Anaplan MCP server Let your AI agent run your Anaplan imports.

ToolWhat it doesAccess

• list_models Lists the models you can open, with workspace, status and mode. read

  Returns the models of the Models page, the way Anaplan shows them: name, workspace, status, mode and when you last visited. You see only the models your login has access to.

  MCP callanaplan_read → list_models

  REST endpointGET https://cotlet.dev/api/v1/anaplan/models

  Parameters

  Parameters: list_models

  Name	Type	Description
  workspace string	string	Only models of this workspace.
  status string	string	online or offline.
  mode string	string	Standard, Deployed or Locked.

  Example response

  {
    "models": [
      {
        "name": "Revenue Planning",
        "workspace": "Finance",
        "status": "Online",
        "mode": "Standard",
        "last_visited": "2026-11-04"
      },
      {
        "name": "Headcount Forecast",
        "workspace": "People",
        "status": "Online",
        "mode": "Deployed",
        "last_visited": "2026-10-29"
      },
      {
        "name": "Supply Chain S&OP",
        "workspace": "Operations",
        "status": "Offline",
        "mode": "Standard",
        "last_visited": "2026-09-12"
      }
    ]
  }

• list_actions Lists the imports, exports and processes in the Actions pane of a model. read

  Returns each action by name and type, the way the Actions pane shows them, with the data sources of the imports. The Actions pane is open to workspace administrators only; any other role gets APP_PERMISSION_DENIED.

  MCP callanaplan_read → list_actions

  REST endpointGET https://cotlet.dev/api/v1/anaplan/actions

  Parameters

  Parameters: list_actions

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  type string	string	import, export or process. Leave out for all.

  Example input

  {
    "workspace": "workspace",
    "model": "model"
  }

  Example response

  {
    "actions": [
      {
        "name": "Actuals Load",
        "type": "import",
        "data_source": "actuals.csv"
      },
      {
        "name": "Forecast Export",
        "type": "export"
      },
      {
        "name": "Month End Close",
        "type": "process"
      }
    ]
  }

• get_model_history Reads the change log of a model for a time range. read

  Returns the rows of the History dialog: ID, date and time in UTC, user, description and, for changes made through Anaplan CoModeler, the method AI-Assisted. Security changes to an access driver are marked. The dialog shows at most the 1000 most recent changes, so a longer range is read in slices. A change made in the Administration console has no user.

  MCP callanaplan_read → get_model_history

  REST endpointGET https://cotlet.dev/api/v1/anaplan/model-history

  Parameters

  Parameters: get_model_history

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  from string required	string	Start of the range, ISO date and time.
  to string	string	End of the range. Defaults to now.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "from": "from"
  }

  Example response

  {
    "changes": [
      {
        "id": 48213,
        "time": "2026-11-03T14:22:10Z",
        "user": "dana@example.com",
        "description": "Line item Forecast in module Revenue changed",
        "security_change": false
      },
      {
        "id": 48214,
        "time": "2026-11-03T14:25:41Z",
        "user": "dana@example.com",
        "description": "Access driver of list Regions changed",
        "security_change": true
      }
    ],
    "shown": 2,
    "truncated": false
  }

• export_grid_view Exports a grid card of a page in the format you choose. read

  Uses Export this view on the card, so the file holds what you see, with your filters and your access. Anything you cannot see in the model is left out. Large, densely populated grids export slowly and can slow the model down, so the agent exports one card at a time. Returns the file as a download link.

  MCP callanaplan_read → export_grid_view

  REST endpointGET https://cotlet.dev/api/v1/anaplan/grid-views/export

  Parameters

  Parameters: export_grid_view

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  page string required	string	Name of the page that holds the grid.
  card string required	string	Name of the grid card.
  format string	string	csv, txt, xls, xlsx or pdf. Defaults to csv.
  include_empty_rows boolean	boolean	Include empty rows. Defaults to false.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "page": "page",
    "card": "card"
  }

  Example response

  {
    "file": "Forecast.xlsx",
    "format": "xlsx",
    "rows": 184,
    "download_url": "https://files.cotlet.dev/d/9f3c1a/Forecast.xlsx"
  }

• run_export Runs a saved export action and returns the file. read

  Runs the export from the Actions pane and returns the file as a download link. Exports shared with Everyone are open to all users through the API. An export an admin runs ignores selective access, so the file can hold data some users cannot see. It changes nothing in the model, so it does not wait for your OK.

  MCP callanaplan_read → run_export

  REST endpointGET https://cotlet.dev/api/v1/anaplan/exports/run

  Parameters

  Parameters: run_export

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  action string required	string	Name of the export from list_actions.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "action": "action"
  }

  Example response

  {
    "action": "Forecast Export",
    "status": "completed",
    "file": "forecast-export.csv",
    "rows": 412,
    "download_url": "https://files.cotlet.dev/d/2b7e44/forecast-export.csv"
  }

ToolWhat it doesAccess

• upload_import_file Replaces the file of an import data source. write

  Uploads a new file to a source listed on the Import Data Sources tab of the Actions pane, the way an admin does with Edit. Needs a workspace administrator. The model does not change until run_import or run_process uses the file, so this reaches no one. A new upload replaces the old file; run it again with the old file to undo.

  MCP callanaplan_write → upload_import_file

  REST endpointPOST https://cotlet.dev/api/v1/anaplan/import-files

  Parameters

  Parameters: upload_import_file

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  data_source string required	string	Name of the import data source, from list_actions.
  file_url string required	string	HTTPS link to the CSV file, or a file uploaded with cotlet_upload_file.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "data_source": "data source",
    "file_url": "https://example.com"
  }

  Example response

  {
    "data_source": "Actuals Load",
    "file": "actuals-october.csv",
    "size_bytes": 48210,
    "uploaded": true
  }

• run_import Runs an import action in a model. writeasks first

  Runs the import from the Actions pane with its current data source and returns the result. Cells without dynamic cell access are not updated. Import actions can overwrite plan numbers other people work in, and there is no one-call undo, so the call waits for you. By default you confirm each call; you can switch that off for this tool.

