Planner
FreeNot checkedMCP server for Microsoft Planner via the Microsoft Graph API, enabling users to find groups and plans, manage buckets and tasks (create, update, assign, complet
About
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
- Entra admin center → App registrations → New registration
- API permissions → Application permissions → add
Tasks.ReadWrite.All,GroupMember.Read.All,User.Read.All→ Grant admin consent - 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.
- 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). - 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>
- Use
MS_REFRESH_TOKENinstead ofMS_CLIENT_SECRET(stdio), or thex-ms-refresh-tokenheader (HTTP). Behind the MCP gateway, register it as a personal credential (fieldx-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-MatchETag 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
Install Planner in Claude Desktop, Claude Code & Cursor
unyly install mcp-plannerInstalls 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-plannerStep-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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