Anaplan vs Pigment (2026)

Data reaches Anaplan through Anaplan Data Orchestrator, which connects, transforms and loads data from source systems into planning models, and through CloudWorks for cloud storage, a prebuilt Informatica connector, a command line utility for on premises jobs and transactional and bulk APIs. The agents work on that data inside Anaplan.

Analyst writes updates back to the live planning model within the user's permissions, CoModeler edits import data sources and creates list import actions, and the role based agents start Anaplan workflows. None of them posts a change into an ERP, CRM or HR system on its own.

Sourceanaplan.com/platform/data-management-and-integrationsread 2026-10-13

Data reaches the model through scheduled imports from ERP, CRM, HR, data warehouse, BI, spreadsheet and file storage sources, and the agents work on that model instead of inside the source systems. Agent connectors reach outward to Notion and Slack. An admin switches a connector on, each member signs in with their own account, and each read, write or delete tool is set to always allow, needs approval or blocked. Google Drive is still to come, and a team cannot add an MCP server of its own, so agent action outside Pigment stops at those two products.

Sourcekb.pigment.com/docs/set-up-agent-connectorsread 2026-10-13

Anaplan Workflow breaks a planning process into tasks, approvals and handoffs with owners and deadlines, and ties them to data updates run by Data Orchestrator. Workflow Agent builds those flows from a typed or spoken description, a document or a whiteboard image, adjusts them as the process changes and flags bottlenecks with fixes such as adding a reviewer. The role based agents for finance, sales, supply chain and workforce share one calculation and data foundation, so each one works with the plans of the other functions in view.

Sourceanaplan.com/platform/anaplan-workflowread 2026-10-13

In Plan & Build mode the Modeler Agent gathers context, writes a structured action plan and then carries it out across Dimensions, Lists, Metrics, formulas and data imports, asking before it switches to another mode. The Analyst Agent takes a Mission, a task written in plain language, and works through its subtasks.

It sources the data, drills into the drivers, runs its own code against the model's metrics and assembles a report of text and charts. A user can leave an agent working and come back to an unread badge on the chats that have answered. Custom Agents draw on the same analysis and documentation skills, though they cannot schedule Missions.

Sourcekb.pigment.com/docs/configure-and-run-the-modeler-agentread 2026-10-13

Workflow launches tasks by itself when a threshold is crossed, a condition is met or an upstream change lands in the model, and any task can run on a schedule. Data updates triggered by Data Orchestrator feed the same process. The role based agents watch performance continuously and send alerts when they spot a deviation or a risk, so the finance agent can surface a variance before anyone asks. People also reach the agents by typing or speaking a question inside their Anaplan applications, on desktop or mobile.

Sourceanaplan.com/platform/anaplan-workflowread 2026-10-13

Saving an Analyst report as a Mission makes it repeatable, and switching on Scheduling sets a start time and a cadence for later runs, with each run's output kept in the report or exported to a text Metric. The Missions tab shows every saved Mission with its run frequency. People also start the agents from the AI sidebar on any Board, from the AI Analysis button beside a Metric, Table or numeric Widget, and from a prompt typed at the top of the Workspace homepage.

Sourcekb.pigment.com/docs/configure-and-run-the-conversational-analyst-agentread 2026-10-13

Agents answer from the customer's live planning models, modules and lists, and Anaplan's data ontology ties them to the business context of finance, supply chain, sales and workforce planning. Analyst queries across every model behind an application, works from a synced copy of the data that honors selective access, and reads extra context admins add in the notes of any line item.

The calculation engine computes the numbers, so each figure in an answer comes from the model, and Analyst shows the source data behind it. CoPlanner works from key data points in the application's models, refreshed on a regular cadence, so its answers can lag the latest change to a plan.

Sourceanaplan.com/platform/anaplan-analystread 2026-10-13

Answers come from the customer's live planning model, its Applications, Blocks, Metrics and Boards, and an admin can switch AI data access off on any Block that should stay out of reach. The Analyst prepares itself once per Application on the first question, a setup that takes longer the more Blocks there are.

Custom Agents carry standing knowledge a team supplies, such as process documents, glossaries, FAQs, guidelines and chosen Boards and Metrics, and users can attach spreadsheets, text and images to a chat. When a security admin allows it, the agents also search the web, optionally only on approved domains, and look inside the model first when the answer may be there.

Sourcekb.pigment.com/docs/create-custom-agentsread 2026-10-13

CoModeler knows the current state of the model and remembers the last few prompts of the conversation, which survives a page refresh, an accidental close or signing in again, but conversations are not saved from one session to the next. Analyst carries follow up questions within a session and keeps no chat history once the session ends or the user moves to another page. What lasts beyond that is the planning model itself, the workflow history and the audit trail, all of which belong to the application.

