OpenPlan Work

OpenPlan Work is a highly advanced, encrypted PHP workspace designed for teams and solo builders. It is not just a task manager—it is a comprehensive business management suite deeply integrated with autonomous AI agents and built-in Model Context Protocol (MCP) capabilities.

Core philosophy:

• Local-first, cloud-ready: run locally in one step and deploy online with environment-based controls.
• Composable: use only the modules you need (tasks, finance, invoices, habits, notes, AI, MCP).
• Data ownership first: military-grade AES-256-GCM encrypted storage, user-scoped settings, and export workflows for clean hosted releases.
• Collaboration-ready: built for admin-managed multi-user setups and open-source contribution.

🚀 Powerful Capabilities

OpenPlan Work is designed to be controlled via traditional UI, API, or autonomous AI.

🤖 Autonomous AI Agent & Orchestrator

The built-in AI Assistant isn't just a chatbot—it is an autonomous agent with function-calling capabilities.

• Powered by Groq or OpenRouter (Claude 3.5, GPT-4o, etc.).
• Full System Control: Can autonomously create clients, manage projects, add tasks, generate invoices, log financial transactions, and write notes based on natural language requests.
• RAG-Lite Integration: Automatically reads from your Knowledge Base folders to provide context-aware answers.

🔌 Native Model Context Protocol (MCP) Server

OpenPlan Work includes a built-in MCP server, allowing external coding agents (like Claude Code, Cursor, or Trae) to interact directly with your workspace.

• Direct Data Access: Your local or hosted AI coding tools can fetch tasks, update project statuses, and read specifications directly from your OpenPlan instance via stdio.
• Secure Bridge: Authenticates seamlessly using your admin email and master password.

💼 Comprehensive Business Suite

• CRM & Project Management: Manage clients, multi-tiered projects, subtasks, priorities, and time estimates.
• Financial Engine: Generate standard and advanced multi-currency invoices (USD, EUR, GBP, ZAR), track revenue/expenses, and manage inventory SKUs.
• Productivity & Health: Integrated Kanban boards, Habit Trackers, Pomodoro timers, and an AI-driven Hydration Tracker.

🔒 Zero-Knowledge Security Architecture

• AES-256-GCM Encryption: All data at rest in the data/ directory is encrypted.
• Flat-File JSON Storage: No SQL database required. Portable, secure, and incredibly fast.
• Robust Protection: Includes CSRF protection, Bcrypt password hashing, session-based auth, and .htaccess data protection.

Requirements

• PHP 8.0 or newer
• json, mbstring, curl, and openssl extensions

Local Run

• php start_server.php
• or use start_server.bat on Windows

Hosted Configuration

Hosted-only auth and image-service switches are environment-controlled.

• Hosted setup
• Example env file: .env.example

Supported Models

Current AI providers in this project are Groq and OpenRouter.

| Provider | Models | |---|---| | Groq | llama-3.3-70b-versatile, llama-3.1-8b-instant, and any Groq model ID configured in settings | | OpenRouter | Any OpenRouter model ID you configure (for example Anthropic, OpenAI, Google, and other routed models) |

Clean Release Export

Maintainers can generate a clean zip for GitHub releases or deployment handoff without shipping live data, secrets, agent folders, or local test/debug artifacts.

• Export workflow

Notes

• The export pipeline regenerates an empty data/ folder in the release artifact.
• includes/master_password.php and all live data/ contents are excluded from the export.
• If you plan to publish this publicly, add a LICENSE file before treating it as a true open-source release.