Planly MCP server

Connect Planly to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Planly MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list teams tool in Planly
  • Use the start media upload tool in Planly
  • Use the generate ai content tool in Planly
  • Use the delete channel tool in Planly
  • Use the manage schedule group tool in Planly
  • Use the manage team membership tool in Planly

Supported Tools

list_teams

List Teams

Retrieve all teams you belong to. Returns team details including name, your role, and counts of members and channels. Use this to find a teamId for other operations.

start_media_upload

Start Media Upload

Initiate a media file upload by requesting a pre-signed upload URL. After receiving the upload URL, PUT the file to that URL with the provided headers, then call "Finish Media Upload" to complete the process. This is step 1 of 2 for direct file uploads. For importing from a URL, use "Import Media" instead. Call list_teams to discover the team ID.

generate_ai_content

Generate AI Content

Generate text content using Planly's AI. Provide a prompt and specify how many variations to generate. AI usage is credit-based; use "Get AI Credits" to check available credits before generating. Call list_teams to discover the team ID.

delete_channel

Delete Channel

Disconnect and remove a social media channel from Planly. This removes the channel and its associated data. To reconnect, use the Planly web interface.

manage_schedule_group

Manage Schedule Group

Create, update, or delete schedule groups for coordinated multi-channel publishing. Groups bundle multiple scheduled posts to publish across channels simultaneously. Use **create** to make a new group (as draft or scheduled), **update** to modify an existing group, or **delete** to remove groups. Call list_teams to discover the team ID.

manage_team_membership

Manage Team Membership

Transfer team ownership to another user or remove a user from a team. Use **transferOwnership** to designate a new team owner, or **removeUser** to revoke a member's access. Call list_teams to discover the team ID.

list_schedule_groups

List Schedule Groups

Retrieve schedule groups for a team with filtering and pagination. Filter by channel, status, social network, media type, and date range. Call list_teams to discover the team ID.

list_schedules

List Schedules

Retrieve scheduled posts for a team with pagination support. Returns post content, status, publish time, and attached media. Call list_teams to discover the team ID.

list_pinterest_boards

List Pinterest Boards

Retrieve the list of Pinterest boards for a connected Pinterest channel. A board ID is required when scheduling posts to Pinterest.

list_channels

List Channels

List all connected social media channels for a team. Returns channel details including name, social network type, and connection status. Supports Instagram, Facebook, Twitter/X, LinkedIn, Pinterest, TikTok, YouTube, Threads, Mastodon, and Bluesky. Call list_teams to discover the team ID.

manage_team

Manage Team

Create, edit, or delete a team in Planly. Teams are the top-level organizational unit and are required for most operations. Use **create** to set up a new team, **edit** to rename an existing team, or **delete** to remove a team entirely.

delete_schedules

Delete Schedules

Delete one or more scheduled posts by their IDs. This permanently removes the schedules and they cannot be recovered.

import_media

Import Media

Import a media file from a public URL into Planly. The file is downloaded and stored in the team's media library, ready to be attached to scheduled posts. Supports video/mp4, image/png, image/jpeg, and image/webp. Call list_teams to discover the team ID.

delete_media

Delete Media

Delete one or more media files from the team's media library. This permanently removes the files.

list_media

List Media

List media files in a team's media library with pagination and sorting. Returns file details including URLs, dimensions, and metadata. Use the returned mediaId values when attaching media to scheduled posts. Call list_teams to discover the team ID.

schedule_post

Schedule Post

Schedule a social media post to one or more channels. Supports all platform-specific options including first comments, location tagging, thread chains, polls, privacy levels, and more. Posts can be scheduled for a future date or published immediately by omitting the publish time. Provide platform-specific options matching the target channel's social network.

finish_media_upload

Finish Media Upload

Complete a media file upload after the file has been transferred to the pre-signed URL. This is step 2 of 2 for direct file uploads. Call this after successfully PUTting the file to the URL from "Start Media Upload".

list_team_members

List Team Members

List all members of a team, including their names, emails, and roles. Useful for team management operations like transferring ownership or removing users. Call list_teams to discover the team ID.

get_ai_credits

Get AI Credits

Check the number of available AI content generation credits for a team. Each AI generation consumes credits. Call list_teams to discover the team ID.

get_team

Get Team

Get team details, member and channel counts, permissions, and remaining plan limits. Call list_teams to discover the team ID.

Connect Planly to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Planly in Metorial. In your Metorial portal, enable the Planly MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Planly tools.

Run Planly through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Planly and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Planly tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Planly

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs.

Technical notes for Planly

Schedule and auto-publish social media posts across Instagram, Facebook, Twitter/X, LinkedIn, Pinterest, TikTok, YouTube, Threads, Mastodon, and Bluesky. Manage teams, channels, and media files. Create schedule groups for coordinated multi-channel publishing. Upload and import media for use in posts. Generate AI-powered content from prompts. Configure platform-specific post options including stories, reels, threads, polls, privacy levels, and first comments. List Pinterest boards for scheduling. View and manage team members and ownership. Inspect team permissions and remaining plan limits. Provide per-channel options for mixed-network scheduling.

Frequently asked questions

Common questions about connecting Planly to AI agents with Metorial.

  1. How many tools does the Planly MCP server have?
    The Planly MCP server exposes 20 tools, including List Teams, Start Media Upload, Generate AI Content. Each one is governed and traced through Metorial.
  2. Planly exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Planly MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Planly and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Planly MCP server yourself or use the hosted gateway.

Connect Planly to production AI agents

See how Metorial gives your team governed access to Planly, with tracing and security controls built in.