How to Use Microsoft Copilot with OnePlan (Data Source)

Direct Answer: How to Use Microsoft Copilot with OnePlan (Data Source)

After your administrator makes the OnePlan MCP connector available, go to Settings > Sources in Microsoft 365 Copilot, search for OnePlan, select the OnePlan MCP connector, and select Connect > Continue to OnePlan MCP. Sign in with your OnePlan account, choose your OnePlan group, and select Continue. Then open Copilot chat, select Change data sources, and turn on OnePlan. Copilot 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 Microsoft Copilot with OnePlan (Data Source)

Before you begin, make sure:

Your Microsoft 365 administrator has made the OnePlan MCP connector available to you. If you don’t see OnePlan under Sources, contact your administrator.
You have the Microsoft 365 Copilot license your organization requires.
You can sign in to OnePlan with your usual account.
Pop-ups are allowed for your browser. Sign-in may open in a pop-up or a new tab.

Note: If your administrator published a OnePlan agent instead of a data source, see How to Use Microsoft Copilot with OnePlan (OnePlan Agent).

Step-by-Step: Using Microsoft Copilot with OnePlan (Data Source)

Task: Connect the OnePlan Data Source

Starting from Microsoft 365 Copilot:

Go to Settings > Sources.
Search for OnePlan.
Select the OnePlan MCP connector.
Select Connect > Continue to OnePlan MCP.
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.
Confirm that OnePlan shows as connected.

Task: Turn On OnePlan in Copilot Chat

Starting from Microsoft 365 Copilot Chat, signed in with your work or school account:

In the Message Copilot box, select Add and manage sources.
At the bottom of the menu, select Change data sources.
Find the OnePlan connector and turn on the OnePlan data source.
Enter a prompt that uses OnePlan data, such as:
- Show me the plans I can access in OnePlan.
- Show the tasks and milestones for this plan.
- What are the biggest risks in this plan?

Copilot uses the tools exposed through the OnePlan MCP Server to respond to supported requests.

Note: The Microsoft 365 Copilot interface is updated frequently. Depending on your tenant and Microsoft rollout, the option for selecting connected data sources may appear in a different location or may not yet be available.

Task: Check That the Connection Works

Starting from a Copilot chat with OnePlan turned on, ask “Show me the plans I can access in OnePlan.” If you see your plans, you’re connected.

Task: Approve Tool Actions

Copilot may ask before it uses a OnePlan tool, especially one that makes changes. These prompts come from Microsoft Copilot, 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.

Why This Matters: Using Microsoft Copilot with OnePlan (Data Source)

Context: Copilot Works as You

Each person connects with their own OnePlan account. Copilot 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.

Frequently Asked Questions: Using Microsoft Copilot with OnePlan (Data Source)

Q: Why don’t I see OnePlan under Sources in Microsoft 365 Copilot? A: In Microsoft 365 Copilot, your Microsoft 365 administrator must create the OnePlan MCP connector and make it available to you, and your account needs the required Copilot license. Contact your administrator.

Q: Why don’t I see Change data sources in Microsoft 365 Copilot? A: In Microsoft 365 Copilot, the Change data sources option depends on your tenant, licensing, and Microsoft rollout. If it is unavailable, contact your Microsoft 365 administrator to confirm your organization has access to the required data source experience.

Q: What should I do if sign-in fails or access is denied? A: In Microsoft 365 Copilot, check that you can sign in to OnePlan directly. If you can, ask your administrator to confirm that the OnePlan Copilot app has been added to your OnePlan group.

Q: OnePlan is connected, but Copilot doesn’t use it. Why? A: In Microsoft 365 Copilot, a connector listed under Settings > Sources isn’t available in every Copilot experience. Make sure OnePlan is turned on under Change data sources for the current chat, and that the Copilot experience you’re using supports configured data sources.

What to Do Next: Using Microsoft Copilot with OnePlan (Data Source)

Get started with related tasks:

MCP Server Use Cases in OnePlan - Overview

Connect a different assistant:

Learn about related topics: