Direct Answer: How to Add OnePlan as a Data Source in Microsoft 365 Copilot (Admin Connector)
To connect Microsoft 365 Copilot directly to OnePlan, a OnePlan group administrator adds consent to the OnePlan Copilot app, then a Microsoft 365 administrator adds the OnePlan MCP Server as a custom connector under Microsoft 365 Admin Center > Copilot > Connectors, authorizes it, and makes it available to users. Users then connect OnePlan from their Microsoft 365 Copilot source settings and turn it on as a data source in Copilot chat. This method does not require building and publishing a Copilot Studio agent.
Note: The OnePlan MCP Server is available in preview to approved customers. To request access, contact your Customer Success Manager.
Which Method Should I Use: Connecting Microsoft Copilot to OnePlan
OnePlan supports two ways to connect Microsoft Copilot. This article covers the Microsoft 365 admin connector method.
| Microsoft 365 admin connector — this article | Copilot Studio (custom agent) | |
|---|---|---|
| Best when | You want OnePlan available as a data source in Microsoft 365 Copilot without building an agent | You want a dedicated OnePlan agent with your own instructions and starter prompts, published to Microsoft 365 Copilot and Microsoft Teams |
| Configured by | A Microsoft 365 administrator and a OnePlan group administrator | A Copilot Studio maker and a OnePlan group administrator |
| How users access OnePlan | They turn on OnePlan under Change data sources in Copilot chat | They chat with the published agent |
| App registration | Provided by OnePlan | You create it in OnePlan with a Client ID and Client Secret |
To use the Copilot Studio method, see How to Build a OnePlan Agent in Copilot Studio for Microsoft Copilot (Custom Agent).
Before You Begin: Connecting Microsoft 365 Copilot Directly to OnePlan
Before you begin, make sure you have:
- OnePlan MCP Server preview access approved for your organization
- A OnePlan group administrator who can add the OnePlan Copilot app to a OnePlan group
- Access to the Microsoft 365 Admin Center with Global Administrator or the required AI Administrator permissions
- A Microsoft 365 Copilot environment that supports custom MCP connectors and data sources, and the required Microsoft 365 Copilot licensing for users who will use the connector
Note: Federated connectors are available to customers with an eligible commercial Microsoft 365 Copilot subscription. Connector availability can vary by tenant, license, Microsoft rollout, and administrator configuration. If OnePlan or Change data sources is unavailable, contact your Microsoft 365 administrator.
Step-by-Step: Configuring the OnePlan MCP Connector for Microsoft 365 Copilot
This setup starts in OnePlan and then moves to the Microsoft 365 Admin Center. Complete the first task before you authorize the connector, because the group you select during authorization must already contain the OnePlan Copilot app.
Task: In OnePlan, Add the OnePlan Copilot App to a Group
Starting from the OnePlan group that Microsoft 365 Copilot will use:
-
Select your profile avatar > Register Custom Apps.
Select + > Browse App Registrations.
On the Global tab, select OnePlan Copilot.
Select Add Consent.
Copy the Client ID for use in the next task.
Task: In Microsoft 365 Admin Center, Add the OnePlan MCP Connector
Starting from the Microsoft 365 Admin Center:
Go to Copilot > Connectors.
Select Gallery.
Under Created by your org, select Add.
Select the option to Connect to MCP Server.
Enter a recognizable name for the connector, such as OnePlan MCP.
Enter a description for the connector (minimum 30 characters), such as Search, read, create, and update OnePlan portfolios, plans, and work data from your AI agents.
Enter the OnePlan MCP Server address for your region.
| 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 |
-
Enter the following developer information:
- Developer name — OnePlan
-
Website URL —
https://oneplan.ai/ -
Privacy policy URL —
https://oneplan.ai/privacy-policy/ - Terms-of-use URL — `https://oneplan.ai/terms/
For authentication, select OAuth 2.0.
In the app registration field, enter the Client ID you copied from OnePlan
Accept the connector notice.
Task: In Microsoft 365 Admin Center, Authorize the Connector
Starting from the custom connector configuration in the Microsoft 365 Admin Center:
Select Authorize.
If your browser blocks the authentication window, allow pop-ups and select Authorize again.
Sign in to OnePlan when prompted.
-
Select a OnePlan group that contains the OnePlan Copilot app, then select Continue.
Confirm that authorization completes and the connector shows a successful connection indicator.
-
Select Create.
The OnePlan MCP Server is now registered as a connector in your Microsoft 365 organization.
