16 available actions

What your AI agent can do in Resource Planner

Resource Planner helps teams schedule people, manage projects and assignments, and review workspace time entries. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get ProjectRetrieve one current workspace project by its project ID.
Get ResourceRetrieve one current workspace resource by its resource ID.
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.
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.

Browse all 16 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 6 actionsHide 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.

Create & communicateCreate records or send supported messagesView 3 actionsHide 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.

Update & manageChange and manage existing recordsView 3 actionsHide actions

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.
Update ResourceReplace a resource's internal note without changing its scheduling fields, then return the current resource.

Remove & cancelRemove records or cancel supported workView 4 actionsHide actions

Delete AssignmentPermanently delete one assignment by its assignment ID.
Delete AssignmentsPermanently delete 1-25 assignments sequentially.
Delete ProjectPermanently delete a project and all of its assignments.
Delete ResourcePermanently delete a resource and all of its assignments.

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 Resource Planner

How does the agent connect to Resource 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 Resource Planner?

The page above lists the 16 actions currently available through the Resource 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 Resource 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 Resource 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 Resource Planner to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

All product names, logos, and brands are property of their respective owners and are used for identification only. ZeroToClaw is not affiliated with or endorsed by Resource Planner.