{
 "categories": [
  "finance",
  "business-intelligence",
  "enterprise"
 ],
 "deployment": "hybrid",
 "evidence": [
  {
   "date": "2026-09-11",
   "fact": "homepage",
   "note": "IBM presents Planning Analytics as AI-powered planning and analytics powered by the IBM TM1 engine, with Planning Analytics Workspace, the Excel add-in (PAfE), and a Planning Analytics Agent.",
   "source": "https://www.ibm.com/products/planning-analytics",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "vendor",
   "note": "The opened product page is published by IBM and names IBM Planning Analytics as the product.",
   "source": "https://www.ibm.com/products/planning-analytics",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "deployment",
   "note": "IBM's pricing page states Planning Analytics can be deployed as fully managed SaaS, a hybrid solution, or on-premises Planning Analytics Local on Windows or Linux, plus Cloud Pak for Data. SaaS plans are listed separately from hybrid and on-prem licensing.",
   "source": "https://www.ibm.com/products/planning-analytics/pricing",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "platforms",
   "note": "The product page names Planning Analytics Workspace as the web interface and Planning Analytics for Excel (PAfE) as the Excel add-in.",
   "source": "https://www.ibm.com/products/planning-analytics",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "platforms",
   "note": "SaaS plan cards list access to the Excel or web interface on Essentials and both Excel and web interfaces on Standard and Premium.",
   "source": "https://www.ibm.com/products/planning-analytics/pricing",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "license",
   "note": "IBM sells commercial SaaS plans and subscription or perpetual Local licenses. The opened page is a priced enterprise offering, not a public free tier.",
   "source": "https://www.ibm.com/products/planning-analytics/pricing",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "status",
   "note": "The opened page cites 2026 IDC MarketScape Leader and BARC Score 2026 Market Leader placements and promotes current Workspace, Excel, and Agent capabilities.",
   "source": "https://www.ibm.com/products/planning-analytics",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.api.exists",
   "note": "IBM's Planning Analytics TM1 REST API PDF documents a public HTTP API for create, read, update, and delete operations on TM1 data.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.api.kinds[0]",
   "note": "The PDF describes HTTP GET, POST, PATCH, and DELETE against a service root such as http://tm1server:8000/api/v1/.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.api.kinds[1]",
   "note": "The same PDF states the TM1 REST API is an OData Version 4 compliant interface that meets the intermediate conformance level and supports the OData JSON format.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.api.auth[0]",
   "note": "Chapter 3 maps IntegratedSecurityMode=1 to HTTP Basic with Authorization: Basic base64(user:password). Mode 2 also offers basic alongside Windows Integrated Authentication. After login the client must send the session cookie on later requests.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.api.coverage",
   "note": "Documented entities include Cube, Dimension, Hierarchy, View, Sandbox, Process, Chore, Cellset, and Session, with ExecuteProcess and ExecuteProcessWithReturn actions. Coverage is the TM1 model and process surface, not Planning Analytics Workspace books or the Excel add-in.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.api.coverage",
   "note": "The PDF states the HTTP port must be set in tm1s.cfg or the OData REST API cannot be used. Auth modes other than basic (Negotiate, CAMPassport, CAMNamespace) depend on IntegratedSecurityMode.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.api.docs",
   "note": "Opened the current IBM Docs-hosted Planning Analytics TM1 REST API PDF, including overview, HTTP authentication, metadata, and process execution chapters.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.mcp.first_party",
   "note": "IBM's MCP catalog lists IBM Planning Analytics MCP Server as an in-product remote MCP server for agentic integration, linking the IBM Docs 3.1.0 assistant-mcp-tools topic.",
   "source": "https://raw.githubusercontent.com/IBM/mcp/main/README.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.mcp.first_party",
   "note": "Opened the IBM Docs 3.1.0 Model Context Protocol tools topic that IBM/mcp cites. The public response was the IBM Documentation JavaScript shell, so no tool names were taken from that page.",
   "source": "https://www.ibm.com/docs/en/planning-analytics/3.1.0?topic=assistant-mcp-tools",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.mcp.verdict",
