About Microsoft Planner
Connect Planner so the next steps that come out of a property review become real tasks with owners and due dates instead of a list in a chat window. ParcelOps stores the sign-in encrypted and writes only to the plans you connect.
Setup
What Microsoft Planner needs before it will answer.
- 01
Open your workspace
Sign in to ParcelOps and open the sources page.
- 02
Sign in with Microsoft
Approve the access Microsoft shows you. You can withdraw it at any time from your Microsoft account.
- 03
Use it from your AI client
The connector becomes available on your MCP connection in Claude, ChatGPT, Cursor, or another client.
Connect Microsoft Planner to Claude, ChatGPT, Cursor, and other MCP clients
Pick the tool your team uses for the exact setup steps.
- 1
Open Claude settings
Launch Claude, click the profile button (bottom left), and go to Settings.
- 2
Access connectors
Open the Connectors tab, scroll to the bottom, and click “Add custom connector”.
- 3
Name your connector
Enter any name you’d like for this connector.
- 4
Get the connector URL
Log in to ParcelOps, open the /mcp page, and copy the connector URL you want to use.
- 5
Add the connector
Paste the URL into the “Remote MCP server URL” box and click Add.
- 6
Start using
Your Microsoft Planner connector is ready to use in Claude.