Hub Planner
A Modern and Smart Resource Management, Planning & Scheduling tool with Time Sheets and Powerful Reporting. Ideal for Managing Global Teams of Resources.
Verdict
Common use cases
- Assign designers to new projects from chat
- Check team capacity before committing to deadlines
- Tag projects by client or priority mid-sprint
- Pull utilization reports during planning meetings
- Update custom fields without switching tabs
Integration
- Vendor
- Hub Planner
- Category
- productivity
- Auth
- API_KEY
- Tools
- 50
- Composio slug
hub_planner
Tools
- 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
- 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.
- 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 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 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 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 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 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 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 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 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 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 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 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 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 Ratedestructive
Tool to delete a specific billing rate by ID in Hub Planner. Use when you need to permanently remove a billing rate.
- Delete Bookingdestructive
Tool to delete a specific booking by ID in Hub Planner. Use when you need to permanently remove a booking.
- Delete Bookingsdestructive
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 Clientdestructive
Tool to delete a specific client by ID in Hub Planner. Use when you need to permanently remove a client organization.
- Delete Cost Categorydestructive
Tool to delete a specific project cost category by ID in Hub Planner. Use when you need to permanently remove a cost category.
- Delete Eventdestructive
Tool to delete a specific event by ID in Hub Planner. Use when you need to permanently remove an event.
- Delete Holidaydestructive
Tool to delete a specific holiday by ID in Hub Planner. Use when you need to permanently remove a holiday.
- Delete Milestonedestructive
Tool to delete a specific milestone by ID in Hub Planner. Use when you need to permanently remove a milestone.
- Delete Projectdestructive
Tool to delete a specific project by ID in Hub Planner. Use when you need to permanently remove a project.
- Delete Project Custom Field Templatedestructive
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 Groupdestructive
Tool to delete a specific project group by ID in Hub Planner. Use when you need to permanently remove a project group.
- Delete Projectsdestructive
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 Tagdestructive
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 Resourcedestructive
Tool to delete a specific resource by ID. Use when you need to remove a resource from Hub Planner.
- Delete Resource Custom Field Templatedestructive
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 resourcesdestructive
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 Tagdestructive
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 Entriesdestructive
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 Entrydestructive
Tool to delete a specific time entry by ID in Hub Planner. Use when you need to permanently remove a time entry.
- Delete Vacationdestructive
Tool to delete a specific vacation by ID in Hub Planner. Use when you need to permanently remove a vacation.
- Get Billing Rate by ID
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 ID
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 ID
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 ID
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.
Setup
Setup guide
- 11. In Switchy, open Settings → Integrations → Model Context Protocol and click Add MCP Server. 2. Select Hub Planner from the directory or paste the server package name. 3. When prompted for credentials, log into your Hub Planner account, navigate to Account Settings → API, and generate a new API key. 4. Copy the key and paste it into Switchy's API Key field, then click Connect. 5. Switchy will verify the connection and list the 50 available tools. 6. Open any Space, type '@Hub Planner list all projects' and send — if the MCP replies with your project list, setup succeeded. 7. To restrict which team members can invoke Hub Planner tools, go to the MCP's settings in Switchy and toggle permissions by role or user.
What teammates see: by default, memories from Hub Planner are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Assign Team to Project
@Hub Planner add Sarah Chen, Marcus Lee, and Priya Gupta to the Acme Redesign project. Confirm once they're assigned.Open in a Space →
Check Designer Availability
@Hub Planner show me which designers have availability in the next two weeks. Include their current project load.Open in a Space →
Tag Projects by Client
@Hub Planner add the tag 'ClientX' to all projects with 'X Corp' in the name. List the updated projects.Open in a Space →
Pull Utilization Report
@Hub Planner generate a utilization report for the engineering team for the current month. Highlight anyone over 90% allocated.Open in a Space →
Create Project Group
@Hub Planner create a project group called 'Q2 Product Launches' and add the Mobile App Refresh and Dashboard v3 projects to it.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@hubplanner show me all projects tagged 'Q1-2024' with their assigned resources and current capacity
Based on Hub Planner data, here are 7 projects tagged 'Q1-2024': Website Redesign (5 resources, 87% capacity), Mobile App Launch (3 resources, 62% capacity), Infrastructure Upgrade (4 resources, 91% capacity), Marketing Campaign (2 resources, 45% capacity), API Integration (3 resources, 78% capacity), Security Audit (2 resources, 100% capacity), and Client Portal (4 resources, 53% capacity). The Security Audit team is at full capacity, while Marketing Campaign has the most availability. This illustrative example shows how the MCP aggregates project metadata, resource assignments, and utilization metrics across filtered project sets.
This example demonstrates read-heavy querying across multiple Hub Planner entities (projects, resources, tags). Requires API key with read access to projects and resource data. Response accuracy depends on how your organization maintains tag hygiene and capacity tracking in Hub Planner.
@hubplanner create a new project called 'Customer Onboarding Automation' and assign Sarah Chen, Mike Rodriguez, and the DevOps team to it
Created project 'Customer Onboarding Automation' (ID: PRJ-8472) in Hub Planner. Successfully assigned 3 resources: Sarah Chen (Developer), Mike Rodriguez (Product Manager), and added all 4 members of the DevOps resource group (including automation specialists). The project is now visible in your Hub Planner workspace with default settings. You'll need to separately configure timeline, budget, custom fields, and client associations through additional prompts or the Hub Planner interface. This example shows the MCP executing multiple write operations in sequence.
