Integrate Planhat with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: 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.

Manage customer success via Planhat — list companies, track end users, and monitor tasks directly from any AI agent.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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Get planhat company on Planhat

Get details for a specific company

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Get planhat me on Planhat

Get current user info

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List planhat assets on Planhat

List all assets

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List planhat companies on Planhat

List all companies in Planhat

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List planhat conversations on Planhat

List all conversations

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List planhat end users on Planhat

List all end users

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List planhat licenses on Planhat

List all licenses

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List planhat notes on Planhat

List all notes

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List planhat projects on Planhat

List all projects

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List planhat tasks on Planhat

List all tasks

Security & Code Integrity Audit

Every tool in the Planhat MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

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.

How Chatbots Interact with Planhat

We map standard API endpoints to agent-compatible instructions. Connect Planhat to execute these core functional operations.

Streamlining customer success

The Planhat integration exposes LLM-friendly schemas for customer success. Tools like Cursor can map natural language directly into executable customer support commands.

Managing churn prevention inside Claude

The Planhat MCP translates LLM intent into specific churn prevention actions. Agents like Cursor use this to interface securely with your customer support infrastructure.