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Hub Planner for AI agents

Agents read Hub Planner at once. Changes and sends are held for a person's approval by default.

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About Hub Planner

A Modern and Smart Resource Management, Planning & Scheduling tool with Time Sheets and Powerful Reporting. Ideal for Managing Global Teams of Resources.

What an agent can do in Hub Planner

Every Hub Planner action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Hub Planner without asking first. 51 actions.

  • Get Booking by IDTool to retrieve a specific booking by ID from Hub Planner. Use when you need to fetch detailed information about a specific booking including resource assignments, project associations, dates, approv
  • Get Client by IDTool to retrieve a specific client by ID from Hub Planner. Use when you need to fetch detailed information about a client organization.
  • Get ProjectTool to retrieve a specific project by ID from Hub Planner. Returns the full project object including name, status, resources, budget, custom fields, and tags. Use when you need detailed information a
  • Get Resource by IDTool to retrieve a specific resource by ID from Hub Planner. Use when you need to fetch detailed information about a team member or resource.
  • Get Time Entry by IDTool to retrieve a specific time entry by ID from Hub Planner. Use when you need to fetch detailed information about a logged time entry including project details, duration, status, and approval state
  • List BookingsTool to retrieve all bookings from Hub Planner with pagination support. Returns booking details including resource assignments, project associations, dates, approval states, and billing rates. Use whe
  • List ClientsTool to get all clients from Hub Planner. Returns an array of client objects with details including name and creation date. Use when you need to retrieve the complete list of clients with optional pag
  • List ProjectsTool to retrieve all projects from Hub Planner. Returns an array of project objects with details including name, status, resources, project managers, budget settings, custom fields, and tags. Use when
  • List ResourcesTool to get all resources from Hub Planner. Returns an array of resource objects with details including name, email, status, role, billing, and custom fields. Use when you need to retrieve the complet
  • List Time EntriesTool to get all time entries from Hub Planner. Returns paginated results with time entry details including resource, project, date, minutes, and status. Use when you need to retrieve time tracking dat
  • Search BookingsTool to search bookings in Hub Planner with advanced filters. Supports filtering by resource, project, dates, metadata, and more using MongoDB-style operators ($in, $nin, $lt, $lte, $gte, $gt). Use wh
  • Search ClientsTool to search clients with filters in Hub Planner. Use when you need to find clients based on name or metadata. Supports operators like $in, $nin, and $like for flexible filtering.
Show all 51
  • Search ProjectsTool to search projects with filters in Hub Planner. Use when you need to find projects based on status, name, project code, resources, dates, or custom fields. Supports operators like $in, $nin, $lt,
  • Search resourcesTool to search for resources with various filters in Hub Planner. Use when you need to find resources by status, name, email, role, or custom fields.
  • Search Time EntriesTool to search time entries with filters in Hub Planner. Use when you need to find time entries based on resource, project, date range, or status. Supports operators like $in, $nin, $lt, $lte, $gt, $g
  • Get Billing Rate by IDTool to retrieve a specific billing rate by ID from Hub Planner. Use when you need to fetch detailed information about a billing rate including its label, currency, and rate amount.
  • Get Booking Category by IDTool to retrieve a specific booking category by ID from Hub Planner. Use when you need to fetch detailed information about a booking category including its name, color, type, and group associations.
  • Get Cost CategoryTool to retrieve a specific project cost category by ID from Hub Planner. Returns the cost category object including name and timestamps. Use when you need detailed information about a specific projec
  • Get Event by IDTool to retrieve a specific event by ID from Hub Planner. Use when you need to fetch detailed information about a specific event including its name, code, dates, and color settings.
  • Get Holiday by IDTool to retrieve a specific holiday by ID from Hub Planner. Use when you need to fetch detailed information about a specific holiday including its name, date, color, and repeat settings.
  • Get MilestoneTool to retrieve a specific milestone by ID from Hub Planner. Returns the milestone details including name, date, project reference, and metadata. Use when you need information about a specific projec
  • Get Project Custom Field TemplateTool to retrieve a specific project custom field template by ID. Use when you need to get details about a particular project custom field configuration.
  • Get Project Custom Field TemplatesTool to retrieve all project custom field templates defined for your Hub Planner account. Use when you need to see available custom field configurations that can be applied to projects.
  • Get Project GroupTool to retrieve a specific project group by ID from Hub Planner. Returns the project group object including name, associated project IDs, and metadata. Use when you need detailed information about a
  • Get Project TagsTool to retrieve all tags associated with a specific Hub Planner project. Use when you need to view the current tags on a project.
