How to Connect Your AI Assistant to OnePlan Using the MCP Server

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Direct Answer: How to Connect Your AI Assistant to OnePlan Using the MCP Server

After your administrator adds OnePlan to your AI assistant, find OnePlan in your assistant’s connector, agent, or plugin list and select Connect or Sign in. Sign in with your OnePlan account, choose your OnePlan group, and select Continue. Then turn on OnePlan in a chat and ask a question, such as “Using OnePlan, list 5 plans I have access to.” Your assistant can only see and change what you can see and change in OnePlan.

Note: The OnePlan MCP Server is available in preview to approved customers. To request access, contact your Customer Success Manager.

What This Article Covers: Connecting Your AI Assistant to OnePlan

This article shows how to connect Claude, Microsoft Copilot, or ChatGPT to OnePlan for the first time, what the sign-in looks like, and how to reconnect, switch groups, or disconnect.

What you will accomplish By the end of this article, your AI assistant will be connected to OnePlan with your own account, and you will have confirmed it can return your OnePlan data.

Before You Begin: Connecting Your AI Assistant to OnePlan

Before you begin, make sure:

  • Your administrator has added OnePlan to your AI assistant. If you don’t see OnePlan, contact your administrator.
  • You can sign in to OnePlan with your usual account.
  • Pop-ups are allowed for your assistant’s website. Sign-in opens in a pop-up or a new tab.

Why This Matters: Connecting Your AI Assistant to OnePlan

Context: Your Assistant Works as You

Each person connects with their own OnePlan account. Your assistant can only see and change what you can see and change in OnePlan, so two people can get different answers to the same question.

Context: One Group at a Time

Your connection uses the OnePlan group you chose when you signed in. To work in another group, reconnect and choose that group.

Step-by-Step: Connecting Your AI Assistant to OnePlan

Task: Complete the OnePlan Sign-In

The OnePlan sign-in is the same in every assistant. After you start the connection from your assistant:

  1. Sign in to OnePlan. A OnePlan sign-in window opens. Sign in as usual, including your organization’s single sign-on if it uses one.
  2. Choose your group. On the Authorize Access screen, select the OnePlan group you want to work in, then select Continue. If you belong to only one group, it’s already selected.
  3. Return to your assistant. The window closes and OnePlan shows as connected. OnePlan Authorize Access screen with a group selected

Task: Connect Claude

Starting from Claude:

  1. Go to Customize > Connectors.
  2. Find OnePlan (it may be labeled Custom) and select Connect.
  3. Complete the OnePlan sign-in.
  4. In a chat, select + > Connectors, then turn on OnePlan.

Note: On a Claude Free, Pro, or Max plan, if OnePlan isn’t listed, you can add it yourself: go to Customize > Connectors > + Add > Add custom connector, enter the server address from your administrator, and select Use Claude’s published identity. A OnePlan group administrator must still allow Claude for your group.

Claude chat Connectors menu with the OnePlan connector turned on

Task: Connect Microsoft Copilot

In Microsoft 365, you use OnePlan through an agent your administrator publishes.

  1. In Microsoft 365 Copilot or Microsoft Teams, open the OnePlan agent your administrator shared with you. It appears in your agent list, and you can pin it for quick access.

    Microsoft 365 Copilot with the OnePlan agent pinned and open to a new chat

  2. Ask a question that needs OnePlan, such as “Show me 5 of my plans.”

  3. When the agent shows a sign-in card, select Sign in and complete the OnePlan sign-in.

Task: Connect ChatGPT

Starting from ChatGPT on the web:

  1. Go to chatgpt.com/plugins.
  2. Find OnePlan, select it, and select the option to connect.
  3. Complete the OnePlan sign-in.
  4. In a chat, type @ and select OnePlan.

Note: In ChatGPT, selecting @OnePlan applies to that message. Mention @OnePlan again when a follow-up question needs new OnePlan data.

Task: Check That the Connection Works

Try these prompts:

  • “Using OnePlan, list 5 plans I have access to.” — You should see a short list of your plans.
  • “What’s assigned to me in OnePlan this week?” — You should see your work items.

If you see your data, you’re connected. For more ideas, see MCP Server Use Cases in OnePlan - Overview.

Task: Approve Tool Actions

Your assistant may ask before it uses a OnePlan tool, especially one that makes changes. You might see options such as Allow once, Always allow, or Deny. These prompts come from your assistant, not OnePlan.

  • Read what the tool will do before allowing it.
  • For changes, ask for a preview first, then allow.
  • If you deny, nothing changes in OnePlan.

Task: Reconnect, Switch Groups, or Disconnect

  • Claude — Go to Customize > Connectors and select OnePlan. Select Disconnect to disconnect. To switch groups, select Disconnect, then Connect, and choose the new group.
  • ChatGPT — Go to chatgpt.com/plugins and open OnePlan. Disconnect it, then connect again to choose a new group.

You may also be asked to sign in again if your session expires or your OnePlan password changes.

Frequently Asked Questions: Connecting Your AI Assistant to OnePlan

Q: Why isn’t OnePlan listed in my AI assistant? A: Your administrator must add OnePlan to your AI assistant before you can connect, and in some assistants it must also be shared with you. Contact your administrator.

Q: Why doesn’t the OnePlan sign-in window open? A: The OnePlan sign-in opens in a pop-up or new tab. Allow pop-ups for your assistant’s website and try again.

Q: What should I do if sign-in fails or access is denied? A: Check that you can sign in to OnePlan directly. If you can, ask your administrator to confirm that your AI assistant is allowed in your OnePlan group. If you see a redirect or callback error, your administrator needs to check the app registration.

Q: Why do I see the wrong data or no data from OnePlan? A: Your OnePlan connection uses the group you chose at sign-in, and your assistant only sees what you can see in OnePlan. Check that you chose the right group, and reconnect to switch groups.

Q: Why does my assistant answer without using OnePlan? A: Make sure OnePlan is turned on for the chat. In Claude, select + > Connectors and turn on OnePlan. In ChatGPT, mention @OnePlan in your message. You can also start your question with “Using OnePlan, …”

What to Do Next: Connecting Your AI Assistant to OnePlan

Get started with related tasks:

Learn about related topics:

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