How to Access Live Microsoft Planner Data in Visual Studio Code via Cline

Cline is an autonomous coding agent right in your IDE, capable of creating/editing files, running commands, using the browser, and more with your permission every step of the way. When paired with the CData MCP Server for Microsoft Planner, you get live access to CRM data within your IDE, enabling you to build, test, and validate data-driven features using real-time schema and records without ever leaving your development environment.

This article outlines how to run the CData MCP Server for Microsoft Planner on WSL (Windows Subsystem for Linux) and connect to it from the Cline extension in Visual Studio Code on Windows.

Background

CData MCP Servers are typically designed for clients like Claude Desktop. However, when attempting to use the server via the Cline extension in Windows VS Code, the following error occurred:

MCP error -32000: Connection closed

This issue is suspected to be caused by I/O handling problems in the stdio transport implementation on the Windows version of the Cline extension.

• Related GitHub Issue: https://github.com/cline/cline/issues/3464
• Additionally, environment variables such as PATH may not be inherited correctly when launching processes like Java or Node.

Prerequisites

• Visual Studio Code installed on Windows
• Cline extension installed and configured in VS Code
• Windows Subsystem for Linux (WSL) installed with a working Linux distribution (e.g., Ubuntu)
• Java 21+ JRE installed in WSL
• CData MCP Server for Microsoft Planner installed on Windows

Step 1: Authenticate with Microsoft Planner (on Windows)

Before running the MCP Server in WSL, you must complete authentication flow in a Windows environment. This ensures all necessary credentials are generated and stored properly. Find and run the "CData MCP Server for Microsoft Planner" or execute the MCP Server JAR file to open the configuration wizard.

java -jar "C:\Program Files\CData\CData MCP Server for Microsoft Planner 2024\lib\cdata.mcp.microsoftplanner.jar"

Connecting to Microsoft Planner

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

1. Extracts the access token from the callback URL and authenticates requests.
2. Obtains a new access token when the old one expires.
3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Configuring the CData MCP Server

Name your MCP Server (e.g. cdatamicrosoftplanner), enter the required connection properties, and click "Connect."

Upon successful connection, the following directory and files will be created:

C:\Users\<username>\AppData\Roaming\CData\microsoftplanner Provider\
 |-- cdatamicrosoftplanner.mcp
 |-- (other supporting config files)

Step 2: Copy the MCP Server Configuration into WSL

Next, copy the entire configuration folder from Windows into your WSL environment.

mkdir -p ~/.config/CData/
cp -r /mnt/c/Users/<username>/AppData/Roaming/CData/"microsoftplanner Provider" ~/.config/CData/

Ensure the destination path matches exactly: ~/.config/CData/microsoftplanner Provider/.

Step 3: Install the MCP Server on WSL

Install Java and place the MCP Server JAR in the desired location within WSL:

sudo apt update
sudo apt install openjdk-21-jre-headless
sudo mkdir -p /opt/cdata/mcp_microsoftplanner/lib
sudo cp /mnt/c/Program\ Files/CData/CData\ MCP\ Server\ for\ Microsoft Planner\ 2024/lib/cdata.mcp.microsoftplanner.jar /opt/cdata/mcp_microsoftplanner/lib/

Step 4: Configure Cline

Now, configure the Cline extension to launch the MCP Server inside WSL using the wsl command.

Create or update cline_mcp_settings.json with the following content:

{
  "mcpServers": {
    "cdatamicrosoftplanner": {
      "autoApprove": ["*"],
      "disabled": false,
      "timeout": 60,
      "type": "stdio",
      "command": "wsl",
      "args": [
        "-d",
        "Ubuntu", // Replace with your installed WSL distro name
        "--",
        "/usr/bin/java",
        "-jar",
        "/opt/cdata/mcp_microsoftplanner/lib/cdata.mcp.microsoftplanner.jar",
        "cdatamicrosoftplanner"
      ],
      "env": {
        "JAVA_TOOL_OPTIONS": "-Xmx2g"
      }
    }
  }
}

Note: Replace Ubuntu with your actual WSL distribution name (e.g., Ubuntu-22.04). Run wsl -l in PowerShell or CMD to confirm.

Step 5: Interact with Live Data in Cline

From within Visual Studio Code, you can now run MCP commands through the Cline extension.

cdatamicrosoftplanner_get_tables
cdatamicrosoftplanner_get_columns Tasks

If configured correctly, these commands will return a list of available Microsoft Planner objects and metadata, allowing you to interact with your CRM schema in real time.

Try natural language prompts like:

• "Generate a React form to create a new Microsoft Planner Lead."
• "Write a Python function to pull Opportunities closed this quarter."

Connect your AI to your data today!

CData MCP Servers make it easier than ever for LLMs to work with live enterprise data. To explore the technology hands-on, download a free MCP Server or visit the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.