Non-negotiable principles
├── specification.md       # What the tool does
├── implementation-plan.md # Technical approach & ADRs
└── tasks.md              # Actionable work items

`constitution.md` - The Rules

Defines non-negotiable principles that guide all decisions:

Mission: Core value proposition ("AI-native outlining")
Quality standards: TypeScript strictness, test coverage
Security posture: How credentials and data are handled
Compatibility: Versioning and breaking change policy
Design philosophy: Smart workflows vs atomic operations

Example principle from this project:

"Paranoid Security: API keys and credentials never logged, even at debug level"

`specification.md` - The What

Documents what the tool does without prescribing how:

User personas: Who uses this and why
Core capabilities: Features organized by goal
User flows: Step-by-step interaction patterns
Constraints: API limits, scope boundaries
Success criteria: How to know if it's working

`implementation-plan.md` - The How

Technical decisions and architecture:

Architecture diagrams: System component layout
Technology stack: Runtime, language, dependencies
Module structure: Code organization
ADRs: Architecture Decision Records documenting key choices
Error handling: Strategy for failures
Testing approach: What and how to test

Example ADR from this project:

ADR-005: Bottom-Default Insertion Order Context: Workflowy's "top" position reverses multi-node content. Decision: Default to "bottom", apply "top" only to first node.

`tasks.md` - The Work

Actionable items derived from the spec:

Phased approach: Foundation → Testing → Refactoring → Docs → Reliability
Task states: [ ] pending, [~] in progress, [x] complete
Backlog: Future considerations not yet committed
Completed: Reference for done work

Benefits of This Approach

Living documentation: Specs evolve with the code
AI context: Assistants reference specs for consistent decisions
Onboarding: New contributors understand design rationale
Traceability: Link tasks → specs → implementation

Using SpecKit with Claude

When working with Claude on this project:

"Before implementing, check specs/constitution.md for project principles"
"Reference specs/implementation-plan.md for the ADR on caching"
"Update specs/tasks.md to mark T-005 as complete"

The specs act as persistent memory across conversations.

Learn More

License

MIT

Contributing

Contributions are welcome! Please open an issue or submit a pull request.

Before contributing, review:

specs/constitution.md for project principles
specs/tasks.md for open work items

Acknowledgments

Anthropic for Claude and the MCP protocol
Workflowy for the outliner and API
GitHub for SpecKit and the spec-driven methodology