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MCP Server

MCP Server

Secure, real-time access to data with LLMs

Planhat’s MCP Server (Model Context Protocol) connects your AI models to live Planhat data — securely and with full control. Leverage this to give LLMs access to data, context and tools to generate insights. With enterprise-grade permissioning, you decide exactly what data the model can access — and what stays off-limits. It’s flexible, secure, and built for teams that want to use all of their customer context with LLMs.

MCP Server

Secure, real-time access to data with LLMs

Agentic AI with Planhat’s MCP

Unlock true agentic AI by connecting an LLM to Planhat through MCP Server. The LLM can not only read real-time customer context — from usage to conversations — but also take action: creating tasks, updating records, based on intelligent reasoning and live data.

Agentic AI with Planhat’s MCP

Enterprise‑Grade Control & Compliance

Connect your LLMs securely to your customer data while retaining full governance — define exactly which data the model can access, and ensure your AI strategy aligns with security and compliance standards.

Enterprise‑Grade Control & Compliance

Live Customer Context in Your Favorite LLM Web App

Bring real-time customer data from Planhat into your preferred LLM interface — like Claude Desktop. With MCP Server, your AI has live access to context from CRM, product usage, support, and more, enabling smarter prompts, faster decisions, and even the ability to create or update CRM records.

What's new

View Changelog

Upgrading Planhat AI Platform (AIP)

9/11/25

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

Discover the full power of MCP Server

FAQ

What does the MCP Server enable that a standard REST API doesn't?

How does the MCP Server improve the quality of AI reasoning about customer data?

How does the MCP Server extend what account managers can do without switching tools?

How does the MCP Server enable AI agents to take action, not just provide information?

How does Planhat ensure that external AI models accessing data via MCP remain secure and governed?

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Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

Writing Assistant

Faster, better, easier writing

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Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

MCP Server

Secure, real-time access to data with LLMs

Secure, real-time access to data with LLMs

Agentic AI with Planhat’s MCP

Agentic AI with Planhat’s MCP

Enterprise‑Grade Control & Compliance

Enterprise‑Grade Control & Compliance

Live Customer Context in Your Favorite LLM Web App

What's new

Discover the full power of MCP Server

Discover the full power of MCP Server

Discover the full power of MCP Server

Why Your Customer Collaboration is Broken

Why Your Customer Collaboration is Broken

How to Treat Your New Colleague—The LLM

How to Treat Your New Colleague—The LLM

MCP Server Demonstration

MCP Server Demonstration

Why Your Customer Collaboration is Broken

How to Treat Your New Colleague—The LLM

MCP Server Demonstration

Retention Should Never Be a Surprise

FAQ

FAQ

FAQ

More in Intelligence

More in Intelligence

AI Workflows

Conversational AI

AI Model Hub

Writing Assistant

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.