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Microsoft Planner MCP connector

Microsoft Planner is Microsoft's task management and collaboration tool integrated across Microsoft 365 applications. The Microsoft Planner MCP connector allows AI agents to create and manage tasks, organize plans and projects, and track team assignments. It also supports updating task details, managing buckets and checklists, and monitoring progress across multiple plans.

Authentication type

  • OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the Microsoft Planner MCP connector to perform the following actions:

  • Assign tasks to team members and track project progress in real time
  • Create urgent tasks automatically when critical alerts or incidents occur
  • Organize work by plans and buckets to align team efforts with business goals
  • Set task deadlines and priorities to ensure timely completion of deliverables
  • Attach task details, checklists, and labels for comprehensive work documentation
  • Notify team members of new tasks and updates across Microsoft 365 integration
  • Archive completed tasks and maintain audit trails for compliance and reporting

Example prompts

Use the following example prompts to invoke Microsoft Planner MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Create a task in Microsoft Planner for the quarterly budget review due next Friday.
  • Add a new task to my marketing plan in Microsoft Planner with high priority.
  • Create a task in Microsoft Planner to follow up with the client about their proposal.
  • Make a task in Microsoft Planner for the team to complete the security audit by month end.
  • Create a task in Microsoft Planner and assign it to Sarah for the product launch checklist.
  • Add a task to Microsoft Planner to prepare the financial report with a due date of tomorrow.
  • Create a task in Microsoft Planner to review the vendor contracts and assign it to the legal team.
  • Make a new task in Microsoft Planner for the infrastructure upgrade with detailed steps.

Microsoft Planner MCP connector tools

The Microsoft Planner MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
microsoftplanner_microsoftplannercreatetask_invokeCreates a new task in Microsoft Planner with specified details and assignments.
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