How to Connect Claude to OnePlan Using the MCP Server

Direct Answer: How to Connect Claude to OnePlan Using the MCP Server

To connect Claude to OnePlan, a OnePlan group administrator selects profile avatar > Register Custom Apps > + > Browse App Registrations, selects Claude on the Global tab, and selects Add Consent. A Claude Owner then goes to Organization settings > Connectors, adds a custom web connector named OnePlan with the OnePlan MCP Server address for your region, and selects Use Claude’s published identity. Users then connect from Customize > Connectors and sign in with their own OnePlan account.

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 Claude to OnePlan

This article explains how to set up Claude on Team, Enterprise, Pro, Max, or Free plans to work with OnePlan through the OnePlan MCP Server. The setup works for Claude on the web, Claude desktop, Claude mobile, and Cowork.

What you will accomplish By the end of this article, Claude will be allowed to sign users in to your OnePlan group, OnePlan will be available as a connector in Claude, and you will have confirmed the connection works.

Before You Begin: Connecting Claude to OnePlan

Before you begin, make sure you have:

• OnePlan MCP Server preview access approved for your organization
• A OnePlan group administrator to add consent (or create an app registration)
• A Claude administrator role:
  • Team: Owner or Primary Owner
  • Enterprise: Owner, Primary Owner, or a custom role with Manage access to Libraries
  • Free, Pro, or Max: your own account (Free plans are limited to one custom connector)
• The OnePlan MCP Server address for your region:

Why This Matters: Connecting Claude to OnePlan

Context: Why Claude Uses a Preconfigured App

OnePlan provides a preconfigured Claude app, available on the Global tab of Browse App Registrations, that recognizes Claude’s published identity. Adding consent to that app in OnePlan means there’s no app registration or callback URL for you to create.

Context: Where Claude Connects From

Claude connects to OnePlan from Anthropic’s cloud, even when users work in Claude desktop or Cowork. If your organization restricts OnePlan access by IP address, the connection comes from Anthropic’s published IP ranges. See Anthropic IP addresses.

Step-by-Step: Connecting Claude to OnePlan

Task: Allow Claude in OnePlan (Recommended Option)

Starting from any page in OnePlan, in the group you want to connect:

1. Select your profile avatar > Register Custom Apps.

2. Select + > Browse App Registrations.

3. On the Global tab, select Claude.

4. Select Add Consent.

5. Repeat in each OnePlan group that should be available in Claude.

The Claude app now appears in your Custom App Registrations list.

Task: Allow Claude in OnePlan with Your Own App Registration (Alternative)

Use this option only if your security policy requires an organization-owned OAuth client.

1. Follow How to Create an App Registration for the MCP Server in OnePlan using both Claude callback URLs:
   • https://claude.ai/api/mcp/auth_callback
   • https://claude.com/api/mcp/auth_callback
2. Copy the Client ID (and Client Secret, if you created one).

Task: Add the OnePlan Connector in Claude (Team and Enterprise)

Starting from Claude:

1. Go to Organization settings > Connectors.
2. Select Add, hover over Custom, then select Web.
3. Enter a name, such as OnePlan. This is the name users see.
4. Enter the OnePlan MCP Server address for your region, then select Continue.
5. Review the authentication settings Claude detected, then select Continue.
6. Under Authentication, select Sign in when needed.
7. Under OAuth client, select one of the following: - Use Claude’s published identity (Recommended) — if you added consent to the preconfigured Claude app. - Use your own OAuth client — if you created your own app registration. Enter the Client ID (and Client Secret).
8. Leave Request headers empty.
9. Select Add.

Task: Add the OnePlan Connector in Claude (Free, Pro, and Max)

Starting from Claude:

1. Go to Customize > Connectors.
2. Select + Add > Add custom connector.
3. Follow steps 3 to 9 in Task: Add the OnePlan Connector in Claude (Team and Enterprise).

Note: A OnePlan group administrator must still allow Claude in your OnePlan group, even on an individual Claude plan.

Task: Test the Connection

Starting from Claude:

1. Go to Customize > Connectors, find OnePlan, and select Connect.

2. Sign in to OnePlan and choose your group.

3. Start a new chat, select + > Connectors, and turn on OnePlan.

4. Ask: “Using OnePlan, list 5 plans I have access to.”

If you see your plans, the connector is working. Share How to Connect Your AI Assistant to OnePlan Using the MCP Server with your users so each person can connect with their own OnePlan account.

Task: Control Which Tools Claude Can Use (Optional)

• Users can turn OnePlan on or off per conversation from + > Connectors, and turn off individual tools from the Search and tools menu.
• Claude asks for approval before using a tool unless the user chooses Allow always. Recommend that users keep approval on for tools that make changes.

For a list of which tools are read-only and which can make changes, see MCP Server in OnePlan - Overview.

Task: Remove Claude Access

• To remove the connector from Claude: go to Organization settings > Connectors, select the OnePlan connector, then select Remove.
• To stop Claude from signing in to a OnePlan group: in OnePlan, select Remove Consent on the preconfigured Claude app, or Revoke your own app registration, under Register Custom Apps.

Frequently Asked Questions: Connecting Claude to OnePlan

Q: Do I need to create an app registration to connect Claude to OnePlan? A: No. In OnePlan, a preconfigured Claude app provided by OnePlan recognizes Claude’s published identity. A group administrator adds consent to that app from the Global tab of Browse App Registrations, and the Claude Owner selects Use Claude’s published identity when adding the connector.

Q: Can I edit the OnePlan connector in Claude after adding it? A: No. Claude doesn’t support editing a custom connector. To change the OnePlan connector’s details, remove it and add it again.

Q: Which Claude plans can connect to OnePlan? A: Claude Free, Pro, Max, Team, and Enterprise plans can connect to OnePlan through the OnePlan MCP Server. Free plans are limited to one custom connector. A OnePlan group administrator must allow Claude in your group first.

Q: Does Claude connect to OnePlan from my computer? A: No. Claude connects to the OnePlan MCP Server from Anthropic’s cloud, including in Claude desktop and Cowork.

What to Do Next: Connecting Claude to OnePlan

Get started with related tasks:

• How to Connect Your AI Assistant to OnePlan Using the MCP Server
• How to Manage Custom Apps in OnePlan

Learn about related topics:

• Claude Help Center: Get started with custom connectors using remote MCP
• MCP Server Use Cases in OnePlan - Overview
• MCP Server in OnePlan - Frequently Asked Questions
• MCP Server Configuration in OnePlan - Guided Workflow