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.

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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.

89 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).
archive_categoryVisible to othersArchive a category (category identifier). Has effects visible outside this system. API summary: Archive category.
archive_productVisible to othersArchive a product (product identifier). Has effects visible outside this system. API summary: Archive product.
archive_serviceVisible to othersArchive a service (service identifier). Has effects visible outside this system. API summary: Archive service.
archive_unitVisible to othersArchive a unit (unit identifier). Has effects visible outside this system. API summary: Archive unit.
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_catalog_categoryChanges dataCreate a new category for a catalog. Required: name. API summary: Create category.
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_dictionaryChanges dataCreate a new dictionary. API summary: Add a new dictionary.
create_dictionary_valueChanges dataCreate a new value for a dictionary. API summary: Create dictionary value.
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_pageChanges dataCreate a new page. API summary: Create tracking page.
create_productChanges dataCreate a new product. Required: name or unit. API summary: Create product.
create_provided_service_used_materialChanges dataCreate a new used material for a provided service. API summary: Add used material to provided service.
create_requestChanges dataCreate a new request. Search requests first to avoid duplicates. API summary: Create printing request for job.
create_serviceChanges dataCreate a new service. Required: name. API summary: Create service.
create_siteChanges dataCreate a site (service location) with a `name`, `address`, linked `client` and `contacts`.
create_unitChanges dataCreate a new unit. Required: name or code. API summary: Create unit.
create_userChanges dataCreate a new user. Required: first name, last name, email or password. API summary: Create new user.
delete_catalog_categoryDeletesPermanently delete a category by category identifier. Destructive action; may require approval. API summary: Delete category.
delete_customerDeletesPermanently delete a customer by customer identifier. Destructive action; may require approval. API summary: Delete existing client.
delete_dictionaryDeletesPermanently delete a dictionary by dictionary uuid. Destructive action; may require approval. API summary: Delete existing dictionary.
delete_dictionary_valueDeletesPermanently delete a value by value uuid. Destructive action; may require approval. API summary: Delete dictionary value.
delete_productDeletesPermanently delete a product by product identifier. Destructive action; may require approval. API summary: Delete product.
delete_projectDeletesPermanently delete a project by project identifier. Destructive action; may require approval. API summary: Delete existing job.
delete_project_provided_serviceDeletesPermanently delete a provided service by provided service uuid. Destructive action; may require approval. API summary: Delete provided service.
delete_provided_service_used_materialDeletesPermanently delete a used material by product uuid. Destructive action; may require approval. API summary: Delete used material.
delete_serviceDeletesPermanently delete a service by service identifier. Destructive action; may require approval. API summary: Delete service.
delete_siteDeletesPermanently delete a site by site identifier. Destructive action; may require approval. API summary: Delete existing site.
delete_unitDeletesPermanently delete a unit by unit identifier. Destructive action; may require approval. API summary: Delete unit.
delete_userDeletesPermanently delete a user by user identifier. Destructive action; may require approval. API summary: Delete existing user.
get_catalog_categoryGet one category for a catalog by category identifier. API summary: Get category.
get_clientGet one client by UUID or external ID, with contacts and address.
get_dictionaryGet one dictionary by dictionary uuid. API summary: Get dictionary.
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_job_typeGet one project by project uuid. API summary: Get job type.
get_productGet one product by product identifier. API summary: Get product.
get_requestGet one request by request uuid. API summary: Get printing request result.
get_resolutionGet one resolution by resolution uuid. API summary: Get resolution.
get_serviceGet one service by service identifier. API summary: Get service.
get_siteGet one site by UUID or external ID, with its address, client and contacts.
get_skillGet one skill by skill uuid. API summary: Get skill.
get_teamGet one team by team uuid. API summary: Get team.
get_templateGet one template by template uuid. API summary: Get template.
get_territoryGet one territory by territory uuid. API summary: Get territory.
get_unitGet one unit by unit identifier. API summary: Get unit.
get_user_s_devicesList users for a user. Results are paginated. API summary: Get user's devices.
get_user_s_timelineList users for a user. Optional filters: before. Results are paginated. API summary: Get user's timeline.
get_workerGet one user (worker) by UUID or external ID.
list_apksList apks. API summary: Get latest android build.
list_catalog_categoriesList categories for a catalog. Results are paginated. API summary: List caterogies.
list_clientsList clients (people and organizations). Results are paginated with `cursor`.
list_dictionariesList dictionaries. Results are paginated. API summary: List existing dictionaries.
list_dictionary_valuesList values for a dictionary. Results are paginated. API summary: List dictionary's values.
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_printing_templatesList templates. Results are paginated. API summary: List printing templates.
list_productsList products (materials) in the catalog.
list_project_addressesList addresses for a project. Optional filters: events 0 uuid. Results are paginated. API summary: Get job's locations.
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_skillsList skills. Results are paginated. API summary: List existing skills.
list_teamsList teams of workers.
list_territoriesList territories used to group clients, sites and jobs.
list_tracking_templatesList templates. Results are paginated. API summary: List tracking templates.
list_unitsList units. Results are paginated.
list_webhooksList webhooks.
list_workersList users (field workers and dispatchers) in the account.
restore_categoryChanges dataUnarchive a category (category identifier). API summary: Unarchive category.
restore_productChanges dataUnarchive a product (product identifier). API summary: Unarchive product.
restore_serviceChanges dataUnarchive a service (service identifier). API summary: Unarchive service.
restore_unitChanges dataUnarchive a unit (unit identifier). API summary: Unarchive unit.
search_webhook_requestsSearch requests for a webhook by filter. Use this to find existing requests before creating a new request. Results are paginated. API summary: List webhooks.
send_deviceVisible to othersNotify a device (device uuid). Has effects visible outside this system. API summary: Send notification to device.
update_catalog_categoryChanges dataUpdate an existing category identified by category identifier. Only the fields you pass are changed. API summary: Update category.
update_clientChanges dataUpdate a client's name, contacts or address by UUID or external ID. Only the fields you pass change.
update_dictionaryChanges dataUpdate an existing dictionary identified by dictionary uuid. Only the fields you pass are changed. API summary: Update dictionary name.
update_dictionary_valueChanges dataUpdate an existing value identified by value uuid. Only the fields you pass are changed. API summary: Update dictionary value's name.
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_productChanges dataUpdate an existing product identified by product identifier. Only the fields you pass are changed. API summary: Update product.
update_provided_service_used_materialChanges dataUpdate an existing used material identified by product uuid. Only the fields you pass are changed. API summary: Update used material.
update_serviceChanges dataUpdate an existing service identified by service identifier. Only the fields you pass are changed. API summary: Update service.
update_siteChanges dataUpdate a site's name, address, client, contacts or description by UUID or external ID.
update_unitChanges dataUpdate an existing unit identified by unit identifier. Only the fields you pass are changed. API summary: Update unit.
update_userChanges dataUpdate an existing user identified by user identifier. Only the fields you pass are changed. API summary: Update existing user.
update_usersVisible to othersUpdate an existing user identified by user uuid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update user's timeline.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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.