Onplana

io.github.OnplanaPublished by GitHub account Onplanav0.2.5Updated Nov 1, 2026

AI-native project and portfolio management platform for PMOs. OAuth + PAT.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowKnowledge & Memory

Overview

AI-generated overview

Remote MCP endpoint for Onplana, an AI-native project and portfolio management platform, letting an assistant read, create and update projects, tasks, sprints…

What you can do
  • Read projects, tasks, team and org members, risks and overdue work, plus AI summaries, risk analysis and status reports
  • Search org knowledge across tasks, projects, wiki pages and comments, and find similar past projects
  • Create projects, tasks, milestones, comments, sprints, timesheets and dependencies
  • Update, bulk-update, assign and move tasks, and change project fields
  • Claim, renew and release task leases so several agents can share a backlog
  • Delete tasks, projects, lists and documents into a recycle bin
When to use it
Useful when an assistant should work inside an Onplana organization: planning projects, drafting task trees, reporting status, triaging risks, or running an autonomous agent loop that claims and completes tasks.
Requirements
A remote streamable HTTP endpoint; no local install. OAuth sign-in is required, and a personal access token is an alternative for some clients. An Onplana account and organization; the server is available on every plan, including free.
Before you install
The server can create and change project data, and bulk updates or deletes affect many items at once. Every call runs under the calling user's identity and is audited. A personal access token is a credential to keep secret. Some tools call paid AI features, and the README notes a monthly cost cap on the vendor's side.

Installation

In SourceWeft

  1. Open Onplana in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.Onplana%2Fmcp-server/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "onplana": {
      "type": "http",
      "url": "https://mcp.onplana.com/mcp"
    }
  }
}

README

Onplana MCP server

Open-source TypeScript Model Context Protocol building blocks, extracted from Onplana's production MCP deployment. Two packages:

  • onplana-mcp-server: server template. Streamable HTTP transport, Bearer auth, prompt-injection containment, pluggable dispatcher.
  • onplana-mcp-client: typed TypeScript client SDK for calling the public Onplana MCP endpoint at https://api.onplana.com/api/mcp/v1.

[CI] [MIT License]

What this is

The transport layer of an MCP server (Streamable HTTP wiring, stateless mode, scoped Bearer auth, prompt-injection containment) done well, separated from the platform-specific tool registry. Use the server template to build your own MCP server with security best practices baked in. Use the client SDK to drive Onplana's hosted MCP from your own code.

The patterns are extracted from Onplana's production deployment (public docs at onplana.com/mcp), the same layer that handles real Claude Desktop, Cursor, ChatGPT custom connector, and in-house agent traffic against the Onplana platform.

Why open-source

The MCP transport is the same for everyone. Most early MCP servers get the security primitives wrong:

  • Prompt injection. Tools that return user-generated content (task titles, comment bodies, wiki text) put that content directly into the model's context. Without containment, a hostile actor can plant "ignore previous instructions" in their own data and the next agent that reads it follows along.
  • Stateless transport. Most SDK examples assume in-memory session state, which breaks horizontal scaling and complicates the auth model.
  • Plan-gate semantics. Surfacing tools the caller can't actually invoke wastes turns and confuses the model.

Onplana solved these in production over six months of MCP-server work. Publishing the patterns is high-leverage:

  1. Other MCP authors get a known-good template instead of reinventing.
  2. The repo is a pretraining-signal surface. Public GitHub READMEs are heavily weighted in next-gen LLM training data, and a repo with patterns + clear documentation about MCP improves model recall of "what good MCP servers look like."
  3. The dispatcher interface is the seam where your business logic plugs in. The transport is generic; what matters about your MCP server is the tool registry. Open-sourcing the transport doesn't give away anything proprietary.

The dispatcher implementation, tool catalog, plan-gate logic, audit infrastructure, and the rest of Onplana's ~600 LOC closed-source dispatcher stay in the closed monorepo because they encode platform business logic. If you build your own MCP server using this template, you write your own dispatcher. That's the work that matters and the work that's specific to your platform.

Repository layout

onplana-mcp-server/├── packages/│   ├── server-template/        # onplana-mcp-server (npm)│   │   ├── src/│   │   │   ├── transport.ts    # Streamable HTTP wiring│   │   │   ├── auth.ts         # Bearer auth pattern│   │   │   ├── promptInjection.ts  # wrapUserContent + escape│   │   │   ├── dispatcher.ts   # Pluggable Dispatcher interface│   │   │   └── index.ts│   │   ├── tests/              # promptInjection + auth + transport│   │   └── README.md│   └── client/                 # onplana-mcp-client (npm)│       ├── src/│       │   ├── client.ts       # OnplanaMcpClient class│       │   ├── types.ts        # Public type surface│       │   └── index.ts│       ├── tests/              # client.test.ts (stub fetch)│       └── README.md├── .claude-plugin/│   └── marketplace.json        # Claude Code marketplace├── plugins/│   └── onplana/                # Claude Code plugin (skills + connect command)├── examples/│   └── in-memory/              # Runnable demo with 3 toy tools├── gemini-extension.json       # Gemini CLI manifest├── mcp.json                    # stdio client config (mcp-remote)├── server.json                 # MCP registry manifest└── .github/workflows/    ├── ci.yml                  # tsc + vitest on PR    └── publish.yml             # npm publish on tag v*

