How to Use the Planhat MCP in Vercel AI SDK

Stream Planhat customer data directly into your Vercel AI SDK interface for real-time account visibility.

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Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Planhat MCP to Vercel AI SDK

Create your Vinkius account to connect Planhat to Vercel AI SDK — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Planhat with Vercel AI SDK

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Real-time account health monitoring

Connect your frontend to the Planhat MCP server to pull company data the moment a user asks. Your UI renders `get_planhat_company` results instantly without waiting for backend polling. Stop relying on stale dashboards. By streaming `list_planhat_companies` through the SDK, you put live renewal status and health scores in front of your team as they happen.

Actionable user insights in your app

Display specific user engagement metrics by calling `list_planhat_end_users` through your AI agent. Your app shows exactly who is active and who is falling off the map. Don't let customer context get buried. When you use `list_planhat_notes` via the SDK, your interface surfaces recent interaction history alongside the relevant account data for better decision-making.

Automated task management flow

Trigger `list_planhat_tasks` to show pending customer success items directly in your Next.js dashboard. Your users see their daily to-do list populated by the AI agent. Keep your workflow inside your product. Using `list_planhat_projects` lets you track long-term initiatives without forcing your team to switch back to the Planhat native app.

Setup guide

Set up Planhat MCP in Vercel AI SDK

Prerequisites

Node.js 18+ and a TypeScript project
ai + @modelcontextprotocol/sdk packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies

Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).
2

Create the Streamable HTTP transport

Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and use tools

Call mcpClient.tools() to auto-discover all Planhat tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
4

Works with any model provider

Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts

import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Planhat transactions",
});

console.log(text);
await mcpClient.close();

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Planhat. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Planhat now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Planhat MCP in Vercel AI SDK

Install the MCP client package and initialize the connection using your Vinkius endpoint URL. Pass the available tools into your streamText call to let the AI agent query Planhat directly.

You manage rate limits within your server-side logic by wrapping tool calls. The MCP server provides the data, but your implementation controls the frequency of requests to the Planhat backend.

Your agent only accesses the data you explicitly permit through the tool definitions. Vinkius secures the transport, ensuring your Planhat credentials remain private and isolated during the session.

The server provides current data upon request. You can trigger these calls inside your Vercel AI SDK stream to ensure the information displayed is the latest from your account.

Your AI agent will report a connection error. You should implement a standard retry pattern in your Vercel AI SDK code to handle temporary network blips when fetching `list_planhat_licenses`.

Use it with your favorite AI tools

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