--- title: "Connect CoachAccountable and Hub Planner - APIANT.ai" description: "When \"New Client\" fires in CoachAccountable, your agent runs \"Create Event\" in Hub Planner." canonical: "https://apiant.ai/connect/coachaccountable-to-hub-planner" --- # Connect CoachAccountable and Hub Planner When **New Client** fires in [CoachAccountable](https://apiant.ai/connections/coachaccountable), your agent runs **Create Event** in [Hub Planner](https://apiant.ai/connections/hub-planner), or **New Booking** in Hub Planner to **Add Invoice Payment** in CoachAccountable. Describe the whole flow and it is built, tested on every scenario and kept running. CoachAccountable **5** triggers CoachAccountable **10** 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 CoachAccountable 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 CoachAccountable and Hub Planner can do together ### From CoachAccountable to Hub Planner - When **New Client** in CoachAccountable then **Create Event** in Hub Planner - When **New Coach** in CoachAccountable then **Create Project** in Hub Planner ### From Hub Planner to CoachAccountable - When **New Booking** in Hub Planner then **Add Invoice Payment** in CoachAccountable - When **New or Updated Project** in Hub Planner then **Add New Invoice** in CoachAccountable 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 CoachAccountable and Hub Planner ## Triggers and actions 9 triggers · 21 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Coach** Triggers when a new coach is created. - Trigger **New Invoice** Triggers when a new client invoice is created. - Trigger **New Invoice Payment** Triggers when a new payment is posted for an invoice. - Trigger **New Session** Triggers when a new Session is marked complete. - Action **Activate Client** Activates a Client. - Action **Add Invoice Payment** Posts a payment to a Client Invoice. - Action **Add New Action** Adds an action for a specific client. - Action **Add New Client** Adds a new Client. - Action **Add New Invoice** Adds a new invoice. - Action **Add Session** Log a new coaching session for a client. - Action **Get Client** Retrieve a single client by ID. - Action **List Clients** List all clients on the account. - Action **Mark Action Done** Marks an existing client Action done. - Action **Update Client** Update an existing client's profile fields. - 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 - [ **CoachAccountable** CoachAccountable is a platform to support and structure coaching relationships between coaches and their...](https://apiant.ai/connections/coachaccountable) - [ **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 CoachAccountable - [ **CoachAccountable to Dart** Dart streamlines project management so your team can get back to work that matters.](https://apiant.ai/connect/coachaccountable-to-dart) - [ **CoachAccountable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coachaccountable-to-hubspot) - [ **CoachAccountable to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coachaccountable-to-salesforce) - [ **CoachAccountable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coachaccountable-to-slack) - [ **CoachAccountable to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/coachaccountable-to-google-sheets) - [ **CoachAccountable to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coachaccountable-to-gmail) ## More into Hub Planner - [ **Google Sheets to Hub Planner** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## CoachAccountable and Hub Planner, answered ### ### What can start an automation from CoachAccountable? Any of CoachAccountable's 5 triggers in the catalog, including New Client, New Coach, New Invoice and New Invoice Payment. 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 CoachAccountable? 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 CoachAccountable? Yes. When something happens in Hub Planner, your agent can act in CoachAccountable too. This page covers both directions: Hub Planner's triggers and CoachAccountable's actions are listed here as well. ### ### Do I have to build a connector for CoachAccountable 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 CoachAccountable 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.