✅ Required steps: A Planday login and a Claude account

Connect Claude to the Planday account you want it to access. Claude can only see what that user has permission to see and nothing more. Planday is available in Claude's connector directory. Once connected, you can ask questions about your schedule, your team, and their holidays in plain English. Claude retrieves the answers directly from your Planday workspace.

Set up the connection with Claude

Go to Claude > Settings > Connectors, or visit claude.ai/customize.
Search for Planday > click Connect
A Planday login window opens: Enter your Planday URL, for example yourcompany.planday.com, then log in with your usual Planday username and password.
Grant access to your Planday account: it will display an overview of what the Claude plugin is requesting access to.
Select "I have read and understood the legal notice" > click Authorize.
You'll land back in Claude, connected and ready to go.
Choose when Claude may use each tool: The connector lists its tools under Tool permissions, split into read-only and write. For each one, choose whether Claude can use it freely, should ask first, or isn't allowed at all. A sensible starting point: let the read-only tools run freely, and ask before anything that changes the schedule.

You're all set!

Note:

Claude can only do what your own Planday permissions allow.
Run this yourself at any time to see exactly what your team will see. Connecting only ever reaches as far as your own Planday login allows, and you can disconnect from the same page whenever you like.

What you can ask Claude

Start by mentioning Planday so Claude understands the context. Then ask your question as you would ask a colleague, and Claude will figure out what information to look up.

The more specific you are, the better the answer. Claude matches names to the right records itself, and walks you through drafting and publishing rather than changing anything without asking first.

Your rota

"Who's working the bar on Saturday night?"
"List the shifts in the Kitchen department for next week."
"What's on the schedule today?"

Your team

"Who works in Front of House, and what roles are they in?"
"How many hours is Anna scheduled for this week?"

Holiday and absence

"How much annual leave has Anna got left this year?"
"What absence policies do we use?"

Working time rules

"What working time rules are set up in this Planday workspace?"
"Which employee groups does the daily rest rule apply to?"

Building the rota

"Draft a shift for Saturday 9:00–17:00 in Front of House, assign it to James, but don't publish it yet."
"David can't come in on Friday - can you give that shift to Anna?"

What Claude won't do

It won't delete anything. Removing a shift or an employee stays in Planday, where it's recorded and can be undone by a manager.

It won't publish behind your back. New shifts are created as drafts and only become visible to your team when you ask Claude to publish them.

It can't exceed your own access. Every request is checked against your Planday permissions, so Claude can't see or change anything you couldn't yourself.

If something isn't working

What you see	What to do
Claude connected you as the wrong person, or never asked you to log in.	Your browser reused an existing Planday session. Log out of Planday, clear cookies, and connect again.
Claude says it doesn't have permission.	Your Planday role doesn't cover that action. Ask your administrator to review your permissions.
A list looks like it's missing people or shifts.	Long lists are cut short. Narrow the question to one department or a shorter date range.
You need to point Claude at a different Planday workspace.	Disconnect the connector in Claude's settings, then connect again with the other workspace address.

How to connect Planday to Claude