This write action creates permanent records in Hub Planner and assigns team members, which triggers notifications if your account has those enabled. Requires API key with project creation and resource assignment permissions. The MCP cannot set all project properties in one call—complex project setup may need multiple prompts.
@hubplanner analyze resource utilization across all active projects and suggest which team members could take on the new mobile redesign work
Analyzing 23 active projects and 31 resources in Hub Planner: 8 team members currently have under 60% utilization. Best candidates for mobile redesign work: Jessica Liu (UI/UX, 42% utilized, tagged 'mobile-experience'), Tom Anderson (Frontend Dev, 38% utilized, available 25hrs/week), and Priya Sharma (Product Designer, 51% utilized, recently completed similar project). 5 other developers are at 85%+ capacity and shouldn't take additional work this sprint. Alex Kim shows 110% allocation—possible scheduling conflict to review. This illustrative synthesis combines Hub Planner's utilization data with AI reasoning about skills and availability.
This example showcases the AI's ability to synthesize Hub Planner data (utilization percentages, tags, project history) with reasoning about team capacity and skill fit. The analysis quality depends on accurate time tracking and resource tagging in your Hub Planner account. Over-allocation warnings help prevent burnout but require manual schedule verification.
Use-case deep-dives
When Hub Planner wins for multi-project capacity planning
A 12-person creative agency starts Q2 with six active client projects and needs to staff them without overloading designers or leaving account managers idle. Hub Planner's MCP shines here because the 50 tools cover the full allocation loop: you can pull current resource assignments, check custom fields for skill tags or availability windows, then bulk-add resources to projects while preserving existing tags and client associations. The API_KEY auth means any team lead can run the workflow from Switchy without waiting on IT. The threshold: if your projects change staffing daily (not weekly), the overhead of syncing assignments through an MCP adds friction—stick to Hub Planner's native UI for that cadence. For quarterly or monthly planning cycles, this MCP turns a two-hour spreadsheet exercise into a ten-minute Switchy conversation.
When this MCP handles new-client project setup
A consulting firm wins a new enterprise client and needs to spin up three projects with custom billing codes, department tags, and resource skill filters that match the client's org chart. Hub Planner's MCP handles this in one pass: create the projects, add the client association, apply project tags, then configure custom field choices for the client's specific taxonomy (like cost-center dropdowns or approval-workflow radio buttons). The representative tools show explicit support for SELECT, RADIO, and CHECKBOX field types, which means you're not fighting the API to match your client's intake forms. The catch: if your custom fields change structure project-to-project (not just values), you'll spend more time debugging field templates than the MCP saves. For firms with repeatable client onboarding checklists, this MCP cuts setup time from an afternoon to under an hour.
When Hub Planner's MCP supports exec-level resource reviews
A 30-person professional services team runs monthly leadership reviews where the COO needs to see which resources are under-allocated, which projects are over-staffed, and whether any client is monopolizing senior talent. Hub Planner's MCP lets you script that report: pull all resources with their group memberships and tags, cross-reference project assignments, then filter by custom fields like seniority or billable rate. The 50-tool count suggests the vendor built this MCP for exactly this kind of cross-entity query work. The API_KEY auth means the finance lead can run the report from Switchy without needing OAuth redirects or admin credentials. The limit: if your leadership wants real-time dashboards (not monthly snapshots), the MCP's request-per-query model will feel slow compared to Hub Planner's native reporting. For scheduled reviews, this MCP turns a manual export-and-pivot workflow into a repeatable Switchy prompt.
Frequently asked
What does the Hub Planner MCP let me do in Switchy?
It connects your Hub Planner workspace so AI agents can read and update project schedules, resource allocations, and custom fields. You can ask Switchy to assign people to projects, add tags, update client associations, or pull capacity reports without opening Hub Planner. The MCP exposes 50 tools covering projects, resources, bookings, and custom field management.
Do I need admin access to connect Hub Planner?
You need an API key from Hub Planner, which typically requires account admin or owner permissions to generate. The key inherits your user's access level, so if you can't edit projects or resources in the Hub Planner UI, the MCP won't be able to either. Check with your Hub Planner admin if you don't see API settings in your account.
Can the MCP create new projects or just update existing ones?
The MCP can both create and update projects. It also handles project groups, client associations, tags, and custom fields. You can't delete projects through the MCP — that's intentionally restricted to prevent accidental data loss. For bulk project setup or migration, the MCP is faster than clicking through Hub Planner's UI repeatedly.
How is this different from using Hub Planner's web interface?
The MCP lets you update schedules and allocations through natural language in Switchy, instead of navigating Hub Planner's UI. It's faster for repetitive tasks like tagging 20 projects or reassigning resources across multiple bookings. You still need Hub Planner for visual timeline views, drag-and-drop scheduling, and reporting dashboards — the MCP is for programmatic updates, not replacing the full app.
Who on my team should connect the Hub Planner integration?
Whoever manages resource allocation or project setup — usually a project manager, resource manager, or operations lead. They'll need Hub Planner admin rights to generate the API key. Once connected, anyone in your Switchy workspace can ask the AI to pull data or make updates, but changes still respect Hub Planner's permission model tied to the connected API key.