Connectors & MCP
The PlanSync MCP connector puts your plan data inside Claude, ChatGPT, and the other assistants your team uses. Ask about a plan or log a touchpoint without switching tabs. The connector signs in over OAuth with scoped permissions: read by default, and writes such as logging touchpoints or creating requirements only with your consent.
Ask your AI assistant about your plans.
The PlanSync MCP connector lets Claude, ChatGPT, and other MCP-compatible assistants answer questions from your plan data. Sign in with OAuth and your PlanSync permissions carry over: read access by default, and any write asks for your consent first.
{
"mcpServers": {
"plansync": { "url": "https://your-workspace.example.com/mcp" }
}
}Features
One connector that lets MCP-compatible AI assistants work with your plans, contacts, documents, requirements, and prospect groups.
Connect with OAuth using your PlanSync login. No API keys to issue, copy, or rotate.
Read access by default. Writes, like logging a touchpoint or creating a requirement, require your consent.
Each connector request runs with your existing PlanSync permissions, so an assistant sees only what you can see.
Step-by-step guides for connecting each supported assistant and automation tool.
PlanSync also connects natively: payroll integrations, fi360 fund data, Outlook and Gmail for sending, Teams, Google Meet, and Zoom (beta) transcripts, CRMs in beta (Salesforce, Wealthbox, HubSpot, Dynamics 365), file storage (Microsoft 365, Google Drive, Box, Egnyte), DocuSign, and Instantly, lemlist, and Apollo for prospecting.
How you use it
Open the setup guide for the assistant you use.
Authorize the connector with your PlanSync login. Access starts read-only.
Ask about a plan, search its documents, or review open requirements. Writes ask for your consent first.
Details
Your plan data inside the assistants you already use
Ask Claude about a plan's match formula, have ChatGPT summarize open requirements across your book, or pull a prospect group into Copilot. The assistant answers from the records you keep in PlanSync.
- Look up plans, plan details, and plan contacts
- Search plan documents from inside your assistant
- Review open requirements across your book
- Browse prospect groups and prospect plan filings
- Log a touchpoint or create a requirement, with your consent
Setup guides for the tools your team runs
Step-by-step guides walk you through connecting PlanSync to each assistant and automation tool.
- Claude and ChatGPT
- Microsoft 365 Copilot and GitHub Copilot
- Gemini and Perplexity
- Cursor
- Zapier
- And other MCP-compatible clients
In practice
Ask about a plan, its documents, or its open requirements from the assistant you already have open. The answers come from your PlanSync records.
Finish a call, then log the touchpoint or create a requirement in PlanSync from your assistant. It asks for your consent before each write.
Connect PlanSync to Zapier through MCP and use plan data in the workflows your team already runs.
FAQ
The Model Context Protocol is an open standard that lets AI assistants connect to outside tools and data. The PlanSync MCP connector lets assistants like Claude and ChatGPT work with your PlanSync data.
With OAuth, using your PlanSync login. There are no API keys to issue or rotate.
Only with your consent. Access is read-only by default, and writes like logging a touchpoint or creating a requirement ask for your approval first.
Plans, plan contacts, documents, requirements, and prospect groups, subject to your existing PlanSync permissions.
Setup guides cover Claude, ChatGPT, Microsoft 365 Copilot, Gemini, Cursor, Zapier, Perplexity, GitHub Copilot, and more. Any MCP-compatible client can connect.
Yes. PlanSync has an open API, so you can build custom integrations with any system your firm runs, alongside MCP and our native integrations.
Six modules share one plan record.
Connectors & MCP works alone. Add other modules and they share its plan data, audit trail, and access controls.
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