Resource Planner for AI agents
Agents read Resource Planner at once. Changes and sends are held for a person's approval by default.
About Resource Planner
Resource Planner helps teams schedule people, manage projects and assignments, and review workspace time entries.
What an agent can do in Resource Planner
Every Resource 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 Resource Planner without asking first. 6 actions.
- Get ProjectRetrieve one current workspace project by its project ID.
- Get ResourceRetrieve one current workspace resource by its resource ID.
- List AssignmentsReturn all assignments, optionally narrowed to a project, a resource, or both.
- List ProjectsReturn every project in the connected Resource Planner workspace, including project IDs and editable planning fields.
- List ResourcesReturn every resource in the connected Resource Planner workspace, including resource IDs needed for assignment workflows.
- List Time EntriesReturn one page of workspace time entries, with an optional total-duration summary and a cursor for the next page.
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. 10 actions.
- Create AssignmentAssign one resource to one project for a date range and return the created assignment ID.
- Create ProjectCreate a project with a title and optional note, color, and visibility, then return its project ID.
- Create ResourceCreate a workspace resource with optional capacity, workdays, note, and visibility, then return its resource ID.
- Delete AssignmentPermanently delete one assignment by its assignment ID.
- Delete AssignmentsPermanently delete 1-25 assignments sequentially. The operation is not atomic: each ID has its own outcome, successful deletions are not rolled back, and processing stops after an unsafe or ambiguous
- Delete ProjectPermanently delete a project and all of its assignments. This cascading deletion cannot be undone.
- Delete ResourcePermanently delete a resource and all of its assignments. This cascading deletion cannot be undone.
- Update AssignmentReplace an assignment's internal note and return all affected assignment IDs.
- Update ProjectUpdate at least one of a project's title, note, color, or visibility. Omitted fields are preserved by reading the project before updating it.
- Update ResourceReplace a resource's internal note without changing its scheduling fields, then return the current resource.
Changes wait in Needs you
Changes and sends in Resource 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.
Related connectors
Resource Planner questions
Can an agent change data in Resource Planner on its own?
Not by default. Changes and sends in Resource 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 Resource Planner?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does Resource Planner connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.