Planfix Integration

关于

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.

主要功能

• 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

使用案例

• 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.