Planhat

API and webhooks

Planhat has a documented REST API with endpoints, authentication and limits, and a data model with time series data. One concrete idea: send product usage events from your own app to Planhat daily, so health scores reflect what customers did this week.

MCP server

Planhat's developer docs list an MCP server under AI, and a choice between Planhat's own model and bringing your own. Check the MCP page for its setup steps and the actions it allows. One concrete idea: ask an AI assistant which accounts have falling usage and an open renewal in the next quarter.

Built-in automation

Planhat has automations with triggers, connections, flows and code execution. One concrete idea: when a health score drops below your threshold, create a task for the account owner and notify them in Slack.

Native integrations

It syncs natively with major CRMs, and it supports data import and export through CRM sync, data warehouse and file import. One concrete idea: sync your HubSpot deals and companies in, so renewals show next to health in one view.