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Connect Claude & ChatGPT to Meisterplan

Ask your AI which projects are in your plan of record, who is allocated to a project, or how much capacity a role has in Meisterplan. It can create and update projects, add and update milestones and risks, change allocations, create and update resources and record absences. Portfolio questions get answered without building a new view.

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Try asking

  • “Which projects are in our plan of record?”

    The AI finds the plan of record among your scenarios and lists its projects with dates and status.

  • “Who is allocated to the CRM rollout, and how much?”

    It lists the resource and role allocations on that project with their time segments.

  • “Add a go-live milestone on 1 December to the CRM rollout.”

    It adds a milestone with that name and date to the project in the scenario you pick.

What your AI can do

Projects and scenarios

List scenarios, portfolios and programs, and create, read and update projects with dates, status, manager and budgets.

Milestones, risks and financials

Add and update milestones, add risks, and read project comments and planned costs and benefits.

Resources and allocations

Create and update resources, record absences, read role capacity, and change or remove project allocations.

  • “Log a risk on the CRM rollout: data migration may slip, high impact.”

    It adds a risk to the project with impact, likelihood and owner if you give them.

  • “Mark Sofie as absent from 3 to 7 March.”

    It finds the resource and adds an absence for those dates.

  • “What capacity do we have for developers in the plan?”

    It lists role capacities in the scenario so you can see available capacity per role.