  • Get Resource Custom Field TemplateTool to retrieve a specific resource custom field template by ID from Hub Planner. Use when you need to fetch detailed configuration and schema information about a custom field template.
  • Get Resource Custom Field TemplatesTool to retrieve custom field templates defined for resources in your Hub Planner account. Use when you need to understand available custom fields, their types, validation rules, and configuration opt
  • Get Resource TagsTool to retrieve all tags associated with a specific resource from Hub Planner. Returns an array of tag objects containing tag ID, value, and category. Use when you need to view all tags assigned to a
  • Get Vacation by IDTool to retrieve a specific vacation by ID from Hub Planner. Use when you need to fetch detailed information about a vacation request including approval status, dates, resource assignment, and approva
  • List Billing RatesTool to retrieve all billing rates from Hub Planner. Returns an array of billing rate objects with details including label, currency, rate amount, and metadata. Use when you need to list all available
  • List Booking CategoriesTool to retrieve all booking categories from Hub Planner. Returns an array of category objects including name, color, type, and group associations. Use when you need to list available booking categori
  • List Category GroupsTool to get all category groups from Hub Planner. Returns an array of category group objects with group name, type, and associated category IDs. Use when you need to retrieve booking category groups.
  • List Cost CategoriesTool to retrieve all project cost categories from Hub Planner. Returns an array of cost category objects with details including name and timestamps. Use when you need to list all available cost catego
  • List EventsTool to retrieve all events from Hub Planner. Events work like projects but are used for non-project activities. Returns an array of event objects with details including name, event code, and custom m
  • List HolidaysTool to retrieve all public holidays from Hub Planner. Returns an array of holiday objects with details including name, date, color, and recurrence settings. Use when you need to check public holidays
  • List Project GroupsTool to get all project groups from Hub Planner. Returns an array of project group objects with group name, associated project IDs, and metadata. Use when you need to retrieve the complete list of pro
  • List Project ManagersTool to get all project managers from Hub Planner. Returns an array of project manager objects with details including email, name, status, role, and custom fields. Use when you need to retrieve the co
  • List Project TagsTool to retrieve all project tags from Hub Planner. Returns an array of project tag objects containing tag ID, value, and category. Use when you need to view all available project tags in the system.
  • List Resource GroupsTool to get all resource groups from Hub Planner. Returns an array of resource group objects with group name, associated resource IDs, approvers, and metadata. Use when you need to retrieve the comple
  • List Resource TagsTool to get all resource tags from Hub Planner. Returns an array of resource tag objects with ID, value, and category. Use when you need to retrieve the complete list of resource tags in the system.
  • List Unassigned WorkTool to retrieve all unassigned work from Hub Planner. Use when you need to get a list of work items that have not been assigned to any resource. Requires the unassigned work extension to be enabled.
  • List VacationsTool to retrieve all vacations from Hub Planner. Requires Vacation extension to be enabled. Returns an array of vacation objects with details including resource assignments, dates, approval status, an
  • Search Billing RatesTool to search billing rates in Hub Planner with filters. Supports filtering by currency, label, rate amount, and metadata. Use when you need to find billing rates matching specific criteria.
  • Search Booking CategoriesTool to search booking categories in Hub Planner with filters. Use when you need to find booking categories by type, name, or category group. Supports filtering by NON_OPTIONAL/CUSTOM types and partia
  • Search Cost CategoriesTool to search project cost categories in Hub Planner with filters. Use when you need to find cost categories based on ID or name. Supports MongoDB-style operators like $in and $nin for flexible filte
  • Search EventsTool to search events with filters in Hub Planner. Use when you need to find events based on name, event code, resources, or custom metadata. Supports operators like $in and $nin for flexible filterin
  • Search HolidaysTool to search holidays with filters in Hub Planner. Use when you need to find holidays based on name, date range, or metadata. Supports operators like $in, $nin, $lt, $lte, and $gte for flexible filt
  • Search MilestonesTool to search milestones in Hub Planner with filters. Supports filtering by project, date, name, and metadata using MongoDB-style operators ($in, $nin, $lt, $lte, $gte). Use when you need to find mil
  • Search Project Custom FieldsTool to search project custom field templates by type, label, or required status. Use when you need to find specific custom fields or retrieve all project custom field templates.
  • Search Resource Custom Field TemplatesTool to search resource custom field templates by type, label, or other properties. Use when you need to find specific custom field templates defined for resources in Hub Planner.
  • Search VacationsTool to search vacations in Hub Planner with advanced filters. Supports filtering by resource, dates, type, title, and metadata using MongoDB-style operators ($in, $nin, $lt, $lte, $gte). Use when you

