Connectors · CRM & sales

Planhat MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Planhat and the rest of your systems. It gives your agent 141 Planhat actions (47 reads, 71 writes and 23 that wait for a confirmation) and holds the Planhat credential itself, so the agent never does. It paces Planhat's limits and records every call.

Connect Planhat free See 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

141actionsin one signed file
47readlook, never change
71writecreate and update
23wait for a yesdestructive, confirmed first

Set up

Connect Planhat in three steps.

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
02
Connect Planhat.
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- access_tokenPlanhat API Access Token
- environmentYour Planhat environment
```
account { op: "connections.requirements", service: "planhat" }
# free: exactly what to paste, and what is found for you
```

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: "planhat.endusers.list" }# list end users · read · 1 upstream callcheck { action: "planhat.endusers.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Planhat at a glance

Sign-in: Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: access_token
Setup fields: environment
Limits we pace to: 200 calls a minute, per connection
API covered: Planhat REST API (api.planhat.com) plus analytics endpoints (analytics.planhat.com), at your Planhat instance's API base URL, which you enter when connecting
Built from: Planhat's documentation, read 23 October 2026planhat.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 47 of 47 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 12, so ask can line Planhat up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Planhat.

141 actions in 26 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

47readlook, never change
71writecreate and update
23destructivewait for a confirmation

Companies
7
3 read · 3 write · 1 destructive
List companies · Create company · Get company · Update company
Time entries
7
2 read · 4 write · 1 destructive
List time entries · Create time entry · Update time entry · Get time entry
Assets
6
2 read · 3 write · 1 destructive
Create asset · List assets · Get asset · Update asset
Campaigns
6
2 read · 3 write · 1 destructive
Create campaign · List campaigns · Get campaign · Update campaign
Churn
6
2 read · 3 write · 1 destructive
Create churn record · List churn records · Get churn record · Update churn record
Conversations
6
2 read · 3 write · 1 destructive
List conversations · Create conversation · Get conversation · Update conversation
Deals
6
2 read · 3 write · 1 destructive
List deals · Create deal · Get deal · Update deal
Endusers
6
2 read · 3 write · 1 destructive
List end users · Create end user · Get end user · Update end user

18 more areas · 91 actions

Invoices 6
Issues 6
Licenses 6
Line items 6
NPS 6
Objectives 6
Opportunities 6
Products 6
Projects 6
Sales 6
Tasks 6
Timesheets 6
Users 6
Custom fields 5
Tickets 3
Dimension data 2
User activities 2
Notes 1

Top actions

The Planhat API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 80 of Planhat's 82 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`planhat.endusers.list`List end users	List Planhat end users.	read	`crm.contact.list`177 connectors
`planhat.companies.list`List companies	List Planhat companies.	read	`crm.company.list`162 connectors
`planhat.tasks.list`List tasks	List Planhat tasks.	read	`work.task.list`122 connectors
`planhat.users.list`List users	List Planhat users.	read	`identity.user.list`474 connectors
`planhat.endusers.create`Create end user	Create a Planhat end user.	write	`crm.contact.create`161 connectors
`planhat.companies.create`Create company	Create a Planhat company.	write	`crm.company.create`142 connectors
`planhat.deals.list`List deals	List Planhat deals.	read	`crm.deal.list`43 connectors
`planhat.endusers.delete`Delete end user	Delete a Planhat end user.	destructive	`crm.contact.delete`147 connectors
`planhat.tasks.create`Create task	Create a Planhat task.	write	`work.task.create`127 connectors
`planhat.projects.list`List projects	List Planhat projects.	read	`work.project.list`109 connectors
`planhat.users.create`Create user	Create a Planhat user.	write	`identity.user.create`262 connectors
`planhat.time_entries.list`List time entries	List Planhat time entries.	read	`work.time_entry.list`59 connectors

Try it

Prompts to paste into Claude.

