Integration · CRM & sales

Connect Claude & ChatGPT to Planfix

Ask your AI what is on your plate in Planfix, what was last said on a task, or who a contact is. It can create and update tasks, projects and contacts, add comments and checklist items, and tick items off. Status updates and follow-ups happen in a chat instead of clicking through tasks.

Connect Planfix free

Free plan, no credit card. Takes about a minute.

Try asking

“Which of my tasks are due this week?”
The AI lists tasks filtered by assignee and dates, or uses one of your saved task filters.
“What is the latest on task 4512?”
It reads the task with its comments, checklist and attached files.
“Create a task for Peter to prepare the Q4 offer for Nordic Foods, due Friday.”
It finds Peter among your employees and Nordic Foods among your contacts, then creates the task with assignee, counterparty and date.

What your AI can do

Tasks and checklists

List tasks with filters or saved filters, read and update tasks, change status and assignees, and add or tick off checklist items.

Comments and files

Read and add comments on tasks and contacts, and see the files attached to a task.

Projects, contacts and people

Create and update projects and contacts, look up employees to assign, and see task processes and their statuses.

“Add a comment to 4512 that the customer approved the draft, without notifying anyone.”
It adds the comment silently, so participants are not notified.
“Tick off 'Send contract' on task 4512.”
It lists the task's checklist, finds the item and marks it done.
“Add Nordic Foods as a company with [email protected].”
It creates the contact as a company with name and email.

