How to Use ChatGPT with OnePlan

Direct Answer: How to Use ChatGPT with OnePlan

After your administrator adds OnePlan to ChatGPT, go to chatgpt.com/plugins, select OnePlan, and select the option to connect. Sign in with your OnePlan account, choose your OnePlan group, and select Continue. Then start a chat, type @, select OnePlan, and ask a question, such as “Using OnePlan, list 5 plans I have access to.” ChatGPT 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 ChatGPT with OnePlan

Before you begin, make sure:

Your administrator has added OnePlan as a plugin in your ChatGPT workspace and made it available to you. If you don’t see OnePlan, contact your administrator.
You are using ChatGPT on the web.
You can sign in to OnePlan with your usual account.
Pop-ups are allowed for ChatGPT’s website. Sign-in opens in a pop-up or a new tab.

Step-by-Step: Using ChatGPT with OnePlan

Task: Connect OnePlan in ChatGPT

Starting from ChatGPT on the web:

Go to chatgpt.com/plugins.
Find OnePlan, select it, and select the option to 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, 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

Starting from a ChatGPT chat, try these prompts:

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

If you see your data, you’re connected.

Task: Approve Tool Actions

ChatGPT may ask before it uses a OnePlan tool, especially one that makes changes. These prompts come from ChatGPT, 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 ChatGPT on the web:

Go to chatgpt.com/plugins and open OnePlan.
Disconnect it.
To switch groups, connect again 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 ChatGPT with OnePlan

Context: ChatGPT Works as You

Each person connects with their own OnePlan account. ChatGPT 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 ChatGPT with OnePlan

Q: Why isn’t OnePlan listed in ChatGPT? A: In ChatGPT, your administrator must publish OnePlan to your workspace and give you access before you can connect. Contact your administrator.

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

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

Q: Why does ChatGPT answer without using OnePlan? A: In ChatGPT, mention @OnePlan in your message. The mention applies to that message only, so mention it again when a follow-up needs new OnePlan data. You can also start your question with “Using OnePlan, …”

What to Do Next: Using ChatGPT with OnePlan

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