Planhat MCP connector

• List List all Planhat campaigns List campaigns in Planhat. Returns an array of campaigns including _id, companyId, name, and campaignPurpose fields. Supports filtering, sorting, and pagination.
• Get Get single Planhat campaign by ID Get campaign by id in Planhat. Requires id. Returns key fields including _id, companyId, companyName, name, campaignPurpose, externalId, custom, and usage.
• Update Update a Planhat campaign by ID Update a specific campaign in Planhat using id. The response returns key fields including _id, name, campaignPurpose, companyId, externalId, companyName, __v, and sourceId.
• Create Create a Planhat campaign Create a campaign in Planhat. Requires name and companyId. The response includes _id, name, campaignPurpose, companyId, externalId, sourceId, custom fields, and companyName.
• Delete Delete a Planhat campaign by ID Delete a specific campaign in Planhat. Requires id. Returns fields n, ok, and deletedCount indicating the number of deleted items and operation status.
• List List all Planhat companies List companies in Planhat. Returns key fields including _id, name, status, phase, domains, tags, owner, externalId, and custom metrics.
• Get Get single Planhat company by ID Get a specific company in Planhat using id. Returns key fields including _id, name, phase, status, createDate, lastUpdated, owner, domains, custom fields, and sales details for the specified company.
• Create Create a Planhat company Create a new company in Planhat. Requires the name field. Returns company details including _id, name, status, externalId, phase, domains, and country.
• Update Update a Planhat company by ID Update a specific company in Planhat using its id. The response returns details including _id, name, status, externalId, phase, and key financial metrics such as mrrTotal and nrrTotal.
• Delete Delete a Planhat company by ID Delete a company in Planhat using id. Requires id. Returns fields n, ok, and deletedCount indicating the number of deleted records and success status.
• List List all Planhat invoices List invoices in Planhat. Returns fields such as _id, invoiceNo, amountDue, amountPaid, status, cId, cName, invoiceDate, dueDate, lineItems, amountTotal, and updatedAt for each invoice in the response.
• Get Get single Planhat invoice by ID Get a specific invoice by id in Planhat. Returns fields such as _id, invoiceNo, amountDue, amountPaid, status, cName, invoiceDate, dueDate, lineItems, and amountTotal. Requires id as a path parameter.
• Create Create a Planhat invoice Create an invoice in Planhat. Requires cId. Optionally include invoiceDate and currency for meaningful data. Returns fields such as _id, invoiceNo, amountTotal, status, dueDate, invoiceDate, currency, and lineItems in the response.
• Update Update a Planhat invoice by ID Update an existing invoice in Planhat using its id. Returns fields such as _id, invoiceNo, amountTotal, status, dueDate, currency, lineItems, cName, and updatedAt in the response.
• Delete Delete a Planhat invoice by ID Delete an invoice in Planhat using id. Requires id. Returns n, ok, and deletedCount fields indicating operation success and number of invoices removed.
• List List all Planhat endusers List endusers in Planhat. Returns fields such as _id, companyId, name, email, lastActive, relevance, experience, and custom attributes for each enduser.
• Get Get single Planhat enduser by ID Get details of a specific enduser in Planhat using id. Returns key fields such as _id, companyId, companyName, name, email, lastActive, and custom attributes.
• Create Create a Planhat enduser Create an enduser in Planhat. Requires companyId and at least one of email, externalId, or sourceId. Returns fields such as _id, email, firstName, lastName, companyId, companyName, name, createDate, and updatedAt.
• Update Update a Planhat enduser by ID Update an existing enduser in Planhat. Requires id. Returns fields such as _id, email, firstName, lastName, companyId, name, and updatedAt.
• Delete Delete a Planhat enduser by ID Delete a specific enduser in Planhat using id. Returns confirmation fields n, ok, and deletedCount indicating deletion status.
• List List all Planhat issues Get a list of issues in Planhat. Returns an array of issues with fields _id, companyIds, title, and status.
• Get Get single Planhat issue by ID Get a specific issue in Planhat by id. Returns fields such as _id, companyIds, title, status, createdAt, and updatedAt in the response.
• Create Create a Planhat issue Create a new issue in Planhat. Requires title. Optionally include companyIds or enduserIds. Returns fields such as _id, title, description, status, companyIds, enduserIds, createdAt, and updatedAt.
• Update Update a Planhat issue by ID Update an issue in Planhat using id. Requires id. Returns fields such as _id, title, description, status, companies, updatedAt, and createdAt to confirm the update.
