MCP For Claude Marketplace
Planhat

Planhat MCP Connector for Claude

A+

Manage customer success via Planhat — list companies, track end users, and monitor tasks directly from any AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Planhat workspace to any AI agent and take full control of your customer success and growth workflows through natural conversation.

What you can do

  • Company Oversight — List all companies and retrieve detailed metadata to manage your customer relationships.
  • User & Contact Tracking — List end users and associated metadata to understand your user base.
  • Task & Activity Management — List pending tasks and monitor activities to ensure proactive customer management.
  • Conversation Discovery — List all ongoing conversations to maintain a pulse on customer communication.
  • License & Asset Auditing — List configured licenses and assets to verify customer entitlements.
  • Project Monitoring — List active projects to track implementation and success plans.

How it works

  1. Subscribe to this server
  2. Enter your Planhat API Token (from Settings > API)
  3. Start managing your customers directly from Claude, Cursor, or any MCP client

Who is this for?

  • Customer Success Managers (CSM) — quickly check a company's health or verify pending tasks before a sync.
  • Account Executives — lookup end user info and active licenses while preparing for renewals.
  • Operations Teams — audit conversations and asset metadata directly from your chat interface.
customer-successchurn-preventionaccount-managementsaas-metricscustomer-healthdata-tracking

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

get_planhat_company

Get details for a specific company

get_planhat_me

Get current user info

list_planhat_assets

List all assets

list_planhat_companies

List all companies in Planhat

list_planhat_conversations

List all conversations

list_planhat_end_users

List all end users

list_planhat_licenses

List all licenses

list_planhat_notes

List all notes

list_planhat_projects

List all projects

list_planhat_tasks

List all tasks

See how to talk to your AI agent using Planhat.

List all active companies in my Planhat account.

I've retrieved 15 active companies, including 'Acme Corp', 'Global Tech', and 'Startup Inc'. Would you like details for any specific company?

Show me the last 5 tasks assigned to me in Planhat.

I've fetched your latest tasks. They include 'Review renewal for Acme', 'Setup sync with Global Tech', and 3 other items. Would you like to see the due dates?

What are the active licenses for company 'Acme Corp'?

Acme Corp currently has 3 active licenses: 'Enterprise Platform', 'Advanced Analytics Add-on', and 'Premium Support'. All are valid until Dec 2026.

In your Planhat account, go to **Settings** > **API**. There you can generate and copy your security token.

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