ChatGPT Connector

Ask ChatGPT about your NDIS data in real time

Connect your Plannor account to ChatGPT and ask natural language questions about participants, shifts, budgets, and compliance — securely, without leaving your AI workflow.

OAuth 2.1 Secured Role-Aware Access Tenant Isolated

View App Manifest AI Disclosure

Plannor for ChatGPT

Connected · Role-aware · Tenant-safe

Live

You

How many participants have active care plans this week?

47 participants have active care plans this week. ↑ 3 from last week.
Showing data for SunCare Services (your organisation)

You

Which participants have budget utilisation above 80%?

6 participants are over 80% budget utilised:
Sarah M. (94%) · James T. (88%) · Owen P. (83%) and 3 more.
→ Want me to flag these for coordinator review?

Ask about your organisation…

What You Can Do

Ask anything. Act on the answer.

The connector gives you a natural language interface to your live Plannor data — no spreadsheet exports, no manual lookups.

Participant Queries

Ask about active care plans, NDIS goals, support budgets, and participant details across your whole organisation.

Shift & Roster Lookups

Check upcoming shifts, unrostered slots, staff availability, and last-minute gaps without opening the roster screen.

Budget Tracking

Get instant budget utilisation summaries, flag over-spend risk, and review NDIS funding balances by support category.

Progress Notes

Ask what was documented in recent shifts, identify missing notes, and surface handover information fast.

Compliance Checks

Identify overdue incident reports, missing WWCC renewals, and compliance gaps before they become issues.

Reports & Summaries

Generate on-the-fly summaries of staff hours, participant activity, and funding utilisation without leaving ChatGPT.

How to Connect

Three steps to your AI-powered workflow

You'll need an active Plannor account. Once connected, ChatGPT can query your live data within your role's permissions.

Authorise in ChatGPT

Open ChatGPT, search for the Plannor connector, and complete the secure OAuth connection. This links your Plannor role and organisation to your ChatGPT session.

Start asking questions

Ask ChatGPT about participants, shifts, budgets, and more in plain English. Every answer comes from your live Plannor data.

Privacy & Security

Your data stays yours

The connector is built with NDIS-grade privacy and security principles. Every query runs inside Plannor — we never store raw ChatGPT conversations.

OAuth 2.1 with PKCE

Industry-standard secure authorisation flow. No passwords are ever shared with ChatGPT.

Tenant Isolation

Your organisation's data is strictly separated. Cross-tenant access is technically impossible.

Role-Aware Access

You only see and act on data your Plannor role permits — admin, staff, and coordinator each have separate scopes.

Full Audit Trail

Every query and action through the connector is logged in Plannor's audit system — visible to your administrator.

NDIS Privacy Aligned

Built to support compliance with the Privacy Act 1988 (Cth) and NDIS participant privacy obligations.

Token Expiry

Access tokens expire hourly. Refresh tokens expire after 30 days of inactivity — reducing long-term risk.

Who Can Connect

Access is tailored to your role

Every Plannor user who connects the integration gets tools that match their role. Administrators see everything. Support workers see only their participants and shifts.

Important

You must have an active Plannor account within a subscribed organisation to use this connector. The connector is not available to participants or the general public.

Available by Role

Company Admin

47 available tools

search_participant get_participant_list add_participant update_participant get_participant_details get_participant_medications get_participant_thread_summary add_care_plan +39 more

Plan Manager

8 available tools

search_participant get_participant_list get_participant_details get_participant_medications get_participant_goals get_invoice_stats get_budget_overview search_support_item

Staff

13 available tools

get_my_shifts get_my_payroll_summary get_my_pay_rate get_my_hours_worked add_progress_note update_progress_note report_incident apply_leave +5 more

Participant

10 available tools

get_my_care_summary get_my_upcoming_support get_my_medication_status get_my_recent_updates get_my_messages_summary get_my_goals_overview get_my_documents_status get_my_budget_status +2 more

Circle Member