   "note": "The catalog sentence states the server supports asynchronous process execution and monitoring, natural-language cube exploration, view and sandbox management, and advanced analytics such as impact analysis and outlier detection, and that it requires the PA Agent feature addon entitlement.",
   "source": "https://raw.githubusercontent.com/IBM/mcp/main/README.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.mcp.verdict",
   "note": "IBM Community states MCP server tools require Planning Analytics Assistant licensing, use OAuth, and extend from Planning Analytics as a Service to Local, on Cloud, and Certified Containers with PAW 3.1.7 and 2.1.20. It groups tools into modeling, analysis, workflow, and reporting categories without publishing a tool-name catalog.",
   "source": "https://community.ibm.com/community/user/blogs/sami-el-cheikh1/2026/04/26/introducing-ibm-planning-analytics-assistant-mcp-s",
   "tier": "community"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.mcp.verdict",
   "note": "IBM Community distinguishes the IBM-managed Planning Analytics Agent in Workspace 2.1.21 and 3.1.9 from a separate MCP server path that it describes as more than 30 MCP tools with OAuth for watsonx Orchestrate and other MCP clients. The Agent is in-product chat, not proof that every TM1 estate is MCP-ready.",
   "source": "https://community.ibm.com/community/user/blogs/sami-el-cheikh1/2026/06/15/from-insights-to-outcomes-with-ibm-planning-analyt",
   "tier": "community"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.extensibility.scripting[0]",
   "note": "The TM1 REST API documents Process entities and ExecuteProcess and ExecuteProcessWithReturn actions for TurboIntegrator processes, including process debug context types.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.data_access.export[0]",
   "note": "The PDF states the TM1 REST API supports the OData JSON format for reads of cubes, views, cellsets, and metadata.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.data_access.import[0]",
   "note": "POST and PATCH examples create and update entities, including processes and cell values, with JSON request bodies.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.agent_docs.llms_txt",
   "note": "https://www.ibm.com/llms.txt returned HTTP 404.",
   "source": "https://www.ibm.com/llms.txt",
   "tier": "scraped"
  },
  {
   "date": "2026-09-11",
   "fact": "modalities.agent_docs.llms_txt",
   "note": "The product /llms.txt URL returned an IBM products HTML index, not an llms.txt agent document.",
   "source": "https://www.ibm.com/products/planning-analytics/llms.txt",
   "tier": "scraped"
  },
  {
   "date": "2026-09-11",
   "fact": "verdict.scores.api",
   "note": "The opened TM1 REST contract is broad, documented, and read/write, with basic auth plus session cookies. Current 3.1 Workspace REST and auth topics were JS-gated, HTTP must be enabled per server, and security mode varies by tm1s.cfg, so the path stays in the practical 7 band rather than 9-10.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "verdict.scores.mcp",
   "note": "Vendor-declared official in-product MCP exists, but IBM/mcp gates it on the PA Agent feature addon. IBM Docs tool pages did not render. That is a limited official path with a licensing gate, not MCP-ready TM1 by default.",
   "source": "https://raw.githubusercontent.com/IBM/mcp/main/README.md",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "freshness.watch[0].url",
   "note": "Opened the current IBM Planning Analytics product page.",
   "source": "https://www.ibm.com/products/planning-analytics",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "freshness.watch[1].url",
   "note": "Opened IBM/mcp. The catalog README lists the Planning Analytics MCP Server and the PA Agent addon requirement; the repository last push recorded on GitHub was 2026-09-02.",
   "source": "https://github.com/IBM/mcp",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "freshness.watch[2].url",
   "note": "Opened the current IBM Docs 3.1.0 MCP tools topic. Body text did not render outside the documentation shell.",
   "source": "https://www.ibm.com/docs/en/planning-analytics/3.1.0?topic=assistant-mcp-tools",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "freshness.watch[3].url",
   "note": "Opened the current IBM Docs-hosted TM1 REST API PDF.",
   "source": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "freshness.watch[4].url",
   "note": "Opened the current Planning Analytics pricing and deployment-options page.",
   "source": "https://www.ibm.com/products/planning-analytics/pricing",
   "tier": "declared"
  },
  {
   "date": "2026-09-11",
   "fact": "freshness.watch[5].url",
   "note": "Opened the current IBM Community article on Planning Analytics Assistant MCP server tools, including the Assistant license requirement and OAuth expansion across deployment models.",
