122 available actions
What your AI agent can do in Hub Planner
A Modern and Smart Resource Management, Planning & Scheduling tool with Time Sheets and Powerful Reporting. Ideal for Managing Global Teams of Resources. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 122 actions.
Common starting points
- Search Billing RatesTool to search billing rates in Hub Planner with filters.
- Search Booking CategoriesTool to search booking categories in Hub Planner with filters.
- Create EventTool to create a new event in Hub Planner.
- Add Clients to ProjectTool to add clients to a project by project ID.
- Update EventTool to update an existing event in Hub Planner by ID.
- Update Billing RateTool to update an existing billing rate by ID in Hub Planner.
Browse all 122 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 51 actions
- Get Billing Rate by IDTool to retrieve a specific billing rate by ID from Hub Planner.
- Get Booking by IDTool to retrieve a specific booking by ID from Hub Planner.
- Get Booking Category by IDTool to retrieve a specific booking category by ID from Hub Planner.
- Get Client by IDTool to retrieve a specific client by ID from Hub Planner.
- Get Cost CategoryTool to retrieve a specific project cost category by ID from Hub Planner.
- Get Event by IDTool to retrieve a specific event by ID from Hub Planner.
- Get Holiday by IDTool to retrieve a specific holiday by ID from Hub Planner.
- Get MilestoneTool to retrieve a specific milestone by ID from Hub Planner.
- Get ProjectTool to retrieve a specific project by ID from Hub Planner.
- Get Project Custom Field TemplateTool to retrieve a specific project custom field template by ID.
- Get Project Custom Field TemplatesTool to retrieve all project custom field templates defined for your Hub Planner account.
- Get Project GroupTool to retrieve a specific project group by ID from Hub Planner.
- Get Project TagsTool to retrieve all tags associated with a specific Hub Planner project.
- Get Resource by IDTool to retrieve a specific resource by ID from Hub Planner.
- Get Resource Custom Field TemplateTool to retrieve a specific resource custom field template by ID from Hub Planner.
- Get Resource Custom Field TemplatesTool to retrieve custom field templates defined for resources in your Hub Planner account.
- Get Resource TagsTool to retrieve all tags associated with a specific resource from Hub Planner.
- Get Time Entry by IDTool to retrieve a specific time entry by ID from Hub Planner.
- Get Vacation by IDTool to retrieve a specific vacation by ID from Hub Planner.
- List Billing RatesTool to retrieve all billing rates from Hub Planner.
- List Booking CategoriesTool to retrieve all booking categories from Hub Planner.
- List BookingsTool to retrieve all bookings from Hub Planner with pagination support.
- List Category GroupsTool to get all category groups from Hub Planner.
- List ClientsTool to get all clients from Hub Planner.
- List Cost CategoriesTool to retrieve all project cost categories from Hub Planner.
- List EventsTool to retrieve all events from Hub Planner.
- List HolidaysTool to retrieve all public holidays from Hub Planner.
- List Project GroupsTool to get all project groups from Hub Planner.
- List Project ManagersTool to get all project managers from Hub Planner.
- List ProjectsTool to retrieve all projects from Hub Planner.
- List Project TagsTool to retrieve all project tags from Hub Planner.
- List Resource GroupsTool to get all resource groups from Hub Planner.
- List ResourcesTool to get all resources from Hub Planner.
- List Resource TagsTool to get all resource tags from Hub Planner.
- List Time EntriesTool to get all time entries from Hub Planner.
- List Unassigned WorkTool to retrieve all unassigned work from Hub Planner.
- List VacationsTool to retrieve all vacations from Hub Planner.
- Search Billing RatesTool to search billing rates in Hub Planner with filters.
- Search Booking CategoriesTool to search booking categories in Hub Planner with filters.
- Search BookingsTool to search bookings in Hub Planner with advanced filters.
- Search ClientsTool to search clients with filters in Hub Planner.
- Search Cost CategoriesTool to search project cost categories in Hub Planner with filters.
- Search EventsTool to search events with filters in Hub Planner.
- Search HolidaysTool to search holidays with filters in Hub Planner.
- Search MilestonesTool to search milestones in Hub Planner with filters.
- Search Project Custom FieldsTool to search project custom field templates by type, label, or required status.
- Search ProjectsTool to search projects with filters in Hub Planner.
- Search Resource Custom Field TemplatesTool to search resource custom field templates by type, label, or other properties.
- Search resourcesTool to search for resources with various filters in Hub Planner.
- Search Time EntriesTool to search time entries with filters in Hub Planner.
- Search VacationsTool to search vacations in Hub Planner with advanced filters.
Create & communicateCreate records or send supported messagesView 25 actions
- Add Clients to ProjectTool to add clients to a project by project ID.
- Add project custom field choicesAdd choices to a project custom field template of SELECT, RADIO, or CHECKBOX type.
- Add Projects to GroupTool to add projects to a project group in Hub Planner.
- Add Project TagsTool to add tags to a Hub Planner project.
- Add Resource Custom Field ChoicesTool to add choices to a resource custom field template of SELECT, RADIO, or CHECKBOX type.
- Add Resources to ProjectTool to add resources to a project by project ID.
