Connect Planful to Claude.
Connecting Planful to Claude through Menza lets you put questions to your financial and gl data, dimensions, members, scenarios, templates, and data-load status directly in Claude. Menza reads it live through the official Planful API, so Claude answers from current numbers, not a stale copy. Ask about performance or have it take an approved action — no exports, no dashboards.
- Reads finance data
- Takes approved actions in Planful
- Connects via the official API
Paste your Planful API key to connect — it's encrypted and never shown to the AI. or book a demo
How to connect Planful to Claude.
Three steps, no pipeline to build and no data to export.
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In Claude, open Settings → Connectors and add Menza as an MCP server.
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Authorise the Planful connection so Menza can read your Planful data on your behalf.
Paste your Planful API key to connect — it's encrypted and never shown to the AI.
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Ask Claude to work with your Planful data — it queries Menza live and answers in the chat.
Ready in minutes — connect Planful now.
Menza working with Planful.
Menza doesn't just answer questions about Planful — it proposes the fix and, once you approve, does the work. You stay in control; nothing changes until you say go.
Menzajust nowActuals in your Operating Expenses scenario are running 9% over budget through five months — three cost centres drive it. I'll pull the GL detail behind those centres and stage the reforecast adjustments for your review.
Menza6m agoLast night's GL data load finished with 214 rejected rows — your first failed rows in six weeks. I'll re-run the load for the two affected entities once you've confirmed the mapping fix.
Put Menza between Claude and Planful.
Is my Planful data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
Planful + Claude questions, answered.
How do I connect Planful to Claude?
Add Menza as an MCP server in Claude, authorise the Planful connection once, then ask Claude to work with your Planful data. Menza handles the Planful API calls for you — there's nothing to export and no pipeline to maintain.
What can Claude do with my Planful data through Menza?
Beyond answering questions, Menza can take approved actions in Planful on your behalf — for example adjusting or pausing what you ask it to — and every change waits for your approval first, so nothing happens without your say-so.
Is my Planful data safe?
Yes. Your Planful credentials are encrypted at rest and never shown to the AI. Menza only accesses what you grant it and is read-only by default, with any actions gated behind your approval.