Connect to Standalone Adaptive Planning MCP Server

Configure your external agent for standalone Adaptive Planning. SeeConfigure External Agents for Standalone Adaptive Planning. After configuring your external agent, you get the OAuth Client ID and Client Secret needed for connecting to the MCP Server.

The MCP Server URL is available on the

Administration

General Setup

page for your instance. Use this URL to access the Adaptive Planning MCP Server:

https://<MCP Hostname>/<tenant>-<environment>/mcp?appName=<adaptive_instance_code>

Example:

https://api-us.adaptiveplanning.com/greenco-prod/mcp?appName=greenco_instance

Where:

api-us.adaptiveplanning.com

is the MCP hostname

greenco-prod

is the tenant environment

These steps are generic for any AI agent. For specific steps for Claude, ChatGPT, or Cursor, see the examples at the end.

Retrieve the OAuth server metadata, including the supported endpoints, scopes, and algorithms.

Run this command:

curl -s https://<MCP Hostname>/<tenant>-<environment>/.well-known/oauth-authorization-server | jq .

Example:

curl -s https://api-us.adaptiveplanning.com/demo-sales/.well-known/oauth-authorization-server | jq .

The response includes

issuer

authorization_endpoint

token_endpoint

jwks_uri

scopes_supported

, and

id_token_signing_alg_values_supported

. The signing algorithm value is

RS512

Generate a Proof Key for Code Exchange (PKCE) code verifier and code challenge.

Run these commands:

# Generate code_verifier (43-128 URL-safe base64 characters)
CODE_VERIFIER=$(openssl rand -base64 32 | tr -d '=' | tr '+/' '-_')
echo "code_verifier: $CODE_VERIFIER"
# code_challenge = BASE64URL(SHA256(code_verifier))
CODE_CHALLENGE=$(echo -n "$CODE_VERIFIER" | openssl dgst -sha256 -binary | base64 | tr -d '=' | tr '+/' '-_')
echo "code_challenge: $CODE_CHALLENGE"

Open the authorize endpoint in a browser to retrieve the authorization code.

Replace the placeholders with your MCP host, tenant, environment, client ID, redirect URL, and code challenge. Replace

random_state_value

with a random state value.

https://<MCP Hostname>/<tenant>-<environment>/oauth2/authorize?response_type=code&client_id=<client_id>&redirect_uri=<redirect_url>&scope=MCP-Basic&state=random_state_value&code_challenge=<code_challenge>&code_challenge_method=S256

After you sign in and provide consent, the browser redirects to this URL:

<redirect_url>?code=auth_code&state=....

Retrieve the access token and refresh token with the authorization code and code verifier.

Use the client ID and client secret for basic authentication.

curl -s -X POST \
https://<MCP Hostname>/<tenant>-<environment>/oauth2/token \
-u <client_id>:<client_secret> \
-d "grant_type=authorization_code" \
-d "redirect_uri=<redirect_url>" \
-d "code_verifier=<code_verifier>" \
-d "code=<auth_code>" | jq .

Response:

{
  "access_token": "<access_token>",
  "refresh_token": "<refresh_token>",
  "scope": "MCP-Basic",
  "token_type": "Bearer",
  "expires_in": 3599
}

The access token is a signed JSON Web Token (JWT) that uses the RS512 algorithm. Decode the token at jwt.io to verify these claims:

tenant

env

instance_code

sub

(userguid), and

tokenType

. The

tokenType

value is

APToken

You have an access token and a refresh token for the Adaptive Planning MCP Server.

Use the refresh token to retrieve a new access token without signing in again.

curl -s -X POST \
https://<MCP Hostname>/<tenant>-<environment>/oauth2/token \
-u <client_id>:<client_secret> \
-d "grant_type=refresh_token" \
-d "refresh_token=<refresh_token>" | jq .

The response includes a new access token and a rotated refresh token. The previous refresh token is immediately invalidated.

Connect to Adaptive Planning MCP Server from Claude Desktop

In Claude Desktop, navigate to

Settings

Connectors

Click

Add

to add a custom connector.

Enter a name for your custom connector

Add the Adaptive Planning MCP Server URL and click

Continue

Under

OAuth client

, select

Use your own OAuth client

Enter the client ID and client secret that you saved when you created the OAuth client.

Click

Add

and then click

Connect

Enter your Adaptive Planning username and password.

Select

MCP-Basic

and click

Approve

Click

Authenticate

. A new browser window opens up.

Enter your credentials or sign in with SAML SSO.

Connect to Adaptive Planning MCP Server from ChatGPT

In Chatgpt, navigate to

Settings

Plugins

Click

Browse Directory

and then click

Add

and select

Add custom MCP server

Enter a name and description for the custom connection.

Connection

, enter the Adaptive Planning MCP Server URL. This URL is available on the

Administration

General Setup

page in Adaptive Planning.

Example: https://api-us.adaptiveplanning.com/demodkumastandg26r1-sales/mcp?appName=DEMO_DKUMA_STANDG26R1

For

Authentication

, select OAuth
.

Click

Advanced OAuth settings

and select

Registration method: User Defined Client

Copy the callback URL to use for Adaptive ASOR credential configuration.

Example: https://chatgpt.com/connector/oauth/HJLpeeZaewVDXn

Enter the Client ID and Client Secret that you saved when configuring your external agent. See Configure External Agents for Standalone Adaptive Planning.

Select

I understand and want to continue

Click

Create as a plugin

In Adaptive Planning, navigate to

Administration

Agent Management

Specific Agent

Under

Credentials

update the redirect URI to match the callback URL you copied from the connection you configured in ChatGPT.

Example: https://chatgpt.com/connector/oauth/HJLpeeZaewVDXn

Click

Authenticate

. A new browser window opens up.

Enter your credentials or sign in with SAML SSO.

Connect to Adaptive Planning MCP Server from Cursor

In Cursor, navigate to Settings -> Customize -> MCPs

Click New MCP Server.

Paste this json after replacing the required fields:

{
 "mcpServers": {
   "my-remote-server": {
     "url": "<MCP URL>",
     "auth": {
       "CLIENT_ID": "<client_id>",
       "CLIENT_SECRET": "<client_secret>",
       "scopes": ["MCP-Basic"]
     }
   }
 }
}

Save your changes.

Click

Authenticate

. A new browser window opens up.

Enter your credentials or sign in with SAML SSO.