Connect Planhat to Gemini
Send Planhat opportunities, issues, invoices and 14 more data types to Gemini on a schedule. Refresh as often as every 15 minutes.
Gemini
Which open Planhat deals haven't moved stage in the last 30 days?
Querying the Planhat data set in Coupler.io
How to connect Planhat and Gemini
4 steps. You can preview the Planhat data in Coupler.io before anything reaches Gemini.
Step 1 of 4
Connect Planhat
Enter your Planhat API token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Planhat data you want in Gemini.
Show 9 more data types Show fewer data types
Step 3 of 4
Connect Gemini
Run the command from the destination step to add the Coupler.io MCP server to Gemini CLI, then authenticate with /mcp auth coupler.
Step 4 of 4
Set a schedule
Gemini sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Planhat integrations with these destinations
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Gather data
Understand data
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Act on data
17 data types, including Opportunities, Issues, Invoices, Tickets and Tasks.
With your Planhat API token, entered once when you add the connection.
No. The data stays in Coupler.io, and Gemini queries it read-only when you ask a question. It can't edit or delete Planhat rows.
Gemini CLI and Gemini Enterprise. In Gemini CLI, add the Coupler.io MCP server to its configuration and sign in there.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Gemini.
