MCP Server

MCP is an open protocol that empowers applications to integrate context into large language models (LLMs) and build powerful, data-driven workflows. By connecting LLMs to external tools and data sources, MCP enables more accurate outputs, deeper insights and more dynamic interactions.

This MCP server connects directly to the Planhat API, offering three core tools to explore, inspect, and operate on Planhat data models in real time. Authentication is only supported through bearer token, OAuth flows are not supported, and clients must provide a valid bearer token in the Authorization header to establish a connection.

Discover models and operations

Discover available Planhat data models and their supported operations for API exploration and dynamic tool configuraiton. The output is a JSON arary of model routes with supported operations.

Get model parameter schema

Retrieve detailed parameter schemas for specific model-operation combinations, for schema validation, form generation and parameter discovery. Output is JSON schema with parameter definitions, types and requirementst. Use following as input:

• MODEL_ROUTE : Target data model (E.g. Companies)

• OPERATION: Desired operation ("create"/"update"/"view"/"list")

Perform operations

Execute CRUD (Create/Read/Update/Delete) operations on Planhat data, for all types of data manipulation. Output is API response, use the following as input:

• MODEL_ROUTE: Target data model

• OPERATION: Operation type

• PARAMETERS: JSON string containing operation data

  
  

Access token

1. Go to App Center, and create a new private app.

2. Assign the necessary permissions to the app based on your access needs.

3. Generate an access token and use it to authenticate MCP requests. See example.

401 Unauthorized

Caused by missing or invalid access token. Check the Authorization: Bearer <token>/<token> and ensure token is active and valid.

403 Forbidden

Caused by token lacking permissions. Solve by updating app permissions in App Center.

404 Not Found

Caused by invalid MODEL_ROUTE or OPERATION. Fix by confirming supported models/operations using get_model_actions.

400 Bad Request

Caused by missing or invalid parameters. Ensure correct types and required fields are correct by checking get_model_action_parameters.

429 Too Many Requests

Rate limit hit. Retry with delay, use Retry-After header if present

500 Internal Server Error

Unexpected server-side issue. Retry the request, report to Planhat Team with request details if persistent.

Get your Planhat API token

1. Navigate to App Center in Plahat

2. Create a new private app

3. Assign the necessary permissions

4. Generate and copy your access token

Locate and Edit the Configuration File (MacOS)

1. Open Finder

2. Press Cmd + Shift + G

3. Type ~/Library/Application Support/Claude/

4. Locate claude_desktop_config.json.

5. If it doesn't exist, create a new file with this name. Open with Text Editor

Locate and Edit the Configuration File (Windows)

1. Open File Explorer

2. In address bar, type %APPDATA%\Claude\

3. Locate claude_desktop_config.json.

4. If it doesn't exist, create a new file with this name. Open with Text Editor

Add Planhat MCP Configuration and Replace Token

1. Add the JSON for empty or existing configuration.

2. Find and replace token with the Planhat API token

3. Save file

Restart Claude Desktop and Refresh MCP Configuration

1. Restart Claude Desktop

2. Press "Reload MCP Configuration". If it's not visible in developer tab, go to "Help" / "Troubleshooting" / "Enable developer settings"

Verify Setup

1. Verify hammer/connection icon in bottom right corner of chat input box

2. Press to see available MCP servers

3. Verify Planhat is listed

4. Alternatively, go to "Settings" / "Developer" tab to see if the server is running

Troubleshooting

• Make sure NPX is downloaded

• If MCP icon doesn't show, verify syntax in claude_desktop_config.json

• Verify the API token provided by private app in Planhat

• Restart Claude Desktop