Planhat

Planhat MCP server

Planhat MCP server

Planhat MCP server

for Claude, ChatGPT, Cursor and your own agents

for Claude, ChatGPT, Cursor and your own agents

for Claude, ChatGPT, Cursor and your own agents

Expose Planhat to Claude, ChatGPT, Cursor or your own agents as a governed MCP server, even if the vendor doesnโ€™t ship one. Mindflow turns every API operation into an MCP tool and keeps the connector current when the API changes. The MCP Gateway sits between your AI clients and your data, with scoped access, human approval before sensitive writes and a record of every call.

Expose Planhat to Claude, ChatGPT, Cursor or your own agents as a governed MCP server, even if the vendor doesnโ€™t ship one. Mindflow turns every API operation into an MCP tool and keeps the connector current when the API changes. The MCP Gateway sits between your AI clients and your data, with scoped access, human approval before sensitive writes and a record of every call.

14

operation

s

available

Complete and up-to-date endpoint coverage by Mindflow.

Other services from this vendor:

14

operation

s

available

Complete and up-to-date endpoint coverage by Mindflow.

Other services from this vendor:

14

operation

s

available

Complete and up-to-date endpoint coverage by Mindflow.

Other services from this vendor:

Our customers scale automation with security built in.

Tools exposed by this MCP server

Every Planhat operation, as an MCP tool

Every Planhat operation, as an MCP tool

Each API operation becomes a tool your AI client can call. You decide which ones: allow reads, require approval before sensitive writes and block the rest. A few of the most used:

  • Planhat

    Planhat

    Bulk create activities

    Bulk create activities

  • Planhat

    Planhat

    Bulk insert dimension data

    Bulk insert dimension data

  • Planhat

    Planhat

    Bulk upsert invoices

    Bulk upsert invoices

  • Planhat

    Planhat

    Bulk upsert nps

    Bulk upsert nps

  • Planhat

    Planhat

    Create activity

    Create activity

  • Planhat

    Planhat

    Create segment

    Create segment

  • Planhat

    Planhat

    Create user

    Create user

  • Planhat

    Planhat

    Delete user

    Delete user

  • Planhat

    Planhat

    Get lean company list

    Get lean company list

  • Planhat

    Planhat

    Get opportunities

    Get opportunities

  • Planhat

    Planhat

    Get user by id

    Get user by id

  • Planhat

    Planhat

    Get users

    Get users

  • Planhat

    Planhat

    Update company

    Update company

  • Planhat

    Planhat

    Update user

    Update user

  • Planhat

    Bulk create activities

  • Planhat

    Bulk insert dimension data

  • Planhat

    Bulk upsert invoices

  • Planhat

    Bulk upsert nps

  • Planhat

    Create activity

  • Planhat

    Create segment

  • Planhat

    Create user

  • Planhat

    Delete user

  • Planhat

    Get lean company list

  • Planhat

    Get opportunities

  • Planhat

    Get user by id

  • Planhat

    Get users

  • Planhat

    Update company

  • Planhat

    Update user

  • Planhat

    Planhat

    Update user

    Update user

  • Planhat

    Planhat

    Update company

    Update company

  • Planhat

    Planhat

    Get users

    Get users

  • Planhat

    Planhat

    Get user by id

    Get user by id

  • Planhat

    Planhat

    Get opportunities

    Get opportunities

  • Planhat

    Planhat

    Get lean company list

    Get lean company list

  • Planhat

    Planhat

    Delete user

    Delete user

  • Planhat

    Planhat

    Create user

    Create user

  • Planhat

    Planhat

    Create segment

    Create segment

  • Planhat

    Planhat

    Create activity

    Create activity

  • Planhat

    Planhat

    Bulk upsert nps

    Bulk upsert nps

  • Planhat

    Planhat

    Bulk upsert invoices

    Bulk upsert invoices

  • Planhat

    Planhat

    Bulk insert dimension data

    Bulk insert dimension data

  • Planhat

    Planhat

    Bulk create activities

    Bulk create activities

  • Planhat

    Update user

  • Planhat

    Update company

  • Planhat

    Get users

  • Planhat

    Get user by id

  • Planhat

    Get opportunities

  • Planhat

    Get lean company list

  • Planhat

    Delete user

  • Planhat

    Create user

  • Planhat

    Create segment

  • Planhat

    Create activity

  • Planhat

    Bulk upsert nps

  • Planhat

    Bulk upsert invoices

  • Planhat

    Bulk insert dimension data

  • Planhat

    Bulk create activities

Connect Planhat to your AI client in three steps.