Quickstart

Build a server

Install:

bash
npm install github:Onplana/onplana-mcp-server @modelcontextprotocol/sdk express

Wire an Express app:

ts
import express from 'express'import {  createMcpPostHandler,  createMcpMethodNotAllowedHandler,  requireBearerAuth,  type Dispatcher,} from 'onplana-mcp-server'
const dispatcher: Dispatcher = {  async listTools(ctx) { /* return your tool descriptors */ return [] },  async callTool(name, input, ctx) { /* dispatch to your tools */ return { output: {} } },}
const auth = async (token: string) => {  // Validate against your token store. Return AuthContext or null.  return { userId: 'u', scopes: ['MCP_AGENT'] }}
const app = express()app.use(express.json())app.use('/api/mcp/v1',  requireBearerAuth({ auth, requiredScope: 'MCP_AGENT' }),)app.post('/api/mcp/v1', createMcpPostHandler({ dispatcher }))app.get('/api/mcp/v1', createMcpMethodNotAllowedHandler())app.delete('/api/mcp/v1', createMcpMethodNotAllowedHandler())app.listen(3000)

Full quickstart in packages/server-template/README.md; runnable demo in examples/in-memory/.

Drive Onplana from code

Install:

bash
npm install github:Onplana/onplana-mcp-server

Use:

ts
import { OnplanaMcpClient } from 'onplana-mcp-client'
const client = new OnplanaMcpClient({  url:   'https://api.onplana.com/api/mcp/v1',  token: process.env.ONPLANA_PAT!,})
const projects = await client.listProjects({ status: 'ACTIVE' })
// The differentiator vs other PM-tool MCPs: hybrid semantic + lexical// search across your org's indexed content (projects, tasks, risks,// goals, comments, wiki pages).const { matches } = await client.searchOrgKnowledge({  query: 'rationale for the 3-week design phase',  scope: 'all',  limit: 5,})

Full client docs in packages/client/README.md.

Tools

The hosted server at https://mcp.onplana.com/mcp exposes 285 tools, spanning projects, tasks, sprints, milestones, earned value, risks, issues, governance, change control, timesheets, wikis, whiteboards, workflows and the Microsoft Graph integrations. The exact number a given client sees is smaller, because tools are filtered by the caller's role and the organization's plan before the catalog is served.

The 33 below are the ones worth knowing first, not the whole catalog. Reads are annotated readOnlyHint; writes carry destructiveHint so a client can gate them. Every call runs under the calling identity, is checked against that user's permissions and the org's plan, and lands in the audit trail.

Read (readOnlyHint: true)

  • list_projects: projects in the org, filterable by status.
  • get_project: one project in full, with dates, owner and progress.
  • list_tasks: tasks for a project, or across projects.
  • get_task: one task with description, assignee, dates and recent comments.
  • list_my_tasks: tasks assigned to the calling user.
  • list_overdue: tasks past their due date.
  • list_team_members: members of a project.
  • list_org_members: members of the organization.
  • list_risks: risks logged against a project.
  • find_similar_projects: past projects resembling a description, for estimating.
  • search_org_knowledge: hybrid BM25 and vector search over tasks, projects, wiki pages and comments.
  • summarize_project: AI summary synthesized from the live plan.
  • analyze_project_risks: AI risk detection across schedule, budget, scope and resources.
  • generate_status_report: AI status report from the current schedule and activity.
  • search: App Directory adapter, returns {id, title, snippet?, url?}.
  • fetch: App Directory adapter, returns {id, title, content, url?, metadata?}.

Write, additive (destructiveHint: false)

  • create_project: create a project.
  • create_task: create a task, optionally under a parent.
  • create_milestone: add a milestone to a project.
  • create_comment: comment on a task, issue or project.
  • create_sprint_with_tasks: create a sprint and pull tasks into it.
  • submit_timesheet: log hours against a task.
  • add_project_member: add an existing org member to a project.
  • link_dependency: link two tasks, idempotent via a unique constraint.

Write, mutating (destructiveHint: true)

  • update_project: change project fields such as status, dates or budget.
  • update_task: change task fields such as status, progress or dates.
  • bulk_update_tasks: apply one change across many tasks.
  • assign_task: set a task's assignee.
  • move_task_to_sprint: move a task into or out of a sprint.

