Articles on: Integrations & Advanced Features

MCP Server - Connect with you LLM

Overview

How do I connect to the MCP server in CxPlanner?

The MCP server provides a structured way to call tools, test endpoints, and integrate with CxPlanner’s APIs. It follows the same authentication and workflow as the existing REST API, making it simple to reuse your existing credentials.

Only users with the company role Admin can configure or test MCP connections.

When and why to use this

Use the MCP server when you need to:

Integrate with external systems using a structured tool-based approach.
Run automated checks or tests such as ping or get_users_on_platform.
Maintain a single authentication flow across REST API and MCP calls.

Key facts:

Authentication is the same as for the REST API - include your token and projectID.
Rate limits are identical to REST.
MCP supports streamable HTTP by default.
A Mcp-Session-Id is issued on initialize and must be echoed by the client.
Tools are project-aware and may require a projectID parameter.

How to - step by step

Set your base endpoint:

   https://mcp.cxplanner.com

Authenticate using the same Bearer token and projectID as the REST API.

Initialize the MCP session:

Call the initialize tool.
Capture the Mcp-Session-Id returned.

List available tools:

Use tools/list to confirm the available actions.

Call a tool:

Global API → get_users_on_platform (no parameters).
Project API → get_users (requires projectID as query param).

Test a safe tool (example: ping):

Run with arguments { "message": "hello" }.

Behavior and results

MCP supports the following tool calls:

Tool	Purpose
`initialize`	Starts a session and returns session ID
`tools/list`	Lists available tools
`tools/call`	Executes a specific tool
`ping`	Test connectivity with a message response

Authentication

Bearer token and projectID are required.
Same developer permission levels apply (READ, READ-WRITE, GLOBAL).

Troubleshooting

Problem	Cause	Solution
401 Unauthorized	Missing or invalid bearer token	Check token and include projectID if needed
Tool not found	Incorrect tool name in request	Use `tools/list` to confirm available tools
Request exceeds Y req/min	Rate limit from REST API also applies	Slow down calls or batch requests
No session ID returned	`initialize` call not completed	Run `initialize` before calling other tools

Quick facts

Requires: Company role Admin
Location: API → MCP Server
Affects: Tool calls, authentication, rate limits
Tools included: initialize, tools/list, tools/call, ping

Example code

const endpoint = 'https://mcp.cxplanner.com';

async function mcp(method, params = {}, id = String(Date.now())) {
  const res = await fetch(endpoint, {
    method: 'POST',
    headers: { 'Content-Type': 'application/json' },
    body: JSON.stringify({
      jsonrpc: '2.0',
      method,
      params,
      id,
    }),
  });

  if (!res.ok) {
    const text = await res.text().catch(() => '');
    throw new Error(`HTTP ${res.status} ${res.statusText}: ${text}`);
  }

  return res.json();
}

// Example: initialize
(async () => {
  try {
    const resp = await mcp('initialize');
    console.log('initialize →', resp);
  } catch (err) {
    console.error(err);
  }
})();

// Example: list tools
(async () => {
  try {
    const resp = await mcp('tools/list');
    console.log('tools/list →', resp);
  } catch (err) {
    console.error(err);
  }
})();

// Example: call tool
(async () => {
  try {
    const resp = await mcp('tools/call', { name: 'get_users_on_platform', arguments: { bearerToken: 'xxxxx' } });
    console.log('tools/call →', resp);
  } catch (err) {
    console.error(err);
  }
})();

Updated on: 09/19/2025

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