Onplana

io.github.Onplana由 GitHub 帳號 Onplana 發布v0.2.5更新於 Nov 1, 2026

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

已驗證Streamable HTTP可網頁執行效率與工作流知識與記憶

概覽

AI 產生的概覽

Onplana 的遠端 MCP 端點,屬於 AI 原生的專案與專案組合管理平台,讓助理讀取、建立與更新專案、任務、衝刺與風險。

可以做什麼
  • 讀取專案、任務、團隊成員與組織成員、風險及逾期工作,並產生 AI 摘要、風險分析與狀態報告
  • 在任務、專案、Wiki 頁面與留言中進行組織知識搜尋,並找出相似的過往專案
  • 建立專案、任務、里程碑、留言、衝刺、工時紀錄與相依關係
  • 更新、批次更新、指派與移動任務,以及修改專案欄位
  • 取得、續租與釋放任務租約,讓多個代理共用同一份待辦清單
  • 將任務、專案、清單與文件刪除至資源回收筒
適用情境
適合讓助理在 Onplana 組織中工作:擬定專案計畫、產生任務樹、撰寫狀態報告、整理風險,或執行自動取得並完成任務的代理迴圈。
執行需求
遠端 Streamable HTTP 端點,無需本機安裝。需要 OAuth 登入,部分用戶端也可改用個人存取權杖。需要 Onplana 帳號與組織;所有方案(含免費版)皆可使用此伺服器。
安裝前請注意
可建立與修改專案資料,批次更新或刪除會一次影響多筆內容。每次呼叫都以呼叫者身分執行並寫入稽核紀錄。個人存取權杖屬於須保密的憑證。部分工具會呼叫付費 AI 功能,README 提到廠商端設有每月費用上限。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Onplana,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.Onplana%2Fmcp-server/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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

來源:README.md,提交 2d4a25b

工具

0
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版本歷史

2
  1. v0.2.5最新Oct 18, 2026
  2. v0.2.4Sep 16, 2026

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