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 OpenAI Agents SDK 10 tools — connect in under 2 minutes

Name: Planhat
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 10 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Planhat through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Planhat Assistant",
            instructions=(
                "You help users interact with Planhat. "
                "You have access to 10 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Planhat"
        )
        print(result.final_output)

asyncio.run(main())

Fully ManagedVinkius Servers

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IAMAccess control

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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.

The OpenAI Agents SDK auto-discovers all 10 tools from Planhat through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Planhat, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Planhat MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 10 tools from Planhat

Why Use OpenAI Agents SDK with the Planhat MCP Server

OpenAI Agents SDK provides unique advantages when paired with Planhat through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Planhat + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Planhat MCP Server delivers measurable value.

Automated workflows: build agents that query Planhat, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Planhat, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Planhat tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Planhat to resolve tickets, look up records, and update statuses without human intervention

Planhat MCP Tools for OpenAI Agents SDK (10)

These 10 tools become available when you connect Planhat to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Planhat to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Planhat + OpenAI Agents SDK FAQ

Common questions about integrating Planhat MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.