Anaplan MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ANAPLAN_PASSWORD | No | Anaplan password for basic authentication. | |
| ANAPLAN_USERNAME | No | Anaplan username (email address) for basic authentication. | |
| ANAPLAN_CLIENT_ID | No | OAuth2 Client ID for Device Grant authentication. | |
| ANAPLAN_CLIENT_SECRET | No | Optional OAuth2 Client Secret for Device Grant authentication. | |
| ANAPLAN_CERTIFICATE_PATH | No | Path to your PEM certificate for certificate-based authentication. | |
| ANAPLAN_PRIVATE_KEY_PATH | No | Path to your private key for certificate-based authentication. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| resources | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| show_workspacesA | List all accessible Anaplan workspaces. Use tenantDetails=true for size/quota info. Start here, then use show_models. |
| show_modelsB | List models in a workspace. Filter by state param (PRODUCTION, UNLOCKED, etc). Use modelDetails=true for memory/dates. Use show_modules next. |
| show_modeldetailsC | Get model details including status and workspace binding. |
| show_modulesA | List all modules in a model. Use show_lineitems to see a module's line items, or show_savedviews to find views for read_cells. |
| show_moduledetailsA | Get module details with default view dimension metadata (rows, columns, pages). The default viewId equals the moduleId -- use it with read_cells directly. |
| show_lineitemsA | List line items in a module. Line item IDs are needed for write_cells. Use includeAll=true for formulas, formats, and dimensions. |
| show_savedviewsA | List saved views in a module. Use includeSubsidiaryViews=true for unsaved subsidiary views. View IDs needed for read_cells. Tip: moduleId works as default viewId. |
| show_listsA | List all dimensions (lists) in a model. List IDs are needed for get_list_items, add/update/delete_list_items, and large volume list reads. |
| get_list_itemsA | Get items in a list. Use includeAll=true for subsets, properties, and selective access details. Returns item IDs for write_cells. For >1M items, use create_list_readrequest. |
| show_importsA | List available import actions in a model. Use show_importdetails to see source file and mapping, then run_import to execute. |
| show_exportsA | List available export actions. Use run_export to execute and download data in one step. |
| show_processesB | List available processes (chained import/export actions). Use run_process to execute, then get_action_status to monitor. |
| show_filesA | List files in a model. File IDs are needed for upload_file (before run_import) and download_file. |
| show_actionsA | List available actions (including delete actions) in a model. Use run_delete to execute a delete action. |
| show_viewdetailsA | Get view dimension layout (rows, columns, pages). Dimension IDs from here are needed for write_cells and show_viewdimensionitems. |
| show_workspacedetailsA | Get workspace details including size and active status. |
| show_allmodelsA | List all models across all workspaces. Filter by state param (PRODUCTION, UNLOCKED, etc). Use modelDetails=true for memory/dates. Returns IDs needed by ID-only tools. |
| show_modelstatusA | Check model status including memory usage and export progress. |
| show_listmetadataB | Get list metadata including properties, parent, and item count. |
| show_importdetailsA | Get import definition metadata including source file and column mapping. Check this before run_import to understand the expected data format. |
| show_exportdetailsC | Get export definition metadata including format and target. |
| show_processdetailsA | Get process definition metadata including the chain of import/export actions. |
| show_actiondetailsA | Get action definition metadata. Use run_delete to execute delete actions. |
| show_allviewsA | List all views in a model (cross-module, includes default and saved). Note: requires model ID (name resolution not supported). |
| show_alllineitemsA | List all line items in a model (cross-module). Note: requires model ID (name resolution not supported). Use includeAll=true for formulas and dimensions. |
| show_lineitem_dimensionsA | List dimensions for a line item. Returns dimensionId values needed by write_cells and show_dimensionitems. Note: requires model ID (name resolution not supported). |
| show_dimensionitemsA | List all items in a dimension. Returns itemId values needed for write_cells dimension coordinates. Note: requires model ID (name resolution not supported). |
| show_viewdimensionitemsB | List items in a dimension as filtered by a view. Useful for understanding what data a view includes. Note: requires model ID (name resolution not supported). |
| lookup_dimensionitemsA | Look up dimension items by name or code to get their IDs. Useful for resolving human-readable names to itemIds before write_cells. |
| show_lineitem_dimensions_itemsA | List dimension items for a specific line item's dimension. Combines show_lineitem_dimensions + show_dimensionitems in one call. Note: requires model ID (name resolution not supported). |
| show_currentperiodA | Get current period for a model. Use set_currentperiod to change it. |
| show_modelcalendarA | Get model calendar including fiscal year settings. Use set_fiscalyear to change the fiscal year. |
| show_versionsA | List version metadata (Current, Forecast, etc.) for a model. Version IDs are needed for set_versionswitchover. Note: requires model ID (name resolution not supported). |
| show_currentuserA | Get current authenticated user info |
| show_usersB | List all users in the tenant |
| show_userdetailsB | Get user details by ID |
| show_tasksA | List task history for an import, export, process, or action. Returns taskIds for use with get_action_status, cancel_task, or download_importdump/download_processdump. |
| run_exportA | Execute an export and return the data inline. Best for bulk reports across all products/customers/regions -- prefer this over calling read_cells in a loop. Handles the full run-wait-download lifecycle. Use show_exports first. |
