Resources · Claude connector

Claude Planday connectorWhat Claude can do in your Planday account.

The Claude Planday connector exposes 12 tools. 6 read your schedule and team data, 3 change the rota, 3 are undocumented. Below: what Claude can check, what it can draft and publish, and how you decide when it must ask first.

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Overview

The rota, answered like a colleague would

Running a restaurant, a shop or a care home on Planday means constant small questions: who's on Saturday, which rest rule applies, what absence policies exist. With the connector, you ask Claude in plain words, it reads the answer from your Planday workspace, and it can draft and publish shifts when you tell it to.

See who's working. Ask for next week's shifts in the Kitchen department and list_shifts returns them by department, employee or date, so Claude can tell you where the gaps are.

Cover a no-show. David can't come in on Friday. assign_shift hands that shift to Anna, and Claude walks you through it rather than changing the schedule without asking.

Build next week, safely. create_draft_shift sets up new shifts as drafts, invisible to the team, and publish_draft_shifts only makes them visible when you say so. Before booking someone, list_working_time_rules shows which rules apply in your portal.

Now the part the directory sheet leaves out. Three listed tools have no description anywhere, so this page says nothing about what they do. Planday states that Claude won't delete a shift or an employee. Long lists come back cut short. And nothing runs by itself when someone calls in sick. For that kind of background job, an automation tool fits, which is a different trade; the Integrations hub gathers that side.

Vocabulary

The vocabulary in one minute

Five words you'll meet while plugging Planday in.

Connector
The link you set up once between Claude and an account you already have, so Claude can work on it while it answers you.
Tool
One named action a connector opens to Claude. Claude picks the ones it needs on its own; the directory sheet lists them by name.
Authorization
The service's own sign-in screen, where you hand Claude the access it will use. Given once per person, and you can take it back.
Approval
The confirmation Claude waits for before it finishes something that changes your account, shown in the chat when it matters.
MCP
The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Planday.
Connect

Plug Planday into Claude in three steps

  1. 01

    Find Planday in Claude

    In Claude's settings, open Customize, then Connectors, and look for Planday in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable the connector first, then each member signs in.

  2. 02

    Start the connection

    Click Connect on the Planday row, then sign in to Planday in the window Planday opens itself. If that link ever breaks later on, use Disconnect and plug it back in.

  3. 03

    Read the authorization screen

    Read the authorization screen before you accept. It belongs to Planday, not to Claude, so Planday decides what the access covers. You can withdraw that access later on the Planday side too.

Tools

The 12 tools, sorted by what they do

Planday gives Claude 12 tools: 6 that read your account, 3 that change something in it, and 3 no official source describes.

Three groups: what Claude reads, what it changes on the rota, and what no official source describes. The names stay exactly as Claude shows them.

  • 6 read
  • 3 write
  • 3 not documented

What Claude reads (6)

6 tools

Six tools that look into your schedule, team and rules without changing them.

get_working_time_rule

Opens a single working-time rule from your Planday portal, so Claude can explain who it covers. Planday's own example asks which employee groups the daily rest rule applies to.

When it helps
a store manager wants to know whether the part-time group falls under the same rest rule before planning a late close followed by an early open.

Sourcehelp.planday.com · September 30, 2026 ↗

list_absence_policies

Lists the absence policies your organization uses in Planday. Claude can then explain them in plain words to someone who asks.

When it helps
a new shift lead gets asked about sick leave rules on day one and wants the actual policy names, not a guess.
Watch out
live leave balances per person are a different question; no source ties them to this tool.

Sourcehelp.planday.com · September 30, 2026 ↗

list_departments

Returns the department structure of your Planday workspace. It gives Claude the map it needs before looking for people or shifts in a given area.

When it helps
a regional manager covering a new site asks how that location splits its teams, such as bar, kitchen and floor.

Sourceclaude.com · September 30, 2026 ↗

list_employees

Looks up your staff, with their employee groups and roles. Claude can answer "who works where, doing what" without you opening every profile.

When it helps
Planday's example asks who works in Front of House and which roles they hold, useful before assigning a trainee.
Watch out
employees only see their own information in Planday; a manager login sees more.

Sourceclaude.com · September 30, 2026 ↗

list_shifts

Pulls shifts by department, by employee or by date. This is the tool behind "what's on the schedule today" and "who's on the bar Saturday night".

When it helps
a hotel supervisor checks next week's Kitchen shifts before approving a holiday request.
Watch out
Planday says long lists are cut short; ask for one department or a shorter date range.

Sourceclaude.com · September 30, 2026 ↗

list_working_time_rules

Lists every working-time rule set up in your portal. It is the overview, before drilling into a single rule with the other tool.

When it helps
Planday suggests checking these rules before booking an employee's next shift, to avoid breaching a limit you forgot existed.

Sourcehelp.planday.com · September 30, 2026 ↗

What Claude changes (3)

3 tools

Three tools that change your rota. No source gives them their own confirmation rule: the general rule below applies.

assign_shift

Approval: see the rule

Gives an existing shift to a specific employee. Planday's example is David dropping out on Friday and the shift going to Anna instead.

What Claude asks for
no source describes a confirmation specific to this tool, so the general approval rule and your Tool permissions settings decide.
When it helps
a same-day absence in a café, when the owner wants the gap covered from their phone.

