Hub Planner integration

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

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

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

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 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

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

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 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 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 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 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 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.

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 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 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 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 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 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 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 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 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 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 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 client

Tool to create a new client in Hub Planner. Use when you need to add a new client organization to the system.