Connect Hub Planner to AI agents

Connect Hub Planner to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

search_time_entries

Search Time Entries

Search and filter timesheet entries using advanced query operators. Filter by resource, project, date ranges, and status. Use operators like **$in**, **$nin**, **$lt**, **$lte**, **$gt**, **$gte** for flexible querying.

search_projects

Search Projects

Search and filter projects using advanced query operators. Supports filtering by name, status, project code, resources, date ranges, and custom fields. Use operators like **$in**, **$nin**, **$like**, **$lt**, **$lte**, **$gte** for flexible querying.

manage_holiday

Manage Holiday

Create, update, or delete a public holiday in Hub Planner. When creating, **name** and **date** are required. Holidays can be set to repeat annually.

search_bookings

Search Bookings

Search and filter bookings using advanced query operators. Filter by resource, project, date ranges, and more. Use operators like **$in**, **$nin**, **$lt**, **$lte**, **$gte**, **$gt** for flexible querying.

manage_time_entry

Manage Time Entry

Create, update, or delete a timesheet entry in Hub Planner. Time entries track actual time worked by resources against projects. When creating, **resourceId**, **projectId**, **date**, and **minutes** are required. Requires the Timesheets extension.

search_resources

Search Resources

Search and filter resources using advanced query operators. Supports filtering by name, email, status, role, and custom fields. Use operators like **$in**, **$nin**, **$like** for flexible querying.

manage_event

Manage Event

Create, update, or delete an event in Hub Planner. Events are schedulable items similar to projects but for non-project activities. When creating, **name** is required.

manage_milestone

Manage Milestone

Create, update, or delete a project milestone in Hub Planner. When creating, **name**, **date**, and **projectId** are required. Milestones mark key dates within projects.

manage_vacation

Manage Vacation

Create, update, or delete vacation/time-off records for resources in Hub Planner. When creating, **resourceId**, **start**, **end**, and **type** are required.

get_booking

Get Booking

Retrieve a single booking by ID, or list all bookings with optional pagination. Returns booking details including resource, project, dates, state, and duration.

manage_resource

Manage Resource

Create, update, or delete a resource (team member) in Hub Planner. When creating, **firstName** is required. Resources can have statuses like Active, Archived, Non-Bookable, or Parked.

manage_client

Manage Client

Create, update, or delete a client record in Hub Planner. Clients can be associated with projects. When creating, **name** is required.

manage_booking

Manage Booking

Create, update, or delete a resource booking in Hub Planner. Bookings schedule resources onto projects for specific date ranges. When creating, **resourceId**, **projectId**, **start**, and **end** are required. Supports percentage-based and minute-based allocation, repeating bookings, and approval workflows.

manage_project

Manage Project

Create, update, or delete a project in Hub Planner. Use **action** to specify the operation. When creating, only **name** is required. When updating, provide the **projectId** and any fields to change. Projects can have statuses like Active, Archived, Planned, Pending, or Floating.

get_resource

Get Resource

Retrieve a single resource by ID, or list all resources with optional pagination. Returns resource details including name, email, status, role, and custom fields.

list_booking_categories

List Booking Categories

List all booking categories and category groups in Hub Planner. Booking categories are used to classify different types of bookings. Optionally retrieve a specific category by ID.

get_project

Get Project

Retrieve a single project by ID, or list all projects with optional pagination. Returns full project details including name, status, dates, budget, resources, and custom fields.

More integrations teams use with Hub Planner

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

GitLab

Manage GitLab projects, repositories, issues, merge requests, releases, and CI/CD workflows from one provider. Includes pipeline, job, variable, environment, schedule, trigger, runner, deployment, CI lint, and test report tools.

Technical notes for Hub Planner

Manage resource scheduling, project planning, bookings, and timesheets for team-based workforces. Create, read, update, and delete projects with budget settings, custom fields, and project codes. Manage resources including profiles, skills, availability, and group assignments. Create and manage bookings to schedule resources on projects with percentage or minute-based allocation, recurring intervals, and approval workflows. Track actual time worked via timesheets. Manage events, milestones, vacations, public holidays, clients, billing rates, project managers, unassigned work, tags, and cost categories. Search and filter across all entities using advanced query operators. Subscribe to webhooks for real-time notifications on project and booking changes.

Connect Hub Planner to production AI agents

See how Metorial gives Hub Planner access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Hub Planner to AI agents with Metorial.

  1. Can Metorial connect Hub Planner to AI agents?
    Yes. Metorial connects AI agents to Hub Planner through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.