{
 "categories": [
  "crm"
 ],
 "deployment": "saas",
 "evidence": [
  {
   "date": "2026-10-16",
   "fact": "homepage",
   "note": "The Planhat homepage presents Planhat and describes Planhat OS as the customer platform.",
   "source": "https://www.planhat.com/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "name",
   "note": "The developer introduction is titled for Planhat's API.",
   "source": "https://www.planhat.com/developers/api/introduction",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "vendor",
   "note": "The MCP guide is published on planhat.com and describes the Planhat MCP server.",
   "source": "https://www.planhat.com/developers/ai/mcp-server/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "license",
   "note": "The homepage offers a demo request for the Planhat customer platform. No free plan was stated on the opened pages.",
   "source": "https://www.planhat.com/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "deployment",
   "note": "General API requests use the hosted base URL https://api.planhat.com. The product is reached as a Planhat account in the web app.",
   "source": "https://www.planhat.com/developers/api/introduction",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "platforms",
   "note": "The guide tells an administrator to open App Center in Planhat in the browser to create an OAuth client.",
   "source": "https://www.planhat.com/developers/ai/mcp-server/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.api.exists",
   "note": "The introduction says the API is for work the standard integrations do not cover, and that API keys give access to the full API for Planhat data.",
   "source": "https://www.planhat.com/developers/api/introduction",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.api.kinds[0]",
   "note": "The company reference documents POST, PUT, GET, and DELETE on https://api.planhat.com/companies with JSON bodies and a bearer token. This record classifies that resource API as rest.",
   "source": "https://www.planhat.com/developers/api/company",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.api.auth[0]",
   "note": "One documented header is Authorization Bearer followed by the API Access Token from a Private App.",
   "source": "https://www.planhat.com/developers/api/authentication-limits",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.api.auth[1]",
   "note": "The other documented header is Authorization Basic with a base64 encoding of the API Access Token and a trailing colon.",
   "source": "https://www.planhat.com/developers/api/authentication-limits",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.api.coverage",
   "note": "The model index lists companies, endusers, tickets, tasks, licenses, and other records. Private App permissions and the published rate limits bound what a token can do. Coverage is partial.",
   "source": "https://www.planhat.com/developers/api/introduction",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.api.docs",
   "note": "Opened as the current Planhat API introduction, including the link to Authentication & Limits.",
   "source": "https://www.planhat.com/developers/api/introduction",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.mcp.first_party",
   "note": "Planhat's developer guide documents the hosted MCP URL https://api.planhat.com/v1/mcp, OAuth client setup, and the tool names.",
   "source": "https://www.planhat.com/developers/ai/mcp-server/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.mcp.verdict",
   "note": "The guide is Planhat's own MCP server documentation, so the verdict is official.",
   "source": "https://www.planhat.com/developers/ai/mcp-server/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.mcp.third_party[0].repo",
   "note": "The repository description calls this an unofficial local MCP server with 60 tools. The README documents a local stdio server that uses a Planhat API token. The GitHub API reported archived false, MIT, and a push on 2026-10-14.",
   "source": "https://github.com/da-troll/Planhat-MCP",
   "tier": "community"
  },
  {
   "date": "2026-10-16",
   "fact": "modalities.data_access.import[0]",
   "note": "The introduction says xlsx file import creates missing items and updates items that already exist, matching bulk upsert.",
   "source": "https://www.planhat.com/developers/api/introduction",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "verdict.scores.api",
   "note": "A documented data API with bearer and basic token headers is practical. Private App permissions, the 200-call soft limit, and the help center's token expiry keep the score at 7.",
   "source": "https://www.planhat.com/developers/api/authentication-limits",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "verdict.scores.mcp",
   "note": "The hosted server is official and includes record writes. OAuth permission overlap, client-plan requirements for Claude and ChatGPT, and the 20-hit search cap keep the score at 7.",
   "source": "https://www.planhat.com/developers/ai/mcp-server/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "freshness.watch[0].url",
   "note": "Opened and verified as the current API introduction, including both base URLs in the page source.",
   "source": "https://www.planhat.com/developers/api/introduction",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "freshness.watch[1].url",
   "note": "Opened and verified. It still says an API Access Token lasts forever and documents both Authorization headers.",
