How to Build a Planable and Claude Draft-Review Workflow

1. Check the accounts and access first

You need your own authorized Planable and Claude accounts. Planable says the connector follows your existing workspace and plan permissions; adding it does not grant an Analytics add-on or extra post capacity. Anthropic's current guide says remote custom connectors support Free, Pro, Max, Team and Enterprise, with one custom connector on Free. A Team or Enterprise Owner must add the connector for the organization before individual users connect. Confirm access with your administrator rather than buying an upgrade on assumption.

2. Add the official connector

In Claude, open Settings, then Connectors. Choose Add custom connector, name it Planable and enter https://mcp.planable.io/mcp. Select Connect and sign in to Planable through its authorization screen. Read the permissions before accepting. Do not paste a password or API token into a chat. Follow Planable's setup guide and Anthropic's custom-connector guide if the menu differs.

3. Identify the workspace without writing

Ask for the available workspaces and connected social pages. Match the returned workspace name and page identity to the client you are authorized to help. A similar name is not enough. Planable's connector can create, update, delete and schedule content, so a prompt that says "read only" is a workflow boundary, not proof that the connector's technical permissions are read-only. Review the actual permission controls too.

List the workspaces and social pages I can access. Do not create, edit, approve, delete, schedule or publish anything. Show the workspace and page identifiers so I can choose.

4. Test a made-up brief in the chat

Before creating a real Planable draft, use a fictional brief: Acorn runs a free online workshop on November 12 at 11:00, timezone still unconfirmed. Draft a post in the chat only. The correct output flags the missing timezone and does not invent a signup link, attendee count or limited-seat claim. Once you review that behavior, replace the fictional details with approved sources.

Draft one workshop post in this chat only. Use only the supplied facts. Show a fact-check table and missing details below the draft. Do not create a post in Planable or schedule it.

5. Create one reviewed draft in one chosen place

After the words, workspace, page and media have been checked, ask for one draft in that exact workspace and page. State that it must remain unscheduled. Read the result in Planable and confirm the text, media, account, draft status and approval owner. A successful connector response does not replace that check. If it reports a different page or an unexpected scheduled status, stop and inspect before proceeding.

Create exactly one draft using the reviewed text in the workspace and page I selected. Keep it unscheduled. Do not approve or publish it. Return its identifier and current status.

6. Keep scheduling separate from drafting

Planable's workflow includes approvals and comments. Let the named reviewer inspect the stored version, not an earlier chat draft. A changed price, claim, recipient account or asset needs another review. Only schedule the approved stored version after the account, date, time and timezone are all confirmed. Do not treat a request to prepare a campaign as permission to publish it.

Claude, ChatGPT and other assistants are different setup routes

Planable's help page describes an Apps setup route. OpenAI's July 9, 2026 update says new discovery uses the Plugins Directory: find a listing containing the Planable app, inspect its capabilities and choose Connect when available. Menu wording can differ; follow the current directory and your account's permission controls. Claude uses the custom connector above. Other MCP-compatible tools may accept the same server URL, but their support and permissions differ. Uploading a Markdown workflow to an assistant supplies instructions; it does not connect Planable or create publishing access.

If the connection fails

Check that your organization Owner added the connector and that your individual account can access the chosen workspace. Planable says connections expire after eight hours of inactivity and refresh automatically, while consent lasts 180 days before reconnecting. Reconnect through the official screen when asked. If the connector cannot access a feature your account lacks, do not try to bypass it. You can revoke the connection in Claude or the service settings.

Checked September 30, 2026. This guide was checked against vendor documentation; it is not a claim that we connected or published through your accounts. Demand: our Search Console recorded 31 impressions for "how to build a social media agent with planable and claude" over Sep 12-27, checked Sep 30. No fresh independent monthly-volume figure was returned. Sources: Planable Help, Planable connector overview, and Anthropic Help. AI Agent Skills is independent of these products.