API & Development

• Integrate CxPlanner with Power BI using the Custom Connector

  Overview: Power BI custom connector The CxPlanner Power BI connector loads project data such as tasks, checklists, assets, and certificates into Power BI Desktop through the CxPlanner API, which is used when you need custom dashboards and analytics outside CxPlanner. Your role must be Company Admin, and you need a valid API key. You can find the connector in Power BI Desktop - Get Data - Other - CxPlanner Connector. This reads project data into Power BI. It does not chFew readers

• MCP Server - Connect with you LLM

  Overview: MCP server The MCP server exposes CxPlanner tools over streamable HTTP using the same authentication model as the REST API, which is used when you want an LLM or automation client to call structured tools instead of raw REST endpoints. CxPlanner runs a separate MCP endpoint per data region - see the endpoints below. For creating API credentials, see Set up API access. Your role must be company Admin to coFew readers

• Set up API access

  Overview: set up API access The company API area lets Admin users create API keys and OAuth clients so external systems, scripts, or internal tools can call CxPlanner over HTTPS, which is used for integrations that need read, write, or global project access. For assigning an API user to a project, see Add an API user to a project. Your role must be company Admin. You can find the menu at profilPopular

• Add an API User to a Project

  Overview: add an API user to a project For Developer READ and Developer READ-WRITE API keys, you must manually add the API user to each project the integration should access, which is used to keep API access limited to the projects you choose. For creating keys and OAuth clients, see Set up API access. Your role must be project Manager or Admin. You can find the menu at Project Settings - Team or **UsSome readers

• Configuring outbound webhooks for a project

  Overview: outbound webhooks The Webhooks feature in Project Settings sends signed HTTPS POST notifications to your endpoint when selected project events occur, which is used to connect CxPlanner to automation platforms, ticketing systems, monitoring tools, or custom backends. Your role must be project Admin. You can find the menu at Project Settings - Webhooks. This changes external deliveries, audit logs, and delivery history for the project. Only users with tFew readers

External Integrations

• Set up 2-way-sync of issues in Procore

  The Procore integration connects a CxPlanner project with a Procore project and synchronizes CxPlanner tasks and task history with Procore Observations and Observation logs. When the Procore app is installed, it is granted project-level Admin permissions for Observations and Webhooks. 1. What is the Procore CxPlanner Sync App for? The purpose of the integration is to synchronize: CxPlanner tasks with Procore Observations CxPlanner task history and comments with Procore ObFew readers

• Set up Procore integration with CxPlanner

  Overview: Procore integration CxPlanner is available as an embedded app in the Procore App Marketplace. After project matching, you can open CxPlanner inside Procore and optionally reuse Procore login credentials, which is used when owners or commissioning firms want both tools in one Procore project workspace. It does not sync or overwrite project data by default. Your role must include a CxPlanner license and access to the Procore project. You can find the app at Procore - app dropdoSome readers

Advanced Data & Workflows

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