Direct Answer: What Is the MCP Server in OnePlan?
The OnePlan MCP Server connects AI assistants such as Claude, Microsoft Copilot, and ChatGPT to your OnePlan data. Once connected, you can find plans, check resource availability, review financials, manage work items, and act on approvals by asking in plain language, without opening OnePlan. Your assistant always works as you: it can only see and change what you can already see and change in OnePlan, and your OnePlan permissions, locks, and read-only settings always apply.
Note: The OnePlan MCP Server is available in preview to approved customers. Features and available tools may change during the preview. To request access, contact your Customer Success Manager.
What This Article Covers: MCP Server
This article explains what the OnePlan MCP Server is, how it works, what you can do with it, and which tools it provides. It also covers the limits that apply to every assistant that connects to OnePlan.
What you will understand After reading this article, you will understand how the OnePlan MCP Server connects your AI assistant to OnePlan, which assistants are supported, and which tasks your assistant can complete for you.
Who This Article Is For: MCP Server
This article is intended for:
- End users who want to work with OnePlan data from an AI assistant
- Group administrators evaluating or setting up the OnePlan MCP Server for their organization
- IT and security reviewers who need to understand how AI assistants access OnePlan
This article is conceptual. For setup steps, see What to Do Next: MCP Server.
Why This Matters: MCP Server
Context: Work Where You Already Are
The OnePlan MCP Server brings OnePlan into the AI assistant you already use. You can ask about plans, people, and budgets from Claude, Microsoft Copilot, Microsoft Teams, or ChatGPT instead of switching apps.
Context: Answers Across Modules
One question can combine portfolio, resource, financial, and work plan data. For example: “Which over-budget projects also have over-allocated people?”
Context: Act, Not Just Read
Your assistant can update plans, move allocations, log risks, update your task status, and approve requests from the conversation. Most changes can be previewed as a before-and-after summary before anything is saved.
Context: Same Security as OnePlan
Each user signs in with their own OnePlan account using OAuth. Your assistant can only reach the data your OnePlan permissions allow, in the group you chose when you signed in.
Understanding the MCP Server in OnePlan
What Is MCP?
The Model Context Protocol (MCP) is an open standard that lets AI assistants use tools from other business systems. An MCP server publishes a set of tools, such as “search plans” or “update a financial plan.” The assistant reads your request, picks the right tools, and calls them for you. You do not need to know the tool names.
How the OnePlan MCP Server Is Delivered
OnePlan hosts the MCP server for you, so there is nothing to install. A OnePlan group administrator and your AI platform administrator connect your assistant to OnePlan once. After that, each user connects with their own OnePlan account.
Supported AI Assistants
| Assistant | Supported plans |
|---|---|
| Claude | Free (one custom connector), Pro, Max, Team, and Enterprise |
| Microsoft Copilot | Through an agent built in Copilot Studio, used in Microsoft 365 Copilot or Microsoft Teams |
| ChatGPT | Business, Enterprise, and Edu (web only) |
Server Address by Region
Use the server address that matches where your
OnePlan environment is hosted. The my
address is the global server.
| Region | Server address |
|---|---|
| Global | https://my.oneplan.ai/mcp |
| Canada | https://ca.oneplan.ai/mcp |
| Australia | https://au.oneplan.ai/mcp |
| Europe | https://eu.oneplan.ai/mcp |
What You Can Do by Module
Portfolio
- Find plans by name, plan type, parent, or field values
- View a plan’s details, current process step, and available next steps
- Explore the hierarchy, such as the projects under a program
- Create plans, update plan fields, or move a plan to its next step
Resource Management
- Search resources and resource teams, and find people who can fill a generic resource
- Check capacity, allocations, time off, and remaining availability
- Compare candidates on availability, cost rate, or fields
- Review and compare resource plans by cost type
- Add or edit allocations, shift them to new dates, replace a resource, or fulfill a generic resource
Financial Management
- View budget, forecast, or actuals by cost category, over time or in total
- Compare cost types to find variances
- Add or edit values for one period or spread values across a range
- Shift a cost category’s allocation by whole months
Work Plan
- List the work item types on a plan, such as risks, issues, decisions, and tasks
- Browse and filter work items, view details and dependencies, and see the items beneath an item
- See who is assigned to work items
- Create work items in a plan’s logs and update fields on non-scheduled items
My Work and Approvals
- See your own assigned work items across plans
- Submit status updates on your items for Plan Owner review
- See approvals waiting on you, and approve or reject them
Note: Resource Management, Financial Management, and Work Plan tools only work when those modules are enabled in your OnePlan group.
