How do I connect Planhat to my AI client?

You subscribe to the MCP on Vinkius and provide your Planhat API Token. Once connected, you can use it in any compatible client like Claude or Cursor.

Which AI clients can I use with this MCP?

You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

Where do I find my Planhat API Token?

You can find your token in your Planhat account under Settings and then API.

Can I check specific company details?

Yes, you can use the capability to get details for a specific company if you provide its ID.

Does this MCP support task management?

Yes, you can list all pending tasks in Planhat to monitor your workload or customer requirements.

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 capability. 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 capability to retrieve a comprehensive list of all customer licenses and their associated data.

An astronaut overseeing a futuristic data hub

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Connect Planhat to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your growth workflows through a simple chat interface.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Planhat.

01
Get planhat me
This capability retrieves your current Planhat user information. It runs as an asynchronous operation.
02
List planhat companies
This capability pulls a complete list of all companies stored in your Planhat account.
03
List planhat notes
This capability fetches all notes recorded in Planhat.
04
List planhat tasks
This capability provides a list of all tasks currently in Planhat.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Planhat.

05
Get planhat company
This capability retrieves specific details for a single company when you provide its ID.
06
List planhat assets
This capability returns a list of all assets within your Planhat workspace.
07
List planhat conversations
This capability lists all ongoing conversations in your Planhat account.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Planhat.

08
List planhat licenses
This capability pulls a list of all configured licenses.
09
List planhat projects
This capability returns a list of all active projects.
10
List planhat end users
This capability retrieves a list of all end users in the system.

Real work

What teams actually run

Pre-meeting Prep

A CSM asks the agent for a summary of a company's recent notes and tasks before a sync.

Renewal Audits

An Account Executive verifies active licenses for a client to ensure renewal accuracy.

Operational Auditing

An Ops lead checks asset metadata and user lists to confirm customer entitlements.

Project Tracking

A team member monitors the status of active implementation projects through the agent.

Automate a task

Put Planhat to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

How to track project status

One connector, every AI

Planhat works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Planhat to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

839ms average. Fast in production.

Planhat is checked daily against the live service.

Daily averagePeak 1116ms

Oct 3Today

Fastest day: 644ms
Slowest day: 1116ms
14-day trend: Slowing+9%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Planhat, so you can see the experience inside your AI.

It does not authenticate your account with Planhat. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Planhat Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Planhat capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "planhat-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Planhat in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Planhat owners hand off.

This MCP is built for professionals managing customer lifecycles and account health.

01
Customer Success Managers
They use the agent to check company health or verify tasks before client meetings.
02
Account Executives
They look up end user info and active licenses to prepare for renewals.
03
Operations Teams
They audit conversations and asset metadata directly from their chat interface.

FAQ

Questions Planhat owners ask.

01
How do I connect Planhat to my AI client?
You subscribe to the MCP on Vinkius and provide your Planhat API Token. Once connected, you can use it in any compatible client like Claude or Cursor.
02
Which AI clients can I use with this MCP?
You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.
03
Where do I find my Planhat API Token?
You can find your token in your Planhat account under Settings and then API.
04
Can I check specific company details?
Yes, you can use the capability to get details for a specific company if you provide its ID.
05
Does this MCP support task management?
Yes, you can list all pending tasks in Planhat to monitor your workload or customer requirements.
06
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.
07
Can I see all end users for a specific company?
Yes! Use the list_planhat_end_users capability. You can then ask the AI agent to filter the results for a particular company name or ID from the retrieved list.
08
Does this support checking active licenses?
Absolutely. Use the list_planhat_licenses capability to retrieve a comprehensive list of all customer licenses and their associated data.

Explore

More in Customer Support

Connect Planhat to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Get planhat me

List planhat companies

List planhat notes

List planhat tasks

05-07

Get planhat company

List planhat assets

List planhat conversations

08-10

List planhat licenses

List planhat projects

List planhat end users

What teams actually run

Pre-meeting Prep

Renewal Audits

Operational Auditing

Project Tracking

Building your own app? The connector is yours to use.

Planhat Connector

Claude Desktop

Customer Success Managers

Account Executives

Operations Teams

How do I connect Planhat to my AI client?

Which AI clients can I use with this MCP?

Where do I find my Planhat API Token?

Can I check specific company details?

Does this MCP support task management?

How do I find my Planhat API Token?

Can I see all end users for a specific company?

Does this support checking active licenses?

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