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Generate business plans from Claude

The hosted Plansera MCP server connects Claude Code, Claude Desktop, claude.ai, and Cursor to the Plansera API — so your assistant can interview you, fill the case file, and hand back a submission-ready E-2 visa or small-business-loan plan as a designed PDF.

Get an API keyTry it free with a sandbox key

Streamable HTTP · Authorization: Bearer psk_… · no install, nothing to host

Connect in under a minute

Create a key at plansera.ai/dashboard/developers, then point your client at https://mcp.plansera.ai/mcp.

One command in your terminal. Swap in your own key from the dashboard — psk_test_ keys are free, psk_live_ keys generate real plans.

Terminal
claude mcp add --transport http plansera https://mcp.plansera.ai/mcp \
  --header "Authorization: Bearer psk_test_YOUR_KEY"

Then just ask: “Create an E-2 business plan for my client’s EV-charging startup.”

How a plan comes together

You talk; Claude does the paperwork. Under the hood it walks a fixed lifecycle, and the readiness check tells it exactly what to ask you next — so nothing is invented.

  1. 01create_plan

    Claude opens a plan for the client and business — E-2 or loan.

  2. 02set_intake

    Claude interviews you in plain language and writes the facts into the case file.

  3. 03check_readiness

    The API reports exactly what is still missing, with a fix for each gap.

  4. 04generate_plan

    When the case file is complete, generation starts.

  5. 05get_plan_status

    Claude polls until the plan reaches "review".

  6. 06download_plan

    You get a link to the finished PDF (or Word version).

Example conversationcondensed — a real intake covers more ground
Create an E-2 business plan for my client’s EV-charging startup in Austin.
I’ve created the plan and checked the intake schema. To start, I need the required facts: the business legal name and address, the applicant’s full name, nationality and ownership percentage, and the total investment (it must be at least $100k). What are they?
VoltPoint Charging LLC, 2100 S Lamar Blvd, Austin TX. Applicant is Deniz Kaya, Turkish national, 100% owner, investing $185,000.
Recorded. Readiness check says two items are still missing: a source-of-funds entry with a document trace, and either a signed lease or asset purchases showing the capital is at risk. Can you walk me through where the $185k comes from?
Sale of an apartment in Istanbul — I have the sale deed and the wire receipts. The Lamar Blvd lease is signed, $4,200/month for 5 years.
The case file is now ready to generate. I’ve started generation and will poll the status… done — the plan is in review. Here’s the download link for the PDF.

Tools, resources & prompts

The full surface your assistant gets. One tool per job, and a readiness contract that keeps generation honest.

Plans

list_plans

List the plans owned by your API key — id, status, company, test flag.

create_plan

Start a new plan with plan_type "e2" or "loan" (defaults to "e2"). Nothing is charged at creation.

get_plan

Fetch a single plan you own by id.

delete_plan

Soft-delete a plan you own.

Intake

set_intake

Write the case file: scalar facts, narrative sections, and structured data like source of funds, use of funds, lease, staffing, and projected revenue.

check_readiness

The completeness contract: ready_to_generate, what is missing, and a concrete "fix" for every failing check.

Generation

generate_plan

Start generation once intake is complete. An incomplete case file returns a 422 with the gaps — nothing is charged.

get_plan_status

Poll generation progress until current_status is "review".

download_plan

Get a presigned download URL (valid about an hour) for the PDF — or pass format "docx" for the editable Word version.

Billing

get_billing_status

Shows whether a payment method is saved in your dashboard and the per-plan prices.

Resources

api://reference

The full API reference: auth, the intake contract, generation lifecycle, sandbox mode, error codes, and rate limits.

api://intake-schema

A compact, model-friendly schema of everything set_intake accepts and what a complete plan requires.

Prompt

create_e2_plan

A guided workflow that encodes the whole happy path: it has Claude read the intake schema, interview you for the required facts first (never inventing any), fill the case file, confirm readiness, then generate and hand back the download link.

Try everything free in sandbox

Every dashboard account can create psk_test_ keys. They run the complete lifecycle — create, intake, readiness, generate, download — at no cost, and generation returns an example PDF so you can see exactly what the finished product looks like before a single dollar changes hands.

Create a sandbox keySee a sample plan

Pay per plan, nothing upfront

No subscription and no prepayment. Save a card on the dashboard’s Billing page; each live generation is charged on-demand — and only when it actually succeeds. Creating plans, filling intake, and readiness checks are always free.

E-2 visa business plan

$100 / plan

Submission-ready, evidence-grounded, checked against the core E-2 adjudication standards. Designed PDF plus editable Word.

Small-business-loan plan

$19 / plan

Lender-ready for SBA and bank applications — funding request, use of funds, and DSCR-checked financial projections.

Questions, answered

What is MCP?+

The Model Context Protocol is an open standard that lets AI assistants like Claude securely call external tools. Connecting the Plansera MCP server gives Claude the ability to create, fill, and generate business plans on your behalf.

Is my API key stored on the MCP server?+

No. The server is a stateless pass-through: your key is forwarded with each request to the Plansera API and never persisted. On Plansera’s side, API keys are stored only as hashes — the full key is shown once, at creation.

Why does claude.ai need the key in the URL?+

claude.ai custom connectors can’t attach custom headers yet, so the URL form ?key=psk_test_… exists as a workaround. Because the key sits in a URL, use a free sandbox (psk_test_) key there — keep live keys in the Authorization header on clients that support it.

When am I charged?+

Only when a live generation succeeds. Each plan is charged on-demand to the card saved on your dashboard’s Billing page — $100 for an E-2 plan, $19 for a loan plan. Creating plans, filling intake, and readiness checks are free, and sandbox keys are never charged.

What exactly do sandbox keys do?+

A psk_test_ key runs the entire lifecycle — create, intake, readiness, generate, download — for free. Generation returns an example PDF instead of a real one, so you can wire up and test the full flow at zero cost.

Can I use the raw REST API instead?+

Yes. The MCP server is a thin layer over the public /v1 REST API. The machine-readable OpenAPI spec lives at plansera.ai/api/v1/openapi.json, and the same API keys work for both.

Give Claude a plan-writing paralegal

Grab a free sandbox key, connect your client, and run the whole flow before you spend anything.

Get your API key

Prefer plain HTTP? The same API is available as REST — spec at /api/v1/openapi.json.