138 tools for Meisterplan

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • create_a_user_groupChanges dataCreate a new user. Required: display name. Search users first to avoid duplicates. API summary: Create a User Group.
  • create_calendarChanges dataCreate a new calendar. Required: name or working hours. API summary: Create Calendars.
  • create_calendar_exceptionChanges dataCreate a new exception for a calendar. Required: exceptions. API summary: Update Calendar Exceptions.
  • create_default_calendarChanges dataCreate a new default calendar. Required: id. API summary: Set Default Calendar.
  • create_obs_typeChanges dataCreate a new obs type. Required: name. API summary: Create OBS Type.
  • create_obs_type_unitChanges dataCreate a new unit for a obs type. Required: name. API summary: Create OBS Unit.
  • create_projectChanges dataCreate a project in a scenario with `name`, optionally start, finish, status, manager, program, priority, budgets and custom fields.
  • create_project_actualChanges dataCreate a new actual for a project. Required: booked entity or bookings. Search actuals first to avoid duplicates. API summary: Create or Update Actual Time Worked.
  • create_project_allocationChanges dataCreate a new allocation for a project. Required: allocated entity. API summary: Create or Update Allocations.
  • create_project_financialChanges dataCreate a new financial for a project. Required: type, amount or timing. API summary: Create Financials.
  • create_project_financial_actualChanges dataCreate a new financial actual for a project. Required: type, amount or booking date. API summary: Create Actual Financial Event.
  • create_project_milestoneChanges dataAdd a milestone with `name` and `date` to a project by `scenario_id` and `project_id`, optionally status and phase.
  • create_project_riskChanges dataAdd a risk with `name` to a project by `scenario_id` and `project_id`, optionally owner, impact and likelihood.
  • create_project_taskChanges dataCreate a new task for a project. Required: tool key. API summary: Create or Update Task Management Link.
  • create_resourceChanges dataCreate a resource with `last_name`, optionally first name, email, primary role, cost per hour, calendar and employment period.
  • create_resource_absenceChanges dataAdd an absence for a resource by `resource_id` from `start` to `finish` (dates), optionally half days.
  • create_resource_calendar_deviationChanges dataCreate a new calendar deviation for a resource. Required: deviations. API summary: Update Deviations from the Calendar.
  • create_roleDeletesCreate a new role. Required: name. Search roles first to avoid duplicates. Destructive action; may require approval. API summary: Create Roles.
  • create_scenario_milestone_dependencyChanges dataCreate a new milestone dependency for a scenario. Required: from milestone id or to milestone id. API summary: Create a Milestone Dependency.
  • create_scenario_priorityChanges dataCreate a new priority for a scenario. API summary: Update Priorities.
  • create_scenario_programChanges dataCreate a new program for a scenario. Required: name. Search programs first to avoid duplicates. API summary: Create Programs.
  • create_taskChanges dataCreate a new task. Required: key. API summary: Create or Update Task.
  • create_teamChanges dataCreate a new team. Required: name. Search teams first to avoid duplicates. API summary: Create Teams.
  • create_userChanges dataCreate a new user. Required: user name or emails. Search users first to avoid duplicates. API summary: Create a User.
  • create_webhookDeletesCreate a new webhook. Required: callback url, event types or scenario id. Destructive action; may require approval. API summary: Create Webhook.
  • delete_calendarDeletesPermanently delete a calendar by calendar id. Destructive action; may require approval. API summary: Delete Calendars.
  • delete_obs_typeDeletesPermanently delete a obs type by obs type id. Destructive action; may require approval. API summary: Delete an OBS Type by ID.
  • delete_obs_type_unitDeletesPermanently delete a unit by unit id. Destructive action; may require approval. API summary: Delete an OBS Unit by ID.
  • delete_project_actualDeletesPermanently delete a actual by actuals id. Destructive action; may require approval. API summary: Delete Actual Time Worked by ID.
  • delete_project_actualsMoves moneyPermanently delete a actual by project id. Financial or irreversible action; may require approval. API summary: Delete All Actual Time Worked by Project ID.
  • delete_project_allocationDeletesRemove one allocation from a project by `scenario_id`, `project_id` and `allocation_id`.
  • delete_project_financialDeletesPermanently delete a financial by financials id. Destructive action; may require approval. API summary: Delete Financials.
  • delete_project_financial_actualDeletesPermanently delete a financial actual by actual financial event id. Destructive action; may require approval. API summary: Delete Actual Financial Event.
  • delete_project_milestoneDeletesPermanently delete a milestone by milestone id. Destructive action; may require approval. API summary: Delete Milestones.
  • delete_project_riskDeletesPermanently delete a risk by risk id. Destructive action; may require approval. API summary: Delete Risks.
  • delete_project_tasksMoves moneyPermanently delete a task by project id. Financial or irreversible action; may require approval. API summary: Delete Task Management Link.
  • delete_resourceDeletesPermanently delete a resource by resource id. Destructive action; may require approval. API summary: Delete Resources.
  • delete_resource_absenceDeletesPermanently delete a absence by absence id. Destructive action; may require approval. API summary: Delete Absence.
  • delete_roleDeletesPermanently delete a role by role id. Destructive action; may require approval. API summary: Delete Roles.
  • delete_scenario_milestone_dependencyDeletesPermanently delete a milestone dependency by milestone dependency id. Destructive action; may require approval. API summary: Delete Milestone Dependencies.
  • delete_scenario_programDeletesPermanently delete a program by program id. Destructive action; may require approval. API summary: Delete Programs.
  • delete_scenario_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete Projects.
  • delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete Task.
  • delete_teamDeletesPermanently delete a team by team id. Destructive action; may require approval. API summary: Delete Teams.
