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Operate As

Integration

Planio

Manage issues, projects and time in Planio. Your client pastes their Planio key once, and your agent or your code works with their access.

Projects and tasks

About Planio

Through Operate As, your agent, n8n workflow or code works in Planio with your client's own access. Your client pastes their API key from Planio once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Planio's API through the request tool, with the client's access attached.

Common uses in Projects and tasks

  • Turn requests into tasks with owners and due dates
  • Move work along as it progresses
  • Report on what's due and what shipped

Planio

Planio · Projects and tasks

API key

Manage issues, projects and time in Planio

The client pastes their API key from Planio's settings. We store it encrypted.

Building with Planio? The docs have setup steps and code for every tool.

Open the Planio docs

Tools

Your agent calls any endpoint of Planio's API with the request tool, with the client's access attached.

Base URL for request

https://{subdomain}.plan.io

  • request

    HTTPS ANY /v1/clients/{clientId}/planio/{path}

    Any endpoint of Planio's own API, with the client's access attached.

    servicestringrequired
    This service: planio
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{subdomain}.plan.io
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Planio key you paste, with only the access you gave that key

Related

More in Projects and tasks

Browse every service

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.

Prefer email? hello@operate.as