Planfix MCP Server

what is Planfix MCP Server?

Planfix MCP Server is a server that integrates with the Planfix API, enabling Model Context Protocol (MCP) clients to interact with the Planfix CRM and task management system.

how to use Planfix MCP Server?

To use the Planfix MCP Server, set the required environment variables for Planfix API access and run the server using the provided command with npx.

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
• Utilizes Planfix REST API v2.0
• Authentication via Bearer token

use cases of Planfix MCP Server?

1. Managing leads and converting them into tasks.
2. Searching and managing contacts and companies.
3. Generating reports for task management.

FAQ from Planfix MCP Server?

• What is required to run the server?

You need to set environment variables for your Planfix account and API token.

• Can I manage tasks with this server?

Yes! You can create, search, and comment on tasks using the server.

• Is there documentation available for the Planfix API?

Yes! You can find the API documentation here.