Planhat MCP. Check company health, licenses, and tasks from chat.
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…and any MCP-compatible client
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Planhat connects your customer success data to any AI agent. It lets you list companies, track end users, monitor active tasks, and audit licenses without leaving your chat window.
You get a single source of truth for account health, right when you need it.
What your AI agents can do
Get planhat company
Retrieves specific details for one company by name or ID.
Get planhat me
Fetches information about the user who is currently using the AI agent.
List planhat assets
Lists all assets configured within your Planhat workspace.
Fetch a list of every company in your Planhat account to quickly get an overview of your customer base.
Retrieve deep metadata and specific details about a single, named company.
Access the roster of end users, pulling individual accounts and associated information.
List all pending tasks or currently running projects to track immediate operational needs.
Generate a report on configured licenses and associated assets to confirm customer billing rights.
List all ongoing conversations, giving you an immediate pulse on recent client interactions.
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Supported MCP Clients
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Planhat MCP Server: 10 Tools for Customer Data Management
Use these tools to query all aspects of your Planhat workspace—from company metadata to user activity logs—through your AI client.
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Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Planhat on Vinkius019d75f6get planhat company
Retrieves specific details for one company by name or ID.
019d75f6get planhat me
Fetches information about the user who is currently using the AI agent.
019d75f6list planhat assets
Lists all assets configured within your Planhat workspace.
019d75f6list planhat companies
Generates a full list of every company recorded in the system.
019d75f6list planhat conversations
Lists all ongoing or past customer conversations, giving you a communication summary.
019d75f6list planhat end users
Provides a full list of end users associated with the accounts.
019d75f6list planhat licenses
Lists all active or expired licenses configured for your customers.
019d75f6list planhat notes
Retrieves a list of all notes created in the customer records.
019d75f6list planhat projects
Lists all active projects, helping you track implementation milestones and success plans.
019d75f6list planhat tasks
Shows a list of pending or completed tasks assigned to accounts.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Finding a client's full account history shouldn't take 10 clicks.
Today, answering simple questions about a client—like 'What was the last thing they talked about?' or 'Are their licenses valid?'—means opening five different tabs. You check the Company tab for metadata, jump to Tasks for pending items, then open Licenses just to confirm billing status. It's fragmented and slow.
With this MCP server, you talk to your agent like a teammate. You ask: 'What is Acme Corp's current health?' The system runs `list_planhat_conversations`, checks `list_planhat_tasks`, and verifies `get_planhat_company` all in one go. It gives you the full answer, right there.
Planhat MCP Server: Get a complete picture of account health.
Manual audits require exporting data from `list_planhat_assets` into a spreadsheet, then manually comparing asset IDs against the records in `list_planhat_licenses`. This process is tedious and always prone to human error.
Now, you ask your agent: 'Audit all assets for Global Tech.' The system pulls both lists and presents the discrepancies immediately. It doesn't just show data; it flags what needs attention.
What you can do with this MCP connector
You're done clicking through a dozen different tabs just to manage one account. With Planhat on your AI client, you get all your customer success data in one conversation window. You don't have to jump around anymore; you just talk to the system and pull the data you need.
When you start working an account, the first thing you gotta do is understand the scope of their business. To see who's playing in your yard, run list_planhat_companies for a complete roster of every company recorded in Planhat. If you know exactly which client you're talking to, use get_planhat_company by name or ID; that pulls all the deep metadata and specific details about just that one account.
Mapping out people is next. You can pull the full list of end users associated with accounts using list_planhat_end_users, which gives you individual user profiles and their accounts. When it comes to record-keeping, you've got list_planhat_notes ready to retrieve every note ever made in that customer file. You can also check out the info for the person running the agent with get_planhat_me.
For operational visibility, you need to know what's happening right now. Run list_planhat_projects to see all active projects and track exactly where a client stands on their implementation milestones or success plan. If something needs follow-up, list_planhat_tasks shows you every pending or completed task assigned to the account, making sure nothing slips through the cracks.
When it comes to money and entitlements, you gotta audit everything. To confirm billing rights and usage limits, use list_planhat_licenses, which lists every active license—whether current or expired—configured for your customers. You can also run list_planhat_assets to list all assets configured within your workspace, giving you a complete picture of what the client is authorized to use.
Don't wanna lose track of what was said last week? list_planhat_conversations pulls in a summary of ongoing or past customer chats, giving you an immediate pulse on recent interactions. Finally, if you need a quick status check and want to see the complete activity log, all you do is run list_planhat_companies combined with a look at every available piece of data.
You've got everything—from company metadata (get_planhat_company) to user rosters (list_planhat_end_users), project status (list_planhat_projects), task lists (list_planhat_tasks), license audits (list_planhat_licenses and list_planhat_assets), conversation history (list_planhat_conversations), and recorded notes (list_planhat_notes)—all from one chat window. It's the single source of truth you need for account health, right when you’re talking to your agent.
019d75f6-f5bb-72e9-8c89-4de941776bb5 
How Planhat MCP Works
- 1 Subscribe to the Planhat MCP Server and enter your API Token in the settings.
- 2 Your AI agent authenticates using that token, establishing a direct link to Planhat's data layer.
- 3 You ask natural questions (e.g., 'What are Acme Corp's pending tasks?'), and the agent runs the necessary tools and returns the structured answer.
The bottom line is: your AI client speaks directly to your customer data, letting you get answers without manually jumping between Planhat tabs.
Who Is Planhat MCP For?