  MCP callanaplan_write → run_import

  REST endpointPOST https://cotlet.dev/api/v1/anaplan/import/run

  Parameters

  Parameters: run_import

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  action string required	string	Name of the import from list_actions.

  Example input

  {
    "workspace": "Finance",
    "model": "Revenue Planning",
    "action": "Actuals Load"
  }

  Example response

  {
    "action": "Actuals Load",
    "status": "completed",
    "rows_imported": 1240,
    "rows_failed": 3,
    "failure_dump": "Actuals Load failures.csv"
  }

• run_process Runs a process, which can chain imports, exports and delete actions. writeasks first

  Selects the process in the Actions tab, chooses the import files and clicks Run. Returns the Results Summary, or Process Failed with the message. Your model role must have access to all the data the actions in the process use. A process can delete data, so the call waits for you. By default you confirm each call; you can switch that off for this tool.

  MCP callanaplan_write → run_process

  REST endpointPOST https://cotlet.dev/api/v1/anaplan/process/run

  Parameters

  Parameters: run_process

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  process string required	string	Name of the process from list_actions.
  import_files array	array	Files for the process imports: data source name and file link for each set of imports that share a file.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "process": "process"
  }

  Example response

  {
    "process": "Month End Close",
    "status": "completed",
    "results_summary": [
      "Actuals Load: 1240 rows imported",
      "Clear Forecast Staging: completed"
    ]
  }

ToolWhat it doesAccess

• list_users Lists the users of a model with their model role. read

  Returns the Users tab of the Users pane: name, email, model role and whether the user is a workspace administrator. Needs a workspace administrator; any other role gets APP_PERMISSION_DENIED. Roles are the ones the model defines, always including Full Access and No Access.

  MCP callanaplan_read → list_users

  REST endpointGET https://cotlet.dev/api/v1/anaplan/users

  Parameters

  Parameters: list_users

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.

  Example input

  {
    "workspace": "workspace",
    "model": "model"
  }

  Example response

  {
    "users": [
      {
        "name": "Dana Whitfield",
        "email": "dana@example.com",
        "role": "Full Access",
        "workspace_admin": true
      },
      {
        "name": "Omar Haddad",
        "email": "omar@example.com",
        "role": "Planner",
        "workspace_admin": false
      },
      {
        "name": "Priya Nair",
        "email": "priya@example.com",
        "role": "Viewer",
        "workspace_admin": false
      }
    ]
  }

• add_user Adds a user to the workspace of a model and gives them a model role. writeasks first

  Uses Add User on the Users tab. Anaplan adds the user to every model of the workspace and emails them a link to it; other models start with No Access. The new user gets the Full Access role unless you pass a role. Fails when the tenant limits adding users to user administrators in Administration. By default you confirm each call; you can switch that off for this tool.

  MCP callanaplan_write → add_user

  REST endpointPOST https://cotlet.dev/api/v1/anaplan/users

  Parameters

  Parameters: add_user

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  email string required	string	Email address, standard format, up to 60 characters.
  first_name string required	string	First name.
  last_name string required	string	Last name.
  role string	string	Model role from list_users. Defaults to Full Access.
  workspace_admin boolean	boolean	Make the user a workspace administrator. Defaults to false.
  sso_only boolean	boolean	Require single sign-on for this user. Defaults to false.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "email": "jane@example.com",
    "first_name": "first name",
    "last_name": "last name"
  }

  Example response

  {
    "email": "sam@example.com",
    "name": "Sam Rivera",
    "workspace": "Finance",
    "role": "Planner",
    "workspace_admin": false,
    "sso_only": true,
    "invitation_sent": true
  }

• set_user_role Changes the model role of a user in one model. writeasks first

  Changes the cell of the Users tab that shows the role. Setting No Access deletes line item data that references the user in every module with the Users list as a dimension, and you cannot set it for the account that is signed in. Changing access reaches the user at once. By default you confirm each call; you can switch that off for this tool.

  MCP callanaplan_write → set_user_role

  REST endpointPUT https://cotlet.dev/api/v1/anaplan/user-role

  Parameters

  Parameters: set_user_role

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  email string required	string	Email of the user, from list_users.
  role string required	string	Model role, from list_users.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "email": "jane@example.com",
    "role": "role"
  }

  Example response

  {
    "email": "omar@example.com",
    "model": "Revenue Planning",
    "previous_role": "Viewer",
    "role": "Planner"
  }

• set_model_status Takes a model offline or brings it online. writeasks first

  Uses the Models tab of the Model Management dialog, open to workspace administrators. An offline model is closed for every user until it is brought online again. Reverse the call with the other status. By default you confirm each call; you can switch that off for this tool.

  MCP callanaplan_write → set_model_status

  REST endpointPUT https://cotlet.dev/api/v1/anaplan/model-status

  Parameters

  Parameters: set_model_status

  Name	Type	Description
  workspace string required	string	Workspace name, as shown in the model selector or on the Models page.
  model string required	string	Model name inside the workspace, from list_models.
  status string required	string	online or offline.

  Example input

  {
    "workspace": "workspace",
    "model": "model",
    "status": "status"
  }

  Example response

  {
    "model": "Supply Chain S&OP",
    "workspace": "Operations",
    "status": "Online",
    "previous_status": "Offline"
  }