Planfix MCP
planfix-mcp
Planfix MCP server: tasks, projects, contacts, comments and employees through the REST API
Install
claude mcp add planfix \
-e PLANFIX_API_KEY=your-api-key \
-e PLANFIX_ACCOUNT=your-subdomain \
-- npx -y @theyahia/planfix-mcpThis is third-party code. Review the repository files before installing.
What it does
The server connects the agent to the Planfix REST API. The agent reads and creates tasks, changes title, description, status and assignee, manages contacts and companies, browses projects and adds comments. Employee search helps assign tasks by name, and directories plus the custom field list cover custom statuses and fields. Files upload from a direct URL. Two prompts are included: today's tasks and step-by-step task creation in a project.
Who it is for. For project managers and teams who run tasks and clients in Planfix.
Good fit when
- You need to assign a task without opening the interface
- You need a list of overdue and today's tasks
- You need to add a comment or update a client contact
Not a fit when
- You need time tracking or file uploads from disk: those endpoints are not implemented
- The agent must not be allowed to change live company data
Example request
Find employee Ivanov and assign him a task to prepare a report in project 123 by FridayLimitations
Requires a REST API key and the account subdomain, plus a host such as planfix.ru for regional installs. The author notes that allowed priority values for task creation were not verified against the live API. There are no delete tools. The README contains a Planfix referral section. Community project.
How to disable. Run claude mcp remove planfix or delete the planfix block from the MCP client config, then revoke the API key in account settings.
MCP
- Transport
- stdio
- Authentication
- API key
| Environment variables | |
|---|---|
| PLANFIX_API_KEY required, secret | REST API key from account settings |
| PLANFIX_ACCOUNT required | Account subdomain |
| PLANFIX_HOST | Host for regional installs, planfix.com by default |
Security check
- Creates and edits tasks and contacts in a live account
- Requires an API key with access to company data
README in short
The README gives npx configs for Claude Desktop, Claude Code, VS Code, Cursor and Windsurf, a Smithery install and an HTTP mode. It lists auth variables and the base URL format. Tools cover tasks, contacts, projects, comments, employees, directories, fields and files. It explains how statuses work and lists known limitations. MIT license, part of the WWmcp series.
FAQ
How do I see available task statuses?
System statuses are fixed, and custom sets live in directories: call list_directories, then list_directory_entries.
Does it work with planfix.ru?
Yes, set PLANFIX_HOST to planfix.ru.
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