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 71 actions.

  • Create BookingTool to create a new booking for a resource on a project in Hub Planner. Supports scheduled bookings, booking requests (WAITING_FOR_APPROVAL), and hourly bookings. Use when you need to allocate resour
  • Create ClientTool to create a new client in Hub Planner. Use when you need to add a new client organization to the system.
  • Create ProjectTool to create a new project in Hub Planner. Use when you need to set up a new project with specified name, budget, resources, and other configuration options.
  • Create ResourceTool to create a new resource in Hub Planner. Pass a resource object with firstName (required) and optional fields. Can optionally send an invitation email by setting sendInviteEmail to true (requires
  • Create Time EntryTool to create a new time entry for a resource on a project in Hub Planner. Use when you need to log time spent by team members on specific projects with date and duration.
  • Add Clients to ProjectTool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.
  • Add project custom field choicesAdd choices to a project custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new options to an existing dropdown, radio button, or checkbox custom field in Hub Planner p
  • Add Projects to GroupTool to add projects to a project group in Hub Planner. Use when you need to associate one or more projects with a specific project group.
  • Add Project TagsTool to add tags to a Hub Planner project. Preserves existing tags and appends new ones. Use when you need to add one or more tags to a project without removing existing tags.
  • Add Resource Custom Field ChoicesTool to add choices to a resource custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new selection options to an existing custom field template.
  • Add Resources to ProjectTool to add resources to a project by project ID. Use when you need to associate one or more resources with a specific project.
  • Add Resources to Resource GroupTool to add resources to a resource group by group ID. Use when you need to associate one or more resources with a specific resource group.
Show all 71
  • Add Resource TagsTool to add tags to a resource in Hub Planner. Preserves existing tags and appends new ones. Use when you need to categorize, label, or organize resources using tags.
  • Create Billing RateTool to create a new billing rate in Hub Planner. Use when you need to define a new billing rate with a specific name, currency, and rate amount.
  • Create Booking CategoryTool to create a new booking category in Hub Planner. Use when you need to define a new category type for classifying bookings (e.g., "At Client", "Remote Work", "Training").
  • Create Cost CategoryTool to create a new project cost category in Hub Planner. Use when you need to add a new cost category for tracking project expenses.
  • Create EventTool to create a new event in Hub Planner. Use when you need to set up a new event with a specified name and optional code, color, and metadata.
  • Create HolidayTool to create a new holiday in Hub Planner. Use when you need to add a company holiday, public holiday, or special date that should be marked in the calendar.
  • Create MilestoneTool to create a new milestone for a project in Hub Planner. Use when you need to set up a milestone with a specified name, date, and project association.
  • Create Project Custom Field TemplateTool to create a new project custom field template in Hub Planner. Use when you need to define reusable custom field structures for projects with specific types like TEXT, SELECT, DATE, etc.
  • Create Project GroupTool to create a new project group in Hub Planner. Use when you need to organize projects into groups for better management and categorization. Can create top-level groups or subgroups (with parentGro
  • Create Project TagTool to create a new project tag in Hub Planner. Use when you need to add a new tag that can be associated with projects for categorization and organization purposes.
  • Create Resource Custom Field TemplateTool to create a new resource custom field template in Hub Planner. Use when you need to add custom fields to resource profiles (e.g., department, skills, certifications).
  • Create Resource TagTool to create a new resource tag in Hub Planner. Use when you need to add a new tag for categorizing or labeling resources.
