Connect ChatGPT to Anaplan
ChatGPT reaches Anaplan through one Flowplane address. You add Anaplan once in Flowplane, add that address to ChatGPT, and sign in. Walk your Anaplan models, read views as tables, and write cells, change lists or run imports and processes after your approval by default.
- Tools
- 13 read · 6 change
- Sign-in
- Your own account
- Approval, by default
- Changes wait for you
- MCP server
- Flowplane’s tools
- 1
Add Anaplan in Flowplane
In the Flowplane console, add Anaplan, choose your Anaplan environment (Global or your own region), paste the OAuth client ID and secret, and sign in with Anaplan.
Your Anaplan tenant security administrator registers an OAuth client in Anaplan once (Administration, Security, OAuth clients, type Authorization code grant, with the callback URL the Flowplane console shows and a rotatable refresh token). You paste its client ID and secret into Flowplane, and then each person signs in with their own Anaplan account, so the assistant acts as them. Flowplane keeps the secret and the login sealed; the assistant never sees them.
- 2
Add Flowplane to ChatGPT
Your address is shown in the Flowplane console; it looks like
https://mcp.flowplane.eu/<your-label>- In ChatGPT on the web, open Plugins, choose + and Add custom MCP server.
- Give it a name and, under Connection, paste
https://mcp.flowplane.eu/<your-label>. Set authentication to OAuth. - Tick I understand and want to continue and choose Create as a plugin.
- Install it, sign in to Flowplane and allow ChatGPT. In a chat, type @ and pick it.
- 3
Ask ChatGPT
- “Which models can I open, and what modules does the FY27 Budget model have?”
- “Show the Revenue by Region view for the Forecast version as a table.”
- “Set Revenue for North in January to 12,500 in the Sales Plan module.”
- “Add “Ghent store” to the Locations list.”
- “Run the Load Actuals import and tell me when it has finished.”
What ChatGPT can do in Anaplan
Anaplan holds the planning models of finance, sales and supply chain teams. Through Flowplane an AI assistant can walk a model, its modules, line items, views, lists and versions, read a view’s cells as a table, and see which imports, exports and processes exist and how a run is going. It can also write cells, add, change or delete list items, upload an import file and run an action; those wait for your approval by default.
On ChatGPT Pro the connection only reads: write cells, add list items, update list items, delete list items, run an import, export or process, upload a file are not offered there.
Reads13
- List modelsYour models
list_models - List modulesThe modules of a model
list_modules - List line itemsThe line items of a module
list_line_items - List viewsThe views of a model
list_views - List listsThe lists of a model
list_lists - List filesThe files of a model
list_files - List versionsThe versions of a model
list_versions - Get current periodThe model's current period
get_current_period - Get taskHow a run is going
get_task - List the actionsThe imports, exports and processes
list_actions - Download a fileThe text of an import or export file
download_file - Read the cells of a viewA view's data as a table
read_cells - List the items of a listA list's items
list_list_items
Changesasks first6
- Write cellsChange values in a module, asked first
write_cells - Add list itemsNew items in a list, asked first
add_list_items - Update list itemsChange items of a list, asked first
update_list_items - Delete list itemsRemove items from a list, asked first
delete_list_items - Run an import, export or processStart an action, asked first
run_action - Upload a fileReplace the data an import reads, asked first
upload_file
Questions
- What is left out on purpose?
- Opening and closing models, bulk deletes, the calendar and version switchover, deleting files and user administration. Uploading an import file only fills the file: nothing is imported until the import that reads it runs.
- Why does Anaplan refuse to show cells or change data?
- Anaplan only lets a Workspace Administrator of that workspace read cells and change data through its API. Ask an Anaplan administrator for that role.
- How much can it read or write at once?
- A view comes back as up to 2,000 lines per call, and Anaplan refuses views over a million cells, so narrow the page or pick a smaller view. One write changes up to 10,000 cells.
- Does ChatGPT see the password or key for Anaplan?
- No. You sign in to Anaplan through Flowplane, which keeps that sign-in sealed. ChatGPT only gets a Flowplane sign-in for you, which you can revoke in the console.
- Can ChatGPT change things in Anaplan without asking?
- Not by default: every change in Anaplan waits for your approval in the browser. Your workspace’s rules decide, per tool.
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Flowplane is not affiliated with or endorsed by Anaplan’s maker; the name and logo only identify the app. Pricing
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