One URL. Every AI tool.
Connect Claude, ChatGPT, Cursor or any MCP client to your PlacidPlan workspace. Your AI app can read your board, add tasks, update due dates and check invoice drafts after you sign in and approve access.
https://placidplan.com/mcpQuickstart in three steps
- 1
Add the server URL
Paste the URL above into your AI app as a custom MCP server or connector.
- 2
Sign in and approve
The app opens a PlacidPlan page. Sign in and choose Allow access. Only you can approve access to your workspace.
- 3
Ask in plain language
Try βWhat is due this week?β or βAdd a task to edit episode 14 by Friday.β
Open Settings β Connectors β Add custom connector. Paste the server URL, then sign in and approve access when asked.
In Settings, open Apps & Connectors and create a connector with the server URL (developer mode may need to be turned on). Choose OAuth, then sign in and approve access.
Run this command, then type /mcp inside Claude Code to sign in.
claude mcp add --transport http placidplan https://placidplan.com/mcpAdd this to ~/.cursor/mcp.json, then open Settings β MCP and sign in.
{
"mcpServers": {
"placidplan": {
"url": "https://placidplan.com/mcp"
}
}
}For scripts and clients without OAuth: create a personal token on your account page and send it as a Bearer token.
curl https://placidplan.com/mcp \
-H 'Authorization: Bearer pppt_β¦' \
-H 'Content-Type: application/json' \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'What your AI app can do
Every tool works only on the workspace of the member who approved the connection.
| Tool | What it does | Permission |
|---|---|---|
get_workspace_overview | Workspace name, open and completed task counts, invoice draft count, and the plan from the latest paid order. | workspace:read |
list_tasks | List saved tasks from Project Boards and the calendar, sorted by due date. | workspace:read |
create_task | Add a task to the workspace board. | workspace:write |
update_task | Rename a task, change its due date, or mark it done or open. Use list_tasks to find the id. | workspace:write |
delete_task | Permanently remove one task from the workspace. | workspace:write |
list_invoice_drafts | Saved invoice drafts (client, recipient email, description, amount, currency, date). Drafts are not payment requests. | workspace:read |
Authentication and permissions
- ✓OAuth 2.1 authorization code with PKCE (S256) and dynamic client registration. Discovery: /.well-known/oauth-protected-resource.
- ✓workspace:read lets an app read tasks and invoice drafts. workspace:write lets it create, update and delete tasks.
- ✓Access tokens expire after one hour; refresh tokens rotate on every use. Changing your password or email disconnects every app.
- ✓See and disconnect apps any time on your account page.
Limits and errors
- ✓Up to 300 requests per connection every 5 minutes. Above that the server answers HTTP 429; wait and retry.
- ✓HTTP 401 with a WWW-Authenticate header means the token is missing or expired; refresh it or reconnect.
- ✓Tool problems (for example an unknown task id) return a result with isError: true and a readable message.
- ✓Protocol versions 2025-06-18, 2025-03-26 and 2024-11-05. Single JSON-RPC messages; batches are not supported.