--- title: "Planday MCP server for AI agents - actionlake" description: "Give Claude 145 Planday actions through one MCP server: employees, shifts, pay rates. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/planday updated: 2026-10-23 --- Connectors · Accounting & finance # Planday MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Planday and the rest of your systems. It gives your agent 145 Planday actions (75 reads, 58 writes and 12 that wait for a confirmation) and holds the Planday credential itself, so the agent never does. It paces Planday's limits and records every call. Connecting Planday needs your own Planday OAuth app and one admin sign-in. [Connect Planday free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "planday.employees.list", intent: "check which Planday account is connected" } # List employees · read · 1 upstream call ``` - 145 actions in one signed file - 75 read look, never change - 58 write create and update - 12 wait for a yes destructive, confirmed first Set up ## Connect Planday in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect Planday. OAuth 2.0, authorization code. You register your own OAuth app with Planday, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key. Before the first sign-in, Planday needs an OAuth app of your own, registered in its developer portal. actionlake has no Planday app to lend you. - `access_token` Access token from one sign-in with your own OAuth app - `refresh_token` Planday refresh token: on the same API Access page select Authorize next to the app, approve the consent screen,… - `client_id` Planday App ID (client ID): in Planday go to Settings > Integrations > API Access, create an app with the scopes you… - `client_secret` Your OAuth app's client secret ``` account { op: "connections.requirements", service: "planday" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "planday.employees.list" } # list employees · read · 1 upstream call check { action: "planday.employees.create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Planday at a glance **Sign-in** OAuth 2.0, authorization code. You register your own OAuth app with Planday, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. **You provide** `access_token` `refresh_token` `client_id` `client_secret` **Limits we pace to** 20 calls a second and 750 a minute, per connection **API covered** Planday Open API v1.0 (twelve OpenAPI 3.0.4 documents)`openapi.planday.com` **Built from** Planday's documentation, read 23 October 2026[openapi.planday.com](https://openapi.planday.com/absence/swagger/v1.0/swagger.json) [openapi.planday.com](https://openapi.planday.com/contractrules/swagger/v1.0/swagger.json) [openapi.planday.com](https://openapi.planday.com/datacenter/swagger/v1.0/swagger.json) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 74 of 75 reads, for up to an hour; a write clears what it affects **Shared entities** 3, so ask can line Planday up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Planday. 145 actions in 44 areas. Every one carries its effect, so a key can allow the reads and hold the rest. - **75** read look, never change - **58** write create and update - **12** destructive wait for a confirmation 1. ### Employees 12 5 read · 6 write · 1 destructive List employees · Create an employee · Get an employee · Update an employee 2. ### Shifts 11 4 read · 6 write · 1 destructive List shifts · Create a shift · Get a shift · Update a shift 3. ### Pay rates 7 5 read · 2 write · 0 destructive Get an employee's wage history in a group · List an employee's pay rates · List default pay rates of employee groups · Get an employee's pay rate in a group 4. ### Absence requests 6 2 read · 3 write · 1 destructive Submit an absence request · List absence requests · Approve an absence request · Deny an absence request 5. ### Departments 6 3 read · 2 write · 1 destructive List departments · Create a department · Get a department · Update a department 6. ### Employee groups 6 3 read · 2 write · 1 destructive List employee groups · Create an employee group · List employees in an employee group · Get an employee group 7. ### Punch clock shifts 6 2 read · 4 write · 0 destructive Create a punch-in entry · List punch clock records · Set the punch-out time · Punch in an employee 8. ### Salary allocations 6 2 read · 4 write · 0 destructive Get an employee's salary allocation history · Get an employee's salary allocation · Allocate salary by business days · Allocate salary monthly **36 more areas · 85 actions** - Absence account types **5** - Positions **5** - Salary identifiers **5** - Absence accounts **4** - Contract rules **4** - Employee custom attachments **4** - Punch clock breaks **4** - Revenue units **4** - Sections **4** - Skills **4** - Dataset values **3** - Revenue **3** - Salaries **3** - Security group memberships **3** - Shift types **3** - Absence account adjustments **2** - Absence account transactions **2** - Absence records **2** - Budgets **2** - Formulas **2** - Schedule days **2** - Absence types **1** - Countries **1** - Datasets **1** - Employee types **1** - Payroll **1** - Portal **1** - Punch clock **1** - Salary types **1** - Scheduling history **1** - Scheduling skills **1** - Security groups **1** - Shift statuses **1** - Supervisors **1** - Termination types **1** - Time and cost **1** Top actions ## The Planday API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 30 of Planday's 33 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `planday.employees.list` List employees | List of employees. | read | `hr.employee.list` 61 connectors | | `planday.departments.list` List departments | List of