# Anaplan MCP > Anaplan MCP lets you automate financial planning, supply chain modeling, and sales operations directly through your AI client. Discover workspaces and models, or trigger complex data movements like imports, exports, and processes—all using natural conversation. It's full control over the entire Anaplan environment, giving you instant access to critical business insights without clicking through dashboards. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** business-planning, financial-modeling, data-integration, workforce-planning, operational-forecasting ## Description Managing a large planning system like Anaplan usually means jumping between dozens of tabs just to move one piece of data. This MCP lets your AI agent handle that complexity for you. You can tell it exactly what needs updating—whether you need to run an export, initiate a complex process, or pull in fresh inventory numbers. Need to see if the latest file got uploaded? Just ask. The system will check the status and show you the history. Because Vinkius hosts this MCP, your agent connects once to access this critical financial backbone alongside hundreds of other industry tools. You finally manage all planning data from a single chat window, getting instant updates on long-running tasks so you never have to wonder if the sync actually finished. ## Tools ### get_task_status Checks if a running Anaplan task finished successfully or is still working. ### list_exports Shows the list of export actions available for a specific model. ### list_files Retrieves a history of files, showing previous imports and exports within a model. ### list_imports Shows the list of import actions available for a specific model. ### list_models Lists all Anaplan models, optionally filtering them by workspace ID to narrow your search. ### list_processes Shows a list of predefined processes that can be run against a model. ### list_workspaces Retrieves a full directory listing of every workspace available in your Anaplan account. ### run_export Starts the process to export data from an Anaplan model when you need the output file immediately. ### run_import Initiates a data import action, allowing fresh external data to update your Anaplan models. ### run_process Executes a full, defined process—a group of actions—across your model for comprehensive updates. ## Prompt Examples **Prompt:** ``` List all my Anaplan workspaces and models. ``` **Response:** ``` I've retrieved your Anaplan environment. You have 2 workspaces: 'Finance_Production' (ID: abc...) and 'Supply_Chain_Test' (ID: def...). Within 'Finance_Production', there are 3 models available. ``` **Prompt:** ``` Run the 'Monthly Actuals' import in the Finance workspace. ``` **Response:** ``` I've started the 'Monthly Actuals' import task (ID: task_123). I will monitor the status for you. Currently, it is 'IN_PROGRESS'. ``` **Prompt:** ``` What's the status of the process task 'p_456'? ``` **Response:** ``` The process task 'p_456' has completed successfully. All 3 sub-actions within the process were finished without errors. ``` ## Capabilities ### Discover your entire planning structure List available workspaces and models so you can navigate the full scope of your financial environment. ### Trigger complex data movements Initiate imports, exports, and multi-step processes to move data in and out of Anaplan automatically. ### Track task status and file history Monitor the real-time status of long-running data tasks or check past activity logs by listing files. ## Use Cases ### Quarterly Budget Refresh The FP&A analyst needs to update the budget. Instead of running through menus, they ask their agent to 'run export' for the final budget model and then immediately follow up by asking to 'get_task_status' until the file is ready for download. ### Emergency Supply Chain Update A shipment delay requires an immediate inventory correction. The supply chain manager instructs their agent to 'run import' with the updated CSV data, then confirms success by listing files to verify the new timestamp. ### Month-End Close Checklist The operations team needs to run several interdependent steps. They use the tool list_processes and ask the agent to 'run_process' on the master model, ensuring all sub-actions execute in order. ### Debugging Data Errors A user suspects incorrect data was loaded last week. They first use list_files to review historical uploads and then ask the agent to 'list_models' to confirm they are targeting the correct workspace. ## Benefits - You eliminate the need to manually find and run exports; just ask your agent to 'run export' when you need the file, saving minutes of navigation time. - Need to update inventory data? Instead of uploading a spreadsheet and waiting for confirmation, simply tell your agent to run import, and it starts the sync immediately. - The process is simple: first use list_workspaces to find your target area, then ask the agent to execute processes like 'run_process' without needing developer intervention. - You maintain a clear audit trail by asking for file listing or using list_files. You always know exactly which data versions are active in your models. - When dealing with complex planning cycles, you don't have to wait and wonder; the agent provides real-time updates on status using get_task_status. ## How It Works The bottom line is that you talk to your AI client, and it talks to Anaplan for you. 1. Subscribe to this MCP and provide your Anaplan Auth Token. 2. Connect your preferred AI client; the agent authenticates with the tool access. 3. Ask your agent a natural language question, like 'Run the Q3 budget export for Finance.' The system executes the necessary actions. ## Frequently Asked Questions **How do I list all my Anaplan workspaces using the Anaplan MCP?** You use the list_workspaces tool. This command pulls up a full directory listing of every workspace available in your account, letting you know exactly where to focus. **Can I run an export action on my model with the Anaplan MCP?** Yes, you use the run_export tool. This initiates the process to pull data out of a specific Anaplan model when you need that output file immediately. **What is the difference between list_imports and list_models in Anaplan MCP?** list_models shows all the calculation structures (the models), while list_imports shows what kind of external data sources are available to be pulled into those models. **How do I check if a process finished successfully with Anaplan MCP?** You use get_task_status. This tool checks the status of any running task, telling you right away if it completed or if there are errors. **Do I need to run_process for every update?** No, you can run specific actions like 'run_import' when only data needs updating. Use run_process when a complex sequence of defined steps must happen across the model.