114 tools for Planfix

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_checklist_itemChanges dataAdd a checklist item to a task by `task_id` with a `name`, and optionally assignees.
add_contact_commentChanges dataAdd a comment to a contact by `contact_id` with `description` as the text.
add_task_commentChanges dataAdd a comment to a task by `task_id` with `description` as the text. Participants are notified unless `silent` is true.
attach_contactChanges dataAttach a contact (file id). API summary: Attach file to contact.
attach_projectChanges dataAttach a project (file id). API summary: Attach file to project.
attach_taskChanges dataAttach a task (file id). API summary: Attach file to task.
create_a_custom_field_for_contactChanges dataCreate a new contact. API summary: Create a custom field for contact.
create_a_custom_field_for_projectChanges dataCreate a new project. API summary: Create a custom field for project.
create_a_custom_field_for_taskChanges dataCreate a new task. API summary: Create a custom field for task.
create_a_custom_field_for_userChanges dataCreate a new user. API summary: Create a custom field for user.
create_a_custom_fields_set_for_contactChanges dataCreate a new contact. API summary: Create a custom fields set for contact.
create_a_custom_fields_set_for_projectChanges dataCreate a new project. API summary: Create a custom fields set for project.
create_a_custom_fields_set_for_taskChanges dataCreate a new task. API summary: Create a custom fields set for task.
create_a_custom_fields_set_for_userChanges dataCreate a new user. API summary: Create a custom fields set for user.
create_bot_webhookDeletesCreate a new webhook for a bot. Destructive action; may require approval. API summary: Update Telegram bot webhook settings.
create_contactChanges dataCreate a contact or company (`is_company`) with name, last name, email, phones, address, position and company links.
create_contact_datatagChanges dataCreate a new datatag for a contact. API summary: Add a data tag entry with a new comment.
create_contact_post_user_convert_to_contactChanges dataCreate a new contact. Required: id. API summary: Convert employee to contact.
create_directory_filterChanges dataCreate a new filter for a directory. API summary: Get list directory entries filters.
create_directory_pageChanges dataCreate a new page for a directory. API summary: Add directory entry.
create_documentChanges dataCreate a new document. API summary: Upload file by link.
create_filterChanges dataCreate a new filter. API summary: Get list contact filters.
create_mainChanges dataCreate a new main. API summary: Create a custom main field.
create_positionChanges dataCreate a new position. Required: name. API summary: Create employee position.
create_projectChanges dataCreate a project with name, description, owner, assignees, counterparty, status and start and end dates.
create_report_generateChanges dataCreate a new generate for a report. API summary: Generate report.
create_save_dataChanges dataCreate a new data for a save. API summary: Get data from saved report.
create_taskChanges dataCreate a task with name, description, assignees, project, counterparty, status, priority and dates.
create_task_datatagChanges dataCreate a new datatag for a task. API summary: Add data tag entry as new comment.
create_userChanges dataCreate a new user. API summary: Create employee.
delete_directory_pageDeletesPermanently delete a page by page key. Destructive action; may require approval. API summary: Delete directory entry.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete file.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete comment.
delete_pageDeletesPermanently delete a page by page key. Destructive action; may require approval. API summary: Delete data tag entry.
download_documentDownload the document for a document. API summary: Download file.
get_contactGet one contact or company by `contact_id`.
get_contact_get_customfields_for_contactGet one contact by contact id. API summary: Get a list of a custom fields for contact.
get_data_tagsChanges dataCreate a new list. API summary: Get data tags.
get_datatagGet one datatag by datatag id. API summary: Get data tag by identifier.
get_directoryGet one directory by directory id. API summary: Get directory by identifier.
get_directory_pageGet one page for a directory by page key. API summary: Get directory entry.
get_documentGet one document by document id. API summary: Get file by identifier.
get_employeeGet one employee by `user_id`.
get_list_of_commentsChanges dataCreate a new list. API summary: Get list of comments.
get_list_of_contact_processesList contacts. API summary: Get list of contact processes.
get_list_of_custom_fields_for_data_tagGet one datatag by datatag id. API summary: Get list of custom fields for data tag.
get_list_of_custom_fields_for_directoryGet one directory by directory id. API summary: Get list of custom fields for directory.
get_list_of_custom_fields_for_employeeGet one user by user id. API summary: Get list of custom fields for employee.
get_list_of_custom_fields_for_projectGet one project by project id. API summary: Get list of custom fields for project.
get_list_of_custom_fields_for_taskGet one task by task id. API summary: Get list of custom fields for task.
get_list_of_data_tag_entriesChanges dataCreate a new list. API summary: Get list of data tag entries.
get_list_of_directoriesChanges dataCreate a new list. API summary: Get list of directories.
get_list_of_directory_entriesChanges dataCreate a new list. API summary: Get list of directory entries.
get_list_of_directory_groupsList groups. API summary: Get list of directory groups.
get_list_of_employee_groupsList groups. API summary: Get list of employee groups.
get_list_of_objectsChanges dataCreate a new list. API summary: Get list of objects.
get_list_of_project_groupsList groups. API summary: Get list of project groups.
get_list_of_project_templatesList templates. Optional filters: source id. Results are paginated. API summary: Get list of project templates.
get_list_of_reportsChanges dataCreate a new list. API summary: Get list of reports.
get_list_of_saved_reportsChanges dataCreate a new list. API summary: Get list of saved reports.
get_list_of_task_templatesList templates. Optional filters: source id. Results are paginated. API summary: Get list of task templates.
get_messageGet one message by message id. API summary: Get comment by number.