• Delete Delete a Planhat issue by ID Delete an issue in Planhat. Requires id. Returns n, ok, and deletedCount fields indicating the result of the deletion operation.
• List List all Planhat licenses List licenses in Planhat. Returns an array of licenses with fields such as _id, companyId, value, and product.
• Get Get single Planhat license by ID Get a specific license in Planhat using id. Returns renewalStatus, renewalDate, mrr, companyName, sourceId, and currency details. Supports id, extid, or srcid as identifiers.
• Create Create a Planhat license Create a new license in Planhat. Requires companyId. Returns details such as renewalStatus, companyId, product, _currency, mrr, fromDate, toDate, and value.
• Update Update a Planhat license by ID Update a specific license in Planhat using id. Returns fields like renewalStatus, companyName, mrr, product, value, and renewalDate representing the updated license details.
• Delete Delete a Planhat license by ID Delete a specific license in Planhat. Requires id. Returns fields n, ok, and deletedCount indicating deletion result.
• List List all Planhat opportunities List opportunities in Planhat. Returns fields such as _id, title, and status for each opportunity. Supports filtering and sorting. Requires no parameters.
• Get Get single Planhat opportunity by ID Get a specific opportunity in Planhat using id. Returns fields such as _id (unique identifier), status (current state), companyId (related company), stageHistory (movement through stages), landingDate, comments, and companyName.
• Create Create a Planhat opportunity Create an opportunity in Planhat. Requires companyId. Returns fields such as _id, status, salesStage, dealDate, ownerId, _currency, companyId, title, mrr, nrr, and companyName representing the created opportunity details.
• Update Update a Planhat opportunity by ID Update an existing opportunity in Planhat using id or externalId. Requires id. Returns fields such as _id, status, salesStage, dealDate, companyId, companyName, mrr, nrr, and closeDate.
• Delete Delete a Planhat opportunity by ID Delete an opportunity in Planhat by id. Requires id. Returns fields n, ok, and deletedCount indicating the number of deleted records and operation success.
• List List all Planhat projects List projects in Planhat. Returns an array of projects with fields _id (unique project identifier), companyId (ID of associated company), and name (project name).
• Get Get single Planhat project by ID Get a specific project in Planhat by id. Returns fields including _id, companyId, companyName, name, startDate, custom attributes (e.g., Product, Renewal in days, Activity Count), and mrr.
• Create Create a Planhat project Create a new project in Planhat. Requires name and companyId. Returns project details including _id, companyId, name, currency, mrr, startDate, endDate, and companyName.
• Update Update a Planhat project by ID Update a project in Planhat using id. Returns project details such as _id, companyId, name, startDate, endDate, currency, mrr, and custom fields. The project id must be provided in the request URL.
• Delete Delete a Planhat project by ID Delete a specific project in Planhat. Requires id. Returns n, ok, and deletedCount indicating the deletion status and number of projects deleted.
• List List all Planhat tasks Get list of tasks in Planhat. Returns an array of tasks with fields such as _id, mainType, ownerId, companyId, companyName, createdAt, updatedAt, and action. Requires no parameters.
• Get Get single Planhat task by ID Get a specific task in Planhat by id. The response includes key fields such as mainType, status, companyName, ownerName, workflowName, and timestamps for createdAt and updatedAt.
• Create Create a Planhat task Create a new task in Planhat. Requires companyId. Returns fields such as mainType, action, status, companyId, ownerId, and timestamps (createdAt, updatedAt) representing the created task details.
• Update Update a Planhat task by ID Update a specific task in Planhat using id. Returns fields such as mainType, status, action, description, ownerId, companyId, createdAt, and updatedAt for the updated task.
• Delete Delete a Planhat task by ID Delete a specific task in Planhat. Requires id parameter in the request path. Returns n, ok, and deletedCount to confirm the deletion status.
• List List all Planhat tickets List tickets in Planhat. Returns fields such as _id, externalId, subject, snippet, status, email, url, companyId, companyName, createDate, and updateDate in the response.
• Delete Delete a Planhat ticket by ID Delete a specific ticket in Planhat using id. Requires id in the request URL. Returns key ticket fields such as _id, subject, status, source, and updateDate for confirmation after deletion.
• List List all Planhat users List all users in Planhat. Returns fields such as firstName, lastName, nickName, email, externalId, image, isHidden, removed, inactive, managers, teams, isExposedAsSenderOption, createdAt, updatedAt, and tzOffset.
• Get Get single Planhat user by ID Get a specific user in Planhat using id. Returns fields including _id, firstName, lastName, email, permissions, roles, and accountAccess.
• Create Create a Planhat user Create a new user in Planhat. Requires nickName, email, firstName, and lastName in the payload. Returns user details including firstName, lastName, notification preferences, and visibility flags.
• Update Update a Planhat user by ID Update a user in Planhat using id. The response returns fields such as _id, firstName, lastName, email, nickName, roles, and createDate showing the updated user details.
• Delete Delete a Planhat user by ID Delete a specific user in Planhat using id. Requires the id parameter in the URL. Returns an empty JSON object upon successful deletion.
• List List all Planhat conversations List conversations in Planhat. Returns fields such as date, subject, snippet, companyId, companyName, userIds, and endusers for each conversation.
• Get Get single Planhat conversation by ID Get a specific conversation in Planhat using id. Returns key fields such as type, subject, snippet, date, companyName, users, and endusers that describe the conversation content and participants.
• Create Create a Planhat conversation Create a new conversation in Planhat. Requires companyId. Returns conversation details including id, subject, description, date, companyName, users, and endusers.
• Update Update a Planhat conversation by ID Update a specific conversation in Planhat. Requires id. Returns fields such as _id, subject, description, users, endusers, companyId, companyName, date, and createDate with updated conversation details.
• Delete Delete a Planhat conversation by ID Delete a specific conversation in Planhat. Requires id. Returns conversation details including starred, pinned, isOpen, companyId, subject, description, users, and endusers fields before deletion.
• List List all Planhat custom fields Get a list of custom fields in Planhat. Returns fields such as _id, name, type, parent, and visibility properties including isFeatured, isHidden, and isLocked.
• Get Get single Planhat custom field by ID Get a specific custom field in Planhat by id. Requires id. Returns _id, isFeatured, listValues, parent, type, isHidden, and name fields with details about the custom field configuration.
• Create Create a Planhat custom field Create a custom field in Planhat. Requires name, parent, and type. Returns fields such as _id (unique identifier), name, parent, type, and display flags (isFeatured, isHidden, isLocked) that describe the created custom field.
• Update Update a Planhat custom field by ID Update a specific custom-field in Planhat. Requires id. Returns fields such as _id, isFeatured, isHidden, isShared, parent, type, and name indicating the updated field configuration.
• Delete Delete a Planhat custom field by ID Delete a specific custom field in Planhat using id. Returns fields n, ok, and deletedCount in the response indicating the deletion result.
• List List all Planhat assets List assets in Planhat. Returns an array of assets with fields _id, companyId, and name in the response.
• Get Get single Planhat asset by ID Get a specific asset in Planhat by id. The response includes fields such as _id (unique identifier), companyId (associated company), companyName (company name), name (asset name), custom (custom fields), externalId (external reference), and usage (usage metrics).
• Create Create a Planhat asset Create a new asset in Planhat. Requires name and companyId. Returns the created asset with fields such as _id, name, companyId, externalId, sourceId, custom fields, and companyName in the response.
• Update Update a Planhat asset by ID Update an asset in Planhat using the required id parameter. Returns _id, name, companyId, externalId, companyName, __v, and sourceId fields in the response.
• Delete Delete a Planhat asset by ID Delete a specific asset in Planhat. Requires id. Returns n, ok, and deletedCount fields indicating the number of deleted records and operation success.
• List List all Planhat churn List churn records in Planhat. Returns fields such as _id, licenseId, companyId, companyName, churnDate, products, currency, and value for each record.
• Get Get single Planhat churn by ID Get a specific churn record in Planhat using id. Requires id in the path. Returns _id, licenseId, companyId, companyName, churnDate, products, currency, value, and reasons.
• Create Create a Planhat churn Create a churn record in Planhat. Requires companyId and isChurn. Returns fields such as _id (record identifier), churnDate (date of churn), reasons (list of churn reasons), value (monetary impact), currency, comment, companyId, and companyName.
• Update Update a Planhat churn by ID Update a specific churn record in Planhat using id. The response returns fields such as _id, snoozed, products, reasons, churnDate, value, currency, comment, companyId, and companyName.
• Delete Delete a Planhat churn by ID Delete a specific churn record in Planhat. Requires id. Returns fields n, ok, and deletedCount indicating the number of records removed, operation success, and delete count.
• List List all Planhat nps List NPS records in Planhat. Returns fields such as _id, npsId, email, npsDate, nps score, npsComment, scoreType, and company identifiers (cId, campaignId) representing survey responses and their metadata.
• Get Get single Planhat np by ID Get a specific NPS in Planhat by id. Returns _id, npsId, email, npsDate, nps, scoreType, cId, campaignId, source, and sourceId fields to identify and track the NPS response.
