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

> Yes. Anaplan has an official REST API, the Integration API v2.0, and an official MCP server, the AI Gateway, which Anaplan's help describes as read-only access for workspaces using Agent Studio (checked 6 Nov 2026). Cotlet runs 12 Anaplan tools hosted, over MCP for agents and REST for scripts, with no API credentials or developer setup, inside the ChatGPT and Claude apps.

Connect Anaplan imports, processes, exports and model users to your agent or reporting workflow. Use MCP or REST from n8n, Make, Zapier and scripts.

- Free 7-day trial, no card
- Unofficial, not affiliated with Anaplan
- Page: https://cotlet.dev/integrations/anaplan-api-mcp-server

## What can you automate in Anaplan?

- Load actuals and run the import
- Run the month-end close process
- Review what changed in a model
- Send the forecast grid to a spreadsheet
- Review who can access a model
- Take a model offline or back online

## Does Anaplan have an MCP server or an API?

- The Integration API runs imports, processes and exports. Each call carries an Anaplan authentication token, and Anaplan advises a dedicated integration user for it.
- The AI Gateway uses your own Anaplan login. Each AI app needs a client ID created by Anaplan for your region. Anaplan lists Claude, ChatGPT, Gemini, Copilot and Cursor.
- Zapier has no Anaplan app. n8n has a community node and no official one.

| What you need | Integration API | AI Gateway | Cotlet |
|---|---|---|---|
| Run an import or a process | Yes, with a token | Read-only in the help | Yes, after your OK |
| Use it in the ChatGPT or Claude app | Not on its own | Yes, with a client ID | Yes, sign in once |
| Start without a token or an admin setup | Needs a token | Needs Agent Studio | Yes, sign in once |
| Add users and set model roles | SCIM API for user admins | Read-only in the help | Yes, after your OK |

Checked 6 Nov 2026. Sources: [Anaplan Help: Integration API v2.0](https://help.anaplan.com/integration-api-v20-3107aa54-d12b-4c48-9550-3561c84adbb2), [Anaplan Help: Connect external AI to Anaplan AI Gateway](https://help.anaplan.com/connect-external-ai-to-anaplan-ai-gateway-6a4fabb4-f8a3-466e-aa9b-fdda07ea32cf), [Anaplan Help: Authentication, access, and permissions](https://help.anaplan.com/authentication-access-and-permissions-62989779-a911-415b-a3b7-6a9241eeab39), [Anaplan AI Gateway](https://www.anaplan.com/platform/anaplan-ai-gateway/)

## How does Cotlet connect to Anaplan?

1. **Sign in to Anaplan.** Use your own login in its Cotlet Cloud Browser.
2. **Choose MCP or REST.** Connect your agent or create a Cotlet API key.
3. **Run your workflow.** Ask your agent or send an HTTP request.

We never keep your Anaplan password, and no import, process or user change runs until you approve it.

## Connect Anaplan to your agent or workflow

Use MCP with your AI agent, or HTTP requests in n8n, Make, Zapier and scripts. Follow the three steps below.

1. **Add the Cotlet address.** Sign up, log in to Anaplan in its Cloud Browser and press Enable for agents. Then add https://cotlet.dev/mcp/v1 as an MCP server or connector in your agent.
2. **Approve the connection.** Chat apps ask you to sign in to Cotlet. Editors, n8n and scripts use an API key from the console.
3. **Ask in plain words.** Name the workspace and the model, and your agent picks the tool.

One shared address, `https://cotlet.dev/mcp/v1`, also carries Anaplan next to your other apps. If you enable Anaplan after connecting, refresh the connector so the new tools show up.

Claude:

```
Settings > Connectors > Add custom connector
URL: https://cotlet.dev/mcp/v1/connect

Claude Code:
claude mcp add --transport http cotlet-anaplan \
  https://cotlet.dev/mcp/v1 \
  --header "Authorization: Bearer $COTLET_API_KEY"
```

ChatGPT:

```
Settings > Apps & Connectors > Create
MCP server URL: https://cotlet.dev/mcp/v1/connect
Authentication: OAuth
```

Cursor:

```
// ~/.cursor/mcp.json
{
  "mcpServers": {
    "cotlet-anaplan": {
      "url": "https://cotlet.dev/mcp/v1",
      "headers": { "Authorization": "Bearer ${env:COTLET_API_KEY}" }
    }
  }
}
```

Codex:

```
# ~/.codex/config.toml
[mcp_servers.cotlet-anaplan]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY"
```

n8n:

```
MCP Client Tool (inside an AI Agent)
Transport: HTTP Streamable
URL: https://cotlet.dev/mcp/v1
Auth: Bearer, <your key>
Tool: anaplan_read
```

Make, Zapier:

```
Make: MCP Client > Call a tool
Zapier: MCP Client by Zapier > Run Tool
Server URL: https://cotlet.dev/mcp/v1
Token: <your key>
Tool: anaplan_write
```

## Anaplan API endpoints and MCP tools

### Models, actions, history and exports

The Actions pane is open to workspace administrators only. History shows at most the 1000 most recent changes, so a longer range is read in slices.