- Add Resources to Resource GroupTool to add resources to a resource group by group ID.
- Add Resource TagsTool to add tags to a resource in Hub Planner.
- Create Billing RateTool to create a new billing rate in Hub Planner.
- Create BookingTool to create a new booking for a resource on a project in Hub Planner.
- Create Booking CategoryTool to create a new booking category in Hub Planner.
- Create ClientTool to create a new client in Hub Planner.
- Create Cost CategoryTool to create a new project cost category in Hub Planner.
- Create EventTool to create a new event in Hub Planner.
- Create HolidayTool to create a new holiday in Hub Planner.
- Create MilestoneTool to create a new milestone for a project in Hub Planner.
- Create ProjectTool to create a new project in Hub Planner.
- Create Project Custom Field TemplateTool to create a new project custom field template in Hub Planner.
- Create Project GroupTool to create a new project group in Hub Planner.
- Create Project TagTool to create a new project tag in Hub Planner.
- Create ResourceTool to create a new resource in Hub Planner.
- Create Resource Custom Field TemplateTool to create a new resource custom field template in Hub Planner.
- Create Resource TagTool to create a new resource tag in Hub Planner.
- Create Time EntryTool to create a new time entry for a resource on a project in Hub Planner.
- Create VacationTool to create a new vacation request for a resource in Hub Planner.
Update & manageChange and manage existing recordsView 21 actions
- Patch BookingTool to partially update an existing booking in Hub Planner.
- Patch VacationTool to partially update an existing vacation by ID in Hub Planner.
- Set Project ManagersTool to set project managers for a Hub Planner project.
- Update Billing RateTool to update an existing billing rate by ID in Hub Planner.
- Update BookingTool to update an existing booking in Hub Planner by ID.
- Update Booking CategoryTool to update an existing booking category by ID in Hub Planner.
- Update ClientTool to update an existing client by ID in Hub Planner.
- Update Cost CategoryTool to update an existing project cost category by ID in Hub Planner.
- Update EventTool to update an existing event in Hub Planner by ID.
- Update HolidayTool to update an existing holiday by ID in Hub Planner.
- Update MilestoneTool to update an existing milestone by ID in Hub Planner.
- Update Project Custom Field TemplateTool to update an existing project custom field template in Hub Planner.
- Update Project GroupTool to update an existing project group by ID in Hub Planner.
- Update Hub Planner projectsTool to update one or more projects in Hub Planner.
- Update Project TagTool to update an existing project tag by ID in Hub Planner.
- Update Resource Custom Field TemplateTool to update an existing resource custom field template in Hub Planner.
- Update Resource GroupTool to update an existing resource group by ID in Hub Planner.
- Update ResourcesTool to update one or more resources in Hub Planner.
- Update Resource TagTool to update an existing resource tag by ID in Hub Planner.
- Update Time EntryTool to update an existing time entry by ID in Hub Planner.
- Update VacationTool to update an existing vacation by ID in Hub Planner.
Remove & cancelRemove records or cancel supported workView 25 actions
- Delete Billing RateTool to delete a specific billing rate by ID in Hub Planner.
- Delete BookingTool to delete a specific booking by ID in Hub Planner.
- Delete BookingsTool to delete multiple bookings by IDs, resource ID, or project ID.
- Delete ClientTool to delete a specific client by ID in Hub Planner.
- Delete Cost CategoryTool to delete a specific project cost category by ID in Hub Planner.
- Delete EventTool to delete a specific event by ID in Hub Planner.
- Delete HolidayTool to delete a specific holiday by ID in Hub Planner.
- Delete MilestoneTool to delete a specific milestone by ID in Hub Planner.
- Delete ProjectTool to delete a specific project by ID in Hub Planner.
- Delete Project Custom Field TemplateTool to delete a project custom field template by its ID.
- Delete Project GroupTool to delete a specific project group by ID in Hub Planner.
- Delete ProjectsTool to delete multiple projects by their IDs in a single operation.
- Delete Project TagTool to delete a specific project tag by ID in Hub Planner.
- Delete ResourceTool to delete a specific resource by ID.
- Delete Resource Custom Field TemplateTool to delete a specific resource custom field template by ID.
- Delete resourcesTool to delete multiple resources by their IDs in a single operation.
- Delete Resource TagTool to delete a specific resource tag by ID in Hub Planner.
- Delete Time EntriesTool to delete multiple time entries by their IDs in a single operation.
- Delete Time EntryTool to delete a specific time entry by ID in Hub Planner.
- Delete VacationTool to delete a specific vacation by ID in Hub Planner.
- Remove Client From ProjectsTool to remove a client from one or more projects in Hub Planner.
- Remove Project From GroupsTool to remove a project from one or more project groups in Hub Planner.
- Remove Project TagTool to remove a tag from a Hub Planner project.
- Remove Resource from ProjectsTool to remove a resource from one or more projects in Hub Planner.
- Remove Resource TagTool to remove a tag from a resource.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Hub Planner
How does the agent connect to Hub Planner?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Hub Planner?
The page above lists the 122 actions currently available through the Hub Planner connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Hub Planner included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Hub Planner is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Hub Planner to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.