Each one names the Planhat actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Planhat invoices are more than 30 days overdue? Group them by customer with the total owed.
callsplanhat.invoices.list
Writewrite
Create end user in Planhat. Show me exactly what you will send before you save it.
callsplanhat.endusers.create
Across systemsread
For each customer, how many invoices are in Planhat and how many tickets in ConnectWise PSA?
callsplanhat.invoices.listconnectwise_manage.tickets.list

Across your systems

Planhat, joined to the rest of your business.

One ask fetches from Planhat and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

For each customer, how many invoices are in Planhat and how many tickets in ConnectWise PSA?
planhat.invoices.list + connectwise_manage.tickets.list, on crm.company · ConnectWise PSA
For each customer, how many invoices are in Planhat and how many tickets in ServiceNow?
planhat.invoices.list + servicenow_table.incidents.list, on crm.company · ServiceNow

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192work.project 116commerce.product 109work.task 105finance.invoice 91service.ticket 62

ask

ask {  intent: "for each customer, how many invoices are in Planhat and how many tickets in ConnectWise PSA",  steps: [    { action: "planhat.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "inv",        right: "tix",        on: "crm.company",        group_by: "inv.company_name",        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Planhat

Destructive actions wait for a yes.

23 Planhat actions are destructive. These are all of them:

Delete end userplanhat.endusers.delete
Delete companyplanhat.companies.delete
Delete taskplanhat.tasks.delete
Delete userplanhat.users.delete
Delete dealplanhat.deals.delete
Delete projectplanhat.projects.delete
Delete time entryplanhat.time_entries.delete
Delete licenseplanhat.licenses.delete
Delete productplanhat.products.delete
Delete conversationplanhat.conversations.delete
Delete invoiceplanhat.invoices.delete
Delete ticketplanhat.tickets.delete
Delete line itemplanhat.line_items.delete
Delete timesheetplanhat.timesheets.delete
Delete NPS responseplanhat.nps.delete
Delete churn recordplanhat.churn.delete
Delete saleplanhat.sales.delete
Delete assetplanhat.assets.delete
Delete issueplanhat.issues.delete
Delete campaignplanhat.campaigns.delete
Delete objectiveplanhat.objectives.delete
Delete custom fieldplanhat.custom_fields.delete
Delete opportunityplanhat.opportunities.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.

doplanhat.endusers.deleteconfirm_policy: human

Delete end user?

intent: the user asked me to delete end user

run suspended · waiting for a named person · key planhat-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "planhat-agent",  allowed_actions: ["planhat.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "planhat.endusers.delete", approver: "[email protected]" },    { match: "planhat.companies.delete", approver: "[email protected]" },    { match: "planhat.tasks.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Planhat only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Planhat costs on actionlake.

Every Planhat action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Planhat 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.

1upstream call per actionall 141 Planhat actions
141actions pageeach page of a long list is one call
47reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Planhat action.

141 actions by area: the id your agent calls, what it does, and its effect.

Companies7

planhat.companies.bulk_upsertBulk upsert companieswrite
planhat.companies.createCreate companywrite
planhat.companies.deleteDelete companydestructive
planhat.companies.getGet companyread
planhat.companies.lean_listList companies (lean)read
planhat.companies.listList companiesread
planhat.companies.updateUpdate companywrite

Time entries7

planhat.time_entries.bulk_upsertBulk upsert time entrieswrite
planhat.time_entries.createCreate time entrywrite
planhat.time_entries.deleteDelete time entrydestructive
planhat.time_entries.duplicateDuplicate time entrieswrite
planhat.time_entries.getGet time entryread
planhat.time_entries.listList time entriesread
planhat.time_entries.updateUpdate time entrywrite

Assets6

planhat.assets.bulk_upsertBulk upsert assetswrite
planhat.assets.createCreate assetwrite
planhat.assets.deleteDelete assetdestructive
planhat.assets.getGet assetread
planhat.assets.listList assetsread
planhat.assets.updateUpdate assetwrite

