--- title: "Connect Birdview PSA and Hub Planner - APIANT.ai" description: "When \"New Project\" fires in Birdview PSA, your agent runs \"Create Project\" in Hub Planner." canonical: "https://apiant.ai/connect/birdview-psa-to-hub-planner" --- # Connect Birdview PSA and Hub Planner When **New Project** fires in [Birdview PSA](https://apiant.ai/connections/birdview-psa), your agent runs **Create Project** in [Hub Planner](https://apiant.ai/connections/hub-planner), or **New Booking** in Hub Planner to **Post Activity Message** in Birdview PSA. Describe the whole flow and it is built, tested on every scenario and kept running. Birdview PSA **2** triggers Birdview PSA **7** actions Hub Planner **4** triggers Hub Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Birdview PSA and Hub Planner to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Birdview PSA and Hub Planner can do together ### From Birdview PSA to Hub Planner - When **New Project** in Birdview PSA then **Create Project** in Hub Planner - When **Updated Project** in Birdview PSA then **Create Event** in Hub Planner ### From Hub Planner to Birdview PSA - When **New Booking** in Hub Planner then **Post Activity Message** in Birdview PSA - When **New or Updated Project** in Hub Planner then **Create Project** in Birdview PSA Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Birdview PSA and Hub Planner ## Triggers and actions 6 triggers · 18 actions - Trigger **New Project** Triggers when a new project is created in Birdview. - Trigger **Updated Project** Triggers when a project is updated in Birdview PSA, returning the latest version of the project. - Action **Create Activity** Creates a new activity (task) in a Birdview project and returns the created activity. - Action **Create Project** Creates a new project in Birdview PSA and returns the created project record. - Action **Create Project (With Custom Fields)** Creates a project in Birdview PSA, including values for your account's custom project fields. - Action **Find Project** Finds projects in Birdview by name and other filters, returning the matching projects and the first match. - Action **Post Activity Message** Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files. - Action **Post Project Message** Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files. - Action **Update Activity** Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values. - Trigger **New Booking** Triggers when a new booking is created. - Trigger **New or Updated Project** Triggers when a project is created or updated. - Trigger **New or Updated Resource** Triggers when a resource is created or updated. - Trigger **New or Updated Time Entry** Triggers when a new time entry is created or updated. - Action **Create Booking** Create / Schedule a booking for resource and project or event. - Action **Create Event** Creates a new event. - Action **Create Milestone** Create a Milestone for a Project. - Action **Create Project** Creates a new project. - Action **Create Time Entry** Create timeEntry for resource and project. - Action **Find Booking** Find Booking by id. - Action **Find Event** Find event by name or id. - Action **Find Project** Find project by name, code or id. - Action **Find Resource** Find resource by it's ID, name or email address. - Action **Find TimeEntry** Find timeentry by id. - Action **Update Booking** Updates an existing booking. ## Each app on its own - [ **Birdview PSA** Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and...](https://apiant.ai/connections/birdview-psa) - [ **Hub Planner** Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.](https://apiant.ai/connections/hub-planner) Reviews ## What our customers say ## More from Birdview PSA - [ **Birdview PSA to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdview-psa-to-hubspot) - [ **Birdview PSA to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdview-psa-to-salesforce) - [ **Birdview PSA to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdview-psa-to-slack) - [ **Birdview PSA to Google Sheets** Google Sheets](https://apiant.ai/connect/birdview-psa-to-google-sheets) - [ **Birdview PSA to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdview-psa-to-gmail) - [ **Birdview PSA to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdview-psa-to-google-calendar) ## More into Hub Planner - [ **Google Sheets to Hub Planner** Google Sheets](https://apiant.ai/connect/google-sheets-to-hub-planner) - [ **Gmail to Hub Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hub-planner) - [ **Google Calendar to Hub Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hub-planner) - [ **Google Drive to Hub Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-hub-planner) - [ **ActiveCampaign to Hub Planner** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-hub-planner) - [ **Airtable to Hub Planner** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-hub-planner) Questions ## Birdview PSA and Hub Planner, answered ### ### What can start an automation from Birdview PSA? Any of Birdview PSA's 2 triggers in the catalog, including New Project and Updated Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Hub Planner when something happens in Birdview PSA? Any of Hub Planner's 11 actions, including Create Booking, Create Event, Create Milestone and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hub Planner to Birdview PSA? Yes. When something happens in Hub Planner, your agent can act in Birdview PSA too. This page covers both directions: Hub Planner's triggers and Birdview PSA's actions are listed here as well. ### ### Do I have to build a connector for Birdview PSA or Hub Planner? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Birdview PSA and Hub Planner without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.