Planhat MCP Server
Manage customer success via Planhat — list companies, track end users, and monitor tasks directly from any AI agent.
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What is the Planhat MCP Server?
The Planhat MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Planhat via 10 tools. Manage customer success via Planhat — list companies, track end users, and monitor tasks directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (10)
Tools for your AI Agents to operate Planhat
Ask your AI agent "List all active companies in my Planhat account." and get the answer without opening a single dashboard. With 10 tools connected to real Planhat data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Planhat MCP Server capabilities
10 toolsGet details for a specific company
Get current user info
List all assets
List all companies in Planhat
List all conversations
List all end users
List all licenses
List all notes
List all projects
List all tasks
What the Planhat MCP Server unlocks
Connect your Planhat workspace to any AI agent and take full control of your customer success and growth workflows through natural conversation.
What you can do
- Company Oversight — List all companies and retrieve detailed metadata to manage your customer relationships.
- User & Contact Tracking — List end users and associated metadata to understand your user base.
- Task & Activity Management — List pending tasks and monitor activities to ensure proactive customer management.
- Conversation Discovery — List all ongoing conversations to maintain a pulse on customer communication.
- License & Asset Auditing — List configured licenses and assets to verify customer entitlements.
- Project Monitoring — List active projects to track implementation and success plans.
How it works
1. Subscribe to this server
2. Enter your Planhat API Token (from Settings > API)
3. Start managing your customers directly from Claude, Cursor, or any MCP client
Who is this for?
- Customer Success Managers (CSM) — quickly check a company's health or verify pending tasks before a sync.
- Account Executives — lookup end user info and active licenses while preparing for renewals.
- Operations Teams — audit conversations and asset metadata directly from your chat interface.
Frequently asked questions about the Planhat MCP Server
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.
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Connect Planhat with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
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Give your AI agents the power of Planhat MCP Server
Production-grade Planhat MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.