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 MCP server bundle is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.
Gather a list of all NPS feedback responses to gauge customer satisfaction and loyalty. Use this tool after an NPS survey cycle to analyze customer se...
List all support tickets logged in your Planhat system. This is crucial for maintaining customer satisfaction by efficiently managing and resolving is...
Retrieve all recorded conversations with customers, aiding in communication tracking and analysis. Use in scenarios when reviewing client interactions...
Retrieve a list of all customer assets, providing insights into their value and status. Use this tool to manage and keep track of assets assigned to c...
Retrieve information on all client software licenses for usage monitoring and compliance management. Employ this tool when conducting audits or managi...
Access a list of all reported customer issues to enhance service resolution processes. Use this tool to track and prioritize customer complaints or re...
Access a list of potential customer churns to analyze and mitigate risks. Use this when you need to identify and address clients at risk of discontinu...
Fetch a list of all custom fields set up in your system, allowing for tailored data collection. Use this tool when you need to organize or update cust...
Access a list of objectives set for customer success teams within Planhat. Ideal for tracking progress towards goals and enhancing team performance. T...
Retrieve detailed profiles of all end users linked to your products or services. Use this to analyze user demographics or behavior. Returns informatio...
Retrieve a list of all tasks assigned within your Planhat account. Useful for managing team workloads and ensuring all customer success activities are...
Obtain a detailed list of all sales activities recorded in Planhat. Use this to analyze sales performance and identify trends. Key information returne...
View a list of all users with access to your Planhat platform. Use this to manage user permissions and ensure account security. The endpoint provides ...
Retrieve a list of all companies in your Planhat system for managing accounts and tracking company details. Utilize this when you need a comprehensive...
Get a comprehensive list of all invoices issued to clients, helping with financial tracking and analysis. Use when auditing billing processes or manag...
Retrieve a comprehensive list of all workflows configured in your Planhat account. Use this endpoint when you need to review or optimize the automatio...
Connect this Planhat Tools MCP server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.