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MCP Server

Plan AI exposes your workspace as an MCP server, so an AI coding assistant — Claude Code, Claude Desktop, Cursor — can read your meetings, projects and tasks directly while you work.

The point is the question you can finally ask in your editor: "what did the client actually ask for in Tuesday's call?" — answered from the real transcript, without leaving the terminal or hunting for the meeting.

What the assistant can do

Thirteen tools, scoped to a single workspace:

MeetingsProjects & tasksSearch
get_recent_meetingsget_projectssearch_meetings
get_meeting_detailget_project_detailsearch_tasks
get_taskssemantic_search
get_task_detail
create_task
update_task
list_workspace_members
generate_document

semantic_search is the interesting one: it searches a project's knowledge base by meaning rather than keyword, so "the thing we decided about billing" finds the right discussion even when nobody used the word "billing".

Note that create_task and update_task write. A token is enough to modify your workspace — treat it like a password.

Creating a token

Open Settings → Integrations → MCP and create a token, giving it a name you'll recognise later (Claude Code — MacBook).

The full token is shown once, at creation. If you lose it, revoke it and make a new one — there's no way to read it back.

Connecting

The server speaks Streamable HTTP at /mcp. Most clients connect to it natively; no bridge, no extra package.

Claude Code

bash
claude mcp add --transport http --scope user plan-ai https://api.plan-ai.blueberrybytes.com/mcp --header "Authorization: Bearer YOUR_TOKEN"

Any client with a config file

Add this to the mcpServers block of ~/.claude.json (or your client's equivalent):

json
"plan-ai": {
  "type": "http",
  "url": "https://api.plan-ai.blueberrybytes.com/mcp",
  "headers": {
    "Authorization": "Bearer YOUR_TOKEN"
  }
}

Clients that can't do remote MCP

Some clients still need a local bridge process. Point it at the same /mcp endpoint:

json
"plan-ai": {
  "command": "npx",
  "args": [
    "-y",
    "mcp-remote",
    "https://api.plan-ai.blueberrybytes.com/mcp",
    "--header",
    "Authorization:${AUTH_HEADER}"
  ],
  "env": {
    "AUTH_HEADER": "Bearer YOUR_TOKEN"
  }
}

The token goes in AUTH_HEADER rather than inline because some clients mangle argument values containing spaces, and a Bearer xxx written directly into args can arrive broken — which shows up as an authentication failure with no obvious cause.

Prefer the native connection

The bridge is a fallback. It runs as a child process over stdio, and stdio does not reconnect on its own: after a backend deploy the connection drops and stays down until you restart the client. The native HTTP transport retries with backoff and recovers by itself.

Self-hosting

Replace the host with your own backend. The endpoint path is the same:

https://your-backend.example.com/mcp

Legacy SSE endpoint

/mcp/sse is still served so clients connected before the switch keep working, but SSE is deprecated upstream and new connections should use /mcp. Documentation or config still pointing at /mcp/sse is out of date.

Security

Tokens are workspace-scoped: a token can only reach the workspace it was created in, and only the data that workspace already contains.

Revoke a token from the same settings page — it stops working immediately. Revoke and recreate whenever a machine is lost or a token has been pasted somewhere it shouldn't have been.