Task: In Microsoft 365 Admin Center, Make the Connector Available to Users
Starting from Microsoft 365 Admin Center > Copilot > Connectors:
Locate the OnePlan MCP connector and open its details.
Confirm that the data source is enabled for users.
Configure which users can access the connector.
Save the configuration, if prompted.
Note: Consider starting with administrators and a small group of pilot users. Test authentication, OnePlan data retrieval, and supported MCP actions before making the connector broadly available.
Share How to Use Microsoft Copilot with OnePlan (Data Source) with your users so each person can connect OnePlan with their own account and turn it on in Copilot chat.
Why This Matters: Connecting OnePlan Without a Copilot Studio Agent
Context: Direct Connection Through Microsoft 365 Copilot
The direct connector method lets a Microsoft 365 administrator register the OnePlan MCP Server once, at the organization level. Eligible users then connect OnePlan from their Microsoft 365 Copilot source settings without using a custom Copilot Studio agent.
Context: What Copilot Can Do with OnePlan
After you connect the OnePlan MCP Server, Microsoft 365 Copilot can use the OnePlan tools available to the signed-in user. Depending on those tools and the user’s permissions, users can ask Copilot to find and work with plans, tasks, milestones, risks, resources, financials, and approvals. Users can only access the OnePlan information and actions their OnePlan permissions allow.
Troubleshooting: Microsoft 365 Copilot Connection to OnePlan
The OnePlan Connector Does Not Appear in Microsoft 365 Copilot
Confirm that:
- The OnePlan MCP connector was created successfully in the Microsoft 365 Admin Center.
- The connector is enabled for your Microsoft 365 account.
- You connected OnePlan from Settings > Sources.
- Your Microsoft 365 Copilot environment supports the configured MCP connector experience.
- Your account has the required Microsoft 365 Copilot license.
If the connector appears under Settings > Sources but cannot be selected in a chat, the data source experience may not yet be available in your tenant.
Authorization Fails When Connecting to OnePlan
Confirm that the OnePlan Copilot app has been added to the OnePlan group you selected during authorization. The group must contain the app before you authorize the connector.
The Authorization Window Does Not Open
Your browser may be blocking the OAuth authentication window. Allow pop-ups for the Microsoft 365 Admin Center, then select Authorize again.
OnePlan Is Connected but Copilot Cannot Use It
A connector listed under Settings > Sources does not guarantee that every Microsoft 365 Copilot experience can use it. Confirm that:
- OnePlan is enabled as a data source for the current chat, if required.
- The Microsoft 365 Copilot experience you are using supports configured MCP data sources.
- Your OnePlan account has access to the group and data you are requesting.
Frequently Asked Questions: Direct Microsoft 365 Copilot Connection
Q: Do I need to create a Copilot Studio agent to connect Microsoft 365 Copilot to OnePlan? A: In OnePlan, no. When your organization supports the direct connector method, a Microsoft 365 administrator can register the OnePlan MCP Server as an organization-level connector, and eligible users can connect OnePlan as a Microsoft 365 Copilot data source without a custom Copilot Studio agent.
Q: Why does the OnePlan Copilot app need to be added to a OnePlan group? A: In OnePlan, the OnePlan Copilot app must belong to the group you select during connector authorization. If it does not, Microsoft 365 Copilot cannot complete the connection.
Q: Can I limit who can use the OnePlan MCP connector? A: Yes. In OnePlan, a Microsoft 365 administrator controls the availability of the OnePlan MCP connector and can make it available to selected users before deploying it more broadly.
Q: Why don’t I see Change data sources in Microsoft 365 Copilot? A: In OnePlan, the Change data sources option depends on your Microsoft 365 Copilot tenant, licensing, and Microsoft rollout. If it is unavailable, contact your Microsoft 365 administrator to confirm your organization has access to the required Copilot data source experience.
Q: Does connecting OnePlan give Copilot access to everything in OnePlan? A: No. In OnePlan, the OnePlan MCP Server operates within each user’s access and permissions. The information and actions available through Microsoft 365 Copilot depend on the user’s permissions and the tools exposed through the MCP connection.
What to Do Next: Connecting Microsoft 365 Copilot Directly to OnePlan
After configuring the connector, test the OnePlan MCP Server with a small group of users before making it broadly available.
Use another Microsoft Copilot method:
Connect and use OnePlan from your AI assistant:
Learn about the OnePlan MCP Server:
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