OnePlan MCP Server

Connect Claude, Microsoft Copilot, or ChatGPT to OnePlan to work with plans, resources, financials, and approvals from your AI assistant.

  • MCP Server in OnePlan - Overview

    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 avail...

  • MCP Server Use Cases in OnePlan - Overview

    Direct Answer: What Can I Do With OnePlan in My AI Assistant? With the OnePlan MCP Server, you can ask your AI assistant to find and summarize plans, check who is available, compare budget to actuals, move allocations and...

  • MCP Server in OnePlan - Frequently Asked Questions

    Direct Answer: Common Questions About the MCP Server in OnePlan The OnePlan MCP Server lets AI assistants such as Claude, Microsoft Copilot, and ChatGPT read and update OnePlan data on your behalf. It is available in prev...

  • MCP Server Configuration in OnePlan - Guided Workflow

    Direct Answer: How MCP Server Configuration Works in OnePlan Configuring the OnePlan MCP Server connects an AI assistant such as Claude, Microsoft Copilot, or ChatGPT to your OnePlan group. The process starts when your or...

  • How to Create an App Registration for the MCP Server in OnePlan

    Direct Answer: How to Create an App Registration for the MCP Server in OnePlan To create an app registration for the OnePlan MCP Server, select your profile avatar > Register Custom Apps, then select + > New App Registrat...

  • 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...

  • How to Connect ChatGPT to OnePlan Using the MCP Server

    Direct Answer: How to Connect ChatGPT to OnePlan Using the MCP Server To connect ChatGPT to OnePlan, go to ChatGPT Plugins, select Add > Add custom MCP server, enter the OnePlan MCP Server address for your region, set Reg...

  • How to Connect Microsoft Copilot to OnePlan Using the MCP Server

    Direct Answer: How to Connect Microsoft Copilot to OnePlan Using the MCP Server In Microsoft 365, OnePlan is added as a Model Context Protocol tool on an agent built in Copilot Studio. Create a confidential app registrati...

  • How to Connect Your AI Assistant to OnePlan Using the MCP Server

    Direct Answer: How to Connect Your AI Assistant to OnePlan Using the MCP Server After your administrator adds OnePlan to your AI assistant, find OnePlan in your assistant’s connector, agent, or plugin list and select Conn...