Connect Planhat to Claude.
Give Claude live access to your Planhat data — ask questions and take approved actions, right from the chat.
- Reads crm & sales data
- Takes approved actions in Planhat
- Connects via the official API
Paste your Planhat API key to connect — it's encrypted and never shown to the AI. or book a demo
How to connect Planhat 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 Planhat connection so Menza can read your Planhat data on your behalf.
Paste your Planhat API key to connect — it's encrypted and never shown to the AI.
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Ask Claude to work with your Planhat data — it queries Menza live and answers in the chat.
Ready in minutes — connect Planhat now.
Menza working with Planhat.
Ask in Claude and Menza reads your live Planhat data to answer. When something needs doing, it proposes the fix — and nothing changes until you approve.
ClaudePlanhat connected via MenzaWhat's happening in my Planhat account right now — anything I should act on?
Read live Planhat dataSeven companies with renewals inside 60 days have had no conversations logged in over three weeks.
I'll flag all seven as at-risk in Planhat and add a renewal-check task on each account.
Nothing changes until you approve it in Menza — want me to go ahead?
Put Menza between Claude and Planhat.
Is my Planhat 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
Planhat + Claude questions, answered.
How do I connect Planhat to Claude?
Add Menza as an MCP server in Claude, authorise the Planhat connection once, then ask Claude to work with your Planhat data. Menza handles the Planhat API calls for you — there's nothing to export and no pipeline to maintain.
What can Claude do with my Planhat data through Menza?
Beyond answering questions, Menza can take approved actions in Planhat 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 Planhat data safe?
Yes. Your Planhat 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.