popstas/planfix-mcp-server

3.3

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The Planfix MCP Server integrates with the Planfix API, enabling MCP clients to interact with the Planfix CRM and task management system.

Tools

Functions exposed to the LLM to take actions

leadToTask

Convert a lead to a task by creating/updating contact and task.

searchLeadTask

Search for lead tasks by contact information.

searchPlanfixContact

Search contacts by name, phone, email, or Telegram.

createPlanfixContact

Create a new contact in Planfix.

updatePlanfixContact

Update existing contact information.

Prompts

Interactive templates invoked by user choice

No prompts

Resources

Contextual data attached and managed by the client

No resources

Author

popstas

Claim Ownership

Verify you have write access to the repository

Version

v1.8.0

Repository

https://github.com/popstas/planfix-mcp-server

GitHub Stars

Last publish date

2025-11-28

Last update date

2025-11-28

Server configs

via npx

{
  "mcpServers": {
    "planfix": {
      "command": "npx",
      "args": [
        "-y",
        "@popstas/planfix-mcp-server"
      ],
      "env": {
        "PLANFIX_ACCOUNT": "yourcompany",
        "PLANFIX_TOKEN": "your-api-token",
        "PLANFIX_FIELD_ID_EMAIL": "123",
        "PLANFIX_FIELD_ID_PHONE": "124",
        "PLANFIX_FIELD_ID_TELEGRAM": "1",
        "PLANFIX_FIELD_ID_TELEGRAM_CUSTOM": "125",
        "PLANFIX_FIELD_ID_CLIENT": "126",
        "PLANFIX_FIELD_ID_MANAGER": "127",
        "PLANFIX_FIELD_ID_AGENCY": "128",
        "PLANFIX_FIELD_ID_TAGS": "129",
        "PLANFIX_FIELD_ID_LEAD_ID": "130"
      }
    }
  }
}