Campaigns6

planhat.campaigns.bulk_upsertBulk upsert campaignswrite
planhat.campaigns.createCreate campaignwrite
planhat.campaigns.deleteDelete campaigndestructive
planhat.campaigns.getGet campaignread
planhat.campaigns.listList campaignsread
planhat.campaigns.updateUpdate campaignwrite

Churn6

planhat.churn.bulk_upsertBulk upsert churn recordswrite
planhat.churn.createCreate churn recordwrite
planhat.churn.deleteDelete churn recorddestructive
planhat.churn.getGet churn recordread
planhat.churn.listList churn recordsread
planhat.churn.updateUpdate churn recordwrite

Conversations6

planhat.conversations.bulk_upsertBulk upsert conversationswrite
planhat.conversations.createCreate conversationwrite
planhat.conversations.deleteDelete conversationdestructive
planhat.conversations.getGet conversationread
planhat.conversations.listList conversationsread
planhat.conversations.updateUpdate conversationwrite

Deals6

planhat.deals.bulk_upsertBulk upsert dealswrite
planhat.deals.createCreate dealwrite
planhat.deals.deleteDelete dealdestructive
planhat.deals.getGet dealread
planhat.deals.listList dealsread
planhat.deals.updateUpdate dealwrite

Endusers6

planhat.endusers.bulk_upsertBulk upsert end userswrite
planhat.endusers.createCreate end userwrite
planhat.endusers.deleteDelete end userdestructive
planhat.endusers.getGet end userread
planhat.endusers.listList end usersread
planhat.endusers.updateUpdate end userwrite

Invoices6

planhat.invoices.bulk_upsertBulk upsert invoiceswrite
planhat.invoices.createCreate invoicewrite
planhat.invoices.deleteDelete invoicedestructive
planhat.invoices.getGet invoiceread
planhat.invoices.listList invoicesread
planhat.invoices.updateUpdate invoicewrite

Issues6

planhat.issues.bulk_upsertBulk upsert issueswrite
planhat.issues.createCreate issuewrite
planhat.issues.deleteDelete issuedestructive
planhat.issues.getGet issueread
planhat.issues.listList issuesread
planhat.issues.updateUpdate issuewrite

Licenses6

planhat.licenses.bulk_upsertBulk upsert licenseswrite
planhat.licenses.createCreate licensewrite
planhat.licenses.deleteDelete licensedestructive
planhat.licenses.getGet licenseread
planhat.licenses.listList licensesread
planhat.licenses.updateUpdate licensewrite

Line items6

planhat.line_items.bulk_upsertBulk upsert line itemswrite
planhat.line_items.createCreate line itemwrite
planhat.line_items.deleteDelete line itemdestructive
planhat.line_items.getGet line itemread
planhat.line_items.listList line itemsread
planhat.line_items.updateUpdate line itemwrite

NPS6

planhat.nps.bulk_upsertBulk upsert NPS responseswrite
planhat.nps.createCreate NPS responsewrite
planhat.nps.deleteDelete NPS responsedestructive
planhat.nps.getGet NPS responseread
planhat.nps.listList NPS responsesread
planhat.nps.updateUpdate NPS responsewrite

Objectives6

planhat.objectives.bulk_upsertBulk upsert objectiveswrite
planhat.objectives.createCreate objectivewrite
planhat.objectives.deleteDelete objectivedestructive
planhat.objectives.getGet objectiveread
planhat.objectives.listList objectivesread
planhat.objectives.updateUpdate objectivewrite

Opportunities6

planhat.opportunities.bulk_upsertBulk upsert opportunitieswrite
planhat.opportunities.createCreate opportunitywrite
planhat.opportunities.deleteDelete opportunitydestructive
planhat.opportunities.getGet opportunityread
planhat.opportunities.listList opportunitiesread
planhat.opportunities.updateUpdate opportunitywrite

Products6

planhat.products.bulk_upsertBulk upsert productswrite
planhat.products.createCreate productwrite
planhat.products.deleteDelete productdestructive
planhat.products.getGet productread
planhat.products.listList productsread
planhat.products.updateUpdate productwrite

