|
| 1 | +# Plane MCP Server - Pages API Setup Guide |
| 2 | + |
| 3 | +## Quick Start |
| 4 | + |
| 5 | +### 1. Install |
| 6 | +```bash |
| 7 | +npm install -g @makeplane/plane-mcp-server |
| 8 | +``` |
| 9 | + |
| 10 | +### 2. Configure Your MCP Client |
| 11 | + |
| 12 | +#### For Claude Desktop |
| 13 | + |
| 14 | +Edit `~/Library/Application Support/Claude/claude_desktop_config.json`: |
| 15 | + |
| 16 | +```json |
| 17 | +{ |
| 18 | + "mcpServers": { |
| 19 | + "plane": { |
| 20 | + "command": "npx", |
| 21 | + "args": ["-y", "@makeplane/plane-mcp-server"], |
| 22 | + "env": { |
| 23 | + "PLANE_API_KEY": "your-api-key-here", |
| 24 | + "PLANE_WORKSPACE_SLUG": "your-workspace-slug", |
| 25 | + "PLANE_API_HOST_URL": "https://api.plane.so/", |
| 26 | + "PLANE_EMAIL": "your-email@example.com", |
| 27 | + "PLANE_PASSWORD": "your-password" |
| 28 | + } |
| 29 | + } |
| 30 | + } |
| 31 | +} |
| 32 | +``` |
| 33 | + |
| 34 | +#### For VSCode |
| 35 | + |
| 36 | +Edit `~/.vscode/mcp.json`: |
| 37 | + |
| 38 | +```json |
| 39 | +{ |
| 40 | + "servers": { |
| 41 | + "plane": { |
| 42 | + "command": "npx", |
| 43 | + "args": ["-y", "@makeplane/plane-mcp-server"], |
| 44 | + "env": { |
| 45 | + "PLANE_API_KEY": "your-api-key-here", |
| 46 | + "PLANE_WORKSPACE_SLUG": "your-workspace-slug", |
| 47 | + "PLANE_API_HOST_URL": "https://api.plane.so/", |
| 48 | + "PLANE_EMAIL": "your-email@example.com", |
| 49 | + "PLANE_PASSWORD": "your-password" |
| 50 | + } |
| 51 | + } |
| 52 | + } |
| 53 | +} |
| 54 | +``` |
| 55 | + |
| 56 | +### 3. Environment Variables |
| 57 | + |
| 58 | +#### Required for All Features |
| 59 | +- `PLANE_API_KEY` - Get from Workspace Settings > API Tokens in Plane |
| 60 | +- `PLANE_WORKSPACE_SLUG` - Found in your Plane workspace URL |
| 61 | + |
| 62 | +#### Optional |
| 63 | +- `PLANE_API_HOST_URL` - Defaults to `https://api.plane.so/` (set for self-hosted) |
| 64 | + |
| 65 | +#### For Pages API Only |
| 66 | +- `PLANE_EMAIL` - Your Plane account email |
| 67 | +- `PLANE_PASSWORD` - Your Plane account password |
| 68 | + |
| 69 | +**Note:** If you don't set email/password, you can still use Pages tools by calling `plane_login` manually in your conversation. |
| 70 | + |
| 71 | +## Authentication Methods |
| 72 | + |
| 73 | +### API Key Authentication |
| 74 | +Used for most tools: |
| 75 | +- Projects, Issues, Modules, Cycles |
| 76 | +- Labels, States, Issue Types |
| 77 | +- Work Logs |
| 78 | + |
| 79 | +### Session Authentication |
| 80 | +Required for Pages API tools: |
| 81 | +- All 18 Pages API tools |
| 82 | +- Use `plane_login` tool or set `PLANE_EMAIL`/`PLANE_PASSWORD` env vars |
| 83 | + |
| 84 | +## Testing Your Setup |
| 85 | + |
| 86 | +### Test API Key Authentication |
| 87 | +Ask your AI assistant: |
| 88 | +``` |
| 89 | +"List my Plane projects" |
| 90 | +``` |
| 91 | + |
| 92 | +### Test Pages Authentication |
| 93 | +Ask your AI assistant: |
| 94 | +``` |
| 95 | +"Login to Plane with my credentials and list pages in project <project-id>" |
| 96 | +``` |
| 97 | + |
| 98 | +## Troubleshooting |
| 99 | + |
| 100 | +### Pages API Not Working |
| 101 | +1. Verify you've called `plane_login` or set `PLANE_EMAIL`/`PLANE_PASSWORD` |
| 102 | +2. Check your password is correct (no SSO - must be email/password account) |
| 103 | +3. For cloud instances, ensure you're using `https://api.plane.so/` |
| 104 | + |
| 105 | +### API Key Authentication Failing |
| 106 | +1. Verify your API key is valid in Plane settings |
| 107 | +2. Check `PLANE_WORKSPACE_SLUG` matches your workspace URL |
| 108 | +3. For self-hosted, verify `PLANE_API_HOST_URL` is correct |
| 109 | + |
| 110 | +## Self-Hosted Plane |
| 111 | + |
| 112 | +Set `PLANE_API_HOST_URL` to your instance: |
| 113 | +```json |
| 114 | +{ |
| 115 | + "env": { |
| 116 | + "PLANE_API_HOST_URL": "http://your-plane-instance.com/", |
| 117 | + ... |
| 118 | + } |
| 119 | +} |
| 120 | +``` |
| 121 | + |
| 122 | +## Security Notes |
| 123 | + |
| 124 | +- Store credentials securely in your MCP client config |
| 125 | +- Don't share your API keys or passwords |
| 126 | +- Use environment-specific credentials (dev vs prod) |
| 127 | +- Consider using separate API keys for different tools |
| 128 | + |
| 129 | +## Getting Help |
| 130 | + |
| 131 | +- [Plane Documentation](https://docs.plane.so) |
| 132 | +- [MCP Documentation](https://modelcontextprotocol.io) |
| 133 | +- [GitHub Issues](https://github.com/makeplane/plane-mcp-server/issues) |
0 commit comments