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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

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Tools From This Provider (17)

Planhat List Assets

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 clients. Returns asset details, including asset...

Planhat List Churn

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 discontinuing services. The returned data includes churn...

Planhat List Companies

Retrieve a list of all companies in your Planhat system for managing accounts and tracking company details. Utilize this when you need a comprehensive overview of your client organizations. Returns...

Planhat List Conversations

Retrieve all recorded conversations with customers, aiding in communication tracking and analysis. Use in scenarios when reviewing client interactions is necessary to improve customer service or...

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 need to organize or update custom data points for clients. The response includes...

Planhat List Endusers

Retrieve detailed profiles of all end users linked to your products or services. Use this to analyze user demographics or behavior. Returns information such as contact details, user roles, and...

Planhat List Invoices

Get a comprehensive list of all invoices issued to clients, helping with financial tracking and analysis. Use when auditing billing processes or managing accounts receivable. Returns invoice details,...

Planhat List Issues

Access a list of all reported customer issues to enhance service resolution processes. Use this tool to track and prioritize customer complaints or requests. Returns include issue descriptions,...

Planhat List Licenses

Retrieve information on all client software licenses for usage monitoring and compliance management. Employ this tool when conducting audits or managing license renewals. Returns details like license...

Planhat List Nps

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 sentiments. Returns individual scores, response...

Planhat List Objectives

Access a list of objectives set for customer success teams within Planhat. Ideal for tracking progress towards goals and enhancing team performance. The endpoint delivers information on each...

Planhat List Opportunities

Gather a list of all current sales opportunities tracked in Planhat. Use this tool to analyze potential business growth and strategize sales efforts. It provides details for each opportunity, such as...

Planhat List Sales

Obtain a detailed list of all sales activities recorded in Planhat. Use this to analyze sales performance and identify trends. Key information returned includes sales date, amount, customer details,...

Planhat List Tasks

Retrieve a list of all tasks assigned within your Planhat account. Useful for managing team workloads and ensuring all customer success activities are tracked. The endpoint returns data such as task...

Planhat List Tickets

List all support tickets logged in your Planhat system. This is crucial for maintaining customer satisfaction by efficiently managing and resolving issues. It provides details like ticket status,...

Planhat List Users

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 user details such as names, roles, and activity...

Planhat List Workflows

Retrieve a comprehensive list of all workflows configured in your Planhat account. Use this endpoint when you need to review or optimize the automation of customer success tasks and processes. It...

Related Bundles (1)

Planhat Tools

Customer Relations

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...

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

17

Quick Links

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