API & Development

• Integrate CxPlanner with Power BI using the Custom Connector

  Overview How do I integrate CxPlanner project data into Power BI? The CxPlanner Power BI Connector allows you to extract and visualize your CxPlanner project data directly in Power BI. You can build dynamic reports with live data such as tasks, checklists, asset certificates, and more. When and why to use this The Power BI connector is used when you want to create cFew readers

• 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. When and why to use this Use the MCP server when you need to: Integrate with external systems using aFew readers

• Access and Use API Keys in CxPlanner

  Overview How do I access and manage API keys in CxPlanner? CxPlanner offers an API integration feature that allows you to connect with other tools and software. API keys are used to authenticate requests and define access levels to project data. When and why to use this Use API keys when you want to automate workfSome readers

• Add an API User to a Project

  Overview How do I give an API user access to a specific project? When using certain API integrations in CxPlanner, you must manually assign the API user to the relevant projects. This step ensures controlled access and data security. When and why to use this Adding an API user to a project is necessary to enable integrations or automations for that specific project. Required whenSome readers

External Integrations

• Set Up Procore Integration with CxPlanner

  Overview How do I integrate a Procore project with CxPlanner? CxPlanner is available as an embedded app in the Procore App Marketplace. Once integrated, you can access and use CxPlanner directly from within your Procore project, allowing for a seamless workflow across both platforms. When and why to use this Use theSome readers

Advanced Data & Workflows

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