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Planhat

Connect your company's Planhat workspace to Cakewalk so agents can read and update customer success data through the gateway.

Connect your company's Planhat workspace to Cakewalk's MCP Gateway. Every agent tool call against Planhat passes through the gateway and is evaluated against your Policies.

Planhat lists its MCP server as Beta.

Requirements

  • Planhat user with access to App Center (required to create OAuth apps).

About Scopes

Planhat has no fixed scope list. When you create the OAuth client, you set permission levels per Planhat data model (Companies, Contacts, and so on) for the operations the agent needs: create, update, view, or list. Grant only the models and operations your agents should access. The permission levels you set determine what the Connection can do once live.

Step 1: Create an OAuth Client in Planhat

  1. Sign in to your company's Planhat workspace.

  2. Go to App Center > New App > OAuth Client.

  3. Give the app a name, for example "Cakewalk Connector".

  4. Under Application Profile, add a short description. It appears on the authorization screen.

Step 2: Set Permission Levels

Set the permission levels for the Planhat data models you want agents to access. See About Scopes.

Step 3: Configure the Redirect URL

In the Redirect URLs field, paste this URL:

Step 4: Save and Copy Your Credentials

  1. Click Save.

  2. Planhat generates a Client ID (starts with pk_) and a Client Secret (starts with sk_).

  3. Copy both. Planhat shows the Client Secret only once. If you lose it, you generate a new one and existing connections disconnect.

Step 5: Paste Credentials Into Cakewalk

  1. Open https://app.getcakewalk.io.

  2. Go to All Connections.

  3. Find Planhat.

  4. Click Edit credentials.

  5. Paste the Client ID and Client Secret.

  6. Save.

Verifying It Works

The Planhat Connection card flips to Active on All Connections. From an agent platform connected to Cakewalk, ask the agent to show your top companies in Planhat by ARR. If Planhat returns the data, the Connection is live.

Troubleshooting

  • Invalid redirect URI on consent: the value in Redirect URLs must match https://mcp-gateway.getcakewalk.io/api/v1/Auth/Callback exactly, with no trailing slash.

  • 401 Unauthorized: the access token is missing or invalid. Recreate the Connection so the gateway runs OAuth again.

  • 403 Forbidden: the OAuth client lacks permissions. Add the missing data model permission levels in Planhat App Center, then reconnect.

  • Lost Client Secret: regenerate it on the OAuth client in App Center and repaste it in Cakewalk. Existing connections disconnect when you regenerate.

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