Features

Intelligence

Intelligence

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

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

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

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.

01

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.

01

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.

01

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.

01

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.

02

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.

02

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.

02

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.

02

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.

03

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.

03

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.

03

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.

03

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

View Changelog

Upgrading Planhat AI Platform (AIP)

9/11/25

What's new

Changelog

Automations Run status and call summaries

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

What's new

Changelog

Automations Run status and call summaries

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

Discover the full power of MCP Server

Discover the full power of MCP Server

Discover the full power of MCP Server

Request a demo

Request a demo

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

How to Treat Your New Colleague—The LLM

Julia Sommarlund

How to Treat Your New Colleague—The LLM

Julia Sommarlund

MCP Server Demonstration

Planhat

Marco Rivolo

MCP Server Demonstration

Planhat

Marco Rivolo

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

How to Treat Your New Colleague—The LLM

Julia Sommarlund

MCP Server Demonstration

Planhat

Marco Rivolo

Retention Should Never Be a Surprise

Victor Ivarsson

Discover the full power of MCP Server

Request a demo

Why Your Customer Collaboration is Broken

Planhat

Natalie Kwong

How to Treat Your New Colleague—The LLM

Julia Sommarlund

MCP Server Demonstration

Planhat

Marco Rivolo

planhat

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About

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Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us