# CxPlanner

  > CxPlanner is a commissioning and project delivery platform used across construction, commissioning, and facility management to manage projects, QA checklists, assets, tasks, files, and reporting.

  CxPlanner helps teams coordinate commissioning workflows with structured data and automation. Key capabilities include:

  - Projects with tasks, comments, file attachments, and floor plans
  - Checklists (paradigms) with versioning, scheduling, approval flows, and PIN-to-sign security
  - Asset and equipment registry with types, systems, work packages, and certificates
  - Commissioning (Cx) planning, review, and sign-off workflows
  - Project file management with folder structure and approval workflows
  - Portfolio dashboards and analytics across multiple projects
  - Custom report designer with flowchart support

  Additional features include Gantt charts, 3D model views, and QR code generation.

  CxPlanner data is accessible through a REST API, an MCP server, and Ask CxPlanner — a built-in AI assistant that performs tasks and answers questions within projects.

  API authentication supports four methods: static API token, client ID + client secret token exchange, OAuth 2 with PKCE, and OAuth 2 with PKCE Public. MCP server authentication supports OAuth 2 with PKCE and OAuth 2 with PKCE Public. All API keys and credentials are created at the company level in CxPlanner settings. Static API tokens and client credential tokens require the API user to be granted explicit project access by an administrator. OAuth methods authenticate on behalf of the authorizing user, inheriting that user's project access and permissions.

  ## Docs

  - [Help Pages (Markdown)](https://docs.cxplanner.com/helppages/index.md): Markdown help articles covering features, workflows, and troubleshooting — suitable for LLM consumption
  - [API Reference (Markdown)](https://docs.cxplanner.com/api/docs/index.md): Markdown version of the REST API reference covering projects, tasks, checklists, assets, files, and more — suitable for LLM consumption
  - [API Reference (HTML)](https://docs.cxplanner.com/api/docs/index.html): Interactive REST API reference for developers

  ## Integrations

  - [MCP Server](https://mcp.cxplanner.com): Model Context Protocol server that exposes CxPlanner tools and data to AI agents and development environments
  - [Claude Cowork Plugin](https://docs.cxplanner.com/mcp/claude-cowork-cxplanner.plugin): Plugin file for Claude Cowork including SKILLs
  - [SKILLs](https://docs.cxplanner.com/.well-known/agent-skills/index.json): List of available SKILLs for the MCP server

  ## Optional

  - [CxPlanner Help Center](https://help.cxplanner.com): HTML help center for end users
  - [CxPlanner Web App](https://app.cxplanner.com): Main application for project delivery and commissioning management