Planfix MCP Server

Name: Planfix MCP Server
Author: popstas

@popstas

Repository

About Planfix MCP Server

No overview available yet

#planfix #mcp-server #api-integration

Basic information

Config

Add this server to your MCP-compatible client using the configuration below.

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

Tools

No tools detected

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

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).