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How to connect Microsoft Planner to Claude

Connect Claude Web, Desktop and Cowork to Microsoft Planner MCP. List overdue tasks in your planner, create a bucket for launch tasks, and more using natural language, with authentication handled for you.

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Microsoft Planner is a collaborative work management app for organizing plans, tasks, buckets, and team assignments. It helps teams coordinate work, track progress, and keep projects moving in Microsoft 365.

46 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Microsoft Planner account to Claude via Composio Connect, enabling it to list overdue tasks in your Planner, create a bucket for launch tasks, assign high priority tasks to Alex, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Microsoft Planner with

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Connecting Microsoft Planner to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Microsoft Planner account

Back in Claude, ask it to connect to Microsoft Planner or give it any Microsoft Planner-related task.

For example, ask Claude to:

  • "List overdue tasks in your Planner"
  • "Create a bucket for launch tasks"
  • "Assign high priority tasks to Alex"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Microsoft Planner account is ready to use.

What is the Microsoft Planner Claude Connector, and what's possible with it?

The Microsoft Planner MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Microsoft Planner account. It provides structured and secure access to your plans, buckets, tasks, assignments, and task details, so your agent can create work plans, organize tasks, find assigned work, review task information, and remove outdated items on your behalf.

  • Plan and bucket organization: Have your agent create Planner plans, add ordered buckets, list plans shared with you or owned by a group, and update or remove buckets when your workflow changes.
  • Task creation and assignment: Direct your agent to create tasks with bucket placement, assignments, categories, due dates, progress, and priority, then list tasks across a plan or bucket.
  • Personal work tracking: Let the agent find your assigned tasks, list plans available to you, and retrieve tasks assigned to another work or school user.
  • Task details and board views: Instruct your agent to retrieve task descriptions, checklists, external references, applied categories, and ordering information for bucket, progress, or assignee boards.
  • Roster administration: Have your agent create and inspect Planner rosters, add or remove roster members, list roster plans, and create the plan contained in a roster.

Troubleshooting

1. Why does Claude not use the Composio connector for Microsoft Planner?

The connector can show as connected, but Claude must use it in each Microsoft Planner conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Microsoft Planner again.

2. Why does Claude show an MCP server error before Microsoft Planner connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Microsoft Planner.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Microsoft Planner.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Microsoft Planner authorization link not work?

The Composio connector is one server. Your Microsoft Planner account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Microsoft Planner connection.
  • Composio creates a fresh Microsoft Planner authorization link.
  • Open that link in your browser and finish the Microsoft Planner sign-in.

4. Why do Microsoft Planner actions fail after they worked before?

The Microsoft Planner connection can expire or lose permission.

  • Ask Claude to inspect the Microsoft Planner connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Microsoft Planner account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Microsoft Planner.
  • If the action still fails with a permission error, check that the connected account has that permission in Microsoft Planner itself.

5. How do I switch to a different Microsoft Planner account?

Claude can manage the Microsoft Planner connection for you.

  • Ask Claude to disconnect or delete the current Microsoft Planner account.
  • Ask Claude to connect Microsoft Planner again.
  • Open the new Composio authorization link for Microsoft Planner.
  • Sign in with the other Microsoft Planner account in the browser.
  • After the account connects, ask Claude to retry the Microsoft Planner task.

6. Why is my Microsoft Planner connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Microsoft Planner connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Microsoft Planner tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Microsoft Planner.
TOOLS

Supported Tools

Every Microsoft Planner action and event your agent gets out of the box.

Beta: Add Roster Member

Beta, non-production API: add a same-tenant user with full control to a Planner roster.

Beta: Assign Roster Sensitivity Label

Beta, non-production API: assign or change a roster sensitivity label using the latest roster ETag.

Beta: Create Roster

Beta, non-production API: create an empty Planner roster.

Beta: Create Roster Plan

Beta, non-production API: create the single plan contained by a Planner roster.

Beta: Delete Roster

Beta, non-production API: permanently delete a Planner roster and cascade-delete its contained plan and tasks.

Beta: Get Roster

Beta, non-production API: get a Planner roster and its current ETag.

Beta: Get Roster Member

Beta, non-production API: get one Planner roster member.

