All work

01 / Selected work

Planner MCP + App

Bringing Planner to where people already work: an MCP server that lets people and agents plan, track and update work in natural language, and MCP apps that answer back with interactive UI.

  • Microsoft Planner
  • Live
  • MCP server
  • MCP apps

01 / MCP apps

MCP apps

Planner MCP app demo

Demo

Getting actual tasks in VSCode

A table of 5 tasks in FHL2026 returned as text inside VS Code

Tasks and plans

Planner MCP app showing a task list with a priority picker open

Meetings and Meeting plans

Work IQ app showing a list of meetings

Scalability to any AI tool

Team workload card shown in another AI tool

02 / What is an MCP?

What is an MCP?

What is an MCP?

MCP: A Protocol to provide Context to the Model.

Planner MCP

  • Connecting agents/users directly to the system of records from the Planner backend.
  • Bringing Planner tasks to users where they are working.
  • Currently exposes plans, tasks, goals as structured tools that AI agents can call.
A chat asking which tasks are yet to be assigned for the goal GTM Strategy in the Product Launch plan, answered with a task list

AI clients / surfaces

Current

  • GitHub Copilot + VS Code
  • GitHub Copilot CLI
  • Agent 365 SDK / CLI

Coming soon

  • Microsoft Copilot Studio
  • Microsoft Foundry
A table of the 5 tasks in FHL2026 with status, priority and due date

03 / Who we solve for

Who we solve for

Who are we solving for?

  1. Low code developers leveraging mcps/bots using Microsoft Copilot Studio to simplify their WM scenarios.
  2. Pro-developers using Agentic pipelines and apps using Agent 365, Foundry etc.
  3. Partner MCP teams to connect 1P DAs and DWs to Planner.
Logos: Copilot Studio, Project lobster (Open Claw), Microsoft Foundry, Word, PowerPoint, Researcher, Analyst and Work IQ

Who are we solving for?

Human as a user

Four people

People who want conversational work management, without breaking flow.

  • Reduce drudgery + cognitive load and keep momentum in the surface they’re already using

Agent as a user

Researcher: Fast insights to prep for your next meeting. PowerPoint (Frontier): Create clean, professional slides in minutes.

Agents + digital workers executing workflows and reasoning over Planner data.

  • Help humans collaborate with digital workers

Human and agent, using the MCP

Human as a user using mcp: a chat asking for unassigned tasks and getting a task list
Agent on behalf of human using mcp: a request for a risk report that searches tasks and dependencies and returns a document

Human as a user: their needs

A human who wants to manage work without context switching.

  • Understand & analyse quickly: overdue work, status, priority
  • Update & manage safely: reassign, re-prioritize etc.

Agent as a user: their needs

An agent that needs reliable tools + predictable outputs.

  • Agents are probabilistic but the output that users expect is deterministic
  • coherent, complete and accurate

04 / How it works

How it works

How Planner MCP works

  1. User promptNatural language request
  2. LLM understands intentCreate plan
    Add tasks
    Set properties
  3. Agent calls toolsTool orchestration:
    Agent → MCP server → Planner APIs
  4. Backend executesPlan gets created in database. Tasks stored and linked to plan, goals, and assignments
  5. Agent composes responseHuman-friendly output
  6. User promptNatural language request
  7. User gets an answerUI renders actions and results

How Planner MCP works: jobs and response design

  1. User promptNatural language request
  2. LLM understands intentCreate plan
    Add tasks
    Set properties
  3. Agent calls toolsTool orchestration:
    Agent → MCP server → Planner APIs    Jobs → Tools
  4. Backend executesPlan gets created in database. Tasks stored and linked to plan, goals, and assignments
  5. Agent composes responseHuman-friendly output
  6. User promptNatural language requestResponse design (UX assertions)
  7. User gets an answerUI renders actions and results

05 / Jobs & tools

Jobs & tools

Tools ← Jobs

Spreadsheet of test cases for the Planner MCP quality bar, with test id, category, prompt, expected response and assertions
Quality – Planner MCP: test cases per tool.

Tools ← Jobs: Capture work

Capture work user intent with create task test cases, scenarios, prompts and UX assertions
Example: the Capture work job, with scenarios, prompts and UX assertions for each test case.

