# Planhat AI connector guide

Connect Planhat data to AI agents with Combined. Explore assets, churn, companies, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select Planhat.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- API Token: required in the upstream source schema

## Dataset reference

- assets; key: _id
- churn; key: _id
- companies; key: _id
- conversations; key: _id
- custom_fields; key: _id
- endusers; key: _id
- invoices; key: _id
- issues; key: _id
- licenses; key: _id
- nps; key: _id
- workflows; key: _id
- opportunities; key: _id
- objectives; key: _id
- sales; key: _id
- tasks; key: _id
- tickets; key: _id
- users; key: _id

This is the upstream connector reference, version 0.0.64. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my Planhat data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to assets, churn, companies, conversations, custom_fields, endusers.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/planhat
- Full guide: https://www.trycombined.com/connectors/planhat