Microsoft Planner MCP — Integration Guide¶

What it does: Connects AI agents to Microsoft Planner via MCP, enabling task creation, plan management, bucket organization, and workflow automation within Microsoft 365 environments.

Why it matters: Microsoft Planner is used by millions of enterprise teams for task tracking within the Microsoft 365 ecosystem. This MCP server lets operators manage projects conversationally — create tasks from meeting notes, reorganize priorities based on shifting deadlines, and generate status reports without opening the Planner UI.

Quick Info¶

Field	Value
Transport	stdio (local)
Authentication	Microsoft Graph API (OAuth 2.0)
Install	`npx -y @aixolotl/microsoft-planner-mcp`
Source	`github.com/aixolotl/microsoft-planner-mcp`
Category	Task Management & Enterprise
CorpusIQ Verdict	★★★★☆ — High value for Microsoft 365 operators

Setup¶

Prerequisites¶

Microsoft 365 account with Planner license (included in most business plans)
Azure AD app registration with Microsoft Graph API permissions:
Tasks.ReadWrite (delegated)
Group.Read.All (delegated)
User.Read (delegated)

1. Register Azure AD Application¶

# In Azure Portal → App Registrations → New Registration
# Name: MCP-Planner-Integration
# Redirect URI: http://localhost (for device code flow)
# Note: Application (client) ID and Directory (tenant) ID

2. Configure MCP Client¶

Add to your claude_desktop_config.json or equivalent:

{
  "mcpServers": {
    "microsoft-planner": {
      "command": "npx",
      "args": ["-y", "@aixolotl/microsoft-planner-mcp"],
      "env": {
        "AZURE_CLIENT_ID": "<your-client-id>",
        "AZURE_TENANT_ID": "<your-tenant-id>"
      }
    }
  }
}

3. Authentication Flow¶

First run will trigger Microsoft OAuth device code flow: 1. Agent initiates connection 2. Browser opens to microsoft.com/devicelogin 3. Enter the displayed code 4. Grant Planner permissions 5. Token cached for subsequent sessions

Available Tools¶

Tool	Description
`list_plans`	List all Planner plans accessible to the user
`get_plan`	Get plan details including buckets and task counts
`list_tasks`	List tasks in a plan/bucket with filters (assigned, due, priority)
`create_task`	Create a new task with title, due date, assignee, priority, description
`update_task`	Update task fields: status, due date, assignee, priority, notes
`create_bucket`	Create a new bucket within a plan
`get_my_tasks`	Get tasks assigned to the authenticated user across all plans
`add_task_checklist`	Add checklist items to a task
`add_task_comment`	Add a comment/note to a task

Operator Workflows¶

Daily Standup Prep¶

Agent: "Show me all my tasks due this week across all plans, sorted by priority"
→ get_my_tasks(filter: {dueBefore: "2026-07-10"}, sort: "priority")
→ Returns prioritized task list ready for standup

Meeting → Task Automation¶

Agent: "Create tasks in the Q3 Launch plan from these meeting notes:
- Finalize pricing page by Friday (assign to Sarah)
- Update API docs by next Wednesday (assign to me)
- Schedule beta demo with Acme Corp by Monday"
→ Creates 3 tasks with proper assignments and due dates

Sprint Retro Prep¶

Agent: "Show me all completed tasks in the Engineering plan from last sprint"
→ list_tasks(plan: "Engineering", status: "completed", completedSince: "2026-06-23")
→ Returns completed task list for retro discussion

Limitations¶

Requires Microsoft 365 commercial subscription (not personal/family)
OAuth flow requires interactive browser first-run
Microsoft Graph API rate limits apply (10,000 requests/10 min per app)
Cannot manage Planner premium features (timeline view, goals)
Read-only for plans shared with the user but not owned

Alternatives¶

Server	Best For
Linear MCP	Startup/product teams (simpler, faster UX)
Atlassian MCP (Jira)	Enterprise Agile/Scrum teams
ClickUp MCP	All-in-one project management
Notion MCP	Flexible project tracking with docs
n8n MCP	Workflow automation across multiple tools

CorpusIQ Assessment¶

Strategic Value: High. Microsoft 365 is the default enterprise stack. Any operator managing teams on Planner can immediately reduce task-management friction by 60-80% through conversational task operations.

Integration Difficulty: Medium. Azure AD setup is the primary hurdle. Once configured, the MCP server is standard stdio with cached OAuth.

Risk: Low. Microsoft Graph API is mature. Permissions are scoped to Planner data. No PII exposure beyond task metadata.

Recommendation: Catalog and recommend to Microsoft 365 operators. This fills a clear gap in the enterprise task management MCP ecosystem.