AI Connectors — Claude, ChatGPT & Manus
Plannor exposes a secure Model Context Protocol (MCP) server that lets AI assistants query your NDIS data using natural language. Claude and ChatGPT use an automatic OAuth login flow. Manus uses a manually pasted bearer token.
Find your MCP URL and access keys: Settings → AI & MCP in your Plannor dashboard.
| Connector | Auth method | Auto login redirect? | Plan required |
|---|---|---|---|
| Claude (claude.ai) | OAuth 2.0 PKCE — automatic | ✅ Yes | Free (1 connector), Pro, Max, Team, Enterprise |
| ChatGPT | OAuth 2.0 PKCE — automatic | ✅ Yes | Plus, Pro, Business, Enterprise (not Free) |
| Manus | Bearer token — manual paste | ❌ No | Any Manus plan |
Connecting Claude (claude.ai)
Claude handles authentication automatically — you just paste the MCP URL and it redirects you to Plannor to log in. Available on all Claude plans (Free users get one custom connector slot).
1
In Plannor go to Settings → AI & MCP and copy your MCP Server URL.
2
Open claude.ai. Click your profile or the sidebar menu and choose Customize. Then open the Connectors tab.
3
Click the "+" button, then select "Add custom connector".
4
Paste your Plannor MCP URL into the server URL field. Leave OAuth Client ID and Secret blank — Plannor auto-discovers these. Click "Add".
5
Claude redirects you to the Plannor login page. Sign in with your Plannor credentials.
6
A consent screen lists the tools Plannor will share with Claude. Click "Allow Access". You're redirected back to Claude — the connector is now listed as connected.
7
To use it in a conversation, click the "+" button at the bottom left of any chat → Connectors → toggle Plannor on.
Team / Enterprise plans: Owners must first add the connector org-wide via Organization settings → Connectors → Add → Custom → Web. Members then connect individually from Customize → Connectors.
Connecting ChatGPT
ChatGPT requires Developer Mode to be enabled before you can add a custom MCP connector. Requires a Plus, Pro, Business, or Enterprise plan — not available on Free.
Step 1 — Enable Developer Mode (one-time setup)
1
Open chatgpt.com. Click your profile icon (top-right or sidebar) → Settings.
2
Go to Apps & Connectors → scroll to the bottom → click Advanced Settings.
3
Toggle Developer Mode to ON. This unlocks the ability to add custom MCP connectors.
Step 2 — Add the Plannor connector
4
In Plannor go to Settings → AI & MCP and copy your MCP Server URL.
5
Back in ChatGPT go to Settings → Apps & Connectors and click "Create".
6
Fill in the form:
- Name: Plannor (or any name you like)
- Description: e.g. "NDIS participant management tools"
- Connector URL: paste your MCP Server URL
- Authentication: leave as OAuth — ChatGPT discovers it automatically
7
Click "Create". ChatGPT redirects you to the Plannor login page. Sign in with your Plannor credentials.
8
A consent screen appears. Click "Allow Access". You're redirected back to ChatGPT and the connector is listed as connected.
9
In any ChatGPT conversation, toggle the Plannor connector on from the tools panel to start using it.
If you see "Something went wrong" the first time after clicking Allow, click Reconnect — this is a known ChatGPT behavior on first connection and it succeeds on the second attempt.
Connecting Manus
Manus does not support an OAuth login redirect for custom MCP servers. Instead you generate a personal access key in Plannor and paste it directly into Manus.
Step 1 — Generate an access key in Plannor
1
Go to Settings → AI & MCP → Access Keys and click "New Key".
2
Enter a name (e.g. Manus) and click Generate. Copy the token immediately — it is only shown once.
3
Also copy your MCP Server URL from the same page.
Step 2 — Add the server in Manus
4
Open manus.im. Click Settings → Connectors → "Add connectors".
5
Select the "Custom MCP" tab → click "Add custom MCP server" → choose "Direct configuration".
6
Fill in the fields:
- Name: Plannor
- Transport type: HTTP
- Server URL: paste your MCP Server URL
- Custom header name:
Authorization - Header value:
Bearer <paste-your-token-here>
7
Click "Try it out" or "Save". Manus connects to Plannor and retrieves the list of available tools. You're ready to go.
Keep your access key secret. Anyone with this key can query your organisation's Plannor data. If you suspect it has been exposed, go to Settings → AI & MCP → Access Keys, delete the compromised key, generate a new one, and update it in Manus.
Example Prompts
Once connected on any platform you can ask things like:
- "List all my active participants."
- "Search for participant John Smith and show me his current goals."
- "Add a new participant named Emma Brown, NDIS number 12345678, date of birth 15 March 1990."
- "How much of Maria Santos' core supports budget has been used this month?"
- "Which staff members have incomplete timesheets from last week?"
- "List all participants whose NDIS plans expire in the next 3 months."
- "Write a 6-month progress report for John Smith based on his goals and recent notes."
What Data the Connector Can Access
| Data | Access |
|---|---|
| Participant profiles (name, NDIS number, plan dates, funding type) | Read & Write |
| Goals and goal activities | Read & Write |
| Care plans | Read & Write |
| Funding lines and budgets | Read & Write |
| Medications | Read only |
| Staff profiles | Read only |
| NDIS support catalogue items | Read only |
Data Privacy: When using Claude or ChatGPT, your queries and any data returned pass through Anthropic or OpenAI servers respectively. Only enable these integrations if your organisation's privacy policy permits sharing participant data with third-party AI services. Check with your privacy officer before connecting. You can revoke access at any time from Settings → AI & MCP.
Revoking Access
Claude / ChatGPT — Go to Settings → AI & MCP → Connected AI Apps and click Disconnect next to the connection. The token is invalidated immediately.
Manus — Go to Settings → AI & MCP → Access Keys and delete the key. It is revoked the moment it is deleted.