Tally Governance (BYOK)
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Discover
OpenAPIRead your data9 tools
Planhat (BYOK)
Read your Planhat customer success data (companies, end users, conversations, licenses, invoices, tasks, NPS, opportunities, users) with your own API token
Unify Dynamics LLC
Tools9read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderPlanhatunofficial, not affiliated
Works withMCP · RESTany agent
Try asking
Real questions, and the tools your agent calls to answer them.
Which Planhat companies have the highest ARR?
Tools called
list_companiesWho are the contacts at Planhat company 5f2b8a9c1d2e3f4a5b6c7d8e?
Tools called
list_end_usersWhat conversations were logged for Planhat company 5f2b8a9c1d2e3f4a5b6c7d8e?
Tools called
list_conversationsWhat licenses does Planhat company 5f2b8a9c1d2e3f4a5b6c7d8e have?
Tools called
list_licensesWhich Planhat invoices are unpaid?
Tools called
list_invoicesWhat open Planhat tasks do we have for this company?
Tools called
list_tasksAbout
Planhat (BYOK) lets an AI assistant read your own Planhat data through the Planhat API with a key you supply (Planhat API access token (full access, treat as a secret)). Read-only: 9 tools (list_companies, list_end_users, list_conversations, list_licenses, list_invoices, list_tasks, list_nps_responses, list_opportunities, list_users). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.planhat.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Planhat. Planhat and its logos are trademarks of their owners and are used only to say which service the connector works with.
Sources: Live from the Planhat API (api.planhat.com) with a BYOK key; documentation: https://www.planhat.com/developers/api/introduction. Endpoints checked against that documentation on 2026-10-16.
Privacy
The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.
Data not collectedNo account, no profile, no stored prompts or results.
What it can do
9 tools, grouped by job. Every one is read-only or compute-only.
- List companiesList Planhat companies with owner, status, phase, health score, MRR, ARR, NRR, customer dates, country and tags.
- List end usersList Planhat end users (customer contacts) with name, email, company, position, tags and last activity.
- List conversationsList logged conversations (emails, calls, meetings, notes) with type, subject, snippet, date, company, tags and assignee.
- List licensesList licenses (recurring revenue lines) with company, product and value.
- List invoicesList invoices recorded in Planhat with invoice number, dates, total, currency, status and company.
- List tasksList Planhat tasks and events with action, description, type, start and end time, done date, owner, company and archived flag.
- List nps responsesList NPS survey responses with score, comment, respondent email, date and company id, for the last N days.
- List opportunitiesList sales opportunities with title, status, sales stage, company, close and deal dates, MRR, ARR, NRR and contract length.
- List usersList Planhat workspace users (your team members) with name, email, team memberships and inactive flag.
Information
PublisherUnify Dynamics LLC
CategoryWork & productivity
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpoint
https://byok-planhat.connectorbay.com/mcpREST APIopenapi.json
CountryWorldwide
FunctionOther
LayerDeep connectors
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