Planfix MCP Server
@popstas
About Planfix MCP Server
No overview available yet
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
Fetch the live tool list by running this server in a temporary sandbox using the button above.
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).
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.
Frequently asked questions
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.
Basic information
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