Planhat MCP server

Planhat MCP Talk to your Planhat customer data in plain English. A local Model Context Protocol server with 60 tools for reading and updating Planhat from your AI client.

[!NOTE]

When hosted connector OAuth or custom connector setup gets in the way, Planhat MCP gives you a direct local connection using a standard API token. Nothing to host and no third-party service between your AI and customer data.

See it in action

You: "Which companies have licenses renewing this quarter?"

Claude: Queries Planhat through the local MCP server and returns the matching companies with their renewal details.

Ask Claude to list records, inspect customer context, create follow-up tasks, or update Planhat directly from the conversation.

Install in Claude Desktop

Download one file, double-click it, paste your token. No terminal, no config files, no code, and nothing to install first.

1. Download the .mcpb file.
2. Double-click the downloaded file. Claude Desktop opens an install pop-up.
3. Review the pop-up and click Install.
4. Create a Planhat API token if you don't have one: in Planhat, go to Settings > Service Accounts (Private Apps) > API Access Token. Admin access is required.
5. Paste the token into the token field. It is stored in your system keychain, never in a file on disk.
6. Optional: tick Read-only mode or Disable delete tools to limit what the AI can do.
7. Ask Claude: "List my top 3 Planhat companies." An answer means you are done.

If double-clicking does not open Claude Desktop, use Settings > Extensions > Advanced settings > Install Extension and select the downloaded file.

Each release also includes planhat-mcp.mcpb.sha256. To verify a download on macOS or Linux, place both files in the same directory and run:

shasum -a 256 -c planhat-mcp.mcpb.sha256

Switching from a manual install? Remove the old planhat entry from claudedesktopconfig.json first, or you'll see two copies of every tool.

Manual install

For MCP clients other than Claude Desktop, or if you prefer running from a checkout. Requires Node.js 18 or newer.

1. Get the code and build the server:

git clone https://github.com/da-troll/Planhat-MCP.git ~/planhat-mcp
cd ~/planhat-mcp
npm install
npm run build

2. Add your Planhat token:

cp .env.example .env
open .env        # paste your token after PLANHAT_TOKEN= and save

The token stays in that one file on your machine. Treat it like a password.

3. Register the server in your client's MCP config (Claude Desktop: claudedesktopconfig.json; Cursor: .cursor/mcp.json), replacing YOUR-USERNAME:

{
  "mcpServers": {
    "planhat": {
      "command": "node",
      "args": ["/Users/YOUR-USERNAME/planhat-mcp/dist/server.js"]
    }
  }
}

Shortened. The full README is on GitHub.