Planfix Integration
Integrates Planfix business process management with AI assistants via Model Context Protocol.
About
Integrate Planfix, a comprehensive business process management system, with AI assistants like Claude Desktop using this self-hosted Model Context Protocol (MCP) server. This solution empowers users to manage tasks, projects, contacts, and retrieve analytics directly through natural language interactions with their AI assistant, offering a powerful way to streamline business operations and enhance productivity without relying on external hosting.
Key Features
- Retrieve analytics: get reports on time, finances, and tasks
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- Manage contacts: add new contacts to CRM
- Manage projects: create new projects
- Access resources: view project lists, dashboard summaries, task details, and reports
- Manage tasks: create, search, update statuses, add comments
Use Cases
- Retrieve and analyze business performance reports, including time and financial data, using AI queries.
- Create and manage tasks and projects directly through natural language commands to an AI assistant.
- Automate routine workflows such as weekly planning or synchronization with external services.
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