Customer Success Managers, Account Executives, and Ops Teams. This is for anyone who spends too much time navigating multiple dashboards just to answer a simple client question. If your job involves knowing the 'health' of an account instantly—you need this.
Needs to quickly check a company's overall health, verify if critical tasks are pending, or audit licenses before having a client call.
Uses it to look up end user info and active license counts while prepping for renewals or expansion conversations.
Audits conversation logs, reviews asset metadata, and monitors project lists across the entire client base in one chat interface.
What Changes When You Connect
- Audit entitlements instantly. Instead of clicking through billing reports to check usage limits, you can ask the agent to run
list_planhat_licensesand see exactly what a client is entitled to. - Get immediate account status. Need to know if a key contact has pending items? Just ask about tasks; the agent uses
list_planhat_tasksto pull the answer instantly, saving you dashboard navigation time. - Maintain context on every client interaction. Don't dig through email threads or CRM notes. Use
list_planhat_conversationsto get a clean summary of recent customer chatter. - Understand your user base at a glance. Instead of manually pulling reports, use
list_planhat_end_usersto see who is active and who might be falling off. - See the full picture for an account. By combining calls like
get_planhat_companywithlist_planhat_projects, you get a complete view of the client's relationship status in one chat response.
Real-World Use Cases
Preparing for a renewal call
An Account Executive needs to know if the customer is maxing out their current service. Instead of logging into the billing portal, they ask their agent: 'What are Acme Corp's active licenses?' The agent runs get_planhat_company and then list_planhat_licenses, giving the AE all necessary renewal data immediately.
Triage for a customer complaint
A CSM gets an alert that a client is struggling. They ask: 'What's wrong with Global Tech?' The agent runs list_planhat_tasks and cross-references it with get_planhat_company, showing the specific overdue task owner and the company’s general health score.
Onboarding audit
An Ops Team member needs to confirm if a new client has all necessary access. They run 'list_planhat_assets' combined with list_planhat_projects to verify that the implementation phase is complete and all required assets are configured.
Internal data cleanup
A manager needs a list of every customer account that hasn't been touched in three months. They run list_planhat_companies and ask the agent to filter out any companies associated with recent activity, saving hours of manual filtering.
The Tradeoffs
Jumping through dashboard hoops
The user manually navigates from the 'Companies' tab to check metadata, then switches to the 'Tasks' section for a separate list, and finally opens 'Licenses' just to verify counts. This takes 15-20 clicks.
→
Instead of clicking around, ask your agent directly: 'Show me all tasks and licenses for Acme Corp.' The agent runs list_planhat_tasks and calls get_planhat_company simultaneously, giving you the answer in a single response.
Copying/pasting IDs
The user finds a company ID on one screen, copies it, switches to another tool's search bar, and pastes it back. This is slow and error-prone.
→
Keep the context in your chat window. Just name the client: 'For Global Tech, what are their conversation logs?' The agent uses list_planhat_conversations with the right scope automatically.
Guessing data boundaries
The user assumes a tool called 'Billing' exists and runs it. It fails because the necessary connection or specific endpoint isn't exposed.
→
Stick to the defined tools: if you need account details, use list_planhat_companies. If you need entitlements, use list_planhat_licenses. The listed tools cover all core Planhat data.
When It Fits, When It Doesn't
Use this server if your primary job is cross-referencing structured customer data: 'Does Company X have enough licenses? And are their tasks caught up?' You need a system that connects user profiles (list_planhat_end_users) to account status (get_planhat_company). Don't use this if you just need simple, standalone messaging or file storage—those require different integrations. If your only goal is to check general API health metrics (like uptime), the Planhat tools won't help; you'll need a monitoring service type tool instead.
Common Questions About Planhat MCP
How do I check a company’s details using get_planhat_company? +
You need to provide the name or ID of the company. The agent uses your request to run get_planhat_company and returns all associated metadata, helping you quickly understand their relationship status.
Can I list user details using list_planhat_end_users? +
Yes, this tool pulls a comprehensive roster of every end user. You can then follow up by asking for active licenses to see which users are covered by their account.
What is the difference between list_planhat_tasks and list_planhat_projects? +
Tasks are specific, actionable items (e.g., 'Send renewal invoice'). Projects track larger implementation cycles or success plans over a longer time frame.
Do I need multiple tools to get all account data? +
No. You describe your goal—like 'What's the status of Acme Corp?'—and the AI agent intelligently runs list_planhat_tasks, get_planhat_company, and other necessary calls behind the scenes.
Does list_planhat_conversations pull everything? +
It lists all ongoing conversations, giving you a good summary of recent communication. It helps you quickly maintain a pulse on customer activity without digging through your inbox.
What happens if I don't have the Planhat API Token before using `list_planhat_assets`? +
You will receive an authentication error. The server needs a valid, active token to connect and run any read operation. Check your Planhat Settings > API section for the key.
Can I use `list_planhat_assets` to see all types of company resources, or just licenses? +
The tool retrieves a comprehensive list of configured assets attached to your account. This includes more than just active licenses; it covers various system-defined resources.
Are there any usage restrictions or rate limits when I run multiple commands like `get_planhat_company` and `list_planhat_tasks`? +
The Vinkius Marketplace manages the underlying API calls, but Planhat imposes internal rate limits. If you hit those limits, your agent will receive a 'Rate Limit Exceeded' response.
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 tool. 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 tool to retrieve a comprehensive list of all customer licenses and their associated data.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.