Planhat MCP server

What the model can do

Planhat customer success: companies with health, phase, MRR and ARR, renewal and last touch; end users at a company; notes and logged conversations; CSM tasks; licences. Can also add a note, task, end user, company or licence, change a company's owner, status or phase, complete or reassign a task, edit a note, end user or licence, and delete any of them — when you ask.

Reads

• planhat_companiesCompanies in Planhat with phase, status, health, CSM score, MRR, ARR, customer since, renewal in days, last activity and last and next touch.
• planhat_companyOne Planhat company by id, with its health, revenue, phase and touches, its end users (up to 50) and its latest notes and conversations (up to 10).
• planhat_endusersEnd users (the customer's people) in Planhat: name, email, position, company, NPS and last touch.
• planhat_conversationsNotes and logged conversations (emails, calls, chats, tickets) on Planhat companies, newest first, with a short excerpt.
• planhat_tasksTasks and events in Planhat with title, company, status, start and end, owner and when done.
• planhat_licensesLicences (contracted products) in Planhat with product, value, currency, dates and renewal status, largest first.

Acts, when you ask

These change something in Planhat. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• planhat_create_noteAdds a note to a company in Planhat (a conversation of type note).
• planhat_create_taskCreates a task on a company in Planhat.
• planhat_create_enduserAdds an end user (a person at a customer) to a company in Planhat.
• planhat_create_companyAdds a company to Planhat (a prospect unless another status is given).
• planhat_update_companyChanges a Planhat company: rename it, set its status or lifecycle phase, hand it to another owner or co-owner, or change its description.
• planhat_delete_companyPermanently deletes a company from Planhat.
• planhat_update_taskChanges a Planhat task: mark it done, retitle it, change its description, status, start or due date, owner, or archive it.
• planhat_delete_taskPermanently deletes a Planhat task.
• planhat_update_enduserChanges an end user (a person at a customer) in Planhat: name, email, position, phone, or whether they are a featured contact.
• planhat_delete_enduserPermanently deletes an end user (a person at a customer) from Planhat, with their place in its history.
• planhat_update_noteEdits a Planhat note or logged conversation: its subject or body (the body given replaces the old one), or whether it is starred or pinned.
• planhat_delete_notePermanently deletes a Planhat note or logged conversation.
• planhat_create_licenseRecords a licence (a contracted subscription) on a Planhat company.
• planhat_update_licenseChanges a Planhat licence: its MRR or total value, dates, product or auto-renewal.
• planhat_delete_licensePermanently deletes a Planhat licence, taking its value out of the company's MRR, ARR and revenue history.

Connect it

First connect Planhat on Dashboard → Connections, then add Memtro to your client once. The Planhat tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Planhat connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › Which accounts renewing this quarter have low health?
• › What was the last conversation logged with Northwind?
• › Which CSM tasks are open on BigCo?
• › What licences does Acme Ltd hold and when do they renew?
• › Hand Globex to Priya as owner and move it to the onboarding phase.

Questions

Is this an official Planhat MCP server?

No. It is Memtro's MCP server with Memtro's Planhat connector behind it: the connector reads Planhat through its API with the credentials you connect on Dashboard → Connections, and Planhat publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Planhat?

Only when you ask, and only what it has been granted: add a note to a Planhat company, edit its subject or body, star or pin it, or delete it; create a task on a Planhat company, mark it done, retitle, reschedule, reassign or archive it, or delete it; add an end user to a Planhat company, change their name, email, position or featured flag, or delete them; add a company, rename it, set its status, phase, owner or co-owner, or delete it; record a licence on a company, change its value, dates or auto-renewal, or delete it (moves the company's MRR and ARR). Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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