Getting Started with the CData Connect AI Python SDK for Microsoft Planner

The CData Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client that lets you fetch and act on live Microsoft Planner data with standard Python database code. Because Connect AI provides the connectivity: you install one package, authenticate with a Personal Access Token, and query Microsoft Planner (and every other source connected in Connect AI) using the same familiar connect() / cursor() / fetchall() pattern you already know from libraries like sqlite3 and psycopg2.

This guide walks through connecting Microsoft Planner in Connect AI, generating a Personal Access Token, installing the SDK, and reading (and, where supported, writing) live Microsoft Planner data.

Prerequisites

• An account in CData Connect AI
• Python 3.8 or higher
• An active Microsoft Planner account with valid credentials

Connect to Microsoft Planner in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Microsoft Planner" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Microsoft Planner.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

   1. Extracts the access token from the callback URL and authenticates requests.
   2. Obtains a new access token when the old one expires.
   3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
   
4. Click Save & Test
5. Navigate to the Permissions tab and update the user-based permissions.

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

1. Click the Gear icon () at the top right of the Connect AI app to open the Settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The PAT is only visible at creation, so copy it and store it securely.

Install the SDK

Install the SDK from PyPI with pip:

pip install cdata-connect-ai

Connect and Run Your First Query

Connect with your account email and PAT, then query sys_tables to discover every table available across your connected sources. Identifiers in Connect AI are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, MicrosoftPlanner1).

import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)
cur = conn.cursor()

# Discover what's available across your connected sources
cur.execute("SELECT CatalogName, SchemaName, TableName FROM sys_tables LIMIT 25")

for row in cur.fetchall():
    print(row)

Pick any table from the results and query it directly:

cur.execute(
    "SELECT TaskId, startDateTime "
    "FROM [MicrosoftPlanner1].[MicrosoftPlanner].[Tasks] "
    "LIMIT 10"
)

for row in cur.fetchall():
    print(row)

Write Back to Microsoft Planner

When the data source and your connection permissions allow it, the same cursor runs INSERT, UPDATE, and DELETE statements. Bind values with pyformat (%(name)s) parameters, exactly as you would for a filtered read, and check cursor.rowcount for the number of affected rows.

# Insert a new record
cur.execute(
    "INSERT INTO [MicrosoftPlanner1].[MicrosoftPlanner].[Tasks] (TaskId) "
    "VALUES (%(newvalue)s)",
    {"newvalue": "Example value"},
)
print(f"Rows inserted: {cur.rowcount}")

# Update existing records
cur.execute(
    "UPDATE [MicrosoftPlanner1].[MicrosoftPlanner].[Tasks] "
    "SET startDateTime = %(newvalue)s "
    "WHERE TaskId = 'BCrvyMoiLEafem-3RxIESmUAHbLK'",
    {"newvalue": "Updated value"},
)
print(f"Rows updated: {cur.rowcount}")

conn.close()

Note: Even for writable sources, a read-only PAT or connection permission will reject write operations. The same parameterized pattern also covers DELETE statements and stored procedures through cursor.callproc().

That is the entire workflow: one package, a PAT, and standard DB-API calls. Because the SDK returns a normal DB-API connection, it drops straight into the rest of the Python data ecosystem. From here you can load Microsoft Planner data into pandas, build ETL pipelines with petl, or power a Dash web app, all using this same connection.

More Information and Free Trial

Now you can query live Microsoft Planner data from Python through the CData Connect AI Python SDK. For more information on connecting to Microsoft Planner (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Microsoft Planner data in Python.