How to Query Live Microsoft Planner Data in Perplexity MacOS Desktop

Perplexity is an AI-powered research and answer engine that allows users to combine web search, structured data, and connected tools through a unified conversational interface. With Perplexity Desktop for macOS, users can bring local tools and data sources directly into their workflow using MCP, enabling fast, context-aware insights powered by live data.

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and enterprise data sources. Using MCP Servers, AI clients such as Perplexity Desktop can securely interact with applications and data, performing actions, retrieving live information, and enabling natural language access to data.

In this article, we guide you through installing the CData MCP Server for Microsoft Planner, configuring the connection to Microsoft Planner, and interacting with your live Microsoft Planner data from Perplexity Desktop.

Step 1: Download and install the CData MCP Server for Microsoft Planner

1. To begin, download the CData MCP Server for Microsoft Planner
2. Find and double-click the installer to begin the installation
3. Drag the CData MCP Server app into the Applications folder

When the installation is complete, you are ready to configure your MCP Server by connecting to Microsoft Planner.

NOTE: Since you downloaded the application from the internet and not the Apple App Store, you may see a warning that the application was not opened because Apple could not verify its security. You may continue with the installation.

Installing a trusted, unverified App

CData's solutions are trusted across the globe by some of the largest software vendors in the world. That said, if you have any concerns about continuing, please consult with your IT and/or security team.

1. In the warning message that pops up, click "Done"
2. Open "System Settings" on your machine and navigate to the "Privacy & Security" page

3. Scroll down to the "Security" section and click "Open Anyway"
4. Authorize the installation (passkey or password)

Step 2: Configure the Connection to Microsoft Planner

1. After installation, you can open the CData MCP Server for Microsoft Planner from the Applications folder on your mac
2. Click the dropdown menu in MCP Configuration > Configuration Name and select "new configuration"
3. Name the configuration (e.g. "cdata_microsoftplanner") and click "OK"

4. Enter the appropriate connection properties in the configuration wizard.

   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.
   
5. Click "Connect" to authenticate with Microsoft Planner through OAuth.
6. Click "Save Configuration" to save the MCP server

With your MCP Server configured, you are ready to connect it to Perplexity Desktop.

Step 3: Connect the MCP Server to Perplexity Desktop

1. Download the Perplexity Desktop application for macOS and sign in with your Pro or Premium account
2. Open Settings > Connectors. If the Perplexity Helper App is not installed, you will be prompted to download it. Install the Helper App, then restart Perplexity Desktop
3. After restarting, return to Settings > Connectors and click Add Connector
4. Select the Simple tab and assign a name for the connector (e.g., "CData Microsoft Planner MCP"). In the Command box, enter the absolute path to your MCP Server executable.

   For example:

   	/Applications/CData MCP Server for Microsoft Planner.app/Contents/Payload/jre/Contents/Home/bin/java \
   	-jar /Applications/CData MCP Server for Microsoft Planner.app/Contents/Payload/lib/cdata.mcp.microsoftplanner.jar \
   	cdata_microsoftplanner
   

   
5. Click Save. Your MCP Server should now appear in the connector list with a "Running" status

Step 4: Query Your Live Microsoft Planner data in Perplexity Desktop

1. Open a new chat in Perplexity Desktop. Click the Sources toggle and enable your MCP Server
2. Start asking questions about your Microsoft Planner data. For example:

   "List all the tables available in my Microsoft Planner data connection."

   

Connect your AI to your Microsoft Planner data today!

CData MCP Servers make it simple to connect Perplexity and other LLM clients to real-time enterprise data. Download a free, 30-day trial and join the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.