Microsoft Planner MCP server — plans, buckets, tasks via Microsoft Graph, ETags handled
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
Manual Client & Custom JSON ConfigExpand JSON ▾
Client Config & Setup
Choose your client or environment
Target File:
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Documentation Overview
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
| 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
Claude Code:
HTTP mode
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:
- 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
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
License
MIT
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Frequently Asked Questions about Microsoft Planner
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