How to Use Claude with OnePlan

Direct Answer: How to Use Claude with OnePlan

After your administrator adds OnePlan to Claude, go to Customize > Connectors, find OnePlan, and select Connect. Sign in with your OnePlan account, choose your OnePlan group, and select Continue. Then start a chat, select + > Connectors, turn on OnePlan, and ask a question, such as “Using OnePlan, list 5 plans I have access to.” Claude 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.

Before You Begin: Using Claude with OnePlan

Before you begin, make sure:

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

Step-by-Step: Using Claude with OnePlan

Task: Connect OnePlan in Claude

Starting from Claude:

Go to Customize > Connectors.
Find OnePlan (it may be labeled Custom) and select Connect.
Sign in to OnePlan, including your organization’s single sign-on if it uses one.
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.
Start a chat, select + > Connectors, then turn on OnePlan.

![[ai/oneplan-mcp-server/Using the MCP Server/How to Use Claude with OnePlan/attachments/claude-chat-connectors-menu.png]]

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.

Task: Check That the Connection Works

Starting from a Claude chat with OnePlan turned on, 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.

Task: Approve Tool Actions

Claude may ask before it uses a OnePlan tool, especially one that makes changes. You might see options such as Allow once, Allow always, or Deny. These prompts come from Claude, 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

Starting from Claude:

Go to Customize > Connectors and select OnePlan.
Select Disconnect to disconnect.
To switch groups, select Disconnect, then Connect, and choose the new group.

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

Why This Matters: Using Claude with OnePlan

Context: Claude Works as You

Each person connects with their own OnePlan account. Claude 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.

Frequently Asked Questions: Using Claude with OnePlan

Q: Why isn’t OnePlan listed in Claude? A: In Claude, your administrator must add OnePlan as a connector before you can connect. Contact your administrator.

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

Q: What should I do if sign-in fails or access is denied? A: In Claude, check that you can sign in to OnePlan directly. If you can, ask your administrator to confirm that Claude 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: In Claude, your OnePlan connection uses the group you chose at sign-in, and Claude only sees what you can see in OnePlan. Check that you chose the right group, and reconnect to switch groups.

Q: Why does Claude answer without using OnePlan? A: In Claude, make sure OnePlan is turned on for the chat by selecting + > Connectors. You can also start your question with “Using OnePlan, …”

What to Do Next: Using Claude with OnePlan

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