departments. | read | `hr.department.list` 40 connectors | | `planday.employees.create` Create an employee | Create employee. | write | `hr.employee.create` 51 connectors | | `planday.departments.create` Create a department | Create department. | write | `hr.department.create` 32 connectors | | `planday.departments.delete` Delete a department | Department. | destructive | `hr.department.delete` 23 connectors | | `planday.absence_requests.create` Submit an absence request | Submit the absence request. | write | `hr.leave_request.create` 32 connectors | | `planday.absence_requests.list` List absence requests | Absence requests. | read | `hr.leave_request.list` 29 connectors | | `planday.absence_types.list` List absence types | Absence types. | read | `hr.leave_type.list` 23 connectors | | `planday.shifts.list` List shifts | Available shifts. | read | `hr.shift.list` 19 connectors | | `planday.shifts.create` Create a shift | Create Shift. | write | `hr.shift.create` 18 connectors | | `planday.punch_clock_shifts.create` Create a punch-in entry | Create a Punch-In entry. | write | `hr.time_clock_entry.create` 17 connectors | | `planday.punch_clock_shifts.list` List punch clock records | List of all Punch Clock records. | read | `hr.time_clock_entry.list` 15 connectors | Try it ## Prompts to paste into Claude. Each one names the Planday actions it will call, so you know what it reads and what it changes before you send it. 1. Read read List everyone in Planday with their department and start date. calls `planday.employees.list` 2. Write write Create an employee in Planday. Show me exactly what you will send before you save it. calls `planday.employees.create` Governance for Planday ## Destructive actions wait for a yes. 12 Planday actions are destructive. These are all of them: - Delete a department `planday.departments.delete` - Delete a shift `planday.shifts.delete` - Delete a skill `planday.skills.delete` - Cancel an absence request (deprecated) `planday.absence_requests.cancel` - Delete revenue `planday.revenue.delete` - Delete a section `planday.sections.delete` - Delete a position `planday.positions.delete` - Delete an employee group `planday.employee_groups.delete` - Reset an employee's password `planday.employees.reset_password` - Delete an account type `planday.absence_account_types.delete` - Remove an employee from security groups `planday.security_group_memberships.delete` - Delete a custom field attachment value `planday.employee_custom_attachments.delete` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do planday.departments.delete confirm_policy: **human** Delete a department? **intent:** the user asked me to delete a department run suspended · waiting for a named person · key _planday-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "planday-agent", allowed_actions: ["planday.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "planday.departments.delete", approver: "lead@example.com" }, { match: "planday.shifts.delete", approver: "lead@example.com" }, { match: "planday.skills.delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Planday only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Planday costs on actionlake. Every Planday action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Planday refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 145 Planday actions - 145 actions page each page of a long list is one call - 74 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Planday action. 145 actions by area: the id your agent calls, what it does, and its effect. **Employees 12** - `planday.employees.change_username` Change an employee's username write - `planday.employees.create` Create an employee write - `planday.employees.deactivate` Deactivate an employee write - `planday.employees.field_definitions` Get employee field definitions read - `planday.employees.get` Get an employee read - `planday.employees.history` Get an employee's change history read - `planday.employees.invite` Invite an employee write - `planday.employees.list` List employees read - `planday.employees.list_deactivated` List deactivated employees read - `planday.employees.reactivate` Reactivate an employee write - `planday.employees.reset_password` Reset an employee's password destructive - `planday.employees.update` Update an employee write **Shifts 11** - `planday.shifts.approve` Approve a shift write - `planday.shifts.assign` Assign a shift to an employee write - `planday.shifts.bulk_create` Bulk create shifts write - `planday.shifts.create` Create a shift write - `planday.shifts.delete` Delete a shift destructive - `planday.shifts.get` Get a shift read - `planday.shifts.history` Get a shift's history read - `planday.shifts.list` List shifts read - `planday.shifts.list_deleted` List deleted shifts read - `planday.shifts.publish_drafts` Publish draft shifts write - `planday.shifts.update` Update a shift write **Pay rates 7** - `planday.pay_rates.employee_history` Get an employee's wage history in a group read - `planday.pay_rates.get_employee` Get an employee's pay rate in a group read - `planday.pay_rates.get_group_default` Get an employee group's default pay rate read - `planday.pay_rates.list_for_employee` List an employee's pay rates read - `planday.pay_rates.list_group_defaults` List default pay rates of employee groups read - `planday.pay_rates.update_employees` Update employee pay rates in a group write - `planday.pay_rates.update_group_default` Update an employee group's default pay rate write **Absence requests 6** - `planday.absence_requests.approve` Approve an absence request write - `planday.absence_requests.cancel` Cancel an absence request (deprecated) destructive - `planday.absence_requests.create` Submit an absence request write - `planday.absence_requests.deny` Deny an absence request write - `planday.absence_requests.draft` Get an absence request draft read - `planday.absence_requests.list` List absence requests read **Departments 6** - `planday.departments.create` Create a department write - `planday.departments.delete` Delete a department destructive - `planday.departments.get` Get a department read - `planday.departments.list` List departments read - `planday.departments.list_employees` List employees in a department read - `planday.departments.update` Update a department write **Employee groups 6** - `planday.employee_groups.create` Create an employee group write - `planday.employee_groups.delete` Delete an employee group destructive - `planday.employee_groups.get` Get an employee group read - `planday.employee_groups.list` List employee groups read - `planday.employee_groups.list_employees` List employees in an employee group read - `planday.employee_groups.update` Update an employee group write **Punch clock shifts 6** - `planday.punch_clock_shifts.create` Create a punch-in entry write - `planday.punch_clock_shifts.get_by_shift` Get the punch clock record of a shift read - `planday.punch_clock_shifts.list` List punch clock records read - `planday.punch_clock_shifts.punch_in_employee` Punch in an employee write - `planday.punch_clock_shifts.punch_out` Set the punch-out time write - `planday.punch_clock_shifts.punch_out_employee` Punch out an employee write **Salary allocations 6** - `planday.salary_allocations.get` Get an employee's salary allocation read - `planday.salary_allocations.history` Get an employee's salary allocation history read - `planday.salary_allocations.set_business_days` Allocate salary by business days write - `planday.salary_allocations.set_monthly` Allocate salary monthly write - `planday.salary_allocations.set_none` Disable salary allocation write - `planday.salary_allocations.set_scheduled_hours` Allocate salary by scheduled hours write **Absence account types 5** - `planday.absence_account_types.create_accrued` Create an accrued account type write - `planday.absence_account_types.delete` Delete an account type destructive - `planday.absence_account_types.get_accrued` Get an accrued account type read - `planday.absence_account_types.list` List absence account types read - `planday.absence_account_types.update_accrued` Update an accrued account type write **Positions 5** - `planday.positions.create` Create a position write - `planday.positions.delete` Delete a position destructive - `planday.positions.get` Get a position read - `planday.positions.list` List positions read - `planday.positions.update` Update a position write **Salary identifiers 5** - `planday.salary_identifiers.get` Get an employee's salary identifiers read - `planday.salary_identifiers.get_department` Get an employee's department salary identifier read - `planday.salary_identifiers.list` List salary identifiers of all employees read - `planday.salary_identifiers.set` Set an employee's salary identifiers write - `planday.salary_identifiers.set_department` Set an employee's department salary identifier write **Absence accounts 4** - `planday.absence_accounts.balance` Get an absence account balance read - `planday.absence_accounts.employee_balances` Get absence account balances for employees read - `planday.absence_accounts.list` List absence accounts read - `planday.absence_accounts.primary` Get an employee's primary absence account read **Contract rules 4** - `planday.contract_rules.assign_to_employee` Assign a contract rule to an employee write - `planday.contract_rules.get` Get a contract rule read - `planday.contract_rules.get_for_employee` Get an employee's contract rule read - `planday.contract_rules.list` List contract rules read **Employee custom attachments 4** - `planday.employee_custom_attachments.create` Create a custom field attachment value write - `planday.employee_custom_attachments.delete` Delete a custom field attachment value destructive - `planday.employee_custom_attachments.get` Get a custom field attachment value read - `planday.employee_custom_attachments.update` Update a custom field attachment value write **Punch clock breaks 4** - `planday.punch_clock_breaks.access` Get break access for a punch clock shift read - `planday.punch_clock_breaks.end` End the ongoing break write - `planday.punch_clock_breaks.list` List breaks on a punch clock record read - `planday.punch_clock_breaks.start` Start a break write **Revenue units 4** - `planday.revenue_units.create` Create a revenue unit write - `planday.revenue_units.list` List revenue units read - `planday.revenue_units.list_for_department` List a department's revenue units read - `planday.revenue_units.update` Update a revenue unit write **Sections 4** - `planday.sections.create` Create a section write - `planday.sections.delete` Delete a section destructive - `planday.sections.list` List sections read - `planday.sections.update` Update a section write **Skills 4** - `planday.skills.create` Create a skill write - `planday.skills.delete` Delete a skill destructive - `planday.skills.list` List skills read - `planday.skills.update` Update a skill write **Dataset values 3** - `planday.dataset_values.get_period` Get data set values for a period read - `planday.dataset_values.replace_period` Replace data set values for a period write - `planday.dataset_values.update` Update data set values write **Revenue 3** - `planday.revenue.create` Register revenue write - `planday.revenue.delete` Delete revenue destructive - `planday.revenue.list` List revenue