How to Use the Planhat MCP in CrewAI

Q: Can I filter which Planhat tools my crew uses?

Yes, use the toolfilter option in your CrewAI agent configuration. This prevents specific agents from accessing sensitive tools like listplanhatendusers while allowing them to see general company data.

Deploy specialized agent crews with the Planhat MCP Server for autonomous customer success.

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Connect Planhat MCP to CrewAI

Create your Vinkius account to connect Planhat to CrewAI — 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 CrewAI

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Role-based customer success teams

Assign a Research Agent to call `list_planhat_notes` while an Analyst Agent reviews `list_planhat_projects`. CrewAI manages the collaboration between these specialists. Your agents work as a unit. By sharing memory across the crew, they build a complete picture of the customer's journey using data from the Planhat MCP server.

Autonomous churn prevention crews

Set up a monitor agent that continuously checks `list_planhat_conversations` for red flags. If it finds a problem, it alerts the moderator agent to step in. Stop reacting to problems after they happen. Your crew proactively identifies at-risk accounts by scanning `list_planhat_companies` for inactivity or negative sentiment markers.

Hierarchical execution for renewals

Structure your agents so a manager agent oversees the `list_planhat_tasks` completion. It ensures that every step of the renewal process is followed by the junior agents. Your operations scale without your input. By automating the data retrieval from `list_planhat_assets`, the crew prepares all necessary documentation before the CSM even opens the file.

Setup guide

Set up Planhat MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Planhat tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Planhat Analyst",
    goal="Access and analyze Planhat data via MCP.",
    backstory="Expert analyst with direct Planhat access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Planhat transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Planhat Analyst",
        goal="Access and analyze Planhat data via MCP.",
        backstory="Expert analyst with direct Planhat access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Planhat transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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.

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Common questions about Planhat MCP in CrewAI

Yes, pass the MCP server URL to your agents. This allows every agent in your crew to pull data from Planhat according to their specific roles.

CrewAI uses shared memory to pass results between agents. When one agent fetches `list_planhat_licenses`, the rest of the crew can reference that data in their own tasks.

Every request from the Planhat MCP server is isolated. CrewAI keeps the communication between the agent and the server private, protecting your customer account details.

Yes, use the tool_filter option in your CrewAI agent configuration. This prevents specific agents from accessing sensitive tools like `list_planhat_end_users` while allowing them to see general company data.

The MCP server acts as a gatekeeper for your data. It provides read-only access to `list_planhat_notes` and other logs, ensuring that agents only receive the information necessary for their specific assigned task.

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