Integrations
Integrations
A short list on purpose: sign-in, live updates, the legacy import, AI assistants and an optional payment provider.
- 01
AI assistants (MCP)
Read and change Plandata data through scoped tools. Connect an MCP client to the Plandata connector and work with plan checks, reviews, deliveries and invoices in plain language.
- 02
Sign-in
Staff, portal and mobile sign-in. Staff, portal users and the mobile app sign in with email and password through Supabase Auth.
- 03
Live updates
Push changes to open pages. Open dashboard and portal pages refresh when the data behind them changes, without a reload.
- 04
MS Access import
One-shot migration from the legacy Plandata app. Read the legacy Plandata Access databases and load their history, with a reconciliation report.
- 05
Online payments
Billing endpoints, off by default. Stripe billing is wired into the API but stays off until an operator enables it.