Sourcehelp.planday.com · September 30, 2026 ↗

create_draft_shift

Approval: see the rule

Creates a new shift as a draft, with a time, a department and possibly an employee. Planday says drafts stay invisible to your team until publication.

What Claude asks for
nothing specific is documented for this tool; the general approval rule applies.
When it helps
Planday's example drafts a Saturday day shift in Front of House for James, without publishing it yet.

Sourcehelp.planday.com · September 30, 2026 ↗

publish_draft_shifts

Approval: see the rule

Makes draft shifts visible to your team. According to Planday, this only happens when you ask Claude to publish, never behind your back.

What Claude asks for
no tool-specific confirmation is described; the general rule and the permission you set for this tool apply.
When it helps
you've reviewed next week's drafts with Claude and want the team to see the rota tonight.

Sourcehelp.planday.com · September 30, 2026 ↗

Undocumented (3)

3 tools

The directory publishes these three names and nothing else. No official text says what they do, and a name is not enough to guess.

approve_shift_swap

This name sits in the directory's tool list, and nothing more is published about it. Neither Planday's help article nor any Claude page describes it, so this page stops there.

Watch out
whatever it turns out to do, the general approval rule covers it.

list_absence_accounts

Listed by name on the directory sheet, without a single sentence from Planday or Anthropic explaining it. No help article and no directory text mentions it, so there is nothing more to report.

Watch out
treat it like any tool: the general approval rule applies.

profile

One more name the directory shows with no official description attached. No source says whether it reads or changes anything, and this page won't guess from a single word.

Watch out
the default approval rule covers it like the rest.
Approvals

What Claude asks before acting

By default, Claude stops and asks for your go-ahead before each action it carries out on an account for you. The request shows up in the chat, at the moment it matters.

Planday adds a practical layer: after connecting, its tools appear under Tool permissions, split into read-only and write, and for each one you choose whether Claude uses it freely, asks first, or is not allowed. Planday's suggested start is to let reads run and ask before anything that changes the schedule. On Team or Enterprise, owners can also restrict what the connector may do for everyone, above any personal setting.

Plans

Which plans include it

None of the 819 sheets in the official directory shows availability by plan. The connector-by-connector answer is published nowhere: it is a real gap in the catalogue, not a miss in our research.

The general rule is public: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organization before each member can sign in. For the current state of this one, check the Planday sheet in the official directory.

Limits

Where this connector stops

A connector is not an automation. Claude calls these tools while it answers you: nothing starts when someone calls in sick, a swap is requested or a rule is breached.

Only Planday documents this connector, and the directory describes it as early access; no Claude help page covers it. The directory badge is not a security audit, and Anthropic says so on every sheet: it does not choose the tools a publisher exposes and does not guarantee they behave as announced. Three of the twelve tools remain undocumented. For another connector that touches team data, see the Claude bamboohr connector.

Need help

Need help connecting Planday to Claude?

A person reads every message.

FAQ

Claude Planday connector: frequently asked questions

01What can Claude do with the Planday connector?
Claude can read and adjust your Planday rota from a conversation. Six documented tools read shifts by department, employee or date, staff with their groups and roles, departments, absence policies, and working-time rules, either all of them or one in detail. Three tools change things: drafting a shift, assigning a shift to someone, and publishing drafts to the team. Three more tools appear on the directory sheet without any description, so nobody can say what they do.
02Can Claude create, publish or delete shifts in Planday?
Claude can draft new shifts, assign existing ones and publish drafts, according to Planday's documentation. New shifts start as drafts invisible to your team, and they only go live when you ask Claude to publish them. Planday also states that Claude won't delete anything: removing a shift or an employee stays inside Planday, where a manager can undo it. Three other listed tools have no description in any source, so don't count on them.
03Does Claude ask before changing my Planday schedule?
By default, Claude asks for confirmation before each action it carries out on an account for you. Planday adds its own control: under Tool permissions, you set each tool to run freely, ask first, or stay blocked, and Planday suggests asking before anything that changes the schedule. No source describes a confirmation specific to one Planday tool. On Team or Enterprise, owners can also restrict the connector for the whole organization.
04Which Claude plans is the Planday connector available on?
No official source publishes plan availability connector by connector, and none of the 819 directory sheets shows it. The general rule says remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organization first, then each member signs in. The Planday sheet in the official directory is the only place that shows the current state for your account.
05Does Claude see the whole team's data in Planday?
Only what your own Planday login can see, nothing beyond it. Planday says every request is checked against your permissions: managers reach manager-level data, while employees only see their own information. So connect with the account whose access you want Claude to have. On a Team or Enterprise workspace, an owner can also restrict what the connector may do for everyone, and a member cannot lift that restriction from their own account.
06Why is Claude missing some shifts when I ask about the whole month?
Because Planday cuts long lists short. When a request covers many people or a long period, the answer can stop before the end, and it looks as if shifts or staff are missing. Ask for one department at a time, or for a shorter date range, and let Claude combine the answers. If people still seem absent, check that your Planday role gives you access to those departments before suspecting a bug.
07Claude or an automation tool for Planday?
They don't do the same job, so it depends on the task. Claude works inside a conversation: you ask about the rota or request a change, it answers or drafts, and nothing else happens once you stop typing. It never reacts on its own to a sick call or a swap request. For a job that runs in the background on an event, an automation tool is the fit. For questions and rota edits on demand, the connector is the right choice.