Tools ← Jobs: overview

Overview of the test case spreadsheets and the MCP tools table

User jobs: IPM + IC highlighted

Plan lifecycle: IPM + IC (highlighted)

Plan setup

  • Create basic plan
  • Create shared plan
  • Create Goal
  • Rename plan
  • Query plan
  • Filter plans

Capture work

  • Create basic task
  • Create task with properties (one and more)
  • Create a task mapping to a goal
  • Bulk tasks creation
  • Create task across multiple plans

Structure & Organise

  • Map/unmap task to Goal
  • Assign/re-assign, bulk assignment
  • Prioritise, update, Bulk prioritisation
  • Query tasks with filters, properties, bulk
  • Move tasks
  • Cross-plan task movement

Track and update work

  • Update fields/ task properties (one and many)
  • Update plan fields (one and many)
  • List tasks
  • List tasks, multiple plans
  • Stay on top: show all tasks, plans assigned to me, due, at risk
  • Track dependencies across tasks/plans

Understand work

  • View tasks in plans
  • View task details
  • Query task details
  • View plans
  • View plan details
  • View goals
  • Identify risks/ blockers

Maintain and cleanup

  • Delete task
  • Delete plan
  • Remove stale or duplicate tasks/ plans

Share and collaborate

  • Share plan
  • Invite/manage collaborators
  • Comment
  • Share task updates

User jobs → tools

Plan lifecycle: IPM + IC

Plan setup

  • Create basic plan
  • Create shared plan
  • Create Goal
  • Rename plan
  • Query plan
  • Filter plans
  • CreatePlan
  • CreateGoal
  • UpdateGoal
  • QueryTaskInPlan

Capture work

  • Create basic task
  • Create task with properties (one and more)
  • Create a task mapping to a goal
  • Bulk tasks creation
  • Create task across multiple plans
  • CreateTask

Structure & Organise

  • Map/unmap task to Goal
  • Assign/re-assign, bulk assignment
  • Prioritise, update, Bulk prioritisation
  • Query tasks with filters, properties, bulk
  • Move tasks
  • Cross-plan task movement
  • UpdateTask
  • UpdatePlan

Track and update work

  • Update fields/ task properties (one and many)
  • Update plan fields (one and many)
  • List tasks
  • List tasks, multiple plans
  • Stay on top: show all tasks, plans assigned to me, due, at risk
  • Track dependencies across tasks/plans
  • UpdateTask
  • QueryTaskInPlan
  • GetTask
  • QueryPlans
  • List plan

Understand work

  • View tasks in plans
  • View task details
  • Query task details
  • View plans
  • View plan details
  • View goals
  • Identify risks/ blockers
  • GetTask
  • GetPlan
  • GetGoal
  • QueryGoalsInPlan

Maintain and cleanup

  • Delete task
  • Delete plan
  • Remove stale or duplicate tasks/ plans

Share and collaborate

  • Share plan
  • Invite/manage collaborators
  • Comment
  • Share task updates

CreateGetQueryUpdate

06 / Tools

Tools

Shipped tools

#Tool nameDescription
1CreateGoalCreates a new goal in a Planner plan. Side effect: permanently adds a new goal to the specified plan.
2CreatePlanCreates a new Planner plan. Defaults to private; provide a group ID for a shared group plan. Side effect: permanently adds a new plan to the user’s Planner.
3CreateTaskCreates a new task in a Planner plan. Returns the created task with assignee name and email if assigned. Side effect: permanently adds a new task to the specified plan.
4GetGoalRetrieves a Planner goal by ID, including title, status, and finish date. Read-only.
5GetPlanRetrieves plan details by ID, including title, container, creation info, and members for group/roster plans. Read-only.
6GetTaskRetrieves a task by ID, including title, status, priority, dates, assignments, bucket, checklist items, links, subtask info, and linked goal IDs. Read-only.
7GetUserGroupsLists the Microsoft 365 unified groups the current user belongs to. Used to pick a group when creating a group-based plan. Read-only.
8QueryGoalsInPlanRetrieves goals from a plan, optionally filtered by status or due date. Requires a plan ID (use QueryPlans first). Read-only.
9QueryPlansLists the most recently used plans by the current user. Used to discover plan IDs before querying tasks or goals. Read-only.
10QueryTaskInPlanRetrieves tasks from a plan, optionally filtered by assignee, status, priority, bucket, or goal. Returns up to 400 tasks with pagination support. Read-only.
11UpdateGoalUpdates one or more properties of a Planner goal. Side effect: permanently modifies the goal.
12UpdatePlanUpdates a plan’s title, container (group), or members. Moving to a group is irreversible. Side effect: permanently modifies the plan.
13UpdateTaskUpdates one or more properties of a Planner task. Side effect: permanently modifies the task.