Planfix MCP Server

Name: Planfix MCP Server
Author: popstas

@popstas

リポジトリ

Planfix MCP Server について

概要はまだありません

#planfix #mcp-server #api-integration

基本情報

カテゴリ

その他

ランタイム

node

トランスポート

stdio

公開者

popstas

設定

以下の設定を使って、このサーバーを MCP 対応クライアントに追加してください。

{
  "mcpServers": {
    "planfix-mcp-server": {
      "command": "npx",
      "args": [
        "@popstas/planfix-mcp-server"
      ]
    }
  }
}

ツール

ツールは検出されませんでした

ツールは README から自動的に抽出されます。メンテナーは ## Tools という見出しの下に記載することで、このタブに反映できます。

概要

What is Planfix MCP Server?

Planfix MCP Server integrates the Model Context Protocol with Planfix CRM and task management via the Planfix REST API v2.0, enabling MCP clients to manage leads, contacts, tasks, and reports. It is intended for developers and users who need to programmatically interact with Planfix through an MCP-compatible assistant or tool.

How to use Planfix MCP Server?

Install and run with npx using the package @popstas/planfix-mcp-server. Set the required environment variables (PLANFIX_ACCOUNT, PLANFIX_TOKEN, and several custom field IDs) before launching. Example command: PLANFIX_ACCOUNT=yourcompany PLANFIX_TOKEN=your-api-token ... npx @popstas/planfix-mcp-server.

Key features of Planfix MCP Server

Lead management (create, search, convert to tasks)
Contact and company management
Task management (create, search, comment)
Report generation and management
Uses Planfix REST API v2.0
Authentication via Bearer token

Use cases of Planfix MCP Server

Convert a lead to a task and update contact details automatically
Search for leads or tasks using contact information (name, phone, email, Telegram)
Create and comment on tasks from within an MCP-powered assistant
List and run predefined reports in Planfix

FAQ from Planfix MCP Server

What environment variables are required?

PLANFIX_ACCOUNT (Planfix account name), PLANFIX_TOKEN (API token), plus custom field IDs for email, phone, Telegram, client, manager, and agency.

Which API does the server use?

It uses Planfix's REST API v2.0 and authenticates with a Bearer token.

What tools are available?

Tools for lead management (leadToTask, searchLeadTask), contact management (searchPlanfixContact, createPlanfixContact, searchPlanfixCompany), task management (searchPlanfixTask, createSellTask, createLeadTask, createComment, getChildTasks), user management (searchManager), and reporting (listReports, runReport).

How is the server run?

Via npx with the package @popstas/planfix-mcp-server and all required environment variables set.

Where is data stored?

Data is stored within your Planfix account; the server acts as a gateway to the Planfix API.

「その他」の他のコンテンツ

ACI: Open-Source Infra to Power Unified MCP Servers

aipotheosis-labs

ACI.dev is the open source tool-calling platform that hooks up 600+ tools into any agentic IDE or custom AI agent through direct function calling or a unified MCP server. The birthplace of VibeOps.

4.8K