Rules That Always Apply
- Your permissions apply. If you can’t see a plan, resource, or field in OnePlan, your assistant can’t either.
- One group at a time. You choose a OnePlan group when you sign in. To work in another group, reconnect and choose that group.
- Preview first. Financial, resource, work item, status, and approval changes support a preview. Plan creation and plan field updates are saved immediately, so review the assistant’s summary before you confirm.
- Locked data stays locked. Periods on or before a cost type’s status date, read-only cost types (such as rollup and combined cost types), and plans locked by a Lock Field can be viewed but not changed.
- Some data is view-only. Synced plans are read-only. Scheduled items (tasks on the schedule) can’t be created or edited, except for status updates on your own items. Nothing can be deleted.
- Status updates need review. Updates to your own work items go to the Plan Owner, who accepts or rejects them.
- Approval decisions are final. An approve or reject decision can’t be undone and advances the plan’s workflow.
- Last save wins. If someone else edits the same data at the same time, the most recent change is kept.
- Time periods. Financial shifts are in whole months. Weekly views are only available if your group stores data daily.
- Currency is shown as stored in OnePlan, with no conversion.
Available Tools
Tools marked Write can change data. Tools marked Preview can show a before-and-after summary without saving.
Portfolio
| Tool | Type | Description |
|---|---|---|
search_plans |
Read | Find plans by name, type, parent, or field values. |
get_plan_details |
Read | Get one plan’s fields, current process step, next steps, and step history. |
list_child_plans |
Read | List the plan tree beneath a plan. |
get_plan_types |
Read | List plan types and their hierarchy. |
get_plan_type |
Read | Get one plan type’s writable and required fields, defaults, and process flow. |
get_fields |
Read | Get plan field definitions and choice values. |
create_plan |
Write | Create a plan, optionally under a parent. |
update_plan |
Write | Update plan fields or move a plan to its next process step. |
Resource Management
| Tool | Type | Description |
|---|---|---|
find_resources |
Read | Search resources, or find named resources who can fill a generic resource. |
get_resource |
Read | Get one resource’s full field set. |
get_resource_capacity |
Read | Get a resource’s capacity, allocations, time off, availability, and overage by period. |
compare_resources |
Read | Rank resources by availability, cost rate, or field values. |
find_resource_teams |
Read | Search resource teams. |
get_resource_team |
Read | Get one team’s details and members. |
get_resource_plan |
Read | Get a plan’s resource allocations for one cost type. |
compare_resource_plans |
Read | Compare cost types on a resource plan and show variance. |
get_resource_cost_types |
Read | List resource cost types and whether each is writable. |
get_resource_fields |
Read | Get resource field definitions and choice values. |
get_resource_plan_fields |
Read | Get resource plan custom field definitions. |
update_resource_plan |
Write, Preview | Add or edit allocations and custom fields on a resource plan. |
shift_resource_allocation |
Write, Preview | Move a resource’s allocation to new dates. |
replace_resource_allocation |
Write, Preview | Replace a resource, or fulfill a generic resource across named resources. |
Financial Management
| Tool | Type | Description |
|---|---|---|
get_financial_plan |
Read | Get a plan’s financials for one cost type by cost category. |
compare_financial_plan |
Read | Compare cost types on a plan and show variance. |
get_financial_cost_types |
Read | List the group’s financial cost types. |
get_financial_cost_categories |
Read | List cost categories for a cost type. |
get_financial_fields |
Read | Get financial custom field definitions. |
update_financial_plan |
Write, Preview | Set, add to, or spread financial values. |
