Bring Customer Success
to Claude Code
Create your Vinkius account to connect Planhat to Claude Code and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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
- Subscribe to this server
- Enter your Planhat API Token (from Settings > API)
- 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.
Built-in capabilities (10)
Get 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
Why Claude Code?
Claude Code registers Planhat as an MCP server in a single terminal command. Once connected, Claude Code discovers all 10 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Planhat data drives decisions without human intervention.
- —
Single-command setup:
claude mcp addregisters the server instantly. no config files to edit or applications to restart - —
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
- —
Claude Code runs headlessly, enabling unattended batch processing using Planhat tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Planhat in Claude Code
Why run Planhat with Vinkius?
The Planhat connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Planhat using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Planhat and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Planhat to Claude Code through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Planhat for Claude Code
Every request between Claude Code and Planhat is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How do I add an MCP server to Claude Code?
Run claude mcp add <name> --transport http "<url>" in your terminal. Claude Code registers the server and discovers all tools immediately.
Can Claude Code run MCP tools in headless mode?
Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
How do I list all connected MCP servers?
Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
Connection timeout
Check your internet connection and verify the Edge URL is reachable
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