Leina 
Wanta 
Prepare a Customer Company Brief
Read a company and its end users to summarize returned customer context.
/oo Planhat: Read Planhat company [company ID], list its end users, and summarize the returned company and contact details.
Connect Planhat to Your AI Agent
Read company and end-user records, create customer records, and apply specified profile updates. Ask your connected AI assistant to explain the results or carry out the specified operation.
8 tools API key
Try a Planhat Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill Planhat
Update an End-User Profile
Read a selected user and apply explicit field changes.
/oo Planhat: Read Planhat end user [end-user ID], then update only position [position] and phone [phone].
Start Working with Planhat
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Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect Planhat
Connect with a Planhat API Access Token from a Private App.
Connect Planhat → -
Give Your Agent a Task
Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →
Choose Your Agent
- A Planhat Private App API Access Token with company and end-user access.
- Record selectors support IDs, external IDs, or source IDs. End-user lists can filter company or email; company lists use offset pagination.
Planhat Tools
Planhat connects supported service operations to your AI assistant. Read company and end-user records, create customer records, and apply specified profile updates.
Company Records
List, read, create, and update companies.
End Users
List, read, create, and update customer end users.
8 tools
Create Company
Create a Planhat company.
planhat.create_company Update Company
Update a Planhat company by ID, externalId, or sourceId.
planhat.update_company Get Company
Get a Planhat company by ID, externalId, or sourceId.
planhat.get_company List Companies
List Planhat companies with offset pagination.
planhat.list_companies Create Enduser
Create a Planhat end user.
planhat.create_enduser Update Enduser
Update a Planhat end user by ID, externalId, or sourceId.
planhat.update_enduser Get Enduser
Get a Planhat end user by ID, externalId, or sourceId.
planhat.get_enduser List Endusers
List Planhat end users with offset pagination.
planhat.list_endusers No matching tools.
Frequently Asked Questions
Can I find end users by company?
Yes. Supply companyId when listing end users.
Can I create a new customer company?
Yes. Supply its name and any explicit profile fields for company creation.
Which record IDs are accepted?
Company and end-user detail or update actions accept the service ID, externalId, or sourceId representation.