Integration · Field service

Connect Claude & ChatGPT to Planado

Ask your AI what is scheduled for tomorrow, who is assigned to a job, or to book a new visit for a client in Planado. It can create and update jobs, clients and sites, add catalog services to a job and cancel a job with a resolution. It also reads workers, teams, territories, job templates, job types and the event history of each job.

Connect Planado free

Free plan, no credit card. Takes about a minute.

Try asking

“Which jobs are scheduled for tomorrow?”
The AI lists jobs filtered by scheduled date, with client, address, status and assignees.
“Create a boiler service job for client Hansen at Vestergade 12 on Friday at 9:00 and assign it to Peter.”
It looks up the client, the job templates and the workers, then creates the job with address, schedule and assignee.
“What happened on job 1045?”
It reads the job's event history: when it was created, scheduled, started and finished.

What your AI can do

Jobs and scheduling

Create, update and cancel jobs, set address, schedule and assignees, add services, and read each job's status and history.

Clients and sites

List, read, create and update clients and their service locations, with contacts and addresses.

Team and catalog

Read workers, teams and territories, plus job templates, job types, services, products and resolutions.

“Add two filter replacements to job 1045.”
It finds the service in the catalog and adds it to the job with a quantity of two.
“Add Nordic Foods ApS as a client, with their warehouse as a site.”
It creates the client as an organization and creates a site with name, address and contacts linked to that client.
“Cancel job 1052, the customer called it off.”
It looks up the cancel resolutions and cancels the job with a comment. The assigned worker loses the job.

24 tools for Planado

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_job_serviceChanges dataAdd a catalog service to a job by `job_identifier`, passing the `service` (UUID and quantity).
cancel_jobDeletesCancel a job by `job_identifier` with a cancellation `resolution_uuid` (see list_resolutions) and an optional `comment`. The assigned worker loses the job.
create_clientChanges dataCreate a client. Set `organization` to true with `organization_name`, or false with `first_name` and `last_name`; add `contacts` and `site_address` if known.
create_jobChanges dataCreate a new field job. Pass `template` or `job_type`, the `client` or `site`, `address`, `description`, `scheduled_at` and `assignee` or `assignees` as needed.
create_siteChanges dataCreate a site (service location) with a `name`, `address`, linked `client` and `contacts`.
get_clientGet one client by UUID or external ID, with contacts and address.
get_jobGet one job by its UUID or serial number, including client, site, address, assignees, schedule, status and report fields.
get_job_historyGet the event history of a job (created, scheduled, started, finished and so on) by `job_identifier`.
get_siteGet one site by UUID or external ID, with its address, client and contacts.
get_workerGet one user (worker) by UUID or external ID.
list_clientsList clients (people and organizations). Results are paginated with `cursor`.
list_job_templatesList job templates, used when creating jobs.
list_job_typesList job types, used when creating jobs.
list_jobsList jobs, optionally filtered by `status`, `client_uuid`, `site_uuid`, `template`, or date ranges such as `scheduled_at` and `finished_at`. Results are paginated with `cursor`.
list_productsList products (materials) in the catalog.
list_resolutionsList job resolutions (successful and cancel outcomes). Use a resolution UUID when cancelling a job.
list_servicesList services in the catalog that can be added to jobs.
list_sitesList sites (service locations). Results are paginated with `cursor`.
list_teamsList teams of workers.
list_territoriesList territories used to group clients, sites and jobs.
list_workersList users (field workers and dispatchers) in the account.
update_clientChanges dataUpdate a client's name, contacts or address by UUID or external ID. Only the fields you pass change.
update_jobChanges dataUpdate a job's description, address, client, site, assignees, schedule or custom fields by job UUID or serial number. Only the fields you pass change.
update_siteChanges dataUpdate a site's name, address, client, contacts or description by UUID or external ID.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Planado from the app list.
2
Paste your key
Paste your Planado API key. In Planado, go to Settings / Integrations / API and copy the API key. If the field is empty, press the refresh button to generate a new key.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Planado?

The AI can list and read jobs, clients, sites, workers, teams, territories, job templates, job types, services, products and resolutions, and read a job's event history. It can create and update jobs, clients and sites, add a catalog service to a job and cancel a job.

Does the AI see my Planado API key?

No. Your Planado API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Cancelling a job takes it away from the assigned worker and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Planado account.

Can the AI assign jobs to my workers?

Yes. When it creates or updates a job, it can set one assignee or several. It finds the right people with the list of workers and teams, and you can check the result on the job afterwards.