Using the MCP Server

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...

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...

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...

Direct Answer: How to Use Microsoft Copilot with OnePlan (OnePlan Agent)After your administrator publishes a OnePlan agent, open it in Microsoft 365 Copilot or Microsoft Teams and ask a question that needs OnePlan, such a...

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 ...

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 ...

Direct Answer: How to Use Claude with OnePlan After your administrator adds OnePlan to Claude, go to Customize > Connectors, find OnePlan, and select Connect. Sign in with your OnePlan account, choose your OnePlan group, ...