read **Salaries 3** - `planday.salaries.get` Get an employee's period salary read - `planday.salaries.history` Get an employee's salary history read - `planday.salaries.set` Create or update an employee's period salary write **Security group memberships 3** - `planday.security_group_memberships.delete` Remove an employee from security groups destructive - `planday.security_group_memberships.list_for_employee` List an employee's security groups read - `planday.security_group_memberships.upsert` Add or update a security group membership write **Shift types 3** - `planday.shift_types.create` Create a shift type write - `planday.shift_types.list` List shift types read - `planday.shift_types.update` Update a shift type write **Absence account adjustments 2** - `planday.absence_account_adjustments.create` Adjust an accrued account balance write - `planday.absence_account_adjustments.list` List adjustments of an accrued account read **Absence account transactions 2** - `planday.absence_account_transactions.create` Create an account transaction write - `planday.absence_account_transactions.list` List account transactions read **Absence records 2** - `planday.absence_records.decline` Decline an absence record write - `planday.absence_records.list` List absence records read **Budgets 2** - `planday.budgets.list` List daily budgets read - `planday.budgets.upsert` Create or update daily budgets write **Formulas 2** - `planday.formulas.evaluate` Evaluate a metric read - `planday.formulas.list` List data center metrics read **Schedule days 2** - `planday.schedule_days.list` List schedule days read - `planday.schedule_days.update` Update a schedule day write **Absence types 1** - `planday.absence_types.list` List absence types read **Countries 1** - `planday.countries.list` List countries read **Datasets 1** - `planday.datasets.list` List data sets read **Employee types 1** - `planday.employee_types.list` List employee types read **Payroll 1** - `planday.payroll.get` Get payroll data read **Portal 1** - `planday.portal.info` Get portal information read **Punch clock 1** - `planday.punch_clock.todays_shifts` List today's shifts read **Salary types 1** - `planday.salary_types.list` List salary types read **Scheduling history 1** - `planday.scheduling_history.query` Get scheduling history read **Scheduling skills 1** - `planday.scheduling_skills.list` List skills for scheduling read **Security groups 1** - `planday.security_groups.list` List security groups read **Shift statuses 1** - `planday.shift_statuses.list` List shift statuses read **Supervisors 1** - `planday.supervisors.list` List supervisors read **Termination types 1** - `planday.termination_types.list` List termination types read **Time and cost 1** - `planday.time_and_cost.get` Get time and cost of shifts read Questions ## The Planday MCP server, answered. **Is there a Planday MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 145 Planday actions across employees, shifts, pay rates and absence requests, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Planday. **What do I need to connect Planday?** Your own Planday OAuth app, registered with Planday (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Planday app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. The free call account { op: "connections.requirements", service: "planday" } lists exactly what to paste. **Can an AI agent delete or change things in Planday?** Only if its key allows it, and only with an explicit confirmation. 12 Planday actions are destructive, including delete a department, delete a shift and delete a skill. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my Planday API limit?** actionlake paces every call to the limits in the Planday service file: 20 calls a second and 750 a minute per connection. Repeated reads are answered from cache (74 Planday actions can be), which never reaches Planday. **What does a Planday action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (145 Planday actions page). Cache hits, searches, dry runs and calls Planday refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which Planday API does it cover?** The Planday Open API v1.0 (twelve OpenAPI 3.0.4 documents) at openapi.planday.com. It is built from Planday's documentation as read on 23 October 2026. 145 actions in 44 areas, each one in the signed service file (version 1.0.0). **Does actionlake keep my Planday data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Planday credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like Planday Shares the most action names with - [Sesame HR 22](https://actionlake.com/connectors/sesame-hr) - [Tanda (Workforce.com) 21](https://actionlake.com/connectors/tanda-workforce-com) - [Paycor 20](https://actionlake.com/connectors/paycor) - [BambooHR 20](https://actionlake.com/connectors/bamboohr) - [7shifts 19](https://actionlake.com/connectors/7shifts) - [Deputy 16](https://actionlake.com/connectors/deputy) Joins with, on shared entities - [Quinyx 3](https://actionlake.com/connectors/quinyx) - [15Five 3](https://actionlake.com/connectors/15five) - [Freshservice 2](https://actionlake.com/connectors/freshservice) - [Deel 2](https://actionlake.com/connectors/deel) - [Lark Suite 2](https://actionlake.com/connectors/lark-suite) - [Cornerstone OnDemand 2](https://actionlake.com/connectors/cornerstone-ondemand) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Planday; the name is the vendor's own. Counts are from the Planday service file, version 1.0.0. ## Give your agent Planday today. [Connect Planday free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/planday More: https://actionlake.com/llms.txt