get_objectGet one object by object id. API summary: Get object by number.
get_pageGet one page by page key. API summary: Get data tag entry.
get_projectGet one project by `project_id`.
get_reportGet one report by report id. API summary: Get report by identifier.
get_statusGet one status by request id. API summary: Check report status and get saved report by request identifier.
get_taskGet one task by `task_id` (task number).
get_task_checklistGet one checklist for a task by item id. API summary: Get checklist item by number.
list_contact_commentsChanges dataList the comments on a contact by `contact_id`.
list_contact_documentsList documents for a contact. Optional filters: only from description. API summary: Get contact files.
list_contactsChanges dataList contacts or companies (`is_company`), with `filters` (for example part of name, email or phone), the `fields` to return and paging.
list_contacts_2List contacts. API summary: Get a list of a custom contact fields.
list_contacts_get_customfield_sets_contactList contacts. API summary: Get a list of a custom contact fields set.
list_employeesChanges dataList employees, with `filters`, `only_active` and paging. Use this to find people to assign.
list_groupsList groups. API summary: Get list of contact groups.
list_listsList lists. API summary: Get list of workspaces.
list_mainsList mains. API summary: Get list of custom main fields.
list_object_statusesList statuses for a object. API summary: Get list of task statuses for object.
list_positionsList positions. API summary: Get list of employee positions.
list_project_documentsList documents for a project. Results are paginated. API summary: Get project files.
list_projectsChanges dataList projects, with `filters`, the `fields` to return and paging.
list_projects_2List projects. API summary: Get a list of custom project fields.
list_projects_get_customfield_sets_projectList projects. API summary: Get a list of a custom project fields set.
list_recurringsList recurrings. Optional filters: source id. Results are paginated. API summary: Get a list of recurring tasks.
list_task_checklistChanges dataList the checklist items of a task by `task_id`.
list_task_commentsChanges dataList the comments on a task by `task_id`.
list_task_filesList the files attached to a task by `task_id`.
list_task_filtersChanges dataList the saved task filters you can pass as `filter_id` when listing tasks.
list_task_processesList task processes (workflows). Use a process ID to look up its statuses.
list_task_statusesList the statuses of a task process. Pass the process ID as `task_id`.
list_tasksChanges dataList tasks, with `filters` (for example by assignee, status or dates), a saved `filter_id`, the `fields` to return and paging (`offset`, `page_size`).
list_tasks_2List tasks. API summary: Get list of custom task fields.
list_tasks_get_customfield_sets_taskList tasks. API summary: Get a list of a custom task fields set.
list_templatesList templates. Optional filters: is company or source id. Results are paginated. API summary: Get list of contact or company templates.
list_typesList types. API summary: Get a list of a custom field types.
list_usersList users. API summary: Get list of custom employee fields.
list_users_get_customfield_sets_userList users. API summary: Get a list of a custom user fields set.
restore_contactChanges dataRestore a contact. API summary: Restore contact from trash.
update_checklist_itemChanges dataUpdate a checklist item by `task_id` and `item_id`, for example to tick it off with `is_done`.
update_contactChanges dataUpdate a contact or company by `contact_id`. Only the fields you pass change.
update_contact_datatagChanges dataUpdate an existing datatag identified by comment id. API summary: Add a data tag entry to an existing comment.
update_contact_messageChanges dataUpdate an existing message identified by message id. API summary: Update comment.
update_directory_pageChanges dataUpdate an existing page identified by page key. API summary: Update directory entry.
update_documentChanges dataUpdate an existing document identified by document id. API summary: Update file.
update_mainChanges dataUpdate an existing main identified by main id. API summary: Update a custom main field.
update_pageChanges dataUpdate an existing page identified by page key. API summary: Update data tag entry.
update_positionChanges dataUpdate an existing position identified by position id. API summary: Update employee position.
update_projectChanges dataUpdate a project by `project_id`. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`: name, description, status, assignees, priority, dates or project. Only the fields you pass change.
update_task_datatagChanges dataUpdate an existing datatag identified by comment id. API summary: Add a data tag entry to an existing comment.
update_task_messageChanges dataUpdate an existing message identified by message id. API summary: Updating comments.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update employee by number.
upload_contactChanges dataImport a contact. API summary: Import contact list.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Planfix from the app list.
2
Paste your key
Enter your Planfix account name (the 'acme' in acme.planfix.com) and a REST API token. The API needs a paid Planfix account. In Planfix open Account Management > Access to API > REST API, create a token and choose its access level.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Planfix?

The AI can read and list tasks, projects, contacts, companies, employees, comments, checklists, task files, saved task filters, task processes and their statuses. It can create and update tasks, projects and contacts, add comments to tasks and contacts, and add and update checklist items.

Does the AI see my Planfix API token?

No. Your Planfix API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Comments on tasks notify participants unless they are added silently. Actions that change data, like updating a task or adding a comment, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Planfix account, and the Planfix API needs a paid account.

What will the AI be able to see in Planfix?

What the token allows. By default a Planfix REST API token only sees what its employee can see, and you choose its access level when you create it. For full access, create the token for a robot account.