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Microsoft Planner

Microsoft Planner

Local
github.comProductivity4Updated 8w ago
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About Microsoft Planner

Microsoft Planner MCP server manages plans and tasks through Microsoft Graph for teams that use agents to inspect or maintain Planner work. It handles ETags required for updates and deletes, and offers optional advanced Graph tools.

Key features

  1. 01Find Microsoft 365 groups and users
  2. 02View plans, tasks, and checklists
  3. 03Create and manage tasks and buckets
  4. 04Assign tasks and update progress
  5. 05Handle ETag concurrency automatically
  6. 06Optional restricted Graph GET tools

Use cases

  1. 01Find users and assign Planner tasks
  2. 02Review a user's tasks across plans
  3. 03Update task descriptions and checklist status
  4. 04Read Planner, group, or user Graph data

MCP support

The MCP server exposes Microsoft Planner operations as tools for MCP clients through Microsoft Graph. It supports stdio and HTTP transports, with optional restricted read-only Graph tools.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "mspstack-mcp-planner": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-planner"
      ],
      "env": {
        "MS_TENANT_ID": "<MS_TENANT_ID>",
        "MS_CLIENT_ID": "<MS_CLIENT_ID>",
        "MS_CLIENT_SECRET": "<MS_CLIENT_SECRET>",
        "PLANNER_ADVANCED_TOOLSET": "<PLANNER_ADVANCED_TOOLSET>"
      }
    }
  }
}
Run commandnpx -y mcp-planner
Environment variables to set
MS_TENANT_IDMicrosoft Entra ID tenant id (GUID or domain)
MS_CLIENT_IDEntra app registration client id
MS_CLIENT_SECRETSecretEntra app registration client secret (app needs Tasks.ReadWrite.All, GroupMember.Read.All, User.Read.All application permissions)
PLANNER_ADVANCED_TOOLSETtrue/1 registers the advanced toolset (graph_get, graph_find_endpoint) — a read-only escape hatch limited to /planner, /groups, /users

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npmmcp-planner0.4.0

Tools

14

Saved tool list · updated 2w ago

ParameterTypeRequiredDescription
response_formatenumNoOutput format: human-readable markdown (default) or structured JSONmarkdown | json

Details

From the project README

mcp-planner

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

ToolDescription
planner_search_groupsFind Microsoft 365 groups (Teams) by name → group ID
planner_find_userFind a user by name/UPN → user ID for assignments
planner_list_plansList plans owned by a group
planner_get_planPlan + its buckets
planner_create_bucketCreate a bucket in a plan
planner_list_tasksTasks in a plan or bucket (filter by assignee, open/completed)
planner_list_user_tasksAll tasks assigned to a user, across plans
planner_get_taskTask with description and checklist
planner_create_taskCreate task (bucket, due date, priority, assignees, description)
planner_update_taskUpdate title/bucket/due/priority/progress/assignees
planner_update_task_detailsUpdate description; add or (un)check checklist items
planner_delete_taskPermanently 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.All → Grant 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

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