• Create Create a Planhat np Create an NPS record in Planhat. Requires email and score. Returns _id, email, score, euId, cId, scoreType, dateSent, dateAnswered, and __v fields in the response.
• Update Update a Planhat np by ID Update an NPS record in Planhat by id. Requires id. Returns fields such as _id, campaignId, email, score, euId, cId, scoreType, dateSent, dateAnswered, and comment for the updated record.
• Delete Delete a Planhat np by ID Delete an NPS record in Planhat by specifying id in the request URL. Returns n (number of matched records), ok (operation status), and deletedCount (number of deleted records) in the response.
• List List all Planhat objective List objectives in Planhat. Returns an array of objectives with fields such as _id (objective identifier), companyId (associated company), name (objective name), and health (status indicator).
• Get Get single Planhat objective by ID Get a specific objective in Planhat by id. Requires id. Returns key fields such as _id, companyId, companyName, name, health, externalId, and custom metrics data.
• Create Create a Planhat objective Create a new objective in Planhat. Requires name and companyId (can reference company externalId or sourceId). Returns fields including _id, name, health, companyId, externalId, sourceId, custom, and companyName.
• Update Update a Planhat objective by ID Update an objective in Planhat using id. The response returns fields such as _id, name, health, companyId, externalId, companyName, and sourceId, representing the updated objective details.
• Delete Delete a Planhat objective by ID Delete an objective in Planhat using the required id. Returns n (number of matched documents), ok (operation success flag), and deletedCount (number of deleted objectives).
• List List all Planhat sales List sales in Planhat. Returns an array of sales objects including _id, product, value, and companyId fields.
• Get Get single Planhat sale by ID Get sale by id in Planhat. Requires id. Returns value, product, _currency, salesDate, companyId, and companyName fields in the response.
• Create Create a Planhat sale Create a sale in Planhat. Requires companyId. Returns id, value, product, _currency, salesDate, companyId, and companyName in the response.
• Update Update a Planhat sale by ID Update a specific sale in Planhat using id. The response returns fields such as _id, value, product, _currency, salesDate, companyId, and companyName. Requires id in the request URL.
• Delete Delete a Planhat sale by ID Delete a specific sale in Planhat. Requires id. Returns n, ok, and deletedCount fields indicating the number of records deleted and operation success.
• List List all Planhat time entries List time-entries in Planhat. Returns an array of time entries where each entry includes fields _id (unique identifier), hours (number of hours logged), and date (entry date).
• Get Get single Planhat time entry by ID Get a specific time entry in Planhat by id. Requires id. Returns fields such as timesheetStatus (status of the entry), assignedModel (assigned entity type), hours (worked hours), date (entry date), and description (work details).
• Create Create a Planhat time entry Create a new time entry in Planhat. Requires date and hours. Hours must be positive, between 0.1 and 24, and can be a decimal. Returns timesheetStatus, _id, hours, date, description, totalBilled, totalCost, createdAt, and updatedAt.
• Update Update a Planhat time entry by ID Update a specific time entry in Planhat using id. Returns fields such as _id, timesheetStatus, assignedModel, hours, date, description, totalBilled, totalCost, createdAt, and updatedAt.
• Delete Delete a Planhat time entry by ID Delete a specific time entry in Planhat using the required id parameter. Returns n (number of operations), ok (operation status), and deletedCount (number of deleted documents) in the response.
• List List all Planhat timesheet List timesheets in Planhat. Returns a list of timesheets with fields _id, dateFrom, and dateTo in the response.
• Get Get single Planhat timesheet by ID Get a specific timesheet in Planhat by id. Requires id. Returns timeEntries (list of entry IDs), status (submission state), assignedModel and assignedId (owner details), dateFrom and dateTo (date range), and timestamps for tracking creation and updates.
• Create Create a Planhat timesheet Create a new timesheet in Planhat. The timesheet is created with status 'submitted'. Returns fields such as timeEntries, status, assignedModel, _id, assignedId, dateFrom, dateTo, createdAt, and updatedAt.
• Update Update a Planhat timesheet by ID Update a specific timesheet in Planhat using id. Returns _id, timeEntries, status, assignedModel, assignedId, dateFrom, dateTo, createdAt, updatedAt, approvedBy, and dateOfApproval in the response.
• Delete Delete a Planhat timesheet by ID Delete a specific timesheet in Planhat. Requires id. Returns n (matched records), ok (operation status), and deletedCount (number of records deleted) in the response.

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