Planfix MCP Server

Name: Planfix MCP Server
Author: popstas

@popstas

代码仓库

关于 Planfix MCP Server

暂无概览

#planfix #mcp-server #api-integration

基本信息

分类

其他

运行时

node

传输方式

stdio

发布者

popstas

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"
      ]
    }
  }
}

工具

未检测到工具

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

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

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).