Insights connector

Question your nPlan Insights forecasts, risks and schedules from Claude and other AI assistants that support remote MCP connectors.

What you can do

The connector is read only: it cannot change anything in Insights.

Requirements

Connect

Connector URL:

https://mcp.staging-insights.nplan.io/mcp

  1. Add the connector in your AI assistant. In Claude, add a custom connector with the URL above. Leave any client ID and client secret fields empty.
  2. You are sent to the nPlan sign-in page. Sign in as you normally do for Insights.
  3. Review the consent page and approve the connection.

Example prompts

Tools

Read only

List projects
insights_list_projects
List the Insights projects you can access: uid, name, client and planned completion date. Archived projects are left out unless include_archived is true.
Get project
insights_get_project
Project details, key milestones and its views (one per analysed target milestone). Use a view's name with the other tools.
Get view
insights_get_view
A view's target milestone, latest revision, analysis status or error, and insight review counts.
List revisions
insights_list_revisions
Schedule revisions (uploads) analysed in a view, newest data date first: name, data date, type and processing stage.
Get forecast
insights_get_forecast
Forecast for the view's target milestone in one revision: planned finish, P10/P20/P50/P80/P90 forecast finish, slip against plan in days, likelihood of meeting the planned date and productivity uplift needed.
Get forecast trend
insights_get_forecast_trend
How the target milestone's planned and P50/P80 forecast finish moved across the view's revisions, oldest first.
Search insights
insights_search_insights
Risks and opportunities nPlan found in a view, paged: name, title, category, status, impact, owner and due date. Filter by status, type and due date range. Use insights_get_insight for detail.
Get insight
insights_get_insight
One insight: description, delay causes, affected activities (first 25), actions and matched risk register entries.
Get risk register
insights_get_risk_register
Entries from the risk register selected for a view, paged.
List themes
insights_list_themes
Tracked themes (groups of related activities driving delay) in a view: name, description, delay sensitivity and activity count.
List actions
insights_list_actions
Mitigation actions recorded against a view's insights and themes, paged: title, status, assignee, due date and parent insight or theme.
Search activities
insights_search_tasks
Search a revision's activities and milestones by code or name, paged: planned and actual dates, float and P50/P80 forecast finish. Pass page_token from the previous result to get the next page.
Get activity
insights_get_task
One activity or milestone by code: planned, actual and remaining dates, float, forecast start and finish percentiles, likelihood of meeting its planned finish, and predecessors and successors (first 25).
Get driving path
insights_get_driving_path
The dominant driving paths to the view's target milestone (or another activity), in order, with dates, float and criticality; plus the most critical activities overall. Not the whole network.
Get schedule health
insights_get_schedule_health
Schedule integrity for a revision: overall RAG rating and reasons, and every integrity check with its count or value and rating, worst first.
Get view summary
insights_get_view_summary
A stored written summary of a view (markdown, truncated): project outlook, current areas of delay, schedule quality trend or PM progress report.
List reports
insights_list_reports
Reports created in a project: name, title, author and last update.
Get report
insights_get_report
A report's sections in order, with each section's text (truncated).
Get job status
insights_get_job_status
Whether a view's analysis is ready, running or failed, and its most recent analysis jobs.

Data and security

Disconnect

Remove the connector in your AI assistant's settings. Its tokens then stop being used and expire. To have your connection revoked immediately, email support@nplan.io.

Support

Email support@nplan.io with the time of the problem and the assistant you were using.