Projects6

planhat.projects.bulk_upsertBulk upsert projectswrite
planhat.projects.createCreate projectwrite
planhat.projects.deleteDelete projectdestructive
planhat.projects.getGet projectread
planhat.projects.listList projectsread
planhat.projects.updateUpdate projectwrite

Sales6

planhat.sales.bulk_upsertBulk upsert saleswrite
planhat.sales.createCreate salewrite
planhat.sales.deleteDelete saledestructive
planhat.sales.getGet saleread
planhat.sales.listList salesread
planhat.sales.updateUpdate salewrite

Tasks6

planhat.tasks.bulk_upsertBulk upsert taskswrite
planhat.tasks.createCreate taskwrite
planhat.tasks.deleteDelete taskdestructive
planhat.tasks.getGet taskread
planhat.tasks.listList tasksread
planhat.tasks.updateUpdate taskwrite

Timesheets6

planhat.timesheets.bulk_upsertBulk upsert timesheetswrite
planhat.timesheets.createCreate timesheetwrite
planhat.timesheets.deleteDelete timesheetdestructive
planhat.timesheets.getGet timesheetread
planhat.timesheets.listList timesheetsread
planhat.timesheets.updateUpdate timesheetwrite

Users6

planhat.users.bulk_upsertBulk upsert userswrite
planhat.users.createCreate userwrite
planhat.users.deleteDelete userdestructive
planhat.users.getGet userread
planhat.users.listList usersread
planhat.users.updateUpdate userwrite

Custom fields5

planhat.custom_fields.createCreate custom fieldwrite
planhat.custom_fields.deleteDelete custom fielddestructive
planhat.custom_fields.getGet custom fieldread
planhat.custom_fields.listList custom fieldsread
planhat.custom_fields.updateUpdate custom fieldwrite

Tickets3

planhat.tickets.bulk_upsertBulk upsert ticketswrite
planhat.tickets.deleteDelete ticketdestructive
planhat.tickets.listList ticketsread

Dimension data2

planhat.dimension_data.bulk_insertPush metric (dimension) datawrite
planhat.dimension_data.listList metric (dimension) dataread

User activities2

planhat.user_activities.bulk_trackTrack user activities in bulkwrite
planhat.user_activities.trackTrack user activitywrite

Notes1

planhat.notes.createCreate notewrite

Questions

The Planhat MCP server, answered.

Is there a Planhat MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 141 Planhat actions across companies, time entries, assets and campaigns, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Planhat.

What do I need to connect Planhat?

Planhat API Access Token. Plus your environment. The free call account { op: "connections.requirements", service: "planhat" } lists exactly what to paste.

Can an AI agent delete or change things in Planhat?

Only if its key allows it, and only with an explicit confirmation. 23 Planhat actions are destructive, including delete end user, delete company and delete task. 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 Planhat API limit?

actionlake paces every call to the limits in the Planhat service file: 200 calls a minute per connection. Repeated reads are answered from cache (47 Planhat actions can be), which never reaches Planhat.

What does a Planhat action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (141 Planhat actions page). Cache hits, searches, dry runs and calls Planhat 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 Planhat API does it cover?

The Planhat REST API (api.planhat.com) plus analytics endpoints (analytics.planhat.com) at your Planhat instance's API base URL, which you enter when connecting. It is built from Planhat's documentation as read on 23 October 2026. 141 actions in 26 areas, each one in the signed service file (version 1.0.0).

Can I combine Planhat with my other systems?

Yes. ask joins Planhat to ConnectWise PSA or ServiceNow on the same customer and returns the answer rather than every row. Planhat maps crm.company, which 227 other connectors also map.

Does actionlake keep my Planhat data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, 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 Planhat 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.

Give your agent Planhat today.

Connect Planhat free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Planhat MCP server for AI agents.

Connect Planhat in three steps.

Add actionlake to Claude.

Connect Planhat.

Make the first call. Check before a write.

What an AI agent can do in Planhat.

Companies

Time entries

Assets

Campaigns

Churn

Conversations

Deals

Endusers