Anaplan MCP server
Prebuilt SnapLogic agentic-tool pipelines that let an LLM read from and act on Anaplan, callable as MCP tools via Pipeline Execute. Published in the SnapLogic pattern catalog.
Overview
This tool pack lets an agent navigate and operate an Anaplan tenant, covering workspace and model discovery, module and line-item browsing, cell reads and writes, and action execution. It gives LLMs direct, structured access to Anaplan plan data without any custom integration work.
For setup instructions, see SnapLogic MCP Server quickstart.
Example Prompts
- Did the actuals import finish?
- Check the status of task ABCDEF01234567890123 on the budget model
- Is the export I just kicked off still running?
- Tell me whether the close process completed or failed
- Poll the Anaplan task and give me the result
- What actions can I run on the FY26 budget model?
- Find the action ID for the monthly close process
- List the automations available in this Anaplan model
- Which actions are published on model ABCDEF0123456789ABCDEF0123456789?
- What exports are available on the FY26 budget model?
Tools
| Tool Name | Functions |
|---|---|
| AnaplanGetTaskStatus | Check the status of an Anaplan task created by a previous action run. |
| AnaplanListActions | List the actions published on an Anaplan model. |
| AnaplanListExports | List the export definitions on an Anaplan model. |
| AnaplanListFiles | List the files registered on an Anaplan model. |
| AnaplanListImports | List the import definitions on an Anaplan model. |
| AnaplanListLineItems | List the line items defined in a module. |
| AnaplanListModels | List the models in an Anaplan workspace. |
| AnaplanListModules | List the modules in an Anaplan model. |
| AnaplanListWorkspaces | List the Anaplan workspaces visible to the connected account. |
| AnaplanReadCellData | Read cell data from an Anaplan module, optionally narrowed by line items and dimensions. |
| AnaplanRunAction | Trigger an Anaplan import, export, process or action and return the task it created. |
| AnaplanWriteCellData | Write values into an Anaplan module by posting a cell-update payload. |
Set up the MCP Server tools
- Download anaplan_tools.zip.
- In SnapLogic Designer, open the target project space (or create one), then choose Import Project / Import Pipelines and select the downloaded anaplan_tools.zip. Designer unpacks each pipeline into the project.
- Attach the required account to the connectivity snaps (see Connection Setup).
- Expose the project as an MCP server — each pipeline becomes a tool named after its label. New to this? Start with the MCP quickstart, then use the MCP Server Pipeline Builder to generate the server from the imported pipelines.
Configure account
Attach an API Suite account (OAuth 2.0 or Bearer token) to the HTTP Client snap in Designer after import.
These pipelines ship without credentials by design — attach a valid account in Designer before the tools will execute.
See the SnapLogic account documentation for this connector: API Suite Account Configuration.
AnaplanGetTaskStatus
Checks the current status of an Anaplan task created by AnaplanRunAction, reporting whether it is still running, completed, or failed. Use it to close the loop after triggering an import, export, process, or action.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| action_id* | string | — | ID of the action the task was created for — the same action_id passed to AnaplanRunAction. |
| action_type* | string | — | Endpoint segment naming the family of action: imports, exports, processes or actions. |
| task_id* | string | — | Anaplan task ID returned by AnaplanRunAction, e.g. ABCDEF01234567890123. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- Did the actuals import finish?
- Check the status of task ABCDEF01234567890123 on the budget model
- Is the export I just kicked off still running?
- Tell me whether the close process completed or failed
- Poll the Anaplan task and give me the result
AnaplanListActions
Lists the automation actions published on an Anaplan model, such as processes and delete actions. Use it to discover what can be run and to get the action ID needed by AnaplanRunAction.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- What actions can I run on the FY26 budget model?
- Find the action ID for the monthly close process
- List the automations available in this Anaplan model
- Which actions are published on model ABCDEF0123456789ABCDEF0123456789?
AnaplanListExports
Lists the export definitions saved on an Anaplan model, showing what data extracts are available to run. Use it to find the export ID needed to trigger a reporting extract via AnaplanRunAction.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- What exports are available on the FY26 budget model?
- Find the export that produces the board reporting extract
- List all export definitions in this Anaplan model
- Which saved exports can I run against this model?
AnaplanListFiles
Lists the file objects registered on an Anaplan model, showing what imports read from and exports write to. Use it to identify which files are bound to a given import or to check export output.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- What files are attached to this Anaplan model?
- Show me the file IDs on the FY26 budget model
- Which file does the actuals import read from?
- List the model files so I can check the export output
AnaplanListImports
Lists the import definitions on an Anaplan model, showing which data feeds are configured and available to run. Use it to find the import ID needed to trigger a data load via AnaplanRunAction.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- What imports are configured on this Anaplan model?
