Agent Planners

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Create and monitor AI marketing-automation tasks across Google Ads, GA4, BigQuery and more, from any MCP client.

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Marketing, Other, Database

Agent Planners now has an outbound integration surface: a public REST API and an MCP server, both authenticated with per-organization API keys. Point Claude Desktop or Claude Code at the MCP server, or call the REST API from Codex, a cron job, or your own script, and it can create a task, poll its status, and list your connected accounts — running on the same orchestrator, the same credits, and the same approval-gated writes as a task started by hand in the Workspace.

Two ways in, one underlying engine: a REST API at /api/v1 (create a task, check its status and report, list connected accounts) and an MCP server at /api/mcp exposing the same three actions as tools — create_task, get_task, list_accounts. Both are authenticated the same way: a per-organization API key you mint from the dashboard, sent as a Bearer token.

Works with Claude, Codex, or anything that speaks HTTP

MCP clients plug in directly — add the server URL and your key as a Bearer header in Claude Desktop or Claude Code's MCP config, and its three tools show up alongside your other MCP servers.

Everything else — Codex, a CI job, a cron script, another agent framework's tool layer — can drive the exact same functionality over the plain REST API. It's just an HTTP endpoint with a Bearer token; there's no MCP-specific requirement to use it.

Same guardrails, now callable from outside the app

This is an outbound door into the same harness the Workspace uses — not a shortcut around it. A task created over the API or MCP runs the normal orchestrator → specialists → approval-gate pipeline, so nothing about how carefully it behaves changes just because it came from Codex instead of a browser tab.

- Keys are org-scoped and stored as a hash — a key can only ever act as its own organization, and a database leak can't be replayed against the API.
- External tasks spend your organization's credits exactly like a task started in the Workspace.
- Writes still pass the org's approval and guardrail stack unless the task explicitly sets autoApprove — and even then, guardrail caps still apply.
- Keys are scoped (tasks:write, tasks:read, accounts:read), rate-limited per key, and revocable instantly from the dashboard.
- 1Open API & MCP in your dashboard and click "New key".
- 2Label it (e.g. "Claude Desktop — my laptop" or "Codex CI job") and pick scopes — start with all three unless you know you want less.
- 3Copy the raw key immediately — it's shown once and stored only as a hash after that.
- 4For an MCP client: add the server URL with the key as a Bearer header in its MCP config. For anything else: call the REST base with Authorization: Bearer <key>.
- 5Revoke the key from the same page any time to cut off access immediately.

No. Tasks created over the API or MCP server run the same orchestrator and approval-gate pipeline as a task started in the Workspace — writes still pause for approval unless the task sets autoApprove, and guardrail caps still apply either way.

Both. Claude Desktop and Claude Code (and other MCP clients) connect directly to the MCP server. Codex, a script, a CI job, or any other agent that can send an HTTP request can drive the identical functionality over the plain REST API with the same Bearer key.

No separate pricing — tasks created externally consume your organization's normal credits, the same as a task run from the Workspace.

How is this different from the existing MCP docs?

The opposite direction.Adding your own MCP serverlets the agent call out to your tools. This feature lets an external agent — Claude, Codex, a script — call in to Agent Planners and run tasks on your accounts.

Yes — each key is scoped to tasks:write, tasks:read and/or accounts:read at creation, and can be revoked instantly, independent of your other keys.

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