  • delete_userDeletesPermanently delete a user by userid. Destructive action; may require approval. API summary: Delete a User by ID.
  • delete_user_group_by_idDeletesPermanently delete a user by usergroupid. Destructive action; may require approval. API summary: Delete User Group by ID.
  • delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete Webhook.
  • get_a_list_of_allocation_commentsList messages for a project. Optional filters: page after. Results are paginated. API summary: Get a List of Allocation Comments.
  • get_a_list_of_user_groupsSearch users by start index, filter or excluded attributes. Use this to find existing users before creating a new user. Results are paginated. API summary: Get a List of User Groups.
  • get_a_user_by_idGet one user by user id. API summary: Get a User by ID.
  • get_a_user_group_by_idGet one user by usergroupid. API summary: Get a User Group by ID.
  • get_an_allocation_comment_by_idGet one message for a project by message id. API summary: Get an Allocation Comment by ID.
  • get_calendarGet one calendar by calendar id. API summary: Get Calendars by ID.
  • get_current_userGet the Meisterplan user the API token belongs to.
  • get_obs_typeGet one obs type by obs type id. API summary: Get an OBS Type by ID.
  • get_obs_type_unitGet one unit for a obs type by unit id. API summary: Get an OBS Unit.
  • get_projectGet one project by `scenario_id` and `project_id`, with dates, status, manager and budgets.
  • get_project_actualGet one actual for a project by actuals id. API summary: Get Actual Time Worked by ID.
  • get_project_allocationGet one allocation for a project by allocation id. API summary: Get Allocations by ID.
  • get_project_financialGet one financial for a project by financials id. API summary: Get Financials by ID.
  • get_project_financial_actualGet one financial actual for a project by actual financial event id. API summary: Get Actual Financial Event by ID.
  • get_project_messageGet one message for a project by message id. API summary: Get a Project Comment by ID.
  • get_project_milestoneGet one milestone for a project by milestone id. API summary: Get Milestones by ID.
  • get_project_riskGet one risk for a project by risk id. API summary: Get Risk by ID.
  • get_resourceGet one resource by `resource_id`.
  • get_resource_absenceGet one absence for a resource by absence id. API summary: Get Absences by ID.
  • get_roleGet one role by role id. API summary: Get Roles by ID.
  • get_scenarioGet one scenario by `scenario_id`.
  • get_scenario_programGet one program for a scenario by program id. API summary: Get Program by ID.
  • get_scenario_role_capacityGet one role capacity for a scenario by role id. API summary: Get the Capacity Segments of a Role.
  • get_sprintGet one sprint by sprint id. API summary: Get Sprint by ID.
  • get_taskGet one task by task id. API summary: Get Task by ID.
  • get_tasks_dynamic_schemaList dynamic schemas. Optional filters: mode. API summary: Get Tasks Dynamic Schema.
  • get_teamGet one team by team id. API summary: Get Team by ID.
  • get_userGet one user by userid. API summary: Get a User by ID.
  • get_webhookGet one webhook by webhook id. API summary: Get Webhook by ID.
  • list_calendar_exceptionsList exceptions for a calendar. Optional filters: start date or end date. API summary: Get a List of Calendar Exceptions.
  • list_calendarsList calendars. API summary: Get a List of Calendars.
  • list_companiesList companies. API summary: Business Goals.
  • list_dynamic_schemasList dynamic schemas. Optional filters: mode. API summary: Teams Dynamic Schema.
  • list_dynamic_schemas_get_dynamic_schema_for_entityList dynamic schemas. Optional filters: entity type or mode. API summary: Dynamic Schema for an entity.
  • list_dynamic_schemas_get_notification_dynamic_schemaList dynamic schemas. API summary: Notification Dynamic Schema.
  • list_dynamic_schemas_get_obs_dynamic_schemaList dynamic schemas. Optional filters: mode. API summary: OBS Dynamic Schema.
  • list_dynamic_schemas_get_project_dynamic_schemaList dynamic schemas. Optional filters: mode. API summary: Project Dynamic Schema.
  • list_dynamic_schemas_get_task_management_link_dynamic_schemaList dynamic schemas. Optional filters: mode. API summary: Task Management Link Dynamic Schema.
  • list_obs_type_unitsList units for a obs type. API summary: Get all OBS Units.
  • list_obs_typesList obs types. API summary: Get all OBS Types.
  • list_portfoliosList portfolios.
  • list_programsList programs in a scenario by `scenario_id`.
  • list_project_allocationsList resource and role allocations on a project by `scenario_id` and `project_id`.
  • list_project_commentsList comments on a project by `scenario_id` and `project_id`.
  • list_project_financial_actualsList financial actuals for a project. API summary: Get a List of Actual Financial Events.
  • list_project_financialsList planned financial events (costs and benefits) of a project by `scenario_id` and `project_id`.
  • list_project_milestonesList milestones of a project by `scenario_id` and `project_id`.
  • list_project_risksList risks on a project by `scenario_id` and `project_id`.
  • list_project_tasksList tasks for a project. API summary: Get Task Management Link.
  • list_projectsList projects in a scenario by `scenario_id`; `filter` is a JSON string of exact-match properties, with `limit`/`page_after` paging.
  • list_resource_absencesList absences of a resource by `resource_id`, optionally between `start_date` and `finish_date`.
  • list_resource_calendar_deviationsList calendar deviations for a resource. Optional filters: start or finish. API summary: Get Deviations from the Calendar.
  • list_resourcesList resources (people and other capacity), with `filter` (JSON string of exact-match properties) and paging.
  • list_role_capacitiesList role capacities in a scenario by `scenario_id`.
  • list_rolesList roles, optionally with a `filter`.
  • list_scenario_milestone_dependenciesList milestone dependencies for a scenario. Optional filters: page after. Results are paginated. API summary: Get a List of Milestone Dependencies.
  • list_scenariosList scenarios (the plan of record and what-if plans) with their IDs. Most project tools need a scenario_id.
  • list_schemasList schemas. API summary: Get Schemas.
  • list_tasksList tasks. Optional filters: page after. Results are paginated. API summary: Get a List of Tasks.
  • list_teamsList teams, with `filter` and paging.
