• ACTIVE
  • PENDING
  • STATUS
  • HUMAN

How to track implementation project status with your AI

Connect Planhat to your AI client to pull real-time updates on your work. Your agent handles the data retrieval so you stay in your chat.

Ask AI about this page

Short answer

Can I check my Planhat project status in chat?

Yes. Your agent uses Planhat tools to fetch active projects and pending tasks. You'll see exactly what's moving and what's stuck.

Project visibility.

Where your data lands.

The AI pulls specific Planhat records to answer your questions.

ACTIVE

Live project lists

The AI pulls your current implementation projects so you can see what is currently in flight.

PENDING

Task bottlenecks

Identify overdue or upcoming tasks by asking for a list of pending items.

STATUS

Progress snapshots

Get a summary of how specific projects are performing against their milestones.

HUMAN

Manual updates

The AI reads the data, but you still handle the actual project management and decision making in Planhat.

The workflow

What your AI does when you ask for updates.

Your agent acts as a bridge between your chat and your Planhat workspace.

  1. Fetch projects

    The AI scans your Planhat account to find all active implementation projects.

    list_planhat_projects

  2. Identify tasks

    It looks for specific tasks tied to those projects to see what needs attention.

    list_planhat_tasks

  3. Analyze progress

    The agent compares the project status against the task list to find gaps.

    list_planhat_projectslist_planhat_tasks

  4. Report findings

    The AI presents a clean summary of project health and task status in your chat.

    list_planhat_tasks

Try it

Copy these to start.

Use these prompts to begin interacting with your Planhat data.

Starting points

These are templates. Swap out the project names or task types to match your specific Planhat setup.

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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"
    }
  }
}
Copy into chat04

  • List all my active implementation projects in Planhat.

  • Show me all pending tasks for the Acme Corp onboarding project.

  • What are the current tasks for the Q3 rollout project?

  • Give me a summary of all open tasks across my active projects.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Planhat once, then ask.

One connection gives your AI access to your Planhat data. Your credentials stay encrypted and secure.

Connect Planhat to your AI

FAQ

How the Planhat Connector behaves

  • 01

    Can the AI create new tasks in Planhat?

    No. This Connector is limited to reading project and task data.

  • 02

    Can I update project statuses through the chat?

    No. You must make status changes directly within Planhat.

  • 03

    Does the AI see all my Planhat data?

    The AI only sees the data it can access through the specific project and task tools provided.

  • 04

    Will the AI delete any of my projects?

    No. The AI has no capability to delete or modify your Planhat records.

  • 05

    How often does the AI see updates?

    The AI sees the most current data available in Planhat at the moment you ask the question.

  • More questions about Planhat? The Connector page answers them. See everything the Planhat Connector can do

Connect Planhat to Claude, Cursor, ChatGPT & more