Planfix MCP Server

This MCP server provides integration with the Planfix API, allowing Model Context Protocol (MCP) clients to interact with Planfix CRM and task management system.

Features

• Lead management (create, search, convert to tasks)
• Lead searches can reuse a known clientId to skip contact lookups
• Contact and company management
• Task management (create, search, comment)
• Report generation and management
• Uses Planfix REST API v2.0 (API docs)
• Authentication via Bearer token

Configuration

The server requires the following environment variables for Planfix API access:

• PLANFIX_ACCOUNT – Your Planfix account name (e.g., yourcompany)
• PLANFIX_TOKEN – Planfix API token with necessary permissions
• PLANFIX_FIELD_ID_EMAIL – Custom field ID for email
• PLANFIX_FIELD_ID_PHONE – Custom field ID for phone
• PLANFIX_FIELD_ID_TELEGRAM – Set any value to use the system Telegram field
• PLANFIX_FIELD_ID_TELEGRAM_CUSTOM – Custom field ID for Telegram when using the custom field
• PLANFIX_FIELD_ID_CLIENT – Custom field ID for client
• PLANFIX_FIELD_ID_MANAGER – Custom field ID for manager
• PLANFIX_FIELD_ID_AGENCY – Custom field ID for agency
• PLANFIX_FIELD_ID_LEAD_SOURCE – Custom field ID for lead source
• PLANFIX_FIELD_ID_LEAD_SOURCE_VALUE – Value ID for default lead source
• PLANFIX_FIELD_ID_PIPELINE – Custom field ID for pipeline
• PLANFIX_FIELD_ID_TAGS – Custom field ID for task tags
  • Missing tag names will be added automatically to the directory
• PLANFIX_FIELD_ID_LEAD_ID – Custom field ID for external lead ID
• PLANFIX_LEAD_TEMPLATE_ID – ID of the lead task template
• PLANFIX_TASK_TITLE_TEMPLATE – Template for the default lead task title (e.g., {name} - client's task)

config.yml

Custom fields can also be configured via config.yml. The default path is ./data/config.yml. Override it with the --config=/abs/path/config.yml CLI flag or the PLANFIX_CONFIG environment variable. You can also specify a different Planfix account when using a custom config:

PLANFIX_CONFIG=/etc/planfix-mcp.yml PLANFIX_ACCOUNT=demo \
npx @popstas/planfix-mcp-server

leadTaskFields:
  - id: "456"
    name: "id сделки"
    argName: lead_id
    type: number
contactFields:
  - id: "123"
    name: "Резидентство"
    argName: resident
    type: enum
    values: ["резидент", "нерезидент", "иное"]
userFields:
  - id: "789"
    name: "Департамент"
    argName: department
    type: string

Values from config.yml override matching entries from the legacy environment variables when merged by id. User custom fields from this list are requested individually by the planfix_search_manager tool so their values are available in responses. Managers can be searched either by email or by numeric id through this tool, enabling lookups when only an identifier is available.

Chat API

To create tasks from chat messages, add a chatApi block to config.yml:

chatApi:
  useChatApi: true
  chatApiToken: "<token>"
  providerId: "<id>"
  baseUrl: "https://<account>.planfix.com/webchat/api"

• chatApiToken – token for Planfix Chat API requests.
• providerId – identifier of the chat provider configured in Planfix.
• useChatApi – enable Chat API integration. When true, task creation proceeds as:
  1. A chat is created via Chat API with the initial message.
  2. getTask retrieves the new task's taskId.
  3. Subsequent updates are made through the REST API.
• baseUrl – base URL for Chat API calls. Defaults to https://<account>.planfix.com/webchat/api.

Debug

npx @modelcontextprotocol/inspector node d:/projects/expertizeme/planfix-mcp-server/dist/index.js

Logging

Set LOG_LEVEL=debug to enable detailed cache logs. Logs are written to data/mcp.log.

Clearing Cache

Run npm run cache-clear to remove all cached Planfix API responses stored in data/planfix-cache.sqlite3 and delete the objects cache file data/planfix-cache.yml.

