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.

Planhat MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Planhat
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Planhat as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="planhat_agent",
            tools=tools,
            system_message=(
                "You help users with Planhat. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Planhat MCP Server

Connect your Planhat workspace to any AI agent and take full control of your customer success and growth workflows through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Planhat tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

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.

The Planhat MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Planhat to AutoGen via MCP

Follow these steps to integrate the Planhat MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Planhat automatically

Why Use AutoGen with the Planhat MCP Server

AutoGen provides unique advantages when paired with Planhat through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Planhat tools to solve complex tasks

Role-based architecture lets you assign Planhat tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Planhat tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Planhat tool responses in an isolated environment

Planhat + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Planhat MCP Server delivers measurable value.

Collaborative analysis: one agent queries Planhat while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Planhat, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Planhat data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Planhat responses in a sandboxed execution environment

Planhat MCP Tools for AutoGen (10)

These 10 tools become available when you connect Planhat to AutoGen via MCP:

get_planhat_company

Get details for a specific company

get_planhat_me

Get current user info

list_planhat_assets

List all assets

list_planhat_companies

List all companies in Planhat

list_planhat_conversations

List all conversations

list_planhat_end_users

List all end users

list_planhat_licenses

List all licenses

list_planhat_notes

List all notes

list_planhat_projects

List all projects

list_planhat_tasks

List all tasks

Example Prompts for Planhat in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Planhat immediately.

"List all active companies in my Planhat account."

"Show me the last 5 tasks assigned to me in Planhat."

"What are the active licenses for company 'Acme Corp'?"

Troubleshooting Planhat MCP Server with AutoGen

Common issues when connecting Planhat to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Planhat + AutoGen FAQ

Common questions about integrating Planhat MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Planhat tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.