- Find the import that loads the actuals file
- List the import definitions for the FY26 budget model with their IDs
- Which imports feed data into this model?
AnaplanListLineItems
Lists the named measures in an Anaplan module, such as Revenue, Headcount, or Growth Rate. Use it to explore a module's structure and get the line item IDs needed for a targeted cell read.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| module_id* | string | — | Anaplan module ID within the model, e.g. 112000000001. Obtain it from AnaplanListModules. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- What line items are in the revenue module?
- Show me the measures defined in module 112000000001
- List the line items in the headcount module with their IDs
- Which line items can I read from this Anaplan module?
AnaplanListModels
Lists the models in an Anaplan workspace, letting you resolve a model name to the model ID that other tools in this pack require. Use it as the second step of discovery after AnaplanListWorkspaces.
| Parameter | Type | Default | Description |
|---|---|---|---|
| workspace_id* | string | — | Anaplan workspace ID whose models are listed, e.g. 8a8b8c8d8e8f. Obtain it from AnaplanListWorkspaces. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- What models are in workspace 8a8b8c8d8e8f?
- Find the model ID for our FY26 budget model
- List all the models in our planning workspace
- Which Anaplan models live in this workspace and when were they last modified?
AnaplanListModules
Lists the modules in an Anaplan model, letting you resolve a module name to the module ID needed for reading or writing cell data. Use it to find the right calculation grid before calling AnaplanReadCellData or AnaplanWriteCellData.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- What modules are in the FY26 budget model?
- Find the module ID for the headcount module
- List every module in model ABCDEF0123456789ABCDEF0123456789
- Which modules does this Anaplan model contain?
AnaplanListWorkspaces
Lists the Anaplan workspaces the connected account can access, providing the workspace IDs that downstream tools require. Start here when you have a workspace name but need its ID.
| Parameter | Type | Default | Description |
|---|---|---|---|
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
Try asking:
- What Anaplan workspaces do I have access to?
- List our Anaplan workspaces with their IDs
- Which workspace is the FP&A team using?
- Show me the workspaces on our Anaplan tenant
AnaplanReadCellData
Reads cell data from an Anaplan module, with optional filtering by line items and dimensions to retrieve just the values you need. Use it to pull plan data from any module; pair it with AnaplanListLineItems to identify what to request.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| module_id* | string | — | Anaplan module ID within the model, e.g. 112000000001. Obtain it from AnaplanListModules. |
| line_items | string | — | Line items to restrict the read to, URL-encoded onto the request as the lineItems query parameter. Omit to read the module's data unfiltered. |
| dimensions | string | — | Dimension slice to restrict the read to, URL-encoded onto the request as the dimensions query parameter. Omit for no dimension filter. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- Read the revenue figures out of the FY26 forecast module
- Get the cell data for the Headcount and Cost line items in module 112000000001
- Pull the data from this module for the EMEA region dimension
- Show me what's currently in the budget module for these line items
AnaplanRunAction
Triggers an Anaplan import, export, process, or action and returns a task ID for tracking progress. Use AnaplanGetTaskStatus to poll the task and find out whether it completed successfully.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| action_id* | string | — | ID of the import, export, process or action to run, e.g. 112000000001. Obtain it from the matching list tool. |
| action_type* | string | — | Endpoint segment naming the family of action: imports, exports, processes or actions. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- Run the monthly actuals import on the FY26 budget model
- Kick off the board reporting export in Anaplan
- Execute the close process on this model
- Trigger import 112000000001 and give me the task ID
- Start the data refresh action and tell me when it's queued
AnaplanWriteCellData
Writes cell values directly into an Anaplan module, letting you update plan data without running an action. Use AnaplanListLineItems and AnaplanListModules first to identify the correct module and line item IDs.
| Parameter | Type | Default | Description |
|---|---|---|---|
| model_id* | string | — | Anaplan model ID, e.g. ABCDEF0123456789ABCDEF0123456789. Obtain it from AnaplanListModels. |
| module_id* | string | — | Anaplan module ID within the model, e.g. 112000000001. Obtain it from AnaplanListModules. |
| cell_data_json* | string | — | Anaplan-shaped cell-update JSON, posted verbatim as the request body — items naming a lineItemId, its dimension coordinates and the value to set. |
| base_url | string | — | Anaplan API base URL, including trailing slash. Defaults to https://api.anaplan.com/2/0/ when blank; set it to point at another Anaplan API host or tenant region. |
* Required parameter.
Try asking:
- Set the Q3 marketing budget line item to 250000 in the budget module
- Update the headcount cell for the EMEA region to 42
- Write these forecast values back into the revenue module
- Push the revised opex numbers into Anaplan for me