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# 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.