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MCP server for Microsoft Planner via the Microsoft Graph API, enabling users to find groups and plans, manage buckets and tasks (create, update, assign, complet

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MCP server for Microsoft Planner via the Microsoft Graph API, enabling users to find groups and plans, manage buckets and tasks (create, update, assign, complete, delete) with automatic ETag handling.

README

MCP server for Microsoft Planner via the Microsoft Graph API. Find groups and plans, list buckets and tasks, and create, update, assign, complete, or delete tasks — including descriptions and checklists — with Planner's ETag concurrency handled automatically.

Sibling project to mcp-itglue and mcp-connectwise-psa — same architecture.

Tools

Tool Description
planner_search_groups Find Microsoft 365 groups (Teams) by name → group ID
planner_find_user Find a user by name/UPN → user ID for assignments
planner_list_plans List plans owned by a group
planner_get_plan Plan + its buckets
planner_create_bucket Create a bucket in a plan
planner_list_tasks Tasks in a plan or bucket (filter by assignee, open/completed)
planner_list_user_tasks All tasks assigned to a user, across plans
planner_get_task Task with description and checklist
planner_create_task Create task (bucket, due date, priority, assignees, description)
planner_update_task Update title/bucket/due/priority/progress/assignees
planner_update_task_details Update description; add or (un)check checklist items
planner_delete_task Permanently delete a task
graph_find_endpoint Search a curated catalog of the /planner, /groups, /users Graph surface
graph_get Read-only GET for any Graph v1.0 path under /planner, /groups, /users

† Advanced toolset (opt-in, off by default) — an escape hatch for Graph surface the curated tools don't wrap. Enable with PLANNER_ADVANCED_TOOLSET=true or --advanced. graph_get is verb-locked to GET, rejects /beta, and only reaches the three path prefixes above, so a shared app registration's other permissions (e.g. mail) stay out of reach.

Setup

1. Entra ID app registration

  1. Entra admin center → App registrations → New registration
  2. API permissions → Application permissions → add Tasks.ReadWrite.All, GroupMember.Read.All, User.Read.AllGrant admin consent
  3. Certificates & secrets → New client secret — note the value

2. Run

MS_TENANT_ID=<tenant> MS_CLIENT_ID=<client-id> MS_CLIENT_SECRET=<secret> npx -y mcp-planner

Claude Code:

claude mcp add planner --env MS_TENANT_ID=<tenant> --env MS_CLIENT_ID=<client-id> --env MS_CLIENT_SECRET=<secret> -- npx -y mcp-planner

HTTP mode

npx -y mcp-planner --transport http --port 3000

Sessions authenticate per-request (BYOK) with x-ms-tenant-id + x-ms-client-id plus either x-ms-client-secret (app-only) or x-ms-refresh-token (delegated — see below), or fall back to the MS_* environment credentials when set. When both a secret and a refresh token arrive, the refresh token wins (header-overlay proxies can add but not remove headers). Health probe at GET /health.

Delegated mode — act as the signed-in user

App-only sessions act as the app registration; delegated sessions act as a user: their Planner permissions apply and every write is attributed to them.

  1. A separate, public app registration: Authentication → Allow public client flows → Yes; API permissions → Delegated Tasks.ReadWrite, Group.Read.All, User.ReadBasic.All (+ admin consent where the tenant requires it).
  2. Each user signs in once via the device-code helper and keeps the printed refresh token:
node scripts/device-login.mjs --tenant <tenant-id> --client <public-client-id>
  1. Use MS_REFRESH_TOKEN instead of MS_CLIENT_SECRET (stdio), or the x-ms-refresh-token header (HTTP). Behind the MCP gateway, register it as a personal credential (field x-ms-refresh-token).

The refresh token is a secret — it acts as you — and stays valid ~90 days past its last use; re-run the helper when it expires.

Docker

docker build -t mcp-planner .
docker run -p 3000:3000 -e MS_TENANT_ID=... -e MS_CLIENT_ID=... -e MS_CLIENT_SECRET=... mcp-planner

Access model

No MCP-level role gating: the Entra app registration's granted Graph permissions are the access control. Point sessions at different app registrations (BYOK headers) to scope what they can do.

Notes

  • Planner requires an If-Match ETag on every update/delete — the tools fetch the current resource and pass its ETag automatically. On a 412 (concurrent change), just retry.
  • Priority mapping: urgent=1, important=3, medium=5, low=9 (Graph uses 0–10).
  • Progress: not started (0), in progress (50), completed (100).

Development

npm install
npm run dev        # stdio
npm run dev:http   # http
npm test
npm run build
npm run bundle     # Claude Desktop .mcpb

License

MIT

from github.com/mspstack/mcp-planner

Install Planner in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install mcp-planner

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add mcp-planner -- npx -y mcp-planner

Step-by-step: how to install Planner

FAQ

Is Planner MCP free?

Yes, Planner MCP is free — one-click install via Unyly at no cost.

Does Planner need an API key?

No, Planner runs without API keys or environment variables.

Is Planner hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Planner in Claude Desktop, Claude Code or Cursor?

Open Planner on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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