Beta: List Roster Members

Beta, non-production API: list one page of members with full control of a Planner roster.

Beta: List Roster Plans

Beta, non-production API: list one page containing the plan in a Planner roster.

Beta: List User Roster Plans

Beta, non-production API: list one page of plans in rosters of which a specified user is a member.

Beta: Remove Roster Member

Beta, non-production API: remove a roster member.

Create Bucket

Create an ordered bucket in a Microsoft Planner plan.

Create Plan

Create a basic Planner plan in a Microsoft 365 group the connected user belongs to.

Create Task

Create a Planner task with optional bucket placement, assignments, categories, dates, progress, and priority.

Delete Bucket

Delete a Microsoft Planner bucket using its latest ETag.

Delete Plan

Permanently delete a Planner plan using its latest ETag.

Delete Task

Delete a Planner task using its latest core-resource ETag.

Get Assigned To Board Format

Get a task's per-assignee and unassigned ordering hints for the Assigned To board, plus its format-specific ETag.

Get Bucket

Get one Microsoft Planner bucket and its current resource ETag.

Get Bucket Board Format

Get a task's ordering hint for the bucket board and the format-specific ETag.

Get Plan

Get one basic Planner plan and its current resource ETag.

Get Plan Details

Get a plan's 25 category labels, shared-user dictionary, and details-specific ETag.

Get Planner Entry Point

Return the Microsoft Graph Planner entry-point metadata; this documented singleton has no Planner data properties.

Get Progress Board Format

Get a task's ordering hint for the progress board and the format-specific ETag.

Get Task

Get a Planner task's complete core resource, including assignments, applied categories, progress, counts, identities, and its current core-resource ETag.

Get Task Details

Get a task's separately versioned description, checklist, external references, preview mode, and task-details ETag.

List Buckets by Plan

List one page of buckets through the root Planner collection using the live-verified planId filter grammar.

List Bucket Tasks

List one page of tasks currently associated with a Microsoft Planner bucket.

List Drive Creator Plans

Call the documented drive-root creator traversal to list one page of that user's shared Planner plans.

List Group Plans

List one page of basic Planner plans owned by a Microsoft 365 group.

List My Assigned Tasks

List one page of Planner tasks assigned to the connected work or school user.

List My Plans

List one page of Planner plans shared with the connected work or school user.

List Plan Buckets

List one page of buckets in a Planner plan.

List Plans by Owner

List one page of basic Planner plans owned by one Microsoft 365 group using the live-verified owner filter grammar.

List Plan Tasks

List one page of tasks in a Planner plan.

List Tasks by Plan

List one page of Planner tasks through the root collection using the live-verified planId filter grammar.

List User Assigned Tasks

List one page of Planner tasks assigned to a specified work or school user.

List User Plans

List one page of Planner plans shared with a specified work or school user.

Update Assigned To Board Format

Update a task's ordering hints on the Assigned To board using that format resource's latest ETag.

Update Bucket

Change a bucket's name or board order using its latest ETag.

Update Bucket Board Format

Update a task's ordering hint on the bucket board using that format resource's latest ETag.

Update Plan

Change a plan title using its latest ETag and return the updated representation by default.

Update Plan Details

Update any of a plan's 25 category labels or shared users using the plan-details ETag.

Update Progress Board Format

Update a task's ordering hint on the progress board using that format resource's latest ETag.

Update Task

Update any documented writable core task fields, including assignments, categories, dates, progress, priority, or bucket, using the latest task ETag.

Update Task Details

Update a task's description, preview mode, checklist items, or external references using the separately versioned task-details ETag.

FRAMEWORKS

How to build Microsoft Planner MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Microsoft Planner MCP with ChatGPT

Hermes logo

Hermes

Use Microsoft Planner MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Microsoft Planner MCP with Atomic Agent

FAQ

Frequently asked questions

With a standalone Microsoft Planner MCP server, the agents and LLMs can only access a fixed set of Microsoft Planner tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Microsoft Planner and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Microsoft Planner tools.

Yes, absolutely. You can configure which Microsoft Planner scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Microsoft Planner data and credentials are handled as safely as possible.

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