   "source": "https://community.ibm.com/community/user/blogs/sami-el-cheikh1/2026/04/26/introducing-ibm-planning-analytics-assistant-mcp-s",
   "tier": "community"
  }
 ],
 "freshness": {
  "last_verified": "2026-09-11",
  "volatility": "high",
  "watch": [
   {
    "type": "product",
    "url": "https://www.ibm.com/products/planning-analytics"
   },
   {
    "type": "docs",
    "url": "https://github.com/IBM/mcp"
   },
   {
    "type": "docs",
    "url": "https://www.ibm.com/docs/en/planning-analytics/3.1.0?topic=assistant-mcp-tools"
   },
   {
    "type": "api",
    "url": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf"
   },
   {
    "type": "product",
    "url": "https://www.ibm.com/products/planning-analytics/pricing"
   },
   {
    "type": "docs",
    "url": "https://community.ibm.com/community/user/blogs/sami-el-cheikh1/2026/04/26/introducing-ibm-planning-analytics-assistant-mcp-s"
   }
  ]
 },
 "homepage": "https://www.ibm.com/products/planning-analytics",
 "id": "ibm-planning-analytics",
 "license": "commercial",
 "modalities": {
  "agent_docs": {
   "llms_txt": false
  },
  "api": {
   "auth": [
    "basic"
   ],
   "coverage": "partial",
   "docs": "https://www.ibm.com/docs/en/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/tm1_rest_api.pdf",
   "exists": true,
   "kinds": [
    "rest",
    "odata"
   ]
  },
  "cli": {
   "exists": "unknown"
  },
  "computer_use": {
   "issues": [],
   "viability": "unknown"
  },
  "data_access": {
   "export": [
    "json"
   ],
   "import": [
    "json"
   ]
  },
  "extensibility": {
   "scripting": [
    "turbointegrator"
   ],
   "webhooks": "unknown"
  },
  "integrations": {
   "make": "unknown",
   "n8n": "unknown",
   "power_automate": "unknown",
   "zapier": "unknown"
  },
  "mcp": {
   "first_party": true,
   "third_party": [],
   "verdict": "official"
  },
  "rpa": {
   "drivability": "unknown",
   "notes": "No repeatable UI probe was run. Documented automation is the TM1 REST API on the TM1 engine, TurboIntegrator process execution, and the in-product Planning Analytics MCP server that requires the PA Agent feature addon. Planning Analytics Workspace, Planning Analytics for Excel, and the in-product Planning Analytics Agent remain unassessed as browser or add-in targets.\n",
   "ui_stack": [
    "web-dom"
   ],
   "vendor_support": []
  },
  "sdk": {
   "exists": "unknown",
   "languages": [],
   "official": "unknown"
  }
 },
 "name": "IBM Planning Analytics",
 "platforms": [
  "web",
  "windows"
 ],
 "related": {
  "alternatives": [
   "anaplan",
   "hypergene"
  ],
  "our_products": []
 },
 "schema_version": 1,
 "score_version": 1,
 "status": "active",
 "vendor": "IBM",
 "verdict": {
  "best_path": "api",
  "scores": {
   "api": 7,
   "cli": null,
   "computer_use": null,
   "integrations": null,
   "mcp": 6,
   "overall": 7,
   "rpa": null
  },
  "summary": "The best evidenced agent path into IBM Planning Analytics is the TM1 REST API on the IBM TM1 engine, not Anaplan, not Hypergene, and not the in-product Planning Analytics Agent chat. IBM's Planning Analytics TM1 REST API PDF documents an OData Version 4 interface at /api/v1/ for create, read, update, and delete on cubes, dimensions, views, sandboxes, chores, and TurboIntegrator processes, including ExecuteProcess and ExecuteProcessWithReturn. Authentication follows the server IntegratedSecurityMode: HTTP basic for native TM1 security, Negotiate for Windows Integrated Authentication, or CAM passport and CAM namespace credentials when Cognos authentication is enabled. Successful login sets a session cookie that later requests must send; sessions idle out after 20 minutes unless HTTPSessionTimeoutMinutes is changed. The HTTP port must be enabled in tm1s.cfg or the OData surface is unavailable. That is TM1 model coverage, not a full Planning Analytics Workspace content API. IBM Docs topics for Planning Analytics Workspace REST and the 3.1.0 MCP tools page opened as JavaScript documentation shells in this pass. IBM/mcp lists an official in-product remote Planning Analytics MCP server for asynchronous process execution and monitoring, natural-language cube exploration, view and sandbox management, and impact and outlier analysis. The same catalog states that MCP requires the PA Agent feature addon entitlement, so a TM1 estate without that addon is not MCP-ready. IBM Community posts add that MCP tools are tied to the Planning Analytics Assistant license, authenticate with OAuth, and span modeling, analysis, workflow, and reporting categories across Local, on Cloud, containers, and as a Service after PAW 3.1.7 and 2.1.20. Those Community pages are not a substitute for the gated IBM Docs tool catalog, and this record does not invent tool names beyond the opened catalog sentence. Zapier, Make, Power Automate, and n8n connectors were not catalog-checked. No first-party llms.txt was found. Computer-use viability is unassessed.\n"
 }
}