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  • Sample use cases
  • Available Tools

Anaplan

Connect your AI agents to Anaplan.
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Amplitude

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Apollo

Authentication: OAuth, basic authentication / auth token, or certificate authentication. See Magic Link for the runtime auth flow, or Application credentials to bring your own OAuth app.

Sample use cases

  • Pull the latest forecast version from the FY26 Plan model and post the variance vs. actuals to Slack.
  • Trigger the monthly close action in the Headcount model and notify finance when complete.
  • Export the regional revenue rollup from the Sales Plan workspace and email it to leadership.

Available Tools

list_exports

List all export actions defined in an Anaplan model.

get_export

Get detailed information about a specific Anaplan export action.

run_export

Execute an Anaplan export action to extract data from a model.

get_export_task

Get the status and progress of a running or completed Anaplan export task.

get_export_data

Download the data from a completed Anaplan export task.

list_files

List all files available in an Anaplan model.

get_file

Get detailed information about a specific Anaplan file.

upload_file

Upload content to an Anaplan file (for small files).

upload_file_chunk

Upload a chunk of a large file to Anaplan.

download_file

Download the content of an Anaplan file.

delete_file

Delete a file from an Anaplan model. Removes the file and its content. Cannot be undone. Use with caution as imports relying on this file will fail.

list_imports

List all import actions defined in an Anaplan model.

get_import

Get detailed information about a specific Anaplan import action.

run_import

Execute an Anaplan import action to load data into a model.

get_import_task

Get the status and progress of a running or completed Anaplan import task.

list_lists

List all dimension lists in an Anaplan model.

get_list

Get detailed information about a specific Anaplan dimension list.

get_list_items

Get all items in an Anaplan dimension list with their properties.

add_list_items

Add new items to an Anaplan dimension list.

update_list_item

Update properties of an existing item in an Anaplan dimension list.

delete_list_items

Delete items from an Anaplan dimension list by item IDs.

list_models

List all models within a specific Anaplan workspace.

get_model

Get detailed information about a specific Anaplan model by workspace and model ID.

get_model_calendar

Get the calendar configuration for an Anaplan model.

list_versions

List all versions (scenarios) in an Anaplan model.

list_modules

List all modules within an Anaplan model.

get_module

Get detailed information about a specific Anaplan module by ID.

list_views

List all saved views within an Anaplan module.

get_view_data

Retrieve data from a specific Anaplan view in JSON, CSV, or TXT format.

list_line_items

List all line items within an Anaplan module.

list_processes

List all processes defined in an Anaplan model.

get_process

Get detailed information about a specific Anaplan process.

run_process

Execute an Anaplan process to run a multi-step automated workflow.

get_process_task

Get the status and progress of a running or completed Anaplan process task.

list_actions

List all generic actions in an Anaplan model (delete actions, etc.).

get_action

Get detailed information about a specific Anaplan action. Returns action name, type, and configuration details. Use to understand action behavior before running.

run_action

Execute a generic Anaplan action (delete action, etc.).

list_users

List all users with access to a specific Anaplan workspace.

get_user

Get detailed information about a specific Anaplan user by ID. Returns user name, email, first/last name, role, active status, and last login timestamp. Requires workspace_id and user_id.

get_current_user

Get information about the currently authenticated Anaplan user.

list_workspaces

List all workspaces accessible to the authenticated user in Anaplan.

get_workspace

Get detailed information about a specific Anaplan workspace by ID.