Hub Planner

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

122 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Add Clients to ProjectHUB_PLANNER_ADD_CLIENTS_TO_PROJECT
Tool 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 choicesHUB_PLANNER_ADD_PROJECT_CUSTOM_FIELD_CHOICES
Add 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 projects.
Add Projects to GroupHUB_PLANNER_ADD_PROJECTS_TO_GROUP
Tool 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 TagsHUB_PLANNER_ADD_PROJECT_TAGS
Tool 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 ChoicesHUB_PLANNER_ADD_RESOURCE_CUSTOM_FIELD_CHOICES
Tool 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 ProjectHUB_PLANNER_ADD_RESOURCES_TO_PROJECT
Tool 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 GroupHUB_PLANNER_ADD_RESOURCES_TO_RESOURCE_GROUP
Tool 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.
Add Resource TagsHUB_PLANNER_ADD_RESOURCE_TAGS
Tool 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 RateHUB_PLANNER_CREATE_BILLING_RATE
Tool 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 BookingHUB_PLANNER_CREATE_BOOKING
Tool 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 resources to projects with specific start/end dates and time commitments.
Create Booking CategoryHUB_PLANNER_CREATE_BOOKING_CATEGORY
Tool 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 ClientHUB_PLANNER_CREATE_CLIENT
Tool to create a new client in Hub Planner. Use when you need to add a new client organization to the system.
Create Cost CategoryHUB_PLANNER_CREATE_COST_CATEGORY
Tool 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 EventHUB_PLANNER_CREATE_EVENT
Tool 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 HolidayHUB_PLANNER_CREATE_HOLIDAY
Tool 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 MilestoneHUB_PLANNER_CREATE_MILESTONE
Tool 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 ProjectHUB_PLANNER_CREATE_PROJECT
Tool 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 Project Custom Field TemplateHUB_PLANNER_CREATE_PROJECT_CUSTOM_FIELD_TEMPLATE
Tool 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 GroupHUB_PLANNER_CREATE_PROJECT_GROUP
Tool 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 parentGroupId, requires Sidebar Pro extension).
Create Project TagHUB_PLANNER_CREATE_PROJECT_TAG
Tool 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 ResourceHUB_PLANNER_CREATE_RESOURCE
Tool 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 email field).
Create Resource Custom Field TemplateHUB_PLANNER_CREATE_RESOURCE_CUSTOM_FIELD_TEMPLATE
Tool 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 TagHUB_PLANNER_CREATE_RESOURCE_TAG
Tool to create a new resource tag in Hub Planner. Use when you need to add a new tag for categorizing or labeling resources.
Create Time EntryHUB_PLANNER_CREATE_TIME_ENTRY
Tool 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.
Create VacationHUB_PLANNER_CREATE_VACATION
Tool 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 RateHUB_PLANNER_DELETE_BILLING_RATE
Tool to delete a specific billing rate by ID in Hub Planner. Use when you need to permanently remove a billing rate.
Delete BookingHUB_PLANNER_DELETE_BOOKING
Tool to delete a specific booking by ID in Hub Planner. Use when you need to permanently remove a booking.
Delete BookingsHUB_PLANNER_DELETE_BOOKINGS
Tool 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 ClientHUB_PLANNER_DELETE_CLIENT
Tool to delete a specific client by ID in Hub Planner. Use when you need to permanently remove a client organization.
Delete Cost CategoryHUB_PLANNER_DELETE_COST_CATEGORY
Tool to delete a specific project cost category by ID in Hub Planner. Use when you need to permanently remove a cost category.
Delete EventHUB_PLANNER_DELETE_EVENT
Tool to delete a specific event by ID in Hub Planner. Use when you need to permanently remove an event.
Delete HolidayHUB_PLANNER_DELETE_HOLIDAY
Tool to delete a specific holiday by ID in Hub Planner. Use when you need to permanently remove a holiday.
Delete MilestoneHUB_PLANNER_DELETE_MILESTONE
Tool to delete a specific milestone by ID in Hub Planner. Use when you need to permanently remove a milestone.
Delete ProjectHUB_PLANNER_DELETE_PROJECT
Tool to delete a specific project by ID in Hub Planner. Use when you need to permanently remove a project.
Delete Project Custom Field TemplateHUB_PLANNER_DELETE_PROJECT_CUSTOM_FIELD_TEMPLATE
Tool 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 GroupHUB_PLANNER_DELETE_PROJECT_GROUP
Tool to delete a specific project group by ID in Hub Planner. Use when you need to permanently remove a project group.
Delete ProjectsHUB_PLANNER_DELETE_PROJECTS
Tool to delete multiple projects by their IDs in a single operation. Use when you need to remove multiple projects from Hub Planner.
Delete Project TagHUB_PLANNER_DELETE_PROJECT_TAG
Tool 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 ResourceHUB_PLANNER_DELETE_RESOURCE
Tool to delete a specific resource by ID. Use when you need to remove a resource from Hub Planner.
Delete Resource Custom Field TemplateHUB_PLANNER_DELETE_RESOURCE_CUSTOM_FIELD_TEMPLATE
Tool 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 resourcesHUB_PLANNER_DELETE_RESOURCES
Tool to delete multiple resources by their IDs in a single operation. Use when you need to remove multiple resources from Hub Planner.
Delete Resource TagHUB_PLANNER_DELETE_RESOURCE_TAG
Tool 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 EntriesHUB_PLANNER_DELETE_TIME_ENTRIES
Tool 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 EntryHUB_PLANNER_DELETE_TIME_ENTRY
Tool to delete a specific time entry by ID in Hub Planner. Use when you need to permanently remove a time entry.
Delete VacationHUB_PLANNER_DELETE_VACATION
Tool to delete a specific vacation by ID in Hub Planner. Use when you need to permanently remove a vacation.
Get Billing Rate by IDHUB_PLANNER_GET_BILLING_RATE
Tool 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 by IDHUB_PLANNER_GET_BOOKING
Tool 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, approval state, and billing rates.
Get Booking Category by IDHUB_PLANNER_GET_BOOKING_CATEGORY
Tool 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 Client by IDHUB_PLANNER_GET_CLIENT
Tool to retrieve a specific client by ID from Hub Planner. Use when you need to fetch detailed information about a client organization.
Get Cost CategoryHUB_PLANNER_GET_COST_CATEGORY
Tool 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 project cost category.
Get Event by IDHUB_PLANNER_GET_EVENT
Tool 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 IDHUB_PLANNER_GET_HOLIDAY
Tool 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 MilestoneHUB_PLANNER_GET_MILESTONE
Tool 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 project milestone.
Get ProjectHUB_PLANNER_GET_PROJECT
Tool 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 about a specific project.
Get Project Custom Field TemplateHUB_PLANNER_GET_PROJECT_CUSTOM_FIELD_TEMPLATE
Tool 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 TemplatesHUB_PLANNER_GET_PROJECT_CUSTOM_FIELD_TEMPLATES
Tool 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 GroupHUB_PLANNER_GET_PROJECT_GROUP
Tool 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 specific project group.
Get Project TagsHUB_PLANNER_GET_PROJECT_TAGS
Tool 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 by IDHUB_PLANNER_GET_RESOURCE
Tool 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 Resource Custom Field TemplateHUB_PLANNER_GET_RESOURCE_CUSTOM_FIELD_TEMPLATE
Tool 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.
Showing the first 60 of 122 actions.