  • Create VacationTool to create a new vacation request for a resource in Hub Planner. Supports approval workflow with configurable approvers and statuses. Use when you need to create time-off requests for team members
  • Delete Billing RateTool to delete a specific billing rate by ID in Hub Planner. Use when you need to permanently remove a billing rate.
  • Delete BookingTool to delete a specific booking by ID in Hub Planner. Use when you need to permanently remove a booking.
  • Delete BookingsTool to delete multiple bookings by IDs, resource ID, or project ID. Use when you need to remove bookings from Hub Planner based on specific criteria.
  • Delete ClientTool to delete a specific client by ID in Hub Planner. Use when you need to permanently remove a client organization.
  • Delete Cost CategoryTool to delete a specific project cost category by ID in Hub Planner. Use when you need to permanently remove a cost category.
  • Delete EventTool to delete a specific event by ID in Hub Planner. Use when you need to permanently remove an event.
  • Delete HolidayTool to delete a specific holiday by ID in Hub Planner. Use when you need to permanently remove a holiday.
  • Delete MilestoneTool to delete a specific milestone by ID in Hub Planner. Use when you need to permanently remove a milestone.
  • Delete ProjectTool to delete a specific project by ID in Hub Planner. Use when you need to permanently remove a project.
  • Delete Project Custom Field TemplateTool to delete a project custom field template by its ID. Use when you need to remove a custom field template from the project configuration.
  • Delete Project GroupTool to delete a specific project group by ID in Hub Planner. Use when you need to permanently remove a project group.
  • Delete ProjectsTool to delete multiple projects by their IDs in a single operation. Use when you need to remove multiple projects from Hub Planner.
  • Delete Project TagTool to delete a specific project tag by ID in Hub Planner. Use when you need to permanently remove a project tag from the system.
  • Delete ResourceTool to delete a specific resource by ID. Use when you need to remove a resource from Hub Planner.
  • Delete Resource Custom Field TemplateTool to delete a specific resource custom field template by ID. Use when permanently removing a custom field template after confirming the correct template ID.
  • Delete resourcesTool to delete multiple resources by their IDs in a single operation. Use when you need to remove multiple resources from Hub Planner.
  • Delete Resource TagTool to delete a specific resource tag by ID in Hub Planner. Use when you need to permanently remove a resource tag from the system.
  • Delete Time EntriesTool to delete multiple time entries by their IDs in a single operation. Use when you need to remove multiple time entries from Hub Planner timesheets.
  • Delete Time EntryTool to delete a specific time entry by ID in Hub Planner. Use when you need to permanently remove a time entry.
  • Delete VacationTool to delete a specific vacation by ID in Hub Planner. Use when you need to permanently remove a vacation.
  • Patch BookingTool to partially update an existing booking in Hub Planner. Unlike PUT, only pass the properties you want to modify. Use when you need to update booking details like dates, notes, state values, or to
  • Patch VacationTool to partially update an existing vacation by ID in Hub Planner. Preferred method over PUT for partial updates. Use when you need to modify specific vacation fields like percentAllocation, title, o
  • Remove Client From ProjectsTool to remove a client from one or more projects in Hub Planner. Use when you need to unlink a client from specific projects by providing an array of project IDs.
  • Remove Project From GroupsTool to remove a project from one or more project groups in Hub Planner. Use when you need to unlink a project from specific groups by providing an array of group IDs.
  • Remove Project TagTool to remove a tag from a Hub Planner project. Use when you need to detach a tag from a specific project.
  • Remove Resource from ProjectsTool to remove a resource from one or more projects in Hub Planner. Use when you need to unassign a resource from specific projects by providing the resource ID and an array of project IDs.
  • Remove Resource TagTool to remove a tag from a resource. Use when you need to disassociate a specific tag from a resource.