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Each member keeps a private chat history with the agents, where chats can be pinned, filtered by Application and reopened to carry on from where they stopped. The Modeler remembers which mode was last used in each chat, and a saved Mission keeps an analysis so it can run again. A team that wants an agent to hold on to its conventions writes them into a Custom Agent's instructions, since chats do not build up a memory of their own.

Sourcekb.pigment.com/docs/pigment-agentsread 2026-10-13

CoModeler lays out a step by step build plan with annotations and dependencies and executes no change without the builder's explicit confirmation, though a builder who opens a prompt with Approve skips the plan and lets it build at once, and Anaplan steers CoModeler toward development environments.

Analyst writes back to a live plan only within the permissions the user already holds, and Anaplan Workflow routes submissions to assigned approvers with deadlines and notifications. Agent Studio keeps every agent inside the platform's existing roles, so an agent cannot reach data or actions its user could not.

Sourceanaplan.com/platform/anaplan-comodelerread 2026-10-13

In Plan & Build mode the Modeler Agent puts its action plan up for validation and waits for a go ahead at each waypoint as it works. Auto accept lets it continue without stopping, except for deletions, which a person confirms every time.

Its changes to the model are permanent and attributed in Application History to the member who ran it, and Ask mode answers without touching anything.

Connector tools set to needs approval make the agent propose a create, edit or delete in Notion or Slack and wait for the member to confirm it, and a web search that might reveal sensitive data asks for approval first.

Sourcekb.pigment.com/docs/configure-and-run-the-modeler-agentread 2026-10-13

Anaplan holds SOC 1 Type 2 and SOC 2 Type 2 reports and ISO/IEC 27001, 27017, 27018, 27701 and, since September 2026, 42001 certificates, and its trust center adds CSA STAR Level 1, Cyber Essentials, ENS, TX-RAMP and TRUSTe.

Sign in runs through SAML 2.0 single sign on, with OAuth for APIs and integrations, role based access control, central identity management and IP allow lists, and only users with the AI Admin role can open Agent Studio. Data is encrypted at rest and in transit, a bring your own key add on puts the key in the customer's hands, and customer data, model structures and metadata never train a foundation model. Every agent and every AI Gateway request runs under the user's existing Anaplan permissions.

Sourcetrust.anaplan.comread 2026-10-13

Sign in runs through SAML 2.0 single sign on with SCIM provisioning for Okta, Microsoft Entra ID or any compliant identity provider, or through Google Login, with multifactor authentication and domain allowlisting on top.

Group based roles and fine grained data access rights decide who can see and change each piece of data, and the agents, Custom Agents and MCP sessions act only within the rights of the member using them, under separate permissions to use agents and to configure them. Pigment holds ISO 27001 certification and SOC 1 Type 2 and SOC 2 Type 2 reports, audited every year, offers a SOC 3 report, sits at CSA STAR level one and covers GDPR and CCPA.

An independent penetration test summary was refreshed in June 2026, and API keys created since May 2026 follow a structured format that secret scanning tools can catch.

Sourcepigment.com/securityread 2026-10-13

Workflow keeps timestamped audit trails and flow chart reports of tasks, approvals and progress, and the platform sends audit events to a customer's SIEM for alerting. Every change CoModeler makes lands in model history under the user who directed it, marked AI assisted, and Analyst and CoPlanner show the source data, model and timestamp behind each answer. AI Gateway records every tool call an outside assistant makes, with a timestamp and usage details, and throttles heavy use, and Agent Studio shows AI credits, interactions and usage per user.

Sourcehelp.anaplan.com/195ea566-7f53-4dbc-b0b4-1148dfe8a36eread 2026-10-13

The Missions tab shows every Mission the agents have run, and each change the Modeler makes is recorded in Application History against the member who ran it, inside edit histories that go down to the block level. Agent outputs explain how they were reached, with the data and logic behind them, and the Modeler writes up each change as it goes. The Audit Trail API sends login, administration, security and application events to a SIEM, and admins follow AI credit use in near real time on the Plan & Usage and AI credits screens.

Sourcekb.pigment.com/docs/pigment-agentsread 2026-10-13

Anaplan runs as its own cloud service, with in country data centers that keep customer data local for residency rules, among them AWS hosted locations in Singapore and the UAE and data centers in Indonesia, India and Australia. The Singapore center keeps data inside Singapore for public sector and financial services clients. The platform is also sold through AWS Marketplace. There is no customer hosted or on premises edition.

