Help Centre
Use AxioPlan from Claude
Connect AxioPlan to Claude and ask about your plans in plain English — timelines, estimates, cost, and staffing — without opening the app.
AxioPlan publishes a connector (a remote MCP server) that Claude can talk to on your behalf. Once you have connected it and signed in, Claude can read your projects and answer questions about them:
- “What's on the critical path in my Q3 migration project?”
- “What's the P85 estimate, and what would it cost?”
- “If I let it hire as needed, when does the project actually finish?”
- “Which tasks have no one assigned?”
The connector is read-only. Claude can look at your projects and run scheduling simulations, but it cannot create, change, or delete anything in AxioPlan.
01
Before you start
- An AxioPlan Pro subscription. The connector is a Pro feature. You can add it on the free plan, but its answers will just point you at the upgrade page.
- Claude Desktop, or Claude on the web. Custom connectors are available on the Free, Pro, Max, Team, and Enterprise plans.
02
Add the connector
- In AxioPlan, open Connections and copy the connector URL.
- In Claude, go to Settings → Connectors and choose Add custom connector.
- Paste the URL and confirm.
- Claude opens AxioPlan in your browser. Sign in if you are not already, then review what is being requested and choose Allow access.
- Back in Claude, enable AxioPlan for a conversation using the + button.
Why does it open a browser? So that your AxioPlan password and session never pass through Claude. Claude receives only a scoped token that you can revoke at any time.
03
Ask Claude
Start by asking Claude to list your projects — that is how it learns which projects exist. From there you can ask about any of them by name.
Claude does not know your project ids up front, so a question like “how long will the migration take?” will usually make it list your projects first. That is expected.
What Claude can see
| Capability | What it returns |
|---|---|
| List projects | Every project you own or that has been shared with you, with deadlines. |
| Read a project | Tasks with dates, durations, progress, status, dependencies and assignees, plus epics, roles and the team roster. |
| Effort and cost estimates | P50 / P85 / P95 hours and cost from the same PERT model as the Summary screen, with a per-role breakdown. |
| Simulate a schedule | Runs the allocation engine and reports the resulting timeline, utilisation, suggested hires and deadline risk. Changes nothing. |
Security and privacy
- You authorise explicitly. Access is granted through a standard OAuth flow with a consent screen that names the application asking.
- Read-only. The connector issues a read scope only. There is no write path.
- Scoped to your account. Claude sees exactly the projects you can see in AxioPlan, and nothing belonging to anyone else.
- Short-lived credentials. Access tokens expire after an hour and are stored only as hashes.
- Application names are not verified. Anyone can build a connector client, so the consent screen shows the name the application chose for itself. Only approve a request you started yourself.
Disconnecting
Open Connections in AxioPlan and choose Revoke next to the application. Access stops immediately — the next request Claude makes will fail and it will have to be authorised again from scratch.
Troubleshooting
- Claude says it needs AxioPlan Pro. The account you authorised is on the free plan. Upgrade in Billing — you do not need to reconnect afterwards.
- Claude cannot find a project. Ask it to list your projects again. If a project is missing, check you are signed in to the right AxioPlan account.
- Claude asks you to sign in repeatedly. The connection was probably revoked. Remove the connector in Claude and add it again.