Planhat MCP Server
Manage customer success via Planhat — list companies, track end users, and monitor tasks directly from any AI agent.
Vinkius AI Gateway supports streamable HTTP and SSE.
Works with every AI agent you already use
…and any MCP-compatible client
Planhat MCP Server: see your AI Agent in action
Built-in capabilities (10)
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
What this connector unlocks
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
1. Subscribe to this server
2. Enter your Planhat API Token (from Settings > API)
3. 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.
Frequently asked questions
Give your AI agents the power of Planhat
Access Planhat and 2,000+ MCP servers — ready for your agents to use, right now. No glue code. No custom integrations. Just plug Vinkius AI Gateway and let your agents work.
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