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

• Set up API access using company API and API keys

  Overview How do I set up machine-to-machine or user-delegated access to CxPlanner for our own software? This guide explains how your company can configure API access in CxPlanner using API keys and OAuth clients. These credentials allow you to integrate external systems, scripts, or internal tools with CxPlanner over HTTPS. The article also covers authentication types, access scopes, and how to securely manage secrets.Popular

• 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

• Configuring outbound webhooks for a project

  Overview How do I configure webhooks so external systems automatically receive notifications from CxPlanner? The Webhooks feature in the Project Settings module allows you to send automated HTTP POST notifications to external HTTPS endpoints when selected project events occur. This feature is used to integrate CxPlanner with automation platforms, ticketing systems, monitoring tools, or custom backend applications. This guide covers creating, editing, testing, disabling, deleting, aFew 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. It's even possible to reuse the Procore login credential allowing the Procore users direct access.Some readers

Advanced Data & Workflows

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