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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
ANAPLAN_PASSWORDNoAnaplan password for basic authentication.
ANAPLAN_USERNAMENoAnaplan username (email address) for basic authentication.
ANAPLAN_CLIENT_IDNoOAuth2 Client ID for Device Grant authentication.
ANAPLAN_CLIENT_SECRETNoOptional OAuth2 Client Secret for Device Grant authentication.
ANAPLAN_CERTIFICATE_PATHNoPath to your PEM certificate for certificate-based authentication.
ANAPLAN_PRIVATE_KEY_PATHNoPath to your private key for certificate-based authentication.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
resources
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
orchestration-guideComplete guide to Anaplan MCP tool workflows, prerequisites, and orchestration patterns. Read this first.

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