| run_importA | Upload CSV/JSON data to a file, then execute an import action. Use mappingParameters to target a specific dimension (e.g., import into 'Actual' version). Prerequisites: show_imports for importId, show_files for fileId. Check results with get_action_status; download_importdump for failures. |
| run_processA | Execute a process (chain of imports/exports/deletes). Use mappingParameters to target a specific dimension at runtime. Use show_processes first. Monitor with get_action_status; download_processdump for failures. |
| run_deleteA | Execute a delete action on a model. Use show_actions first to find the delete action ID. |
| upload_fileA | Upload CSV or text data to an Anaplan file (overwrites existing). Use compress=true for large files (>50MB). Typically followed by run_import. Use show_files for fileId. |
| download_fileA | Download file content from a model. Text files are returned inline; for binary files, set saveToDownloads=true to preserve the exact bytes. |
| delete_fileA | Delete a file from a model (WARNING: irreversible). Use show_files to find the fileId. |
| get_action_statusA | Check status of a running task. Poll until taskState is COMPLETE or FAILED. Use includeProcessDetails=true for step timing. taskId from run_* response. |
| close_modelA | Close (archive) a model. Requires workspace admin. Must be closed before bulk_delete_models. |
| open_modelA | Open (wake up) a model. May return 202 if model is loading. |
| bulk_delete_modelsA | Bulk delete closed models (WARNING: irreversible). Models must be closed first. |
| set_currentperiodA | Set current period for a model (WARNING: may cause data loss if periods are removed). Use show_currentperiod to see the current value first. |
| set_fiscalyearA | Update fiscal year for model calendar (WARNING: may affect time ranges). Use show_modelcalendar to see the current value first. |
| set_versionswitchoverA | Set version switchover date (WARNING: affects version boundaries). Use show_versions to find versionId. Note: requires model ID (name resolution not supported). |
| download_importdumpA | Download error details from a failed import task as CSV. Data is ephemeral (~48 hours). Prerequisites: importId from show_imports, taskId from run_import response or show_tasks. |
| download_processdumpA | Download error details from a failed process task as CSV. Data is ephemeral (~48 hours). Prerequisites: processId from show_processes, taskId from run_process response, objectId from the failed step. |
| cancel_taskA | Cancel a running task. taskId comes from the run_* response or show_tasks. |
| create_view_readrequestA | Start a large volume view read (for views too large for read_cells). Lifecycle: create -> poll with get_view_readrequest -> download pages with get_view_readrequest_page -> cleanup with delete_view_readrequest. |
| get_view_readrequestA | Poll status of a large volume view read. When status is COMPLETE, use get_view_readrequest_page to download each page (0-based). requestId comes from create_view_readrequest response. |
| get_view_readrequest_pageA | Download one page (CSV) from a completed large volume view read. Pages are 0-based. After downloading all pages, use delete_view_readrequest to free server resources. |
| delete_view_readrequestA | Delete a large volume view read request to free server resources. Always call this after downloading all pages. |
| preview_listA | Preview up to 1000 records from a large list (CSV) before initiating a full large read request |
| create_list_readrequestA | Start a large volume list read (for lists too large for get_list_items). Lifecycle: create -> poll with get_list_readrequest -> download pages with get_list_readrequest_page -> cleanup with delete_list_readrequest. |
| get_list_readrequestA | Poll status of a large volume list read. When status is COMPLETE, use get_list_readrequest_page to download each page. requestId comes from create_list_readrequest response. |
| get_list_readrequest_pageA | Download one page (CSV) from a completed large volume list read. Pages are 0-based. After all pages, use delete_list_readrequest. |
| delete_list_readrequestA | Delete a large volume list read request to free server resources. Always call this after downloading all pages. |
| reset_list_indexB | Reset list item index numbering. Note: requires model ID and list ID (name resolution not supported for this tool). |
| download_optimizer_logA | Download Optimizer solver log for a completed optimizer action. Logs are removed after 48 hours. |
| read_cellsA | Read cell data from a module view. Use pages param to select specific page dimensions. For reports across ALL products/customers, use run_export instead -- do NOT call read_cells in a loop per item. viewId can be a saved view or moduleId (default). For >1M cells, use create_view_readrequest. |
| write_cellsA | Write values to specific cells. Supports both ID-based and name-based targeting: use lineItemName/dimensionName/itemName instead of IDs to skip the dimension resolution chain. For ID-based writes, use show_lineitem_dimensions then show_dimensionitems. |
| add_list_itemsA | Add new items to a list. Supports parent (hierarchy placement) and subsets (subset membership). Use show_lists to find listId. Item names must be unique. |
| update_list_itemsA | Update existing items in a list. Use get_list_items to find item IDs. Important: if an item has a code value, you must include the code field in the update or Anaplan returns an error. |
| delete_list_itemsA | Remove items from a list (WARNING: irreversible). Specify id or code for each item. Use get_list_items to find values. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| orchestration-guide | Complete guide to Anaplan MCP tool workflows, prerequisites, and orchestration patterns. Read this first. |
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