shift_financial_allocation |
Write, Preview | Move a cost category’s allocation by whole months. |
Work Plan
| Tool | Type | Description |
|---|---|---|
list_work_item_types |
Read | List the work item types available on a plan. |
get_work_item_type |
Read | Get one work item type’s fields and settings. |
get_work_item_fields |
Read | List the fields work items can be filtered by, with valid values. |
list_work_items |
Read | List and filter work items of a type in a plan. |
get_work_item |
Read | Get one work item with its dependencies. |
list_child_work_items |
Read | List all items beneath a work item. |
list_work_item_assignments |
Read | List who is assigned to work items on a plan. |
create_work_item |
Write, Preview | Add a work item, such as a risk, issue, or decision, to a plan’s logs. |
update_work_item |
Write, Preview | Update fields on a non-scheduled work item. |
My Work and Approvals
| Tool | Type | Description |
|---|---|---|
list_my_work_items |
Read | List your own assigned work items across plans. |
get_my_work_settings |
Read | Get the status fields you can update on your items. |
update_my_work_item_status |
Write, Preview | Submit status updates on your items for Plan Owner review. |
list_my_approvals |
Read | List approvals waiting on you. |
submit_approval_decision |
Write, Preview | Approve or reject an approval waiting on you. |
Common Scenarios: MCP Server
| Role | Ask your assistant |
|---|---|
| Portfolio manager | “Summarize the active projects in the Digital Transformation portfolio and flag any that are over budget.” |
| Resource manager | “Who in the Data team has 40 hours free in March 2027?” |
| Project manager | “Move the hardware forecast on Project Atlas out by one quarter. Preview it first.” |
| Finance | “Compare budget and actuals by cost category for the ERP Upgrade and show the biggest variances.” |
| Team member | “What’s on my plate this week? Mark the data migration task 75% complete.” |
| Approver | “What approvals are waiting on me? Summarize each one.” |
| PMO | “Here are my meeting notes. Log the risks and decisions on the CRM Upgrade plan.” |
Frequently Asked Questions: MCP Server
Q: What is the OnePlan MCP Server? A: In OnePlan, the MCP Server is a hosted service that lets AI assistants such as Claude, Microsoft Copilot, and ChatGPT read and update your OnePlan data on your behalf, using your own OnePlan sign-in and permissions.
Q: How do I get access to the OnePlan MCP Server? A: In OnePlan, the MCP Server is available in preview to approved customers. Contact your Customer Success Manager to request access and for full details.
Q: Can my AI assistant see data I don’t have access to in OnePlan? A: No. In OnePlan, the MCP Server only returns data the signed-in user can already see in the group they chose at sign-in. Two users can get different answers to the same question based on their permissions.
Q: Can I delete data in OnePlan through my AI assistant? A: No. In OnePlan, the MCP Server does not provide delete tools. Write tools can update existing values, so ask your assistant to preview changes before saving.
Q: Which OnePlan modules does the MCP Server cover? A: In OnePlan, the MCP Server covers Portfolio, Resource Management, Financial Management, Work Plan, and My Work and Approvals. Module tools only work when the module is enabled in your group.
What to Do Next: MCP Server
Set up the MCP Server (administrators):
- MCP Server Configuration in OnePlan - Guided Workflow
- How to Create an App Registration for the MCP Server in OnePlan
- How to Connect Claude to OnePlan Using the MCP Server
- How to Connect Microsoft Copilot to OnePlan Using the MCP Server
- How to Connect ChatGPT to OnePlan Using the MCP Server
Start using the MCP Server:
- How to Connect Your AI Assistant to OnePlan Using the MCP Server
- MCP Server Use Cases in OnePlan - Overview
Get answers to common questions:
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