How to Use the Planhat MCP in Cline

Cline uses the Planhat MCP Server to execute customer success tasks and sync data without manual code. No hand-holding required.

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Connect Planhat MCP to Cline

Create your Vinkius account to connect Planhat to Cline — 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 Cline

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Full Execution of Planhat Workflows

Cline takes your instructions and runs the necessary operations using `list_planhat_companies` and `get_planhat_company`. It finds the account, reads the data, and prepares your report. It doesn't just show you the data; it uses it to drive the next step. If a license is expiring, Cline can flag it for your review immediately.

Direct Integration with Planhat Data

The agent reads `list_planhat_licenses` to see who has access to what. It parses the output to identify gaps in your customer's current setup. By calling `list_planhat_end_users`, Cline builds a list of active contacts for your next outreach. You get the facts without writing a single line of query code.

Automated Project Tracking in Cline

Cline uses `list_planhat_projects` to keep tabs on your active implementations. It compares the current state against your roadmap requirements. Whenever you ask for a status update, Cline triggers the tool to pull the latest notes. It then shows you exactly what changed since the last sync.

Setup guide

Set up Planhat MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type planhat-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Planhat refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

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

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