How to Use the Anaplan MCP in Mastra AI

Q: How to filter Anaplan workspaces in Mastra AI?

Pass your workspace ID as an argument to the listmodels tool. The agent then limits its search to the specific models you authorized.

Automate your Anaplan planning workflows with Mastra AI. Build agents that retry failed imports and handle complex logic automatically.

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Connect Anaplan MCP to Mastra AI

Create your Vinkius account to connect Anaplan to Mastra AI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Anaplan with Mastra AI

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Automate Anaplan processes with Mastra AI agents

Embed `run_process` inside your agent logic to chain planning tasks together. You define the sequence, and Mastra handles the execution flow. If a step hits an error, your agent can catch it. It uses your custom logic to decide if it should retry or alert your team.

Conditional data imports for Mastra AI

Use `list_imports` to check which actions are available before your agent starts a job. It prevents errors from calling non-existent tasks. Your agent can verify the environment state first. It only runs the import if the conditions you set are met.

Monitor Anaplan tasks within Mastra AI

Integrate `get_task_status` into your agent's polling loop. It keeps the agent informed on whether the long-running job is still active. This visibility lets you build complex multi-step workflows. Your agents act based on the real-time feedback from the Anaplan engine.

Setup guide

Set up Anaplan MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Anaplan tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "anaplan-mcp-client",
  servers: {
    "anaplan-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Anaplan Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Anaplan tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Anaplan transactions"
);
console.log(result.text);

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Common questions about Anaplan MCP in Mastra AI

Add the server to your MCPClient configuration and spread the tools into your agent definition. The agent then selects the right tool based on your prompt.

You can implement retry logic in your Mastra workflow. If a process fails, the agent checks the status and attempts a recovery action.

You can enable tool approval for every action. This requires a human to sign off before the agent actually fires an import or export.

Pass your workspace ID as an argument to the list_models tool. The agent then limits its search to the specific models you authorized.

Vinkius uses an ephemeral sandbox for every request. Your financial and operational data is wiped immediately after the tool execution completes.

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