Leases (for agents that share a backlog)

  • next_task: pick the next available task and claim it in one call. Listing and then claiming leaves a gap two agents can both land in.
  • claim_task: take an exclusive lease on a specific task.
  • renew_task_lease: extend a lease while the work is still running.
  • release_task: hand the lease back; completing or blocking a task releases it too, and ending a session releases everything that run holds.

A lease is keyed to the RUN, not to the user. Two sessions of one client authenticate as the same agent persona, so a user-keyed lock would let one session release the other's work. Leases expire on their own, so a crashed agent frees its task instead of holding it.

Four delete tools are in the catalog (a task, a project, a list, a document). Each is a per-organization switch that is on until an org admin saves a choice, the agent still needs the underlying permission, and all four move items to a recycle bin rather than destroying them. Prefer update_task over delete-and-recreate anyway, since Onplana audits every field change and keeps the history.

Production checklist

The template + SDK get you running. Add these on top:

  • Per-token rate limiting. 60–120 req/min per Bearer token; agentic loops are noisier than humans.
  • Tenant cost cap. If your tools call paid LLMs, gate dispatch on month-to-date spend. Onplana's deployment uses aiMonthlyCostCapUsd with WARN / BLOCK modes.
  • Audit logging. Every dispatch should write an audit row tagged with actorType: 'mcp_agent' so admins can see what AI agents did in their tenant separately from human activity.
  • Plan / scope curation. Don't expose every internal tool. Onplana exposes 21 of 26; the suppressed 5 either need an in-app preview UI, are too risky for unsupervised invocation, or produce oversized payloads.
  • PREVIEW mode for risky mutations. Default mutating tools to preview-only on free tiers. Onplana ships this: agents see "what it would do" before users explicitly upgrade and re-run.
  • Idempotency keys. Hash the canonicalised input + a session id; store as a unique constraint on your audit row. A model retrying the same logical action shouldn't double-create.

Each of those is platform-specific. The template gives you the seam where they plug in (Dispatcher.callTool); your dispatcher implements them however your platform encodes those concepts.

Compatibility

  • Node.js ≥ 20 (for the server template and CI matrix); ≥ 18 for the client (uses ambient fetch).
  • @modelcontextprotocol/sdk@^1.29.0
  • express@^4.18.0 or express@^5.0.0

Tested against:

  • Claude Code (plugin marketplace, or claude mcp add --transport http)
  • Claude Desktop (Custom Connector)
  • Cursor (~/.cursor/mcp.json)
  • ChatGPT custom connectors (where MCP is enabled in your account)
  • Gemini CLI + Gemini Code Assist (~/.gemini/settings.json)
  • GitHub Copilot in VS Code (.vscode/mcp.json)
  • The official MCP Inspector

Install in Claude Code

The repo doubles as a Claude Code plugin marketplace, so installing is two commands:

bash
/plugin marketplace add Onplana/onplana-mcp-server/plugin install onplana@onplana

The plugin brings the server with it, then sign in once:

bash
/onplana-connect

That walks you through the browser sign-in and checks the connection with whoami. The MCP server is available on every Onplana plan, including the free one.

The plugin ships the two Onplana agent skills, invoked as onplana:<name>:

SkillUse it when
onplana-project-plannerYou have a goal or a brief and want an executable plan: a plan document attached to the project, then a task tree with dates, dependencies, owners and test cases.
onplana-autonomous-agentA plan already exists and you want it run: claim a task, work it, record progress and evidence, resolve or hand it back, then take the next one.

The plugin declares the server in plugins/onplana/.mcp.json as a remote HTTP server, so Claude Code connects to it directly with no stdio shim. If you already added the same URL with claude mcp add, Claude Code keeps your entry and skips the plugin's, so there is still one set of tools.

Install in Gemini CLI

The repo ships a gemini-extension.json manifest at the root, so Gemini CLI installs Onplana with one command:

bash
export ONPLANA_PAT=pat_paste-your-token-here  # mint at app.onplana.com/integrationsgemini extensions install https://github.com/Onplana/onplana-mcp-server

Restart the gemini CLI (or reload your VS Code / JetBrains window if you're using Gemini Code Assist). The Onplana tools appear in /mcp and your GEMINI.md context picks up the usage hints shipped in this repo.

Contributing

Issues + PRs welcome. The repo is small by design, the goal is for the transport patterns to be obvious, well-tested, and stable. Major-version bumps are reserved for breaking changes to the exported Dispatcher / BearerAuth / handler factory shapes. Patches and minors are for prompt-injection containment refinements, new helper utilities, additional test coverage.

License

MIT. © 2026 Onplana

See also

Source: README.md at commit 2d4a25b

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

2
  1. v0.2.5LatestOct 18, 2026
  2. v0.2.4Sep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts