Connect Planisware AI with your enterprise tools with one open standard for real time data, actions, and unified insights
Modern AI assistants should not operate in isolation, disconnected from the live project data and workflows that drive your business. Planisware’s standardized interface based on the Model Context Protocol (MCP) closes this gap by connecting Planisware’s AI agent, directly to external systems and AI agents.
MCP is an open standard that enables AI to securely access real‑world data and take action where work actually happens. With MCP, Planisware’s AI agent Oscar becomes a cross‑platform, context‑aware agent that can plug into many systems breaking down data silos, simplifying integrations, and delivering real‑time portfolio intelligence across your enterprise ecosystem.
The MCP feature at a glance
- Open‑standard MCP interface: A universal protocol that replaces custom, one‑off integrations with a single, scalable standard.
- Cross‑platform agent collaboration: Seamless interaction with any MCP‑compatible LLM‑based agent.
- Real‑time data retrieval & actions: Read live data, update records, and trigger workflows across applications.
- Persistent context: Planisware acts as a natural persistent storage and execution space for your MCP workflows.
- Enterprise‑grade foundation: Designed to reduce integration complexity while aligning with Planisware’s PPM, SPM, and agentic AI strategy.
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Use cases
With seamless connections across tools and data sources, the possibilities are virtually endless. Planisware’s AI assistant, Oscar, can pull insights from your ecosystem (external sources, business tools, and collaboration platforms) in real time.
For example:
- Search for up‑to‑date customer / sales pipeline data from an external CRM system like Salesforce when scoping a new project. The gathered key account details, deal statuses, or support issues can be presented alongside project plans to ensure they account for key client commitments and to align initiatives, all without toggling between systems.
- Pull real-time project updates from a team messaging platform such as MS Teams during a meeting or group chat.
- Draw on market, risk, industry trend or regulatory intelligence from external sources to provide external context during project planning and risk management.
To go one step beyond MCP agents, discover Planisware PRISMA, your AI-native operating layer driving navigation, surfacing Gantt views, and streamlining workflows.
Key benefits
The main benefits stem from bringing outside knowledge directly into Planisware’s PPM/SPM ecosystem. By harnessing external data streams and capabilities through a single open standard, we get:
- Enriched decisions through real-time external intelligence
Draw on market, risk, industry, and regulatory data alongside internal project information to improve planning and decision-making through real-time data synergy. - Seamless workflows with reduced manual effort
Eliminate cross-system work, manual handoffs, and tool switching by bringing external data and capabilities directly into Planisware. - Simplified integration with a single open standard
Reduce integration complexity by leveraging a unified approach to connect systems, data streams, and external capabilities across your enterprise. - End-to-end execution with governance and traceability
Initiate actions from anywhere while keeping execution governed, traceable, and aligned within Planisware as a central hub. - A connected AI ecosystem for alignment and scale
Connect projects to the broader enterprise AI ecosystem, preserving context, enabling real-time governed execution across applications, strengthening cross-functional alignment, and supporting intelligent, scalable delivery.
What’s in it for you?
| User profile | How you benefit |
|---|---|
| PMO | Unified oversight without manual consolidation. Aggregate live data from multiple systems into a single, trustworthy view for governance and reporting. Reduce reconciliation effort and improve real‑time portfolio transparency. |
| Project Manager | Less app‑switching, more delivery. Retrieve external updates from chats or during meetings, create or update execution items, and keep plans current through one AI‑driven interface. |
| Portfolio Manager | Better decisions with broader context. Combine market, customer, resource and financial signals from across the enterprise applications to understand trade‑offs and prioritize with confidence. |
| Executive Stakeholder | Holistic, real‑time intelligence you can trust. Get immediate answers grounded in current data across your preferred applications revealing dependencies and trends that impact strategic outcomes. |
| Team Member | Frictionless daily work. Ask Planisware AI to fetch information or take actions across connected tools saving time, reducing errors, and keeping focus on meaningful work. |
Security: Stay in control
Planisware’s MCP implementation is designed with enterprise-grade security and governance at its core.
Planisware MCP server connection is secure and configurable. Using authorization mechanisms such as the OAuth authentication protocol ensures credentials are never shared.
Ready to see how AI interoperability can transform your project and portfolio management?
Planisware MCP is available for all Planisware customers in version 26Q2 and above. Book a demo to explore Planisware’s MCP‑powered AI capabilities in action.
