Planful MCP server: ask questions, get governed answers

Planful AI analytics: what you can ask

Typical questions from FP&A and finance. Each answer shows the definition, source and query behind it.

• What is operating expense versus budget by department this year?
• Which 10 accounts have the largest forecast variance this quarter?
• Compare actuals with the prior-year period by entity
• List departments over budget year to date
• How has the revenue forecast changed by month since last version?

How Nexatron connects to Planful

Whose permissions

Your administrator approves the access the Planful connection uses. Where Planful supports per-user sign-in, answers run under each person's own access, and Nexatron roles decide who in your company can ask.

Read and write

Questions are read-only: asking never changes Planful data.

Setup

Our team sets up the Planful connection with your administrator during the pilot. No data migration and no pipeline to build: data is queried where it lives.

Planful MCP connector for Claude, ChatGPT and Copilot

Nexatron's hosted MCP server is a governed Planful MCP connector: Claude, ChatGPT and Microsoft Copilot ask questions of your Planful data through it. Each person signs in as themselves, so the assistant sees only what they may see.

Connect Planful to Claude, ChatGPT or Copilot

1. Connect Planful to your Nexatron workspace.
2. In Claude, add Nexatron from Claude's connector directory. In ChatGPT or Copilot, add a custom MCP connector with the server URL https://api.nexatron.io/api/v1/mcp.
3. Sign in with your own Nexatron identity (OAuth 2.1), then ask your Planful questions.

Planful connector FAQ

Can I ask Planful questions without writing queries?

Yes. Ask in Teams, Slack, the Nexatron web app, or an AI assistant connected through Nexatron's MCP server.

Does Nexatron respect Planful permissions?

Yes. Where Planful supports per-user sign-in, answers run under each person's own access.

Can Nexatron change data in Planful?

No. Asking a question never changes Planful data.

What do I need to connect Planful?

An administrator who can approve the connection. Our team sets it up with them during the pilot.

Is there a Planful MCP server for Claude, ChatGPT or Copilot?

Yes: Nexatron's hosted MCP server, once Planful is connected to your workspace. It is Nexatron's server, not one published by Planful, and the assistant gets the same governed answer as the Nexatron app.