- **List models** (`list_models`, read): Lists the models you can open, with workspace, status and mode.
- **List actions** (`list_actions`, read): Lists the imports, exports and processes in the Actions pane of a model.
- **Get model history** (`get_model_history`, read): Reads the change log of a model for a time range.
- **Export a grid card** (`export_grid_view`, read): Exports a grid card of a page in the format you choose.
- **Run an export** (`run_export`, read): Runs a saved export action and returns the file.

### Imports and processes

An upload changes nothing until an import or process uses the file. Imports and processes can overwrite plan numbers, so they wait for you.

- **Upload an import file** (`upload_import_file`, write): Replaces the file of an import data source.
- **Run an import** (`run_import`, write, asks first): Runs an import action in a model.
- **Run a process** (`run_process`, write, asks first): Runs a process, which can chain imports, exports and delete actions.

### Users and model status

Needs a workspace administrator. Setting No Access deletes line item data that references the user.

- **List model users** (`list_users`, read): Lists the users of a model with their model role.
- **Add a user to a model** (`add_user`, write, asks first): Adds a user to the workspace of a model and gives them a model role.
- **Set a user role** (`set_user_role`, write, asks first): Changes the model role of a user in one model.
- **Take a model online or offline** (`set_model_status`, write, asks first): Takes a model offline or brings it online.

Inputs, REST path and example response of every tool: https://cotlet.dev/integrations/anaplan-api-mcp-server#tools

## Who can see my Anaplan session, and how do I revoke it?

- **What we store.** Your logged-in Anaplan profile, encrypted with AES-256-GCM, in Finland. Not the password.
- **What your agent gets.** The 12 Anaplan tools. Never the cookie or your password.
- **What the session sees.** Your models, as your login sees them: lists, grids, actions, users.
- **What no tool touches.** Formulas, module structure, deleting models, tenant settings and billing.
- **If Anaplan asks to sign in.** You sign in yourself with your SSO or authenticator app. We never type it.
- **How to cut access.** Disable for agents, reset the browser, or change your Anaplan password.

Our site scores A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory ([live results](https://cotlet.dev/security.md)). There is no SOC 2 report or third-party pentest yet.

## What happens when Anaplan changes?

- **12 h** between tests of the Anaplan tools
- **$0** for a call to an Anaplan tool paused for repair

When Anaplan moves a button or renames a field, the fix happens on our side and your prompts keep working. [status.cotlet.dev](https://status.cotlet.dev) watches the site, console and API every 3 minutes.

## Approvals, undo and mistakes

1. **Finds the action.** Lists the imports and processes of the model.
2. **Uploads the file.** Replaces the data source file, the model stays as it is.
3. **Waits for your OK.** The import shows up in your Cotlet console first.
4. **Reports the result.** Rows imported, rows failed and the failure file.

| Action | Undo |
|---|---|
| Upload an import file | Upload the old file again |
| Run an import | No one-call undo; it can overwrite plan numbers |
| Run a process | No one-call undo; a process can delete data |
| Set a user role | Set the previous role, except No Access, which deletes line item data |
| Take a model offline | Call it again with the other status |

5 of 12 tools ask first: run_import, run_process, add_user, set_user_role, set_model_status. Reads, exports and file uploads change nothing in the model, so they run at once. Switch the wait off per tool for a scheduled run.

> An export an admin runs ignores selective access, so the file can hold data some users cannot see.

MCP call:

```
{
  "name": "run_import",
  "arguments": {
    "workspace": "Finance",
    "model": "Revenue Planning",
    "action": "Actuals Load"
  }
}
```

REST:

```
curl -X POST https://cotlet.dev/api/v1/anaplan/import/run \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"workspace":"Finance","model":"Revenue Planning","action":"Actuals Load"}'
```

Tool output:

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

Scripts and cron jobs reach the same tools over REST at `/api/v1/anaplan`, with the same key and price. A call your Anaplan role does not allow fails with a permission error, and a failed call costs nothing. The tools table lists the REST path of each tool.

## How much does the Anaplan MCP server cost?

**About $10 a month** for a planning admin on one model, 1,790 credits. Your Anaplan contract is billed by Anaplan as before.

| Job | Calls | Credits |
|---|---|---|
| Weekly actuals load: list, upload, import | 3 × 4 | 120 |
| Month-end close process | 2 × 1 | 20 |
| Weekly review of model changes | 1 × 4 | 40 |
| Weekly forecast grid to a spreadsheet | 2 × 4 | 80 |
| Access review and two role changes | 3 × 1 | 30 |
| Cloud Browser, 30 days |  | 1,500 |
| Total |  | 1,790 |

- Free 7-day trial, no card
- 10 credits per successful call, MCP or REST
- 50 credits a day for the Cloud Browser
- No API credentials to request or rotate

The month is our example: one weekly load, one close, one weekly review and export, one access review. Anaplan does not publish its prices. A buyer's guide puts a mid-market deployment at 15 to 30 named users and 3 to 5 model builders (Metapraxis, 2026). Dollars at the $29 pack rate.

