Planfix MCP Server
by popstas
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| baseUrl | No | Base URL for Chat API calls | |
| LOG_LEVEL | No | Set to debug for detailed cache logs | |
| providerId | No | Identifier of the chat provider configured in Planfix | |
| useChatApi | No | Enable Chat API integration (true/false) | |
| chatApiToken | No | Token for Planfix Chat API requests | |
| PLANFIX_TOKEN | Yes | Planfix API token with necessary permissions | |
| PLANFIX_CONFIG | No | Path to config.yml file | |
| PLANFIX_ACCOUNT | Yes | Your Planfix account name (e.g., yourcompany) | |
| PLANFIX_BASE_URL | No | Override the REST API base URL. Defaults to https://<PLANFIX_ACCOUNT>.planfix.com/rest/. | |
| PLANFIX_ACCOUNT_URL | No | Override the web origin used for human-facing links. Defaults to PLANFIX_BASE_URL without trailing /rest/. | |
| PLANFIX_FIELD_ID_TAGS | No | Custom field ID for task tags | |
| PLANFIX_FIELD_ID_EMAIL | No | Custom field ID for email | |
| PLANFIX_FIELD_ID_PHONE | No | Custom field ID for phone | |
| PLANFIX_FIELD_ID_AGENCY | No | Custom field ID for agency | |
| PLANFIX_FIELD_ID_CLIENT | No | Custom field ID for client | |
| PLANFIX_FIELD_ID_LEAD_ID | No | Custom field ID for external lead ID | |
| PLANFIX_FIELD_ID_MANAGER | No | Custom field ID for manager | |
| PLANFIX_LEAD_TEMPLATE_ID | No | ID of the lead task template | |
| PLANFIX_FIELD_ID_PIPELINE | No | Custom field ID for pipeline | |
| PLANFIX_FIELD_ID_TELEGRAM | No | Set any value to use the system Telegram field | |
| PLANFIX_TASK_TITLE_TEMPLATE | No | Template for the default lead task title | |
| PLANFIX_FIELD_ID_LEAD_SOURCE | No | Custom field ID for lead source | |
| PLANFIX_FIELD_ID_TELEGRAM_CUSTOM | No | Custom field ID for Telegram when using the custom field | |
| PLANFIX_FIELD_ID_LEAD_SOURCE_VALUE | No | Value ID for default lead source |
Capabilities
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
No tools | |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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