01

Connect the service

Add Planhat in Mindflow with its credentials. They stay in Mindflow and never reach the AI client.

02

Choose the tools

Pick the operations each AI client may call. Allow reads, require approval before sensitive writes and block the rest.

03

Connect your AI client

Point Claude, ChatGPT, Cursor or your own agent to your MCP Gateway endpoint, then check real calls in the audit log.

Use cases

Use cases

What your AI agents can do with Planhat

What your AI agents can do with Planhat

AI clients

Mindflow

Planhat

โ†’ Eliminate manual data entry errors by automating bulk upserts of invoices and NPS metrics using Planhat API operations, ensuring up-to-date financial and customer satisfaction records.  โ†’ Streamline user lifecycle management by automating creation, updates, and deletions of users within Planhat, maintaining accurate and timely user data synchronization.  โ†’ Enhance opportunity tracking by automatically pulling company opportunity data and updating company information through Planhat API calls to inform customer success workflows.

โ†’ Eliminate manual data entry errors by automating bulk upserts of invoices and NPS metrics using Planhat API operations, ensuring up-to-date financial and customer satisfaction records.  โ†’ Streamline user lifecycle management by automating creation, updates, and deletions of users within Planhat, maintaining accurate and timely user data synchronization.  โ†’ Enhance opportunity tracking by automatically pulling company opportunity data and updating company information through Planhat API calls to inform customer success workflows.

More

More

Planhat

Planhat

MCP servers:

MCP servers:

Every call goes through one governed endpoint.

Every call goes through one governed endpoint.

Your AI clients get access. You keep control.

Your AI clients get access. You keep control.

Every call to Planhat goes through the Mindflow MCP Gateway. The same policies apply to every AI client: role-based access by team and environment, scoped credentials that never reach the client, human approval before sensitive writes, and a log of every call you can export to your SIEM.

Every call to Planhat goes through the Mindflow MCP Gateway. The same policies apply to every AI client: role-based access by team and environment, scoped credentials that never reach the client, human approval before sensitive writes, and a log of every call you can export to your SIEM.

Planhat MCP server

Live

RBAC ยท SecOps

Scoped credentials

Audit log

Bulk create activities

Allowed

Bulk insert dimension data

Allowed

Bulk upsert invoices

Needs approval

Bulk upsert nps

Blocked

Every call logged ยท Export to SIEM

Put this MCP server to work.

Bring one AI client and the tools it needs. Weโ€™ll show you the setup in Mindflow, from scoped access to the audit log.

Put this MCP server to work.

Bring one AI client and the tools it needs. Weโ€™ll show you the setup in Mindflow, from scoped access to the audit log.

Less busywork. More possibility.

Let your agents handle the routine. Make room for what comes next.

Automation intelligence, delivered monthly.

Product releases, automation playbooks, and security research โ€” straight to your inbox. No spam, unsubscribe anytime.

ยฉ 2026 Mindflow โ€” All rights reserved.

SOC 2 Type II
ISO 27001
GDPR
France 2030
Bpifrance
รŽle-de-France

Less busywork. More possibility.

Let your agents handle the routine. Make room for what comes next.

Automation intelligence, delivered monthly.

Product releases, automation playbooks, and security research โ€” straight to your inbox. No spam, unsubscribe anytime.

ยฉ 2026 Mindflow โ€” All rights reserved.

SOC 2 Type II
ISO 27001
GDPR
France 2030
Bpifrance
รŽle-de-France

Less busywork. More possibility.

Let your agents handle the routine. Make room for what comes next.

Automation intelligence, delivered monthly.

Product releases, automation playbooks, and security research โ€” straight to your inbox. No spam, unsubscribe anytime.

ยฉ 2026 Mindflow โ€” All rights reserved.

SOC 2 Type II
ISO 27001
GDPR
France 2030
Bpifrance
รŽle-de-France