Planful REST API

Name: Planful REST API
Brand: Planful REST API
Availability: InStock

✓ Official Vendor SpecFinanceBankingoauth24 EndpointsREST

For Agents

Programmatically import financial data, export financial data. Covers 4 operations with oauth2 authentication.

Use for: I need to import financial data, I want to export financial data, Search for scenarios, Find all dimensions

Install Jentic One Beta

Connect the Planful REST API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Planful REST API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Planful REST API.

Import financial data

Export financial data

List scenarios

Use Cases

Patterns agents use Planful REST API for, with concrete tasks.

GET STARTED

Start building with Planful REST API

Explore with Jentic

View OpenAPI Document

Automated Data Management

Automate data operations by combining multiple Planful REST API endpoints. Agents can export financial data and then list scenarios in a single workflow.

Call POST /data/export to export financial data, then verify the result

AI Agent Integration via Jentic

AI agents discover and call Planful REST API endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle oauth2 tokens manually.

Search Jentic for 'import financial data', load the operation schema, and execute with Jentic-managed credentials

Key Endpoints

4 endpoints — planful financial planning and analysis api for managing budgets, forecasts, consolidations, and financial data.

METHOD

PATH

DESCRIPTION

POST

/data/import

Import financial data

POST

/data/export

Export financial data

GET

/scenarios

List scenarios

GET

/dimensions

List dimensions

POST

/data/import

Import financial data

POST

/data/export

Export financial data

GET

/scenarios

List scenarios

GET

/dimensions

List dimensions

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Planful REST API oauth2 credentials are stored encrypted in the Jentic vault (MAXsystem). Agents receive scoped access tokens — raw secrets never enter the agent context.

Intent-based discovery

Agents search by intent (e.g., 'import financial data') and Jentic returns the matching Planful REST API operation with its input schema, so the agent can call the right endpoint without browsing docs.

Time to first call

Direct Planful REST API integration: 1-3 days for auth handling, response parsing, and error cases. Through Jentic: under 1 hour — search, load schema, execute.

FAQs

Specific to using Planful REST API through Jentic.

What authentication does the Planful REST API use?

The Planful REST API uses OAuth 2.0 for authorization. Through Jentic, these credentials are stored encrypted in the MAXsystem vault and injected at execution time, so raw secrets never enter the agent context.

Can I import financial data with the Planful REST API?

Yes. Use the POST /data/import endpoint. The API returns structured JSON responses that agents can parse and act on directly.

What are the rate limits for the Planful REST API?

Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.

How do I import financial data through Jentic?

Install the Jentic SDK with pip install jentic, authenticate at https://app.jentic.com/sign-up, then search for 'import financial data'. Jentic returns the matching Planful REST API operation with its input schema. Load the schema and execute the call — credentials are injected automatically.

How many endpoints does the Planful REST API have?

The Planful REST API exposes 4 endpoints covering data, metadata, planning operations.

Planful REST API

Connect the Planful REST API to your agent

Capabilities

Use Cases

Start building with Planful REST API

Key Endpoints

Why Jentic?

Related APIs

FAQs