Planhat Connector for AI agents.
10 live capabilities
Manage customer success and track SaaS churn from your chat interface.
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Why people use Planhat
Planhat for Customer Success Health Monitoring
With this Connector, you just ask your agent for the status. You get the data instantly in your chat window, letting you focus on the actual conversation instead of the navigation.
What Vinkius changes
You get a direct line to your customer success data without leaving your chat window.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Renewal Prep
An AE asks for the active licenses for a specific company using `list_planhat_licenses` to prepare for a contract renewal.
- Real-world use case 02
Churn Prevention
A CSM asks for the latest conversations using `list_planhat_conversations` to see if a client is expressing frustration.
- Real-world use case 03
Onboarding Audit
An Ops lead asks to list all active projects using `list_planhat_projects` to see how many new clients are being implemented.
Complete set · 10capabilities
The complete Planhat capability set.
These are the exact actions your AI can choose when you ask it to work with Planhat.
01—04
4 capabilities in this set.
Part of 10 available through Planhat.
- 01 Capability
List planhat conversations
This capability views all ongoing conversations to stay on top of customer communication. You can quickly spot frustrated clients or active issues.
- 02 Capability
List planhat end users
This capability lists every end user in your system to understand your actual user base. It's great for checking seat utilization across accounts.
- 03 Capability
List planhat licenses
This capability lists all active licenses to ensure customers have the right entitlements. It helps prevent billing errors and overages.
- 04 Capability
List planhat notes
This capability shows all notes to quickly find historical context on customer interactions. It saves you from digging through old emails.
05—07
3 capabilities in this set.
Part of 10 available through Planhat.
- 05 Capability
List planhat tasks
This capability lists all pending tasks to keep your customer management proactive. It ensures no request from a client falls through the cracks.
- 06 Capability
Get planhat company
This capability gets specific details for a single company to understand their account status. It helps you see high-level info without clicking through pages.
- 07 Capability
Get planhat me
This capability shows your own user information within the Planhat workspace. Use it to quickly verify your own account permissions.
08—10
3 capabilities in this set.
Part of 10 available through Planhat.
- 08 Capability
List planhat assets
This capability lists all assets to verify what your customers currently have access to. It makes it easy to check entitlements during a renewal.
- 09 Capability
List planhat companies
This capability gets a full list of all companies in your account for high-level oversight. It helps you see your entire portfolio in one glance.
- 10 Capability
List planhat projects
This capability views all active projects to monitor implementation and success plans. It helps you see what's happening on the ground.
Set up in minutes
One URL. Then ask Planhat to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Planhat from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Planhat, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Planhat for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Planhat URL.
- Step 03
Save and start
Save the connection and enable Planhat in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"planhat": {
"url": "https://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Planhat
Open Agent mode in chat and ask: "Using Planhat, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"planhat": {
"url": "https://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Planhat
Ask Copilot: "Using Planhat, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"planhat": {
"url": "https://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Planhat
Open Cascade and ask: "Using Planhat, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"planhat": {
"url": "https://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Planhat
Ask Cline: "Using Planhat, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add planhat --transport http "https://edge.vinkius.com/vk_preview_edxeUiuE5jCFfRFuJEe2yCzGp9PpJKYE6H2oCbn4/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Planhat
Ask Claude: "Using Planhat, show me...". 10 tools are ready
Where the request belongs
Work Planhat can move forward.
This is for customer success managers and account executives who are tired of manual data hunting. It's for the person who needs to know a customer's health status in seconds, not minutes.
Customer Success Manager
Checks company health and task status before a sync to ensure no client needs are missed.
Account Executive
Verifies active licenses and user info during renewal talks to provide accurate contract details.
Ops Manager
Audits assets and conversation logs to ensure data integrity across the customer base.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsClientSuccess
Reduce churn and grow accounts with health scoring, engagement tracking, and success playbooks built for customer success teams.
Gainsight CS
Manage customer success, track health scores, and oversee the timeline via AI agents with Gainsight CS.
Customerly
Combine live chat, email marketing, and customer surveys in one platform that helps SaaS companies grow and retain users.
Freshsuccess
Manage customer success, track health scores, and oversee account usage via AI agents with Freshsuccess.
ChurnZero
Manage customer success and health via ChurnZero. track churn scores, monitor segments, and analyze account activity directly from any AI agent.
journy.io
Manage SaaS growth, users, and accounts via journy.io API.
Bring your own AI
Change the model, client or framework. Keep Planhat connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Planhat.
The practical details behind the request, access and result.
How can I use Planhat MCP to manage my customer success data?
You can use this Connector to pull real-time data like company health, active licenses, and project statuses directly into your AI chat. It lets you get answers instantly without leaving your workspace.
Can Planhat MCP help me prevent customer churn?
Yes. By using it to monitor ongoing conversations and pending tasks, you can identify frustrated customers or missed deadlines much faster than manual checking.
Does Planhat MCP support license auditing?
It does. You can ask your agent to list all active licenses to verify what your customers have paid for, which is great for accurate renewal talks.
Is Planhat MCP good for account executives?
It's a great fit for AEs. You can quickly look up end user info and license counts while preparing for contract renewals or expansion calls.
Can I see my tasks from Planhat in my AI client?
Yes. The Connector allows your agent to pull your pending tasks so you can stay on top of your daily workload directly from your chat interface.
How do I connect Planhat MCP to my AI agent?
Once you subscribe via Vinkius and enter your API token, your AI client can start pulling data from Planhat whenever you ask a question.
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.
One connection away
Give your agent a direct line to Planhat.
Connect Planhat once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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