Use Claude-Cowork directly in CxPlanner
Overview
How do I connect CxPlanner with Claude Cowork and use AI directly in my projects?
The CxPlanner plugin for Claude Cowork allows you to connect your CxPlanner workspace directly to Claude. Once connected, Claude can interact with your projects and help you create, structure, and update work in real time - directly inside your environment.
When and why to use this
Use this integration when you want to combine AI-assisted workflows with your live project data in CxPlanner.
- When you want to create tasks faster using AI
- When you need to expand or structure project content
- When generating documentation or assets directly in context
- When standardising workflows across projects
- When reducing manual work and avoiding copy-paste between tools
The system allows Claude to:
- Work directly within your project structure
- Use existing project data as context
- Apply updates instantly in CxPlanner
How to set up the integration
- Open Claude Cowork
- Click the Customize tab on the left side
- Add a new plugin
- Upload or insert the CxPlanner plugin file: (https://docs.cxplanner.com/mcp/claude-cowork-cxplanner.plugin)
- CxPlanner is now added to the sidebar: connect your CxPlanner account via your login
How to use the integration
- Open Claude Cowork
- Select or reference a CxPlanner project
- Start prompting Claude to perform actions such as:
- Create new tasks
- Update existing tasks
- Generate assets and attach them to tasks
- Expand outlines into structured workflows
- Review and adjust the results directly in CxPlanner
Video guide for the setup & usage
Behavior and results
Once connected, Claude operates directly within your CxPlanner workspace.
What happens in the system
Action | Result in CxPlanner |
|---|---|
Create tasks | Tasks are added to the selected project |
Update tasks | Existing tasks are modified in real time |
Generate assets | Files and content are attached to tasks |
Expand workflows | Structured steps are added to projects |
Key characteristics
- All actions happen inside CxPlanner
- No need for manual data transfer
- Outputs follow your existing structure
- Changes are applied immediately
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Cannot connect account | Authentication issue | Reconnect your CxPlanner account |
Plugin not visible | Plugin not installed or enabled | Check plugin settings in Claude Cowork |
Tasks not created | Project not selected | Ensure a project is referenced in prompt |
Output not structured correctly | Missing context in prompt | Provide clearer instructions to Claude |
Quick facts
- Requires: Company role User or higher
- Location: Claude Cowork → CxPlanner Plugin
- Affects: Tasks, assets, and workflows inside CxPlanner projects
Updated on: 05/05/2026
Thank you!