How to Use the Planhat MCP in Claude

Q: How do I connect Planhat to Claude Desktop?

Open your claudedesktopconfig.json file and add the server config under the mcpServers key with your API credentials. Restart Claude Desktop, and you'll see the hammer icon indicating the tools are ready.

Q: Can I filter companies by health score?

Yes. Your agent can run listplanhatcompanies and filter the returned dataset based on the parameters you specify in your prompt.

Get real-time customer health, update notes, and manage licenses directly inside Claude Desktop without shifting back and forth.

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MCP Servers — Included with Plan

Connect Planhat MCP to Claude Desktop

Create your Vinkius account to connect Planhat to Claude Desktop — 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 Claude Desktop

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Real-time account audits in Claude Desktop

Stop opening twenty tabs to check on a customer's status. When you ask your agent about a client, it runs `get_planhat_company` and pulls their exact details into your chat window. It grabs live data, so you see exactly who you're dealing with before hopping on a call. If you need to see the bigger picture, the MCP Server lets you run `list_planhat_companies` to scan your entire portfolio. You get raw, unfiltered facts about who is active and who is slipping away, right inside your workspace.

Clear the decks on tasks and projects

Keeping up with customer milestones shouldn't require manual hunting. Your agent uses `list_planhat_projects` to pull active onboarding boards and check where things are stalled. It matches these projects with live action items from `list_planhat_tasks` so you know who is falling behind on their deliverables. You can quickly query what's due today or what got left behind last week. No more manual status reports—just ask your agent to summarize the open work and it reads the live API.

Audit license usage and active users

When renewals approach, you need to know if customers actually use what they bought. This MCP Server lets your agent run `list_planhat_licenses` to map out active agreements. It pairs that with `list_planhat_end_users` to show you exactly how many seats are sitting empty. This gives you the hard data you need for tough renewal talks. Instead of guessing, you see the actual adoption rate directly in your chat interface.

Setup guide

Set up Planhat MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Planhat MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Planhat MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under planhat-mcp.

json

{
  "mcpServers": {
    "planhat-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Planhat MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the server config under the `mcpServers` key with your API credentials. Restart Claude Desktop, and you'll see the hammer icon indicating the tools are ready.

This specific server is built for deep data retrieval, letting you run tools like `list_planhat_notes` and `list_planhat_conversations` to analyze history. It focuses on gathering context so you don't make decisions in the dark.

No. Once the MCP Server is connected, Claude queries the API directly using your credentials, pulling live details like `list_planhat_assets` without needing the browser open.

Yes. Your agent can run `list_planhat_companies` and filter the returned dataset based on the parameters you specify in your prompt.

All communication runs locally through your machine or via secure, ephemeral V8 sandboxes. Your raw customer notes, company records, and tasks are never stored or used to train public models.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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