広告掲載
MCP.so
ログイン

Planfix MCP Server

@popstas

リポジトリ

基本情報

カテゴリ

その他

トランスポート

stdio

作者

popstas

Planfix MCP Server について

概要はまだありません

#planfix#mcp-server#api-integration

Planfix MCP Server の設定

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"
      ]
    }
  }
}

Planfix MCP Server のツール

22

Create or update Planfix contact, task, and comment for a lead.

Create a comment for a task in Planfix

Create a new contact in Planfix

Create a new lead task in Planfix

Create a sell task in Planfix using textual data for agency and contact

Create a sell task in Planfix using numeric identifiers

Create a task using textual parameters

Get all child tasks of a specific parent task in Planfix

Get fields of a specific report in Planfix

List all available reports in Planfix with their IDs and names

Make a generic request to the Planfix API with the specified method, path, and body. Use when swagger.json was read.

Run a Planfix report by ID and return the report data.

Search for a company in Planfix by name

Search for a contact in Planfix by name, phone, email, or telegram. Use name in 2 languages: Russian and English.

Search for a Planfix directory by name

Search for directory entry id by directory name and entry name

Search Planfix task by user data. Use name in 2 languages: Russian and English.

Search for a manager in Planfix by email or id

Search for a project in Planfix by name

Search for a task in Planfix by title or client ID

Update a contact in Planfix with new data

Update a lead task in Planfix

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

よくある質問

1

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.

2

Which API does the server use?

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

3

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`).

4

How is the server run?

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

5

Where is data stored?

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

コメント

「その他」の他のコンテンツ

Yuppsy

Yuppsy MCP: build and publish real estate websites from your AI assistant. Yuppsy lets your AI assistant create live websites for real estate agents and individual property listings. You don't need a designer or any code

Health by Dr Brad

Dr Brad Stanfield

Health by Dr Brad works out a health plan from your own results: which screening is due at your age, and evidence-based suggestions, each with the reason and the published guideline or study behind it. Your record is one

Blender

ahujasid

Open-source MCP to use Blender with any LLM

23.6K

MaxKB

1Panel-dev

🔥 MaxKB is an open-source platform for building enterprise-grade agents. 强大易用的开源企业级智能体平台。

22.0K

Reactive Resume

amruthpillai

A one-of-a-kind resume builder that keeps your privacy in mind. Completely secure, customizable, portable, open-source and free forever. Try it out today!

39.5K
広告掲載