Sourceanaplan.com/news/anaplan-launches-aws-data-center-in-singaporeread 2026-10-13

Customer data is stored in the region the customer picks, Frankfurt in Germany or Oregon in the United States, on Google Cloud across three independent zones, with backups in multiregional buckets inside the same geography. Buyers who need French or European sovereign hosting can run Pigment on S3NS PREMI3NS, a SecNumCloud 3.2 qualified cloud operated by a Thales subsidiary and shielded from jurisdiction outside Europe. Disaster recovery is rehearsed live once a year against a six hour recovery time and a 24 hour recovery point.

Sourcepigment.com/securityread 2026-10-13

Prebuilt role based agents cover financial planning and consolidation, revenue performance management, supply chain planning and workforce planning, each embedded in the matching Anaplan application.

Agent Studio switches on ready Analyst configurations, Finance Analyst, Supply Chain Analyst, Sales Analyst and Workforce Analyst, for an application, and CoModeler and Workflow Agent arrive as ready agents for building models and processes.

Packaged applications such as Integrated Financial Planning, Demand Planning, Territory and Quota Planning and Operational Workforce Planning give each agent a ready model to work in.

Sourceanaplan.com/platform/intelligent-role-based-agentsread 2026-10-13

The Modeler, Analyst and Documentation Agents come ready to switch on for each Application, and each does its own job. The Modeler builds and maintains models, the Analyst analyzes and reports, and the Documentation Agent answers platform questions from Pigment's knowledge base. Custom Agents come with worked examples for user guidance and for FP&A, workforce and supply chain analysis, and the chat offers a library of suggested prompts. The Analyst comes with ready use cases by role, from monthly expense variance and EBITDA and cash checks to ARR cohorts, hiring gaps and supplier risk.

Sourcekb.pigment.com/docs/pigment-agentsread 2026-10-13

Anaplan pairs a language model's reasoning with its own deterministic calculation engine, so the arithmetic in an answer is computed by Anaplan, not by the model, which also keeps token use down. A customer has no say in which model runs the agents, and the provider is not named. The Claude, Gemini and Copilot connections through AI Gateway are outside assistants reading Anaplan data, not a choice of model for Anaplan's own agents.

Sourceanaplan.com/platform/agentic-enterpriseread 2026-10-13

The agents run on pretrained models from AI vendors under enterprise agreements with zero data retention, and customer data is never used to train them. Which vendors and models sit behind the agents is not public, and an admin has no setting to pick or switch the model. Claude, ChatGPT or Mistral can reach Pigment through its MCP server, which puts a team's own assistant in front of Pigment data while Pigment's agents stay on Pigment's choice.

Sourcekb.pigment.com/docs/ai-faqread 2026-10-13

Transactional and bulk APIs extend the platform for integration work, with OAuth that a customer sets to its own authentication and access policies. AI Gateway adds a supported MCP interface with permissions, rate limits and audit, through which outside assistants and agents query planning data. Access through the gateway starts read only, so an outside agent can look up a forecast but cannot change a model, a formula or a plan through it.

Sourceanaplan.com/platform/data-management-and-integrationsread 2026-10-13

The public REST API, with a Swagger reference, imports data, exports Metric, Table and List data, returns import configurations and starts data flows, under API keys that carry their owner's access rights, IP allow lists and set rate limits, beside an Audit Logs API.

The Pigment MCP server gives each Workspace its own endpoint and signs people in with their Pigment accounts. Its default tools read and analyze, and advanced mode adds tools that create Applications, build Dimensions, Metrics and Tables, write formulas, design Views and Boards and enter data. Pigment keeps Skills files and plugins for Claude Code and Cursor in a public repository.

Sourcekb.pigment.com/docs/supported-toolsread 2026-10-13

CoModeler finds error prone formulas, redundant structures and slow spots in a customer's planning model, then documents each formula in plain language, and Workflow Agent studies how long tasks take to suggest a faster flow. Both of those check the customer's own model and process. A team has no way to test how an agent answers or acts before rolling it out to planners.

Sourceanaplan.com/platform/anaplan-comodelerread 2026-10-13

A builder previews a Custom Agent and refines it before switching it on for members. Test & Deploy environments stage model changes, the Modeler's included, before they reach a production Application that can be locked, and in managed Applications the Modeler works in Ask mode only. Every answer can be traced to its data and logic. Nothing scores the agents' answers against a test set before rollout.

Sourcekb.pigment.com/docs/create-custom-agentsread 2026-10-13

Everything the agents do happens inside Anaplan, through its models, workflows and data connections. Data from other systems arrives through Data Orchestrator, CloudWorks and the APIs, and none of the agents clicks through another application on a user's behalf.

Sourceanaplan.com/platform/agentic-enterpriseread 2026-10-13

The agents act inside Pigment's own model and reach Notion and Slack through connectors. Web search returns information to them, and none of them opens a browser, drives another application's screen or works a desktop session for a user.

Sourcekb.pigment.com/docs/pigment-agentsread 2026-10-13