Bring Customer Success
to Cursor
Create your Vinkius account to connect Planhat to Cursor 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 Cursor?
Cursor's Agent mode turns Planhat into an in-editor superpower. Ask Cursor to generate code using live data from Planhat and it fetches, processes, and writes. all in a single agentic loop. 10 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.
- —
Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context
- —
Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards
- —
MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment
- —
VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools
Planhat in Cursor
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 Cursor 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 Cursor
Every request between Cursor 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.
What is Agent mode and why does it matter for MCP?
Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.
Where does Cursor store MCP configuration?
Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.
Can Cursor use MCP tools in inline edits?
No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.
How do I verify MCP tools are loaded?
Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.
Tools not appearing in Cursor
Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.
Server shows as disconnected
Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.
Explore More MCP Servers
View all →
LearnWorlds
8 toolsBuild and sell online courses with a white-label LMS that includes interactive video, community forums, and built-in marketing tools.
Scale AI
11 toolsAutomate high-quality data labeling and RLHF workflows via Scale AI — create projects, manage batches, and submit annotation tasks directly from your AI agent.
Customer.io
12 toolsSend behavior-driven emails, push notifications, and in-app messages triggered by what your users actually do in your product.
Zoho Inventory
9 toolsManage inventory items, sales orders, and stock levels via the Zoho Inventory API.