Resources
Resources
Start here for the guides and short answers.
- 01
Get started
Ask for access, import your history and invite your team.
- 02
How it works
From the submittal to the invoice.
- 03
Legacy import
How your Access history comes over and how every row is accounted for.
- 04
MCP connector
Connect an AI assistant with scoped tokens.
- 05
MCP tools
All 60 tools and the scope each needs.
- 06
FAQ
Short answers about migration, access and data.
- 07
Contact
Questions the guides do not answer.
Plandata has no public documentation site or changelog yet; product documentation is shared with each firm during setup.