Microsoft Planner

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Microsoft Planner MCP server — plans, buckets, tasks via Microsoft Graph, ETags handled

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概览

AI 生成的概览

一个本地 MCP 服务器,让助手通过 Microsoft Graph API 操作 Microsoft Planner 的计划、存储桶和任务。

可以做什么
查找 Microsoft 365 群组和用户以获取计划与指派所需的 ID,列出群组拥有的计划及其存储桶,并创建新存储桶。列出计划或存储桶中的任务,列出指派给某位用户的全部任务,并读取任务及其描述和清单。创建任务时可设置存储桶、截止日期、优先级、指派人和描述,也可更新标题、存储桶、截止日期、优先级、进度或指派人。编辑任务描述并添加或勾选清单项,以及永久删除任务。可选启用高级只读工具集,用于检索 Graph 端点目录并发出仅限 planner、groups 和 users 路径的 GET 请求。
适用场景
适合在 Microsoft Planner 中管理工作的用户,让助手无需切换到 Planner 界面即可查询计划和指派,或创建、更新和完成任务。也适合批量或跨计划的任务查看,例如列出某位用户的全部任务。
运行要求
通过 npx 在本地运行,需要 Node.js;也可用 Docker 容器或 HTTP 模式。需要一个 Microsoft Entra ID 应用注册,具备应用程序权限 Tasks.ReadWrite.All、GroupMember.Read.All 和 User.Read.All,并完成管理员同意,还需客户端密钥。配置 MS_TENANT_ID、MS_CLIENT_ID 和 MS_CLIENT_SECRET;委派模式改用公共应用注册和 MS_REFRESH_TOKEN。
安装前请注意
客户端密钥和刷新令牌都是可访问 Planner 数据的凭据;刷新令牌以登录用户身份行事,最后一次使用后约 90 天内仍有效。服务器可创建、更新并永久删除任务,写入会归属于应用注册或委派用户。访问控制仅取决于应用注册被授予的 Graph 权限,应尽量缩小范围。高级工具集为只读,且仅限 planner、groups 和 users 路径。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Microsoft Planner,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Desktop only,通过 STDIO。 STDIO 服务会启动本地进程,因此需要 SourceWeft 桌面宿主。

其他 MCP 客户端

参照 仓库 中的启动说明。

README

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

ToolDescription
planner_search_groupsFind Microsoft 365 groups (Teams) by name → group ID
planner_find_userFind a user by name/UPN → user ID for assignments
planner_list_plansList plans owned by a group
planner_get_planPlan + its buckets
planner_create_bucketCreate a bucket in a plan
planner_list_tasksTasks in a plan or bucket (filter by assignee, open/completed)
planner_list_user_tasksAll tasks assigned to a user, across plans
planner_get_taskTask with description and checklist
planner_create_taskCreate task (bucket, due date, priority, assignees, description)
planner_update_taskUpdate title/bucket/due/priority/progress/assignees
planner_update_task_detailsUpdate description; add or (un)check checklist items
planner_delete_taskPermanently 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

bash
MS_TENANT_ID=<tenant> MS_CLIENT_ID=<client-id> MS_CLIENT_SECRET=<secret> npx -y mcp-planner

Claude Code:

bash
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

bash
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:
bash
node scripts/device-login.mjs --tenant <tenant-id> --client <public-client-id>
  1. 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

bash
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

bash
npm installnpm run dev        # stdionpm run dev:http   # httpnpm testnpm run buildnpm run bundle     # Claude Desktop .mcpb

License

MIT

来源:README.md,提交 0d89d41

工具

0
SourceWeft 尚未在沙箱中启动过该软件包,因此其工具未知。

版本历史

1
  1. v0.2.0最新Sep 16, 2026

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