---
title: "Planhat MCP server for AI agents - actionlake"
description: "Give Claude 141 Planhat actions through one MCP server: companies, time entries, assets. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/planhat
updated: 2026-10-23
---

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](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: "planhat.endusers.list",
  intent: "check which Planhat account is connected"
}
# List end users · read · 1 upstream call
```

- 141 actions in one signed file
- 47 read look, never change
- 71 write create and update
- 23 wait for a yes destructive, confirmed first

Set up

## Connect Planhat 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 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_token` Planhat API Access Token
   - `environment` Your Planhat environment
   ```
   account { op: "connections.requirements", service: "planhat" }
   # 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: "planhat.endusers.list" }
   # list end users · read · 1 upstream call
   check { 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 2026[planhat.com](https://www.planhat.com/developers/api/introduction)

**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.

- **47** read look, never change
- **71** write create and update
- **23** destructive wait for a confirmation

1. ### Companies
   7
   3 read · 3 write · 1 destructive
   List companies · Create company · Get company · Update company
2. ### Time entries
   7
   2 read · 4 write · 1 destructive
   List time entries · Create time entry · Update time entry · Get time entry
3. ### Assets
   6
   2 read · 3 write · 1 destructive
   Create asset · List assets · Get asset · Update asset
4. ### Campaigns
   6
   2 read · 3 write · 1 destructive
   Create campaign · List campaigns · Get campaign · Update campaign
5. ### Churn
   6
   2 read · 3 write · 1 destructive
   Create churn record · List churn records · Get churn record · Update churn record
6. ### Conversations
   6
   2 read · 3 write · 1 destructive
   List conversations · Create conversation · Get conversation · Update conversation
7. ### Deals
   6
   2 read · 3 write · 1 destructive
   List deals · Create deal · Get deal · Update deal
8. ### 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.

1. Read read
   Which Planhat invoices are more than 30 days overdue? Group them by customer with the total owed.
   calls `planhat.invoices.list`
2. Write write
   Create end user in Planhat. Show me exactly what you will send before you save it.
   calls `planhat.endusers.create`
3. Across systems read
   For each customer, how many invoices are in Planhat and how many tickets in ConnectWise PSA?
   calls `planhat.invoices.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/servicenow)

Also mapped by other connectors `identity.user` **517** `crm.company` **227** `crm.contact` **192** `work.project` **116** `commerce.product` **109** `work.task` **105** `finance.invoice` **91** `service.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 user `planhat.endusers.delete`
- Delete company `planhat.companies.delete`
- Delete task `planhat.tasks.delete`
- Delete user `planhat.users.delete`
- Delete deal `planhat.deals.delete`
- Delete project `planhat.projects.delete`
- Delete time entry `planhat.time_entries.delete`
- Delete license `planhat.licenses.delete`
- Delete product `planhat.products.delete`
- Delete conversation `planhat.conversations.delete`
- Delete invoice `planhat.invoices.delete`
- Delete ticket `planhat.tickets.delete`
- Delete line item `planhat.line_items.delete`
- Delete timesheet `planhat.timesheets.delete`
- Delete NPS response `planhat.nps.delete`
- Delete churn record `planhat.churn.delete`
- Delete sale `planhat.sales.delete`
- Delete asset `planhat.assets.delete`
- Delete issue `planhat.issues.delete`
- Delete campaign `planhat.campaigns.delete`
- Delete objective `planhat.objectives.delete`
- Delete custom field `planhat.custom_fields.delete`
- Delete opportunity `planhat.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.

do planhat.endusers.delete confirm_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: "lead@example.com" },
    { match: "planhat.companies.delete", approver: "lead@example.com" },
    { match: "planhat.tasks.delete", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 141 Planhat actions
- 141 actions page each page of a long list is one call
- 47 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 Planhat action.

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

**Companies 7**

- `planhat.companies.bulk_upsert` Bulk upsert companies write
- `planhat.companies.create` Create company write
- `planhat.companies.delete` Delete company destructive
- `planhat.companies.get` Get company read
- `planhat.companies.lean_list` List companies (lean) read
- `planhat.companies.list` List companies read
- `planhat.companies.update` Update company write

**Time entries 7**

- `planhat.time_entries.bulk_upsert` Bulk upsert time entries write
- `planhat.time_entries.create` Create time entry write
- `planhat.time_entries.delete` Delete time entry destructive
- `planhat.time_entries.duplicate` Duplicate time entries write
- `planhat.time_entries.get` Get time entry read
- `planhat.time_entries.list` List time entries read
- `planhat.time_entries.update` Update time entry write

**Assets 6**

- `planhat.assets.bulk_upsert` Bulk upsert assets write
- `planhat.assets.create` Create asset write
- `planhat.assets.delete` Delete asset destructive
- `planhat.assets.get` Get asset read
- `planhat.assets.list` List assets read
- `planhat.assets.update` Update asset write

**Campaigns 6**

- `planhat.campaigns.bulk_upsert` Bulk upsert campaigns write
- `planhat.campaigns.create` Create campaign write
- `planhat.campaigns.delete` Delete campaign destructive
- `planhat.campaigns.get` Get campaign read
- `planhat.campaigns.list` List campaigns read
- `planhat.campaigns.update` Update campaign write

**Churn 6**

- `planhat.churn.bulk_upsert` Bulk upsert churn records write
- `planhat.churn.create` Create churn record write
- `planhat.churn.delete` Delete churn record destructive
- `planhat.churn.get` Get churn record read
- `planhat.churn.list` List churn records read
- `planhat.churn.update` Update churn record write

**Conversations 6**

- `planhat.conversations.bulk_upsert` Bulk upsert conversations write
- `planhat.conversations.create` Create conversation write
- `planhat.conversations.delete` Delete conversation destructive
- `planhat.conversations.get` Get conversation read
- `planhat.conversations.list` List conversations read
- `planhat.conversations.update` Update conversation write

**Deals 6**

- `planhat.deals.bulk_upsert` Bulk upsert deals write
- `planhat.deals.create` Create deal write
- `planhat.deals.delete` Delete deal destructive
- `planhat.deals.get` Get deal read
- `planhat.deals.list` List deals read
- `planhat.deals.update` Update deal write

**Endusers 6**

- `planhat.endusers.bulk_upsert` Bulk upsert end users write
- `planhat.endusers.create` Create end user write
- `planhat.endusers.delete` Delete end user destructive
- `planhat.endusers.get` Get end user read
- `planhat.endusers.list` List end users read
- `planhat.endusers.update` Update end user write

**Invoices 6**

- `planhat.invoices.bulk_upsert` Bulk upsert invoices write
- `planhat.invoices.create` Create invoice write
- `planhat.invoices.delete` Delete invoice destructive
- `planhat.invoices.get` Get invoice read
- `planhat.invoices.list` List invoices read
- `planhat.invoices.update` Update invoice write

**Issues 6**

- `planhat.issues.bulk_upsert` Bulk upsert issues write
- `planhat.issues.create` Create issue write
- `planhat.issues.delete` Delete issue destructive
- `planhat.issues.get` Get issue read
- `planhat.issues.list` List issues read
- `planhat.issues.update` Update issue write

**Licenses 6**

- `planhat.licenses.bulk_upsert` Bulk upsert licenses write
- `planhat.licenses.create` Create license write
- `planhat.licenses.delete` Delete license destructive
- `planhat.licenses.get` Get license read
- `planhat.licenses.list` List licenses read
- `planhat.licenses.update` Update license write

**Line items 6**

- `planhat.line_items.bulk_upsert` Bulk upsert line items write
- `planhat.line_items.create` Create line item write
- `planhat.line_items.delete` Delete line item destructive
- `planhat.line_items.get` Get line item read
- `planhat.line_items.list` List line items read
- `planhat.line_items.update` Update line item write

**NPS 6**

- `planhat.nps.bulk_upsert` Bulk upsert NPS responses write
- `planhat.nps.create` Create NPS response write
- `planhat.nps.delete` Delete NPS response destructive
- `planhat.nps.get` Get NPS response read
- `planhat.nps.list` List NPS responses read
- `planhat.nps.update` Update NPS response write

**Objectives 6**

- `planhat.objectives.bulk_upsert` Bulk upsert objectives write
- `planhat.objectives.create` Create objective write
- `planhat.objectives.delete` Delete objective destructive
- `planhat.objectives.get` Get objective read
- `planhat.objectives.list` List objectives read
- `planhat.objectives.update` Update objective write

**Opportunities 6**

- `planhat.opportunities.bulk_upsert` Bulk upsert opportunities write
- `planhat.opportunities.create` Create opportunity write
- `planhat.opportunities.delete` Delete opportunity destructive
- `planhat.opportunities.get` Get opportunity read
- `planhat.opportunities.list` List opportunities read
- `planhat.opportunities.update` Update opportunity write

**Products 6**

- `planhat.products.bulk_upsert` Bulk upsert products write
- `planhat.products.create` Create product write
- `planhat.products.delete` Delete product destructive
- `planhat.products.get` Get product read
- `planhat.products.list` List products read
- `planhat.products.update` Update product write

**Projects 6**

- `planhat.projects.bulk_upsert` Bulk upsert projects write
- `planhat.projects.create` Create project write
- `planhat.projects.delete` Delete project destructive
- `planhat.projects.get` Get project read
- `planhat.projects.list` List projects read
- `planhat.projects.update` Update project write

**Sales 6**

- `planhat.sales.bulk_upsert` Bulk upsert sales write
- `planhat.sales.create` Create sale write
- `planhat.sales.delete` Delete sale destructive
- `planhat.sales.get` Get sale read
- `planhat.sales.list` List sales read
- `planhat.sales.update` Update sale write

**Tasks 6**

- `planhat.tasks.bulk_upsert` Bulk upsert tasks write
- `planhat.tasks.create` Create task write
- `planhat.tasks.delete` Delete task destructive
- `planhat.tasks.get` Get task read
- `planhat.tasks.list` List tasks read
- `planhat.tasks.update` Update task write

**Timesheets 6**

- `planhat.timesheets.bulk_upsert` Bulk upsert timesheets write
- `planhat.timesheets.create` Create timesheet write
- `planhat.timesheets.delete` Delete timesheet destructive
- `planhat.timesheets.get` Get timesheet read
- `planhat.timesheets.list` List timesheets read
- `planhat.timesheets.update` Update timesheet write

**Users 6**

- `planhat.users.bulk_upsert` Bulk upsert users write
- `planhat.users.create` Create user write
- `planhat.users.delete` Delete user destructive
- `planhat.users.get` Get user read
- `planhat.users.list` List users read
- `planhat.users.update` Update user write

**Custom fields 5**

- `planhat.custom_fields.create` Create custom field write
- `planhat.custom_fields.delete` Delete custom field destructive
- `planhat.custom_fields.get` Get custom field read
- `planhat.custom_fields.list` List custom fields read
- `planhat.custom_fields.update` Update custom field write

**Tickets 3**

- `planhat.tickets.bulk_upsert` Bulk upsert tickets write
- `planhat.tickets.delete` Delete ticket destructive
- `planhat.tickets.list` List tickets read

**Dimension data 2**

- `planhat.dimension_data.bulk_insert` Push metric (dimension) data write
- `planhat.dimension_data.list` List metric (dimension) data read

**User activities 2**

- `planhat.user_activities.bulk_track` Track user activities in bulk write
- `planhat.user_activities.track` Track user activity write

**Notes 1**

- `planhat.notes.create` Create note write

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.

## More connectors like Planhat

Shares the most action names with

- [Insightly CRM 34](https://actionlake.com/connectors/insightly-crm)
- [Freshsales 28](https://actionlake.com/connectors/freshsales)
- [Outreach 25](https://actionlake.com/connectors/outreach)
- [Pylon 24](https://actionlake.com/connectors/pylon)
- [Nutshell CRM 23](https://actionlake.com/connectors/nutshell-crm)
- [Keap (Infusionsoft) 22](https://actionlake.com/connectors/keap-infusionsoft)

Joins with, on shared entities

- [Kaseya BMS 10](https://actionlake.com/connectors/kaseya-bms)
- [HaloPSA 9](https://actionlake.com/connectors/halopsa)
- [Acumatica Cloud ERP 9](https://actionlake.com/connectors/acumatica-cloud-erp)
- [Odoo 9](https://actionlake.com/connectors/odoo)
- [ERPNext (Frappe) 9](https://actionlake.com/connectors/erpnext-frappe)
- [ConnectWise PSA 8](https://actionlake.com/connectors/connectwise-psa)

Browse

- [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

actionlake is independent. It is not made or endorsed by Planhat; the name is the vendor's own. Counts are from the Planhat service file, version 1.0.0.

## Give your agent Planhat today.

[Connect Planhat 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/planhat
More: https://actionlake.com/llms.txt