Planhat

Why some End Users are not being added to your Planhat app when sent over API

Not all End Users sent over API get added to Planhat

How to pass the authorization for API Personal Access Token

How can I generate a host password for an API request?

Find out how to access your Tenant Token in Planhat for the API integrations

Where Can I Find My Tenant Token in Planhat?

Why Companies can be created 2x when created with the API

Duplicate Companies being created over the API

An introduction to Planhat's enforcement of unique data

Data Uniqueness and Keyables in Planhat

How to set up Private Apps (Service Accounts) and API Access Tokens in Planhat

How to create OAuth Clients within Planhat, to connect securely to external applications (such as MCP servers for AI)

Planhat OAuth Clients - overview

Learn more about some topics related to OAuth Clients and MCP server connections

Planhat OAuth Clients - technical deep-dive

Christian Dreyer

Carly Hammond

Developer Hub

Dojo

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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