MCP connector
The Plandata MCP connector
Ask an assistant which plan checks are waiting on a resubmittal, or have it log a delivery, against your real data and only within the scopes its token was given.
How a connection is authorised
The connector authenticates to the API with an MCP service token (prefix mcpsvc_). Platform staff mint tokens in the admin app, choose their scopes and an expiry of up to 90 days, and can revoke them. A token stops working as soon as the person who minted it is no longer platform staff.
The token goes in the connector’s environment (PLANDATA_MCP_TOKEN, with PLANDATA_MCP_API_URL) or a JSON config file. It is never printed: the CLI and the server redact anything shaped like a token from their output.
One scope per resource and verb
Scopes are written mcp:<resource>:read or mcp:<resource>:write. List and get need read; create, update and delete need write. The API checks the scope on every request, and an API test fails if any scope has no route that enforces it.
Every change made through the connector is attributed to the token and recorded as an audit event.
No business rules in the connector
Each tool forwards to the API and returns its answer. Validation and authorization stay in one place, and API errors come back as tool errors unchanged.
Tools
- 01
list-clients
mcp:clients:read. Lists the clients of one organization and returns { items, total }.
- 02
get-clients
mcp:clients:read. Fetches one client by id.
- 03
create-clients
mcp:clients:write. Creates a new client in one organization.
- 04
update-clients
mcp:clients:write. Updates fields on an existing client by id.
- 05
delete-clients
mcp:clients:write. Deletes one client by id.
- 06
list-disciplines
mcp:disciplines:read. Lists the disciplines of one organization and returns { items, total }.
- 07
get-disciplines
mcp:disciplines:read. Fetches one discipline by id.
- 08
create-disciplines
mcp:disciplines:write. Creates a new discipline in one organization.
- 09
update-disciplines
mcp:disciplines:write. Updates fields on an existing discipline by id.
- 10
delete-disciplines
mcp:disciplines:write. Deletes one discipline by id.
- 11
list-delivery-methods
mcp:delivery-methods:read. Lists the delivery methods of one organization and returns { items, total }.
- 12
get-delivery-methods
mcp:delivery-methods:read. Fetches one delivery method by id.
- 13
create-delivery-methods
mcp:delivery-methods:write. Creates a new delivery method in one organization.
- 14
update-delivery-methods
mcp:delivery-methods:write. Updates fields on an existing delivery method by id.
- 15
delete-delivery-methods
mcp:delivery-methods:write. Deletes one delivery method by id.
- 16
list-delivered-to-options
mcp:delivered-to-options:read. Lists the delivered-to options of one organization and returns { items, total }.
- 17
get-delivered-to-options
mcp:delivered-to-options:read. Fetches one delivered-to option by id.
- 18
create-delivered-to-options
mcp:delivered-to-options:write. Creates a new delivered-to option in one organization.
- 19
update-delivered-to-options
mcp:delivered-to-options:write. Updates fields on an existing delivered-to option by id.
- 20
delete-delivered-to-options
mcp:delivered-to-options:write. Deletes one delivered-to option by id.
- 21
list-payment-types
mcp:payment-types:read. Lists the payment types of one organization and returns { items, total }.
- 22
get-payment-types
mcp:payment-types:read. Fetches one payment type by id.
- 23
create-payment-types
mcp:payment-types:write. Creates a new payment type in one organization.
- 24
update-payment-types
mcp:payment-types:write. Updates fields on an existing payment type by id.
- 25
delete-payment-types
mcp:payment-types:write. Deletes one payment type by id.
- 26
list-plan-checkers
mcp:plan-checkers:read. Lists the plan checkers of one organization and returns { items, total }.
- 27
get-plan-checkers
mcp:plan-checkers:read. Fetches one plan checker by id.
- 28
create-plan-checkers
mcp:plan-checkers:write. Creates a new plan checker in one organization.
- 29
update-plan-checkers
mcp:plan-checkers:write. Updates fields on an existing plan checker by id.
- 30
delete-plan-checkers
mcp:plan-checkers:write. Deletes one plan checker by id.
- 31
list-plan-checks
mcp:plan-checks:read. Lists the plan checks of one organization and returns { items, total }.
- 32
get-plan-checks
mcp:plan-checks:read. Fetches one plan check by id.
- 33
create-plan-checks
mcp:plan-checks:write. Creates a new plan check in one organization.
- 34
update-plan-checks
mcp:plan-checks:write. Updates fields on an existing plan check by id.
- 35
delete-plan-checks
mcp:plan-checks:write. Deletes one plan check by id.
- 36
list-plan-reviews
mcp:plan-reviews:read. Lists the plan reviews of one organization and returns { items, total }.
- 37
get-plan-reviews
mcp:plan-reviews:read. Fetches one plan review by id.
- 38
create-plan-reviews
mcp:plan-reviews:write. Creates a new plan review in one organization.
- 39
update-plan-reviews
mcp:plan-reviews:write. Updates fields on an existing plan review by id.
- 40
delete-plan-reviews
mcp:plan-reviews:write. Deletes one plan review by id.
- 41
list-deliveries
mcp:deliveries:read. Lists the deliveries of one organization and returns { items, total }.
- 42
get-deliveries
mcp:deliveries:read. Fetches one delivery by id.
- 43
create-deliveries
mcp:deliveries:write. Creates a new delivery in one organization.
- 44
update-deliveries
mcp:deliveries:write. Updates fields on an existing delivery by id.
- 45
delete-deliveries
mcp:deliveries:write. Deletes one delivery by id.
- 46
list-invoices
mcp:invoices:read. Lists the invoices of one organization and returns { items, total }.
- 47
get-invoices
mcp:invoices:read. Fetches one invoice by id.
- 48
create-invoices
mcp:invoices:write. Creates a new invoice in one organization.
- 49
update-invoices
mcp:invoices:write. Updates fields on an existing invoice by id.
- 50
delete-invoices
mcp:invoices:write. Deletes one invoice by id.
- 51
list-invoice-details
mcp:invoice-details:read. Lists the invoice details of one organization and returns { items, total }.
- 52
get-invoice-details
mcp:invoice-details:read. Fetches one invoice detail by id.
- 53
create-invoice-details
mcp:invoice-details:write. Creates a new invoice detail in one organization.
- 54
update-invoice-details
mcp:invoice-details:write. Updates fields on an existing invoice detail by id.
- 55
delete-invoice-details
mcp:invoice-details:write. Deletes one invoice detail by id.
- 56
list-new-year-updates
mcp:new-year-updates:read. Lists the new year updates of one organization and returns { items, total }.
- 57
get-new-year-updates
mcp:new-year-updates:read. Fetches one new year update by id.
- 58
create-new-year-updates
mcp:new-year-updates:write. Creates a new new year update in one organization.
- 59
update-new-year-updates
mcp:new-year-updates:write. Updates fields on an existing new year update by id.
- 60
delete-new-year-updates
mcp:new-year-updates:write. Deletes one new year update by id.