Introducing the OnePlan MCP Server: Your Portfolio, Inside Your AI Assistant
AI assistants are fast becoming the first place leaders turn for answers, yet the data behind strategic investment decisions has stayed buried in reports and dashboards. The new OnePlan MCP Server, now in preview, connects Claude, Microsoft Copilot, and ChatGPT directly to your OnePlan portfolio. Join Brian for a live look at how leaders can ask plain-language questions about strategic priorities, resource capacity, and financial performance, and get trusted answers right in their chat. He’ll also explore what this shift means for how organizations steer investments and how to join the preview through your Customer Success Manager.
Key takeaways:
- Decisions at the speed of the question: Get a clear view of portfolio health, capacity, and budget versus actuals in seconds, without waiting on reports or status meetings.
- Strategy in the tools you already use: Bring portfolio insight into the AI assistant your organization has standardized on, so it’s part of everyday leadership conversations.
- AI adoption with governance built in: Every request respects each user’s existing OnePlan permissions, giving you the speed of AI without giving up control.
