We've updated Meisterplan - check out what's new!

• Meisterplan MCP for Copilot via Microsoft Teams
  • Prerequisites

Meisterplan MCP for Copilot via Microsoft TeamsProPremium

The Meisterplan app for Microsoft Teams now includes Copilot agent functionality, making it even easier to access your portfolio data where you already work. Ask questions about your Meisterplan data in natural language and get the information you need directly in Teams, without needing to switch tools or manually search for answers.

If you haven't used the Meisterplan app in Teams before, click Apps the left sidebar in Microsoft Teams and select Meisterplan if your system is hosted in the USA, or Meisterplan EU if your system is hosted in Europe. Select Open with Copilot and log in with your Meisterplan account.

If you are already using the Teams app for Meisterplan notifications, go to Apps > Manage your apps in Microsoft Teams, find the Meisterplan app, update it, and click View details. Then select Open with Copilot. 

Learn more in the article Using the Meisterplan MCP Server in Microsoft Copilot.

If you prefer to create a Copilot agent yourself and manually connect the Meisterplan MCP server, you can find a step-by-step guide here.

Prerequisites

Depending on how Microsoft Teams is managed in your organization, your Teams admin may first need to approve an updated version of the Meisterplan app and allow Teams users access to the Copilot agent, which is now available as part of the app.

Required User Rights

Your user group needs to have the Access to MCP Server right under Manage > User Groups > Views & Areas > AI Features to access this feature.

Have feedback on this feature? Leave a comment in the Product Roadmap.