Planfix MCP server with prompts and resources
Planfix MCP Server
A Python Planfix MCP server: tasks, projects, contacts and reports, plus ready MCP resources and planning prompts
- 1 ★ on the repository
- Last commit
- MIT
Extended access
Why this level
- Creates and changes tasks, projects, contacts and comments in the live Planfix account
- The API key grants access to all account data within its permissions
Install
- Works in
- Services
Manual install
pip install -r requirements.txtInstall dependencies from source, then start the server per the README.
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- Creates and changes tasks, projects, contacts and comments in the live Planfix account
- The API key grants access to all account data within its permissions
This is third-party code. Review the repository files before installing.
What it does
The server gives an agent tools for creating tasks and projects, searching and changing statuses, adding contacts and comments, and pulling reports on time, finances and tasks. Beyond tools, it publishes MCP resources: a list of active projects with task counts, a dashboard summary, details of a specific task, and recent contacts. It also defines MCP prompts with templates for project analysis, weekly reports and sprint planning.
Who it is for. For Planfix teams that want more than agent actions: ready summaries and report templates through MCP resources and prompts.
Good fit when
- You need both tools and ready MCP resources like a dashboard summary
- You need prompt templates for weekly reports and sprint planning
- You need a Python server set up via uv or pip
Not a fit when
- You need Planfix leads or custom fields: the server does not cover them
- You need a stable published package: the project has no releases
Example request
Show me the Planfix dashboard summary and create a task for each overdue projectMCP
- Transport
- stdio
- Authentication
- API key
Environment variables
PLANFIX_ACCOUNTrequired- The Planfix account name.
PLANFIX_API_KEYrequired, secret- The Planfix API key.
PLANFIX_BASE_URL- The API base URL; it defaults to the author's own account and must be replaced with your own.
Limitations
The project is not published as a package, it only runs from source, there are no releases, and it has one author. The README does not describe support for Planfix leads or custom fields. It requires Python 3.8+, uv or pip, and a Planfix account with API access.
How to disable. Stop the server process and remove it from your MCP client configuration.
FAQ
Are there ready reports for the agent?
Yes, MCP resources return a dashboard summary and a list of active projects, and prompts give templates for analysis and planning.
Are leads supported?
No, the README only covers tasks, projects, contacts, comments and reports.
Discussion
No questions or reviews yet.
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Comparison with similar tools
Cards that share the main search query, and how they differ.
| Tool | Official | Authentication | Repository stars | Main difference |
|---|---|---|---|---|
| Planfix MCP server with prompts and resources (this card) | no | API key | 1 | |
| Planfix MCP | no | API key | 5 | tasks, contacts and comments |
| Unofficial read-only Planfix MCP server | no | not required | 3 | 93 operations |
README in short
The Russian README describes the Planfix to MCP integration for Claude and other assistants: it separately lists tools, resources and prompts, states the requirements (Python 3.8+, uv or pip, a Planfix account with API access), and gives the clone and dependency install steps.