  • Set Project ManagersTool to set project managers for a Hub Planner project. Replaces existing project managers with the provided list. Requires Project Managers Extension to be enabled.
  • Update Billing RateTool to update an existing billing rate by ID in Hub Planner. Must pass the entire billing rate object with all required fields (_id, rate, label, currency). Use when you need to modify billing rate p
  • Update BookingTool to update an existing booking in Hub Planner by ID. Must pass the entire booking object with all required fields. Use when you need to modify booking properties like dates, resources, projects, s
  • Update Booking CategoryTool to update an existing booking category by ID in Hub Planner. Use when you need to modify category properties like name, color, or type.
  • Update ClientTool to update an existing client by ID in Hub Planner. Only the name property can be updated. Use when you need to rename a client organization.
  • Update Cost CategoryTool to update an existing project cost category by ID in Hub Planner. Updates the name of the cost category. Use when you need to rename or modify a project cost category used for tracking expenses.
  • Update EventTool to update an existing event in Hub Planner by ID. Must pass the entire event object with all required fields. Use when you need to modify event properties like name, status, resources, budget det
  • Update HolidayTool to update an existing holiday by ID in Hub Planner. Must pass the entire holiday object with all required fields (_id, name, date). Use when you need to modify holiday properties such as name, da
  • Update MilestoneTool to update an existing milestone by ID in Hub Planner. Must pass the entire milestone object with all required fields (_id, name, date, project). Use when you need to modify milestone properties s
  • Update Project Custom Field TemplateTool to update an existing project custom field template in Hub Planner. Use when you need to modify field properties like label, type, instructions, or choices.
  • Update Project GroupTool to update an existing project group by ID in Hub Planner. Use when you need to modify a project group's name, associated projects, metadata, or parent group. Returns the updated project group obj
  • Update Hub Planner projectsTool to update one or more projects in Hub Planner. Use when you need to modify project properties such as name, status, budget, or other settings. Supports bulk updates by passing multiple project ob
  • Update Project TagTool to update an existing project tag by ID in Hub Planner. Use when you need to change the value/name of a project tag. Note that the new value cannot conflict with an existing tag value.
  • Update Resource Custom Field TemplateTool to update an existing resource custom field template in Hub Planner. Use when you need to modify field properties like label, type, instructions, or configuration settings.
  • Update Resource GroupTool to update an existing resource group by ID in Hub Planner. Can update the group name, approvers array, and metadata. Use when you need to modify resource group properties or assign approvers to t
  • Update ResourcesTool to update one or more resources in Hub Planner. Pass an array of resource objects with _id and properties to update. Supports bulk updates by providing multiple resource objects. Use when you nee
  • Update Resource TagTool to update an existing resource tag by ID in Hub Planner. Use when you need to change the value/name of a resource tag. Note that the new value cannot conflict with an existing tag value.
  • Update Time EntryTool to update an existing time entry by ID in Hub Planner. Must pass the entire time entry object with all required fields (resource, project, date, minutes). Use when you need to modify time trackin
  • Update VacationTool to update an existing vacation by ID in Hub Planner. Use when you need to modify vacation properties such as dates, title, approval status, or allocation. When setting type to APPROVED or REJECTE

Changes wait in Needs you

Changes and sends in Hub Planner are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Hub Planner questions

Can an agent change data in Hub Planner on its own?

Not by default. Changes and sends in Hub Planner are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Hub Planner?

This connector lists 51 read actions. Reads run at once, without waiting for approval.

How does Hub Planner connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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