Microsoft Tasks and Planner MCP server
Microsoft Tasks and Planner provides two complementary task management services through the Microsoft Graph API. Microsoft To Do is a personal task management service for organizing tasks across Microsoft 365 with support for reminders, due dates, recurrence, and categories. Microsoft Planner is a team-oriented service that enables groups to create plans, organize tasks into buckets, assign work, and track progress. With this MCP server, AI agents can manage personal task lists, create and assign team tasks, organize work into plans and buckets, track progress with checklists, and sync incremental changes — all from natural language instructions.
Setting up an MCP server
This article covers the standard steps for creating an MCP server in AI Gateway and connecting it to an AI client. The steps are the same for every integration — application-specific details (API credentials, OAuth endpoints, and scopes) are covered in the individual application pages.
Before you begin
You'll need:
- Access to AI Gateway with permission to create MCP servers
- API credentials for the application you're connecting (see the relevant application page for what to collect)
Create an MCP server
Find the API in the catalog
- Sign in to AI Gateway and select MCP Servers from the left navigation.
- Select New MCP Server.
- Search for the application you want to connect, then select it from the catalog.
Configure the server
- Enter a Name for your server — something descriptive that identifies both the application and its purpose (for example, "Zendesk Support — Prod").
- Enter a Description so your team knows what the server is for.
- Set the Timeout value. 30 seconds works for most APIs; increase to 60 seconds for APIs that return large payloads.
- Toggle Production mode on if this server will be used in a live workflow.
- Select Next.
Configure authentication
Enter the authentication details for the application. This varies by service — see the Authentication section of the relevant application page for the specific credentials, OAuth URLs, and scopes to use.
Configure security
- Set any Rate limits appropriate for your use case and the API's own limits.
- Enable Logging if you want AI Gateway to record requests and responses for auditing.
- Select Next.
Deploy
Review the summary, then select Deploy. AI Gateway provisions the server and provides a server URL you'll use when configuring your AI client.
Connect to an AI client
Once your server is deployed, you'll need to add it to the AI client your team uses. Select your client for setup instructions:
Tips
- You can create multiple MCP servers for the same application — for example, a read-only server for reporting agents and a read-write server for automation workflows.
- If you're unsure which OAuth scopes to request, start with the minimum read-only set and add write scopes only when needed. Most application pages include scope recommendations.
- You can edit a server's name, description, timeout, and security settings after deployment without redeploying.
Authentication
Microsoft Tasks and Planner uses OAuth 2.0 authentication through Microsoft Graph. Register an application in Azure AD to obtain your client credentials and configure the authorization endpoints.
- Authorization URL:
https://login.microsoftonline.com/common/oauth2/v2.0/authorize - Token URL:
https://login.microsoftonline.com/common/oauth2/v2.0/token - Client ID: Generated from Azure AD app registration
- Client Secret: Generated from Azure AD app registration
Replace common with your tenant ID for single-tenant configurations.
Required scopes depend on usage:
| Scope | Purpose |
|---|---|
openid | OpenID Connect sign-in |
profile | Read the user's basic profile |
User.Read | Read the signed-in user's profile |
Group.Read.All | Read group data for Planner plans (delegated/application) |
Group.ReadWrite.All | Read and write group data for Planner plans (delegated/application) |
Tasks.Read | Read user's To Do and Planner tasks (delegated) |
Tasks.ReadWrite | Read and write user's To Do and Planner tasks (delegated) |
offline_access | Maintain access with a refresh token for long-lived sessions |
Available tools
These tools cover personal task management (To Do) and team project planning (Planner) through the Microsoft Graph API.
Microsoft To Do
| Tool | Description |
|---|---|
| List task lists | Get all personal task lists from the user's mailbox |
| Create task list | Create a new personal task list |
| Get task list | Retrieve a specific task list by ID |
| Update task list | Rename or modify a task list |
| Delete task list | Remove a task list and its tasks |
| List tasks | Get all tasks within a task list |
| Create task | Create a new task with title, due date, reminders, recurrence, and categories |
| Get task | Retrieve a specific task by ID |
| Update task | Modify task properties such as status, due date, or body |
| Delete task | Remove a task from a list |
| Delta sync | Get incremental changes to tasks since the last sync |
Microsoft Planner
| Tool | Description |
|---|---|
| List my plans | Get all Planner plans the current user is a member of |
| List my tasks | Get all Planner tasks assigned to the current user |
| Create plan | Create a new plan within a Microsoft 365 group |
| Get plan | Retrieve a specific plan by ID |
| Update plan | Modify plan properties such as title |
| Delete plan | Remove a plan and all its tasks |
| Get plan details | Retrieve plan metadata including category descriptions |
| Update plan details | Modify plan-level category labels and descriptions |
| List plan tasks | Get all tasks within a plan |
| Create task | Create a new task with assignments, bucket, priority, due date, and labels |
| Get task | Retrieve a specific Planner task by ID |
| Update task | Modify task properties such as progress, assignments, or priority |
| Delete task | Remove a task from a plan |
| Get task details | Retrieve extended task data including checklists and external references |
| Update task details | Modify checklists and references on a task |
| List buckets | Get all buckets within a plan |
| Create bucket | Create a new bucket for organizing tasks |
| Get bucket | Retrieve a specific bucket by ID |
| Update bucket | Rename or reorder a bucket |
| Delete bucket | Remove a bucket from a plan |
| List bucket tasks | Get all tasks within a specific bucket |
Tips
Use To Do for personal tasks and Planner for team projects so the agent routes work to the right service based on whether it's individual or collaborative.
Name task lists and plans descriptively so the agent can find and reference them reliably across conversations.
Organize Planner tasks into buckets like "To Do", "In Progress", and "Done" to give the agent a clear structure for creating and moving tasks.
Set due dates and reminders on tasks so the agent can surface upcoming deadlines and overdue items proactively.
Assign Planner tasks to specific team members to let the agent track ownership and follow up on progress by person.
Limit scopes to read-only (Tasks.Read, Group.Read.All) when the agent only needs to report on tasks, and grant write scopes only when task creation or updates are required.
Cequence AI Gateway