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

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>

3. 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