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Integration · Analytics and data

AI agents for Anaplan

Work with Anaplan planning models: list workspaces, models, views, lists and processes, read a view's cells or a list's items, write cell values, and run a process.

Actions
10
Read
8
Write
2

Actions

What your agents can do in Anaplan

Work with Anaplan planning models: list workspaces, models, views, lists and processes, read a view's cells or a list's items, write cell values, and run a process (its imports, exports and deletes in order) and follow it, through the Integration API v2 as one Anaplan user.

Read 8

Look things up. Nothing changes.

  • List workspaces

    Lists the workspaces the user can open in their default tenant: each one's id, name and active.

  • List models in a workspace

    Lists the models in one workspace: each model's id, name, activeState (UNLOCKED, LOCKED, ARCHIVED …), currentWorkspaceId and modelUrl.

  • List processes

    Lists the processes defined in a model: each one's id and name.

  • Get a process run

    Reads a process run by its task ID: task.taskState (NOT_STARTED, IN_PROGRESS, COMPLETE, CANCELLING, CANCELLED), task.progress.

  • List views

    Lists a model's views (each module's default view, whose ID equals the module's, and saved views named module.view): each one's id, name and moduleId.

  • Read a view's cells

    Reads the cell values of a view (or a line item) as JSON: pages (the page selectors used), columnCoordinates (one list per column) and rows, each with rowCoordinates and cells in column order.

  • List lists

    Lists a model's lists (its dimensions such as products, regions or employees): each list's id and name.

  • List a list's items

    Reads the items of one list: each item's id, name, code, parent and parentId, and with all fields also its properties, subsets and selective access.

Write 2

Create, change or send.

  • Run a process

    Starts a process in a model.

  • Write cell values

    Sets cell values in a module: each cell is named by its line item (ID or name) and one item for every dimension the line item has, Time and Versions included.

A person can approve first

Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.

Connection

How it connects

Connect it once in the console, then give it to the agents and workflows that need it.

Sign-in details

Enter the sign-in details Anaplan gives you for its API.

What you enter

  • Email address
  • Password

Kept safe

  • Credentials are stored encrypted with your organization's own keys.
  • They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
  • Calls go only to the tool's own servers.

How we protect your data

Ideas

Ideas to start with

Starting points made only from the actions above. Mix them with any other tool your agents can use.

  • 01

    Ask about your Anaplan data

    Ask a question in plain words. The agent can list workspaces, list models in a workspace or list processes in Anaplan, then answers with what it found.

  • 02

    Let an agent update Anaplan

    Have the agent run a process in Anaplan as part of a larger task. Turn on approval and a person signs off on each change first.

  • 03

    Share what it finds in Slack

    Give one agent Anaplan and Slack: it can list workspaces in Anaplan and post a summary to a Slack channel in the same run.

FAQ

Anaplan and MyDeepAgents

Can MyDeepAgents connect to Anaplan?

Yes. The Anaplan connector has 10 actions: 8 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.

How do I connect Anaplan?

Enter the sign-in details Anaplan gives you for its API. You'll need: Email address and Password. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.

Can an agent change data in Anaplan without asking?

Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.

Can I use Anaplan in workflows as well as agents?

Yes. Every Anaplan action also works as a step in a workflow, and the same connection serves your agents and your workflows.

Early access

Put Anaplan to work

Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.