MCP Server
MCP Server
Planhat’s MCP Server (Model Context Protocol) connects your AI assistants to live Planhat data—securely and with full control. Give AI tools access to all your data in Planhat, to synthesise information, generate insights or provide guidance. Using the MCP server, you can combine Planhat's data with broader organizational context and information. With enterprise-grade permissioning, you decide exactly what data the model can access, and what stays off-limits.
01
Agentic AI with Planhat’s MCP
Allow any AI assistant to not only read real-time customer context—from usage to conversations—but also take action: creating tasks, updating records and building documents and dashboards inside Planhat, all using frontier LLM models combined with your live data.
02
Enterprise‑Grade Control & Compliance
Connect your LLMs securely to your live customer data while retaining full governance—define exactly which data the model can access, and build guardrails that ensure your teams are using MCP in line with internal policies.
03
Live Customer Context in Your Favorite AI Assistants
Enrich your AI assistant's context with real-time customer data, giving it maximum information on your commercial organization—on deals, companies, objectives and all other objects, as well as documents and pages your team uses every day.