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Planhat

Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention.

This Planhat MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

FIELDS, OAUTH2

Official Website

Tools From This Provider (17)

Planhat List Sales

Obtain a detailed list of all sales activities recorded in Planhat. Use this to analyze sales performance and identify...

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Planhat List Invoices

Get a comprehensive list of all invoices issued to clients, helping with financial tracking and analysis. Use when...

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Planhat List Tasks

Retrieve a list of all tasks assigned within your Planhat account. Useful for managing team workloads and ensuring all...

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Planhat List Custom Fields

Fetch a list of all custom fields set up in your system, allowing for tailored data collection. Use this tool when you...

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Planhat List Issues

Access a list of all reported customer issues to enhance service resolution processes. Use this tool to track and...

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Planhat List Conversations

Retrieve all recorded conversations with customers, aiding in communication tracking and analysis. Use in scenarios...

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Planhat List Users

View a list of all users with access to your Planhat platform. Use this to manage user permissions and ensure account...

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Planhat List Workflows

Retrieve a comprehensive list of all workflows configured in your Planhat account. Use this endpoint when you need to...

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Planhat List Licenses

Retrieve information on all client software licenses for usage monitoring and compliance management. Employ this tool...

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Planhat List Nps

Gather a list of all NPS feedback responses to gauge customer satisfaction and loyalty. Use this tool after an NPS...

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Planhat List Churn

Access a list of potential customer churns to analyze and mitigate risks. Use this when you need to identify and...

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Planhat List Tickets

List all support tickets logged in your Planhat system. This is crucial for maintaining customer satisfaction by...

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Planhat List Opportunities

Gather a list of all current sales opportunities tracked in Planhat. Use this tool to analyze potential business growth...

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Planhat List Endusers

Retrieve detailed profiles of all end users linked to your products or services. Use this to analyze user demographics...

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Planhat List Companies

Retrieve a list of all companies in your Planhat system for managing accounts and tracking company details. Utilize...

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Planhat List Assets

Retrieve a list of all customer assets, providing insights into their value and status. Use this tool to manage and...

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Planhat List Objectives

Access a list of objectives set for customer success teams within Planhat. Ideal for tracking progress towards goals...

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Related Bundles (1)

Planhat

17 tools

Primary

Customer Relations

Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze...

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS, OAUTH2

AddedOctober 29, 2025

UpdatedMarch 9, 2026

Used By Tools

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