# Planhat MCP for AI Agents AI Agent Connect

> Planhat MCP lets you manage customer success directly through your AI agent. You can pull company details, track end users, monitor pending tasks, and audit licenses or assets in one place. It connects your workspace to your chat interface so you can handle account management and churn prevention without switching tabs.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/ai-agent-connect
- **Tags:** customer-success, churn-prevention, account-management, saas-metrics, customer-health, data-tracking

## Description

This Planhat MCP connects your workspace to any AI agent so you can take full control of your customer success and growth workflows through natural conversation. If you're a customer success manager, you know the pain of jumping between tabs to see if a client is happy, who's actually using the software, and what tasks are still pending. This connector fixes that by bringing all that data directly into your chat interface. Instead of digging through a dashboard to find out which companies have active licenses or who the primary users are, you just ask. You can get a pulse on ongoing conversations or see a list of active projects to check if an implementation is on track. It turns your AI agent into a dedicated operations assistant that knows your customer base inside out. When you connect this to the Vinkius catalog, you get a unified way to handle high-volume account management. You can quickly verify customer entitlements or check the status of a renewal without leaving your workspace. It's about moving from reactive clicking to proactive management. You get the data you need to prevent churn and keep customers happy, exactly when you need it.

## Tools

### list_planhat_conversations
This tool views all ongoing conversations to stay on top of customer communication. You can quickly spot frustrated clients or active issues.

### list_planhat_end_users
This tool lists every end user in your system to understand your actual user base. It's great for checking seat utilization across accounts.

### list_planhat_licenses
This tool lists all active licenses to ensure customers have the right entitlements. It helps prevent billing errors and overages.

### list_planhat_notes
This tool shows all notes to quickly find historical context on customer interactions. It saves you from digging through old emails.

### list_planhat_tasks
This tool lists all pending tasks to keep your customer management proactive. It ensures no request from a client falls through the cracks.

### get_planhat_company
This tool gets specific details for a single company to understand their account status. It helps you see high-level info without clicking through pages.

### get_planhat_me
This tool shows your own user information within the Planhat workspace. Use it to quickly verify your own account permissions.

### list_planhat_assets
This tool lists all assets to verify what your customers currently have access to. It makes it easy to check entitlements during a renewal.

### list_planhat_companies
This tool gets a full list of all companies in your account for high-level oversight. It helps you see your entire portfolio in one glance.

### list_planhat_projects
This tool views all active projects to monitor implementation and success plans. It helps you see what's happening on the ground.

## Prompt Examples

**Prompt:** 
```
List all active companies in my Planhat account.
```

**Response:** 
```
I've retrieved 15 active companies from Planhat, including:

| Company Name | Status |
| :--- | :--- |
| **Acme Corp** | Active |
| **Global Tech** | Active |
| **Startup Inc** | Active |

Would you like to see the specific details or pending tasks for any of these?
```

**Prompt:** 
```
Show me the last 5 tasks assigned to me in Planhat.
```

**Response:** 
```
I've fetched your latest tasks from Planhat. Here is what's on your plate:

*   **Review renewal for Acme**
*   **Setup sync with Global Tech**
*   **Update license count for Startup Inc**
*   **Follow up on conversation log**
*   **Audit assets for NewCo**

Would you like to see the due dates for these?
```

**Prompt:** 
```
What are the active licenses for company 'Acme Corp'?
```

**Response:** 
```
Acme Corp currently has 3 active licenses:

*   **Enterprise Platform**
*   **Advanced Analytics Add-on**
*   **Premium Support**

All of these are currently valid until December 2026.
```

## Capabilities

### Get company details
This tool pulls specific metadata for a single company to understand their account status.

### List end users
This tool retrieves a list of every end user in your system to understand your actual user base.

### Check pending tasks
This tool shows all active tasks to keep your customer management proactive.

### Verify licenses
This tool lists all active licenses to ensure customers have the right entitlements.

### View conversations
This tool displays all ongoing conversations in your workspace to maintain a pulse on communication.

### Monitor projects
This tool lists all active projects to track implementation and success plans.

## Use Cases

### Renewal Prep
An AE asks for the active licenses for a specific company using `list_planhat_licenses` to prepare for a contract renewal.

### Churn Prevention
A CSM asks for the latest conversations using `list_planhat_conversations` to see if a client is expressing frustration.

### Onboarding Audit
An Ops lead asks to list all active projects using `list_planhat_projects` to see how many new clients are being implemented.

### User Growth
A manager asks for a list of all end users using `list_planhat_end_users` to see how many seats are actually being used.

## Benefits

- Stop tab switching by pulling company metadata and user lists directly into your chat window using `list_planhat_companies`.
- Spot churn risks faster by using `list_planhat_conversations` to monitor communication trends and sentiment.
- Verify customer entitlements instantly with `list_planhat_licenses` to avoid billing errors and contract friction.
- Keep projects on track by checking `list_planhat_projects` to see current implementation status in real time.
- Stay proactive with `list_planhat_tasks` to ensure no customer request or renewal item falls through the cracks.

## How It Works

The bottom line is you get a direct line to your customer success data without leaving your chat window.

1. Subscribe to the Planhat MCP on Vinkius.
2. Paste your Planhat API Token from your account settings.
3. Ask your AI client to list companies or check task statuses.

## Frequently Asked Questions

**How can I use Planhat MCP to manage my customer success data?**
You can use this Connector to pull real-time data like company health, active licenses, and project statuses directly into your AI chat. It lets you get answers instantly without leaving your workspace.

**Can Planhat MCP help me prevent customer churn?**
Yes. By using it to monitor ongoing conversations and pending tasks, you can identify frustrated customers or missed deadlines much faster than manual checking.

**Does Planhat MCP support license auditing?**
It does. You can ask your agent to list all active licenses to verify what your customers have paid for, which is great for accurate renewal talks.

**Is Planhat MCP good for account executives?**
It's a great fit for AEs. You can quickly look up end user info and license counts while preparing for contract renewals or expansion calls.

**Can I see my tasks from Planhat in my AI client?**
Yes. The Connector allows your agent to pull your pending tasks so you can stay on top of your daily workload directly from your chat interface.

**How do I connect Planhat MCP to my AI agent?**
Once you subscribe via Vinkius and enter your API token, your AI client can start pulling data from Planhat whenever you ask a question.

**How do I find my Planhat API Token?**
In your Planhat account, go to **Settings** > **API**. There you can generate and copy your security token.

**Can I see all end users for a specific company?**
Yes! Use the `list_planhat_end_users` tool. You can then ask the AI agent to filter the results for a particular company name or ID from the retrieved list.

**Does this support checking active licenses?**
Absolutely. Use the `list_planhat_licenses` tool to retrieve a comprehensive list of all customer licenses and their associated data.