Connect an AI Tool (MCP)

Drive your plans from Claude or any MCP client. A signed-in-only feature for advanced users.

liveplanner has an MCP server, so you can connect it to an AI tool you already use, like Claude, and then find, view, create, and edit your plans from inside that tool. Ask the AI to turn a list of tasks into a board, set up a budget sheet, or move the cards that are done, and the result is saved to your account.

You need an account

Connecting an AI tool is a signed-in-only feature, the same as API tokens and teams. The editor, sharing, and real-time collaboration stay account-free for guests, but driving your plans programmatically is an advanced, opt-in capability that needs an account.

Connecting

In your AI tool, add a connector (an MCP server) pointing at https://mcp.liveplanner.app/mcp. Connecting AI Tools has the steps for Claude, Claude Code, Cursor, ChatGPT and others. The first time, your tool opens a liveplanner page titled Connect followed by the tool's name (you'll sign in first if you aren't already). It says which site the access will be sent to: only continue if you recognise it. Choose Connect to approve, or Cancel.

The approval page: an optional Read-only access switch, where the access goes, then Connect.

Approving creates an API token behind the scenes and hands it to your tool. From then on the connection just works. The token is an ordinary API token: it appears in Settings, under Account, then API Tokens, named after the tool, and you can revoke it there any time to disconnect the tool. Like all tokens, it lasts six months; you get a reminder in its last week (by email, where email is set up), and reconnecting the tool then creates a fresh one.

What the AI can do

The connection gives your AI tool these 25 tools.

Plans and tabs

  • Find plans (find_projects): search your plans by name, across your personal library and the shared libraries of every team you belong to.
  • Read a plan (read_project): get a tab's contents as a short text outline, and a picture of it when the AI asks for one.
  • List templates (list_templates): browse the same templates Start Planning offers: boards, spreadsheets, forms and dashboards.
  • Create a plan (create_project): turn a request into a new plan, with one tab or several. A tab can start from a template: ask for "a kanban board" or "a budget sheet" and the AI starts from the ready-made one, then fills in your content. It can also build a dashboard over the plan's other tabs.
  • Add a tab (add_tab): add another tab to an existing plan, from a template or as a dashboard.
  • Update a plan (update_project): rebuild a tab, such as a dashboard, or make a small change to what a tab holds.
  • Share a plan (share_project): turn a plan into a share link to hand to someone. Unless you ask for another level, the AI makes a Participant link: people can add and move cards, write in Sheet cells, comment and vote, but not change a board's columns or settings.
  • Rename a plan (rename_project) and Delete a plan (delete_project): tidy your library from the AI tool, a whole plan or a single tab. Deleting a plan moves it to the Trash; deleting a tab removes it for good.
  • List the Trash (list_trash) and Restore a plan (restore_project): bring back something deleted by mistake, by you or by the AI.

Boards and cards

  • List items (list_items) and Change items (change_items): read and update the cards on a plan's boards (add a task, move it to another column, change its fields). The AI names things the way your board shows them, so it says "In Progress" or "Bug" or "Severity", and liveplanner refuses a column, card type or field the plan doesn't have instead of filing a card where no board shows it.
  • Add a board (add_board) and Change a board (change_board): put a board on a tab, from a ready-made one (Kanban, Sprint, Bug Triage...) or with the columns you name, and later rename it, change its columns or choose which card types it shows.
  • Change card types (change_card_types): add, edit or delete the card types a plan's boards hold, with their own fields. Deleting a type moves its cards to the Trash, as it does in the editor.

Sheets

  • List sheets (list_sheets), Read a sheet (read_sheet), Change a sheet (change_sheet) and Add a sheet (add_sheet): work with the Sheets in a plan, reading cells by A1 address, setting values and formulas, formatting, sorting, and adding a new sheet from rows or CSV.

Forms

  • Add a form (add_form), Read a form (read_form) and Change a form (change_form): build a form on a Form tab, from a starter or from the questions you describe, with its responses going to a board or a sheet you name, then read it back or change its questions, sections and settings.
  • Share a form (share_form) and Try a form (try_form): publish a form's link, close it or delete the link, and fill the form in once as a test, the way the builder's Preview does, to see the card or row a response makes.

Your AI tool may also surface a few ready-made prompts ("Plan this", "Board from tasks" and "Show my plan") as quick actions, so you don't have to know the tool names.

When the AI changes a tab you have open, you see it happen: the change arrives straight away, outlined for a moment in your colour, and a note at the bottom says what changed. Show takes you to it and Undo puts it back (your own Undo shortcut only ever undoes your own edits). Cards, cells and forms it changes arrive live too. Anything you change at the same time is kept. To review or undo a change after its note has gone, see Reviewing and Undoing an Agent's Changes. Something someone else in the plan has selected is off limits: a change that touches it is refused, and the AI is told to leave it out or try again later.

The AI does the thinking; liveplanner checks, saves and shows what it produces. The MCP server runs no AI model of its own. New plans an AI creates land at the root of My Work, like any new plan.

What a connection can and can't touch

By default the token behind a connection has full read and write access to your plans, including the plans in your teams' shared libraries, so only connect tools you trust, and revoke the token if you stop using one. If you'd rather a tool could look but not change anything, switch on Read-only access on the approval page when you connect it: the connection can then find and read your plans (and list your Trash) but can't create, edit, share, rename, delete or restore anything. The block is enforced by our server, not just the tool. Its token shows a Read-only badge in the API Tokens list.

Either way, a connection can't manage your teams or your account: inviting members, changing roles, and deleting things other than plans stay in the app. It can never delete a plan for good either; that stays with you, in the Trash. (A tab it deletes is gone for good.)

Approving a connection creates a token, so it fails if you already have ten tokens that haven't expired; revoke one in API Tokens first.

Connected a tool you no longer use? Open Settings, then Account, then API Tokens, and revoke its token. That cuts off its access at once.

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