Anaplan

Anaplan MCP Connector for Claude

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Manage Anaplan workspaces, models, and data actions (imports, exports, processes) directly via AI.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Anaplan account to your AI agent to automate financial planning, supply chain, and sales operations. This MCP server allows you to discover workspaces and models, and trigger complex data integration tasks using natural language.

What you can do

  • Workspace & Model Discovery — List all available workspaces and models to navigate your planning environment.
  • Execute Data Actions — Trigger and monitor imports, exports, and processes (groups of actions) to move data in and out of Anaplan.
  • Task Monitoring — Real-time tracking of asynchronous task statuses to ensure your data integrations complete successfully.
  • File Management — List files within your models to keep track of historical imports and exports.

How it works

  1. Subscribe to this server
  2. Provide your Anaplan Auth Token
  3. Start managing your Anaplan environment directly through your AI chat interface.

Who is this for?

  • FP&A Analysts — Automate the triggering of planning processes and exports without manual intervention.
  • Supply Chain Managers — Quickly run data imports for inventory updates via chat.
  • Operations Teams — Monitor the status of long-running data syncs directly from your workspace.
business-planningfinancial-modelingdata-integrationworkforce-planningoperational-forecasting

10 tools expose this connector's capabilities to your AI agent.

get_task_status

Get status of a running task

list_exports

List export actions for a model

list_files

List files in a model (exports/imports)

list_imports

List import actions for a model

list_models

List Anaplan models. Optionally filter by workspaceId

list_processes

List processes for a model

list_workspaces

List available Anaplan workspaces

run_export

Run an Anaplan export action

run_import

Run an Anaplan import action

run_process

Run an Anaplan process

See how to talk to your AI agent using Anaplan.

List all my Anaplan workspaces and models.

I've retrieved your Anaplan environment. You have 2 workspaces: 'Finance_Production' (ID: abc...) and 'Supply_Chain_Test' (ID: def...). Within 'Finance_Production', there are 3 models available.

Run the 'Monthly Actuals' import in the Finance workspace.

I've started the 'Monthly Actuals' import task (ID: task_123). I will monitor the status for you. Currently, it is 'IN_PROGRESS'.

What's the status of the process task 'p_456'?

The process task 'p_456' has completed successfully. All 3 sub-actions within the process were finished without errors.

You can use the `list_workspaces` and `list_models` tools provided by this server. They will return a list of all accessible environments along with their unique IDs.

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