Example MCP Config (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",
        "PLANFIX_LEAD_TEMPLATE_ID": "42",
        "PLANFIX_TASK_TITLE_TEMPLATE": "{name} - работа с клиентом"
      }
    }
  }
}

Usage

Running the Server

Run the server with the required environment variables set. Example (with npx):

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_LEAD_SOURCE=129 \
PLANFIX_FIELD_ID_LEAD_SOURCE_VALUE=130 \
PLANFIX_FIELD_ID_PIPELINE=131 \
PLANFIX_FIELD_ID_LEAD_ID=132 \
PLANFIX_FIELD_ID_TAGS=133 \
PLANFIX_LEAD_TEMPLATE_ID=42 \
PLANFIX_TASK_TITLE_TEMPLATE="{name} - работа с клиентом" \
npx @popstas/planfix-mcp-server

To run the server over Server-Sent Events (SSE), use the planfix-mcp-server-sse command:

PLANFIX_ACCOUNT=yourcompany \
PLANFIX_TOKEN=your-api-token \
planfix-mcp-server-sse

Using the Planfix Client

The Planfix client provides a convenient way to interact with the Planfix API directly from the command line.

Prerequisites

Make sure you have the following environment variables set in your .env file:

PLANFIX_ACCOUNT=your-account
PLANFIX_TOKEN=your-api-token

Basic Commands

1. Test the connection

   npm run planfix test

2. Make a GET request

   npm run planfix get user/current

3. Make a POST request with data

   npm run planfix post task/ --data '{"name":"Test Task","description":"Test Description"}'

4. Search for objects

   npm run planfix post object/list --data '{"filters":[{"type":1,"operator":"equal","value":"Продажа"}]}'

Tool Reference

planfix_create_sell_task

• Creates a sell task using textual information about the agency and employee.
• Resolves the client, parent lead task, assignees, and agency IDs automatically based on the provided strings.
• Input fields (all strings):
  • name: Task title, e.g. "Продажа {{ название товара }} на pressfinity.com".
  • agency: Agency/company name (optional).
  • email: Employee email used to locate the Planfix contact.
  • contactName/employeeName: Employee full name (optional).
  • telegram: Employee telegram username (optional).
  • description: Description with the list of ordered products.
  • project: Project name to associate with the sell task (optional).
• Returns { taskId, url }.

planfix_create_sell_task_ids

• Creates a sell task when Planfix identifiers are already known.
• Requires numeric clientId and optional leadTaskId, agencyId, and assignees (user IDs).
• Accepts name, description, and optional project string values.

5. Update an object (PUT request)

   npm run planfix put task/123 --data '{"name":"Updated Task Name"}'

6. Delete an object

   npm run planfix delete task/123

Using in Code

import { planfixClient } from './lib/planfix-client';

// Get current user
const user = await planfixClient.get('user/current');

// Create a new task
const newTask = await planfixClient.post('task/', {
  name: 'New Task',
  description: 'Task description',
  // ... other task properties
});

// Search for objects
const objects = await planfixClient.post('object/list', {
  filters: [
    {
      type: 1,
      operator: 'equal',
      value: 'Продажа'
    }
  ]
});

Available Tools

Lead Management

• leadToTask: Convert a lead to a task by creating/updating contact and task
• searchLeadTask: Search for lead tasks by contact information

Contact Management

• searchPlanfixContact: Search contacts by name, phone, email, or Telegram
• createPlanfixContact: Create a new contact in Planfix
• updatePlanfixContact: Update existing contact information
• searchPlanfixCompany: Search for companies by name

Task Management

• searchPlanfixTask: Search for tasks by title, client ID and optional templateId
• createSellTask: Resolve contact/agency IDs and create a sell task
• createSellTaskIds: Create a sell task when IDs are already known
• createLeadTask: Create a new lead task. When chatApi.useChatApi is enabled, it sends the initial message through the Chat API, gets the resulting taskId via getTask, and then updates the task using the REST API. Accepts message and contactName fields.
• addToLeadTask: Create or update a lead task and update contact details
• createTask: Create a task using text fields
• createComment: Add a comment to a task
• getChildTasks: Retrieve child tasks of a parent task. Use recursive to fetch all descendant tasks as a flat list; returned tasks include parent_task_id.
• updateLeadTask: Update an existing lead task (only empty fields are updated unless forceUpdate is true)

Directory Management

• planfix_search_directory: Search directories by name
• planfix_search_directory_entry: Search directory entry by directory name and entry name

User Management

• searchManager: Find a manager by email

Reporting

• listReports: List all available reports
• runReport: Generate and retrieve a specific report

References

• Planfix API Documentation
• Model Context Protocol

TODO:

• Add tool getTask to retrieve task details
• Add tool getContact to retrieve contact details
• Add tool getManager to retrieve manager details
• Add more comprehensive error handling and logging
• Add input validation for all API endpoints
• Add rate limiting and retry logic for API calls

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MIT License