  • list_usersList Meisterplan users, with `filter` and paging.
  • list_webhooksList webhooks. Optional filters: page after. Results are paginated. API summary: Get a List of Webhooks.
  • search_project_actualsSearch actuals for a project by page after or filter. Use this to find existing actuals before creating a new actual. Results are paginated. API summary: Get a List of Actual Time Worked.
  • search_resources_or_create_resourcesChanges dataSearch resources by auto create. Use this to find existing resources before creating a new resource. API summary: Find Or Create Resources.
  • search_usersSearch users by start index or filter. Use this to find existing users before creating a new user. Results are paginated. API summary: Get a List of Users.
  • update_a_user_group_by_idChanges dataUpdate an existing user identified by usergroupid. Only the fields you pass are changed. API summary: Update a User Group by ID.
  • update_calendarChanges dataUpdate an existing calendar identified by calendar id. Only the fields you pass are changed. API summary: Update Calendars.
  • update_obs_typeChanges dataUpdate an existing obs type identified by obs type id. Only the fields you pass are changed. API summary: Update OBS Types.
  • update_obs_type_unitChanges dataUpdate an existing unit identified by unit id. Only the fields you pass are changed. API summary: Update an OBS Unit.
  • update_projectChanges dataUpdate a project by `scenario_id` and `project_id`: name, dates, status, manager, priority, budgets or notes.
  • update_project_allocationChanges dataReplace the time segments of an allocation by `scenario_id`, `project_id` and `allocation_id`; each segment has start, finish and fte, hours or days.
  • update_project_allocationsVisible to othersUpdate an existing allocation identified by project id. Has effects visible outside this system. API summary: Replace Allocations.
  • update_project_financialChanges dataUpdate an existing financial identified by financials id. Only the fields you pass are changed. API summary: Update Financials.
  • update_project_financial_actualChanges dataUpdate an existing financial actual identified by actual financial event id. Only the fields you pass are changed. API summary: Update Actual Financial Event.
  • update_project_financial_actualsVisible to othersUpdate an existing financial actual identified by project id. Has effects visible outside this system. API summary: Replace Actual Financial Events.
  • update_project_financialsVisible to othersUpdate an existing financial identified by project id. Has effects visible outside this system. API summary: Replace Financials.
  • update_project_milestoneChanges dataUpdate a milestone by `scenario_id`, `project_id` and `milestone_id`: name, date, status or phase.
  • update_project_milestonesVisible to othersUpdate an existing milestone identified by project id. Has effects visible outside this system. API summary: Replace Milestones.
  • update_project_riskChanges dataUpdate an existing risk identified by risk id. Only the fields you pass are changed. API summary: Update Risks.
  • update_project_risksVisible to othersUpdate an existing risk identified by project id. Has effects visible outside this system. API summary: Replace Risks.
  • update_project_tasksVisible to othersUpdate an existing task identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Task Management Link.
  • update_resourceChanges dataUpdate a resource by `resource_id`: name, email, primary role, cost rate, calendar or employment period.
  • update_resource_absenceChanges dataUpdate an existing absence identified by absence id. Only the fields you pass are changed. API summary: Update Absences.
  • update_resource_absencesVisible to othersUpdate an existing absence identified by resource id. Has effects visible outside this system. API summary: Replace Absences.
  • update_roleDeletesUpdate an existing role identified by role id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Roles.
  • update_scenario_programChanges dataUpdate an existing program identified by program id. Only the fields you pass are changed. API summary: Update Programs.
  • update_scenario_role_capacityDeletesUpdate an existing role capacity identified by role id. Destructive action; may require approval. API summary: Update the Capacity Segments of a Role.
  • update_tasksVisible to othersUpdate an existing task identified by project id. Has effects visible outside this system. API summary: Replace Tasks.
  • update_teamChanges dataUpdate an existing team identified by team id. Only the fields you pass are changed. API summary: Update Teams.
  • update_userChanges dataUpdate an existing user identified by userid. Only the fields you pass are changed. API summary: Update a User by ID.
  • update_webhookDeletesUpdate an existing webhook identified by webhook id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Webhook Status.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Meisterplan from the app list.

  2. 2

    Paste your key

    Paste two values: your Meisterplan region (eu or us) and an API token that starts with mp-api-. You need the Access Meisterplan APIs right. In Meisterplan click your profile picture > My Profile, then Manage Apps > API Tokens > Add API Token. Copy the whole token, including mp-api-, since it is shown only once.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Meisterplan?

The AI can read scenarios, portfolios, programs, projects, allocations, milestones, risks, comments, planned financials, resources, absences, roles, role capacities, teams and users. It can create and update projects, create and update milestones, add risks, create and update resources, add absences, update allocations and remove an allocation.

Does the AI see my Meisterplan credentials?

No. Your Meisterplan region and API token are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Changing or removing an allocation changes who is planned on a project, so those tools can require your approval before they run. You can also keep the AI to reading your portfolio. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Meisterplan account.

What is a scenario in Meisterplan?

Meisterplan keeps your plan of record and any what-if plans as scenarios. Most project tools need a scenario ID, so the AI first lists your scenarios and then works in the one you name. That way you can try changes in a what-if scenario before touching the plan of record.

Related integrations

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