Articles on: CxAI

Integrate CxPlanner with Claude via API

Overview


How do I integrate CxPlanner with Claude using the API?


This guide explains how to connect CxPlanner with Claude (Cloud AI) using OAuthPKCE. The integration allows Claude to interact with your CxPlanner data on behalf of your user.


Only users with the company role Admin can create API keys.



When and why to use this

Use this integration when you want to connect CxPlanner with external AI tools like Claude.

  • When you want AI to work directly with data in CxPlanner
  • When you need automation or analysis through external systems
  • When you want Claude to access project data via your user
  • When working with MCP (Model Context Protocol) integrations


Key points:

  • Claude uses OAuthPKCE for secure user-based authentication
  • The API secret is only shown once and cannot be retrieved later
  • The integration runs on behalf of a specific user
  • Available tools depend on your company setup



How to - step by step

1. Create an API key in CxPlanner

  1. Click your avatar in the top right corner
  2. Go to Company profile
  3. Navigate to the API section
  4. Scroll down and click Generate new API key
  5. Enter a name (f.x. Cloud integration)
  6. Select API type: OAuthPKCE
  7. Click Save
  8. Copy the following: Client ID & Client Secret


Store your Client Secret securely - it cannot be retrieved again after closing.



2. Set up connector in Claude

  1. Open Claude
  2. Go to Settings
  3. Navigate to Connectors
  4. Click + (Add connector)
  5. Select Custom connector
  6. Fill in the following: Name: e.g. CxPlanner MCP & Remote MCP server URL:https://mcpcxplanner.com
  7. Expand advanced settings and paste: Client ID & Client Secret
  8. Click Add



3. Authorize the integration

  1. You will be redirected to CxPlanner login
  2. Log in (if needed)
  3. Click Authorize to grant access
  4. You will be redirected back to Claude



Video guide:



Behavior and results

When the integration is active:

  • Claude interacts with CxPlanner using your user permissions
  • Actions are executed with your access level
  • Available tools depend on: Your company configuration & Enabled modules


Authentication types

Type

Description

Static API

Simple token-based access

OAuth

Client ID + secret for token generation

OAuthPKCE

User-based authentication (used for Claude)

OAuthPKCE Public

Client ID only (used for public integrations)



Troubleshooting

Problem

Cause

Solution

Cannot find API section

Missing Admin permissions

Contact a company admin

Client Secret missing

Not saved during creation

Create a new API key

Error when adding in Claude

Incorrect URL or credentials

Verify URL and re-enter values

Redirect not working

Not logged into CxPlanner

Log in and try again

No tools available

Limited company access

Contact your administrator



Quick facts

  • Requires: Company role Admin
  • Location: Company profile → API → Generate key / Claude → Settings → Connectors
  • Affects: Integrations, API access, user-based AI actions

Updated on: 04/16/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!