   "source": "https://www.planhat.com/developers/api/authentication-limits",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "freshness.watch[2].url",
   "note": "Opened and verified as the current hosted MCP guide, including the tool list and OAuth steps.",
   "source": "https://www.planhat.com/developers/ai/mcp-server/",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "freshness.watch[3].url",
   "note": "Opened and verified. The article is dated 23 July 2026 and says new Private App tokens expire, default 30 days, maximum 365 days.",
   "source": "https://help.planhat.com/en/articles/9587349-how-to-set-up-private-apps-service-accounts-and-api-access-tokens-in-planhat",
   "tier": "declared"
  },
  {
   "date": "2026-10-16",
   "fact": "freshness.watch[4].url",
   "note": "Opened the repository and its README. The description calls the local server unofficial.",
   "source": "https://github.com/da-troll/Planhat-MCP",
   "tier": "community"
  }
 ],
 "freshness": {
  "last_verified": "2026-10-16",
  "volatility": "high",
  "watch": [
   {
    "type": "docs",
    "url": "https://www.planhat.com/developers/api/introduction"
   },
   {
    "type": "docs",
    "url": "https://www.planhat.com/developers/api/authentication-limits"
   },
   {
    "type": "mcp",
    "url": "https://www.planhat.com/developers/ai/mcp-server/"
   },
   {
    "type": "docs",
    "url": "https://help.planhat.com/en/articles/9587349-how-to-set-up-private-apps-service-accounts-and-api-access-tokens-in-planhat"
   },
   {
    "type": "mcp",
    "url": "https://github.com/da-troll/Planhat-MCP"
   }
  ]
 },
 "homepage": "https://www.planhat.com/",
 "id": "planhat",
 "license": "commercial",
 "modalities": {
  "agent_docs": {
   "llms_txt": "unknown"
  },
  "api": {
   "auth": [
    "bearer",
    "basic"
   ],
   "coverage": "partial",
   "docs": "https://www.planhat.com/developers/api/introduction",
   "exists": true,
   "kinds": [
    "rest"
   ]
  },
  "cli": {
   "exists": "unknown"
  },
  "computer_use": {
   "issues": [],
   "viability": "unknown"
  },
  "data_access": {
   "export": [],
   "import": [
    "xlsx"
   ]
  },
  "extensibility": {
   "scripting": [],
   "webhooks": "unknown"
  },
  "integrations": {
   "make": "unknown",
   "n8n": "unknown",
   "power_automate": "unknown",
   "zapier": "unknown"
  },
  "mcp": {
   "first_party": true,
   "third_party": [
    {
     "maintained": true,
     "registries": [
      "github"
     ],
     "repo": "https://github.com/da-troll/Planhat-MCP"
    }
   ],
   "verdict": "official"
  },
  "rpa": {
   "drivability": "unknown",
   "notes": "No repeatable UI probe was run. Planhat is a web customer platform. The documented machine paths are the REST API and the hosted MCP server. This record is Planhat. Salesforce, HubSpot, and Gainsight are other products.\n",
   "ui_stack": [],
   "vendor_support": []
  },
  "sdk": {
   "exists": "unknown",
   "languages": [],
   "official": "unknown"
  }
 },
 "name": "Planhat",
 "platforms": [
  "web"
 ],
 "related": {
  "alternatives": [],
  "our_products": []
 },
 "schema_version": 1,
 "score_version": 1,
 "status": "active",
 "vendor": "Planhat",
 "verdict": {
  "best_path": "api",
  "scores": {
   "api": 7,
   "cli": null,
   "computer_use": null,
   "integrations": null,
   "mcp": 7,
   "overall": 7,
   "rpa": null
  },
  "search": {
   "description": "Planhat documents a REST API and a hosted MCP server. New private-app tokens expire, and MCP access follows app and user permissions.",
   "title": "Planhat is automatable through its API"
  },
  "summary": "Planhat is automatable today through its REST API. The introduction says general requests use https://api.planhat.com and user tracking and metrics use https://analytics.planhat.com. API keys are documented for the full data API. A few open endpoints accept pushes such as metrics and user activities without authentication. The authentication page says a Private App API Access Token is sent as Authorization Bearer, or as Basic with the token and a trailing colon, base64-encoded. Permissions are set on the Private App. That page still says a token lasts forever. The help center article, dated 23 July 2026, says a new token has an expiry, default 30 days and at most 365 days, and that tokens with no expiry are deprecated. The main API soft limit is 200 calls per minute, with a hard limit of 150 requests per second. Planhat also documents a hosted MCP server at https://api.planhat.com/v1/mcp for Claude, ChatGPT, and custom apps. The recommended connection is an OAuth client from App Center. What the server can reach is the overlap of that client's permissions and the user's permissions. The published tools list, get, search, create, update, and delete records, and they create, get, and search documents. search_records returns about 20 hits and is described as not an exhaustive export. The repository github.com/da-troll/Planhat-MCP is a separate local server. Its GitHub description calls it unofficial. The README documents 60 local tools that use a Planhat API token. GitHub reported a push on 2026-10-14. Connector catalogs were not opened. Computer-use viability is unassessed. The API and the hosted MCP server each score 7. The API is the best path because the introduction describes API keys as access to the full data API, while hosted MCP search is capped and OAuth access is the overlap of two permission layers.\n"
 }
}