## Anaplan MCP server on GitHub, hosted or from Anaplan: which to use

| Option | What it does | Where it stops |
|---|---|---|
| [Anaplan AI Gateway](https://help.anaplan.com/connect-external-ai-to-anaplan-ai-gateway-6a4fabb4-f8a3-466e-aa9b-fdda07ea32cf) | Official remote MCP server on your Anaplan login, for Claude, ChatGPT and other AI apps. | Anaplan's help calls it read-only. Needs Agent Studio and a client ID created by Anaplan. |
| [Integration API v2.0](https://help.anaplan.com/integration-api-v20-3107aa54-d12b-4c48-9550-3561c84adbb2) | Official REST API: files, imports, exports, processes and cell data. | You write and host the calls and hold the token. |
| [larasrinath/anaplan-mcp](https://github.com/larasrinath/anaplan-mcp) | Open source MCP server, 70 tools on the Integration API, MIT license. | You install and host it with API credentials. 7 stars, last commit 17 Sep 2026. No add-user tool. |
| [shashemi23/anaplan-mcp](https://github.com/shashemi23/anaplan-mcp), [palimkarakshay/anaplan-kit-mcp](https://github.com/palimkarakshay/anaplan-kit-mcp) | A Claude Code plugin built on the first server, and a server with a formula reference and blueprint linting for model builders. | The plugin is for Claude Code. The second is mostly offline helpers. 0 stars each. |
| [StackOne](https://www.stackone.com/connectors/anaplan/mcp/) | Hosted MCP with 43 actions, among them run import, run process and create SCIM user. | Needs a StackOne account. The page lists no price. |
| [Nexatron](https://nexatron.io/connectors/anaplan) | Hosted MCP for Claude, ChatGPT and Copilot. | Its page says questions only read Anaplan. Price on request by email. |
| [n8n-nodes-anaplan-fixed](https://www.npmjs.com/package/n8n-nodes-anaplan-fixed) | Community n8n node that imports data into modules and lists. | Last published Jun 2025, 5 downloads last month. Zapier has no Anaplan app. |

If read access inside Agent Studio is all you need, Anaplan's own AI Gateway is the direct way. If you run a developer team that wants to build on the Integration API, use it. Cotlet fits when you want an agent to load files, run imports and processes and manage model users, without API credentials or a server to run.

## Who runs Cotlet

Take Group sp. z o.o. runs Cotlet. It is a software company registered in Poland, EU (VAT PL6342984273), working since 2019, founded by Bart Krawczyk (Co-founder, CTO) and Jake Slugocki (Co-founder, SEO, sales and marketing). Write to contact@cotlet.dev with questions about the Anaplan tools.

## Anaplan API and MCP: questions

### How do I connect Anaplan to ChatGPT or Claude?

Sign up at cotlet.dev, log in to Anaplan once in its Cloud Browser and add Cotlet to ChatGPT or Claude, following the steps in your console. No API key is needed. ChatGPT and Claude then work in your Anaplan account through Cotlet, in their phone apps too.

### What can ChatGPT do in Anaplan?

With Cotlet, ChatGPT, Claude and other AI agents handle jobs like these in Anaplan: load this month's actuals and run the import; run the month-end close process; audit who changed a model. You ask in plain words, and anything that reaches other people waits for your OK first.

### Can I use the Anaplan API without an AI agent?

Yes. Call Cotlet's REST API from a script or an HTTP step in n8n, Make or Zapier with your Cotlet key. MCP is the alternative for AI agents; you do not need to connect an agent to use REST.

### How do I get access?

Create a free account at https://cotlet.dev, open Anaplan under Integrations in the console and log in to Anaplan in its Cloud Browser. The trial starts with your first app, no card asked.

### Does Cotlet work with Anaplan single sign-on and MFA?

Yes. You sign in yourself in your Cloud Browser, with your company SSO or your authenticator app, and Cotlet never sees your password or MFA code. Anaplan says that once SSO is on, users sign in through SSO unless they are exception users, so use the login you use every day.

### Which Anaplan role does my agent need?

Your own role in the model decides. Anaplan lets workspace administrators run actions from the Actions pane and add users, and other users can run only the actions published to a dashboard. Reading model history needs a model builder, and setting up a history export needs a workspace administrator. A call without the role fails with APP_PERMISSION_DENIED.

### Why not use Anaplan's AI Gateway?

Use it when you only need your AI to read models. Anaplan's help describes it as read-only access to Anaplan models and data, enabled for workspaces using Agent Studio. Cotlet is for the jobs it leaves out: uploading a file, running an import or process, adding users and setting roles. The two can run side by side.

### Do I need Anaplan API credentials?

No. Cotlet works in your signed-in Anaplan session, so you need no integration user, token or client ID. Your own role in the model still decides what a call can do.

### Is the MCP server different from the REST API?

Only the door is different. Both expose the same 12 tools, inputs and answers, with one API key and one price. Agents use MCP; scripts and HTTP steps use REST.

### Is Cotlet affiliated with Anaplan?

No. Cotlet is independent and not affiliated with Anaplan, Inc.

---

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