Anaplan MCP MCP Server: 70 Tools with Risk Policies

// ALL 70 ANAPLAN MCP TOOLS

READ 49 tools

Read download_file Download file content from a model. Text files are returned inline; for binary files, set saveToDownloads=t... Read download_importdump Download error details from a failed import task as CSV. Data is ephemeral (~48 hours). Prerequisites: impo... Read download_optimizer_log Download Optimizer solver log for a completed optimizer action. Logs are removed after 48 hours. Read download_processdump Download error details from a failed process task as CSV. Data is ephemeral (~48 hours). Prerequisites: pro... Read get_action_status Check status of a running task. Poll until taskState is COMPLETE or FAILED. Use includeProcessDetails=true ... Read get_list_items Get items in a list. Use includeAll=true for subsets, properties, and selective access details. Returns ite... Read get_list_readrequest Poll status of a large volume list read. When status is COMPLETE, use get_list_readrequest_page to download... Read get_list_readrequest_page Download one page (CSV) from a completed large volume list read. Pages are 0-based. After all pages, use de... Read get_view_readrequest Poll status of a large volume view read. When status is COMPLETE, use get_view_readrequest_page to download... Read get_view_readrequest_page Download one page (CSV) from a completed large volume view read. Pages are 0-based. After downloading all p... Read lookup_dimensionitems Look up dimension items by name or code to get their IDs. Useful for resolving human-readable names to item... Read preview_list Preview up to 1000 records from a large list (CSV) before initiating a full large read request Read read_cells Read cell data from a module view. Use pages param to select specific page dimensions. For reports across A... Read show_actiondetails Get action definition metadata. Use run_delete to execute delete actions. Read show_actions List available actions (including delete actions) in a model. Use run_delete to execute a delete action. Read show_alllineitems List all line items in a model (cross-module). Note: requires model ID (name resolution not supported). Use... Read show_allmodels List all models across all workspaces. Filter by state param (PRODUCTION, UNLOCKED, etc). Use modelDetails=... Read show_allviews List all views in a model (cross-module, includes default and saved). Note: requires model ID (name resolut... Read show_currentperiod Get current period for a model. Use set_currentperiod to change it. Read show_currentuser Get current authenticated user info Read show_dimensionitems List all items in a dimension. Returns itemId values needed for write_cells dimension coordinates. Note: re... Read show_exportdetails Get export definition metadata including format and target. Read show_exports List available export actions. Use run_export to execute and download data in one step. Read show_files List files in a model. File IDs are needed for upload_file (before run_import) and download_file. Read show_importdetails Get import definition metadata including source file and column mapping. Check this before run_import to un... Read show_imports List available import actions in a model. Use show_importdetails to see source file and mapping, then run_i... Read show_lineitem_dimensions List dimensions for a line item. Returns dimensionId values needed by write_cells and show_dimensionitems. ... Read show_lineitem_dimensions_items List dimension items for a specific line item Read show_lineitems List line items in a module. Line item IDs are needed for write_cells. Use includeAll=true for formulas, fo... Read show_listmetadata Get list metadata including properties, parent, and item count. Read show_lists List all dimensions (lists) in a model. List IDs are needed for get_list_items, add/update/delete_list_item... Read show_modelcalendar Get model calendar including fiscal year settings. Use set_fiscalyear to change the fiscal year. Read show_modeldetails Get model details including status and workspace binding. Read show_models List models in a workspace. Filter by state param (PRODUCTION, UNLOCKED, etc). Use modelDetails=true for me... Read show_modelstatus Check model status including memory usage and export progress. Read show_moduledetails Get module details with default view dimension metadata (rows, columns, pages). The default viewId equals t... Read show_modules List all modules in a model. Use show_lineitems to see a module Read show_processdetails Get process definition metadata including the chain of import/export actions. Read show_processes List available processes (chained import/export actions). Use run_process to execute, then get_action_statu... Read show_savedviews List saved views in a module. Use includeSubsidiaryViews=true for unsaved subsidiary views. View IDs needed... Read show_tasks List task history for an import, export, process, or action. Returns taskIds for use with get_action_status... Read show_userdetails Get user details by ID Read show_users List all users in the tenant Read show_versions List version metadata (Current, Forecast, etc.) for a model. Version IDs are needed for set_versionswitchov... Read show_viewdetails Get view dimension layout (rows, columns, pages). Dimension IDs from here are needed for write_cells and sh... Read show_viewdimensionitems List items in a dimension as filtered by a view. Useful for understanding what data a view includes. Note: ... Read show_workspacedetails Get workspace details including size and active status. Read show_workspaces List all accessible Anaplan workspaces. Use tenantDetails=true for size/quota info. Start here, then use sh... Read create_view_readrequest Start a large volume view read (for views too large for read_cells). Lifecycle: create -> poll with get_vie...

WRITE 7 tools

Write reset_list_index Reset list item index numbering. Note: requires model ID and list ID (name resolution not supported for thi... Write add_list_items Add new items to a list. Supports parent (hierarchy placement) and subsets (subset membership). Use show_li... Write set_fiscalyear Update fiscal year for model calendar (WARNING: may affect time ranges). Use show_modelcalendar to see the ... Write set_versionswitchover Set version switchover date (WARNING: affects version boundaries). Use show_versions to find versionId. Not... Write update_list_items Update existing items in a list. Use get_list_items to find item IDs. Important: if an item has a code valu... Write upload_file Upload CSV or text data to an Anaplan file (overwrites existing). Use compress=true for large files (>50MB)... Write write_cells Write values to specific cells. Supports both ID-based and name-based targeting: use lineItemName/dimension...

DESTRUCTIVE 8 tools

Destructive bulk_delete_models Bulk delete closed models (WARNING: irreversible). Models must be closed first. Destructive delete_file Delete a file from a model (WARNING: irreversible). Use show_files to find the fileId. Destructive delete_list_items Remove items from a list (WARNING: irreversible). Specify id or code for each item. Use get_list_items to f... Destructive delete_list_readrequest Delete a large volume list read request to free server resources. Always call this after downloading all pa... Destructive delete_view_readrequest Delete a large volume view read request to free server resources. Always call this after downloading all pa... Destructive run_delete Execute a delete action on a model. Use show_actions first to find the delete action ID. Destructive close_model Close (archive) a model. Requires workspace admin. Must be closed before bulk_delete_models. Destructive set_currentperiod Set current period for a model (WARNING: may cause data loss if periods are removed). Use show_currentperio...

EXECUTE 6 tools

Execute cancel_task Cancel a running task. taskId comes from the run_* response or show_tasks. Execute run_export Execute an export and return the data inline. Best for bulk reports across all products/customers/regions -... Execute run_import Upload CSV/JSON data to a file, then execute an import action. Use mappingParameters to target a specific d... Execute run_process Execute a process (chain of imports/exports/deletes). Use mappingParameters to target a specific dimension ... Execute create_list_readrequest Start a large volume list read (for lists too large for get_list_items). Lifecycle: create -> poll with get... Execute open_model Open (wake up) a model. May return 202 if model is loading.

// FAQ

How many tools does the Anaplan MCP MCP server have? +

The Anaplan MCP MCP server exposes 70 tools across 4 categories: Read, Write, Destructive, Execute.

How do I enforce policies on Anaplan MCP tools? +

Route the Anaplan MCP server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard; they are enforced on every call before it reaches the server.

What risk categories do Anaplan MCP tools fall into? +

Anaplan MCP tools are categorised as Read (49), Write (7), Destructive (8), Execute (6). Each category has a recommended default policy.

Enforce policy on every Anaplan MCP tool call.

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