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Connect Planfix CRM and tasks to manage leads, contacts, and reports.
This MCP tool is an open-source MIT project intended to integrate with the Planfix REST API for CRM and task management workflows. However, the materials also claim “no credentials” and “no remote endpoints,” which is not fully consistent with the stated API integration, so caution is warranted due to incomplete documentation rather than clear high-risk red flags.
The materials state that no keys or environment variables are required, but the described integration with the Planfix REST API v2.0 would typically imply some form of Planfix authentication in practice. With no README or setup details, the credential model, storage method, and least-privilege handling remain unclear, creating a caution-level transparency concern.
The description explicitly says the tool integrates with the Planfix REST API, so it is expected to send requests to Planfix services and may transmit business data such as contacts, companies, tasks, comments, and reports. Although the metadata lists no remote host, that is inconsistent with the stated functionality; still, there is no evidence of unrelated or suspicious third-party endpoints.
The system flags this tool as executes-code, indicating that it runs locally as a process or executes code, which is normal for MCP tools. The provided materials do not show requests for unusual system privileges, nor is there explicit evidence of arbitrary external command execution or other high-risk system operations.
Based on the feature description, the tool can handle Planfix business data such as leads, contacts, companies, tasks, comments, and reports, which is consistent with its stated purpose. Because no README is provided, it is unclear whether it reads/writes local files, caches sensitive data, or touches resources beyond Planfix-related data, so caution is appropriate.
Positive factors include that the project is open source, auditable, and MIT-licensed, all of which materially reduce supply-chain risk. Caution remains because it comes from a third-party registry, shows 0 stars, has unknown maintenance status, and lacks documentation, so users should independently verify project legitimacy and upkeep.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Planfix MCP Server" yet — see the docs or source repo.
Create a follow-up task in Planfix for the new lead "Shanghai Nebula Tech", assign it to Wang Min, set the due date to this Friday, and add the note: "Received website inquiry, needs a phone callback."
Returns the created task details, including title, assignee, due date, and task ID.
Search Planfix for the contact "Li Ting" and their company, then summarize the contact profile, company name, recent related tasks, and communication records.
Outputs a contact and company overview with related tasks and a summary of recent communications.
Generate a Planfix-based task report for the marketing team this month, including counts of completed, in-progress, and overdue tasks, grouped by assignee.
Returns a structured report summary with task status counts and assignee-based breakdowns.
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