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Connecting AI Assistants (MCP)

ProcessPlan includes a built-in MCP (Model Context Protocol) server. MCP is an open standard that lets AI assistants connect to your business tools. Once connected, your assistant can look up your process templates, check on running processes, review tasks and field values, and even complete tasks for you, all in plain conversation.

What your assistant can do

Section titled “What your assistant can do”

With a ProcessPlan connection, your AI assistant can:

  • List your process templates and inspect their steps and fields
  • List pending and completed process instances
  • Look up the tasks and field values of any process instance
  • See the tasks assigned to you
  • List the users and user groups in your account
  • Review your account’s audit log
  • Complete a pending task by submitting one of its responses

Everything the assistant sees is limited to your account, filtered by the same permissions as the user whose API token it uses. Task completions are recorded just like task responses submitted in the app.

The connection is for keeping up with work and reporting on it, not for redesigning it. An outside assistant cannot change how a process is built through this connection. To design or change a process in conversation, work with your AI Strategist inside ProcessPlan, where every change is shown to you and made only on your confirmation.

Set up the connection

Section titled “Set up the connection”
  1. Create an API token in ProcessPlan: open your user profile and create a new API token. See API Authentication for details. Consider creating a dedicated user profile for AI integrations so its activity is easy to recognize.
  2. Give your MCP client the server URL and your token:
    • Server URL: https://apius0.processplan.com/api/v4/mcp
    • Authentication: send your API token as a Bearer token (an Authorization: Bearer <your token> header) or in a header named tkn_id

Example configuration

Section titled “Example configuration”

Most MCP clients accept a JSON configuration like this, replacing your-token with your API token:

{
  "mcpServers": {
    "processplan": {
      "type": "http",
      "url": "https://apius0.processplan.com/api/v4/mcp",
      "headers": {
        "Authorization": "Bearer your-token"
      }
    }
  }
}

Security notes

Section titled “Security notes”
  • Your API token carries the identity and permissions of the user who created it. The assistant can see and do exactly what that user can, nothing more.
  • Treat the token like a password. Anyone who has it can access your ProcessPlan data. You can delete the token from your user profile at any time to revoke access immediately.
  • Users with read-only access can browse data through MCP but cannot submit task responses.