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Planfix MCP Server

@popstas

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popstas

关于 Planfix MCP Server

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#planfix#mcp-server#api-integration

Planfix MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

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

Planfix MCP Server 工具

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

概览

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

常见问题

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.

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