> This page is for Agent Handler.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.merge.dev/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server.

# Anaplan

**Authentication:** OAuth, basic authentication / auth token, or certificate authentication. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-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.