# Planhat MCP > 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. ## Overview - **Category:** customer-support - **Price:** Free - **Tags:** customer-success, churn-prevention, account-management, saas-metrics, customer-health, data-tracking ## Description 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. ## Tools ### 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. ### list_planhat_companies Generates a full list of every company recorded in the system. ### list_planhat_conversations Lists all ongoing or past customer conversations, giving you a communication summary. ### list_planhat_end_users Provides a full list of end users associated with the accounts. ### list_planhat_licenses Lists all active or expired licenses configured for your customers. ### list_planhat_notes Retrieves a list of all notes created in the customer records. ### list_planhat_projects Lists all active projects, helping you track implementation milestones and success plans. ### list_planhat_tasks Shows a list of pending or completed tasks assigned to accounts. ## Prompt Examples **Prompt:** ``` List all active companies in my Planhat account. ``` **Response:** ``` I've retrieved 15 active companies, including 'Acme Corp', 'Global Tech', and 'Startup Inc'. Would you like details for any specific company? ``` **Prompt:** ``` Show me the last 5 tasks assigned to me in Planhat. ``` **Response:** ``` I've fetched your latest tasks. They include 'Review renewal for Acme', 'Setup sync with Global Tech', and 3 other items. Would you like to see the due dates? ``` **Prompt:** ``` What are the active licenses for company 'Acme Corp'? ``` **Response:** ``` Acme Corp currently has 3 active licenses: 'Enterprise Platform', 'Advanced Analytics Add-on', and 'Premium Support'. All are valid until Dec 2026. ``` ## Capabilities ### List all associated companies Fetch a list of every company in your Planhat account to quickly get an overview of your customer base. ### Get detailed data for one company Retrieve deep metadata and specific details about a single, named company. ### Check user list and profiles Access the roster of end users, pulling individual accounts and associated information. ### Review active tasks and projects List all pending tasks or currently running projects to track immediate operational needs. ### Audit licenses and assets Generate a report on configured licenses and associated assets to confirm customer billing rights. ### Review communication history List all ongoing conversations, giving you an immediate pulse on recent client interactions. ## 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. ## Benefits - Audit entitlements instantly. Instead of clicking through billing reports to check usage limits, you can ask the agent to run `list_planhat_licenses` and 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_tasks` to 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_conversations` to get a clean summary of recent customer chatter. - Understand your user base at a glance. Instead of manually pulling reports, use `list_planhat_end_users` to see who is active and who might be falling off. - See the full picture for an account. By combining calls like `get_planhat_company` with `list_planhat_projects`, you get a complete view of the client's relationship status in one chat response. ## How It Works The bottom line is: your AI client speaks directly to your customer data, letting you get answers without manually jumping between Planhat tabs. 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. ## Frequently Asked Questions **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.