--- title: "Connect Hub Planner and Invoice Ninja - APIANT.ai" description: "When \"New Booking\" fires in Hub Planner, your agent runs \"Email Invoice\" in Invoice Ninja." canonical: "https://apiant.ai/connect/hub-planner-to-invoice-ninja" --- # Connect Hub Planner and Invoice Ninja When **New Booking** fires in [Hub Planner](https://apiant.ai/connections/hub-planner), your agent runs **Email Invoice** in [Invoice Ninja](https://apiant.ai/connections/invoice-ninja), or **New expense** in Invoice Ninja to **Create Event** in Hub Planner. Describe the whole flow and it is built, tested on every scenario and kept running. Hub Planner **4** triggers Hub Planner **11** actions Invoice Ninja **1** trigger Invoice Ninja **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hub Planner and Invoice Ninja 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 Hub Planner and Invoice Ninja can do together ### From Hub Planner to Invoice Ninja - When **New Booking** in Hub Planner then **Email Invoice** in Invoice Ninja - When **New or Updated Project** in Hub Planner then **Find Project** in Invoice Ninja ### From Invoice Ninja to Hub Planner - When **New expense** in Invoice Ninja then **Create Event** in Hub Planner - When **New expense** in Invoice Ninja then **Create Project** in Hub Planner 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 Hub Planner and Invoice Ninja ## Triggers and actions 5 triggers · 21 actions - 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. - Trigger **New expense** Triggers when a new expense is created in Invoice Ninja. - Action **Delete invoice** Deletes an invoice from your Invoice Ninja company by its id. - Action **Email Invoice** Emails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address. - Action **Email Quote** Emails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed. - Action **Find Client** Finds clients by name, email, number or search text and returns the matching client records. - Action **Find Credit** Returns the credits that match a credit number, search text, client, status or date. - Action **Find Invoice** Finds invoices by number, search text, client, status or date, and returns the matches with the first one broken out. - Action **Find payments** Returns the payments that match a payment number, search text, client or other criteria. - Action **Find Product** Finds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match. - Action **Find Project** Finds projects whose name, number or notes match the search text and returns the matches. - Action **Find Quote** Returns the quotes that match a quote number, search text, client, status or date criteria. ## Each app on its own - [ **Hub Planner** Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.](https://apiant.ai/connections/hub-planner) - [ **Invoice Ninja** Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept...](https://apiant.ai/connections/invoice-ninja) Reviews ## What our customers say ## More from Hub Planner - [ **Hub Planner to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hub-planner-to-hubspot) - [ **Hub Planner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hub-planner-to-salesforce) - [ **Hub Planner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hub-planner-to-slack) - [ **Hub Planner to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hub-planner-to-mailchimp) - [ **Hub Planner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hub-planner-to-stripe) - [ **Hub Planner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hub-planner-to-shopify) ## More into Invoice Ninja - [ **HubSpot to Invoice Ninja** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-invoice-ninja) - [ **Google Sheets to Invoice Ninja** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-invoice-ninja) - [ **Gmail to Invoice Ninja** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-invoice-ninja) - [ **Google Calendar to Invoice Ninja** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-invoice-ninja) - [ **Google Drive to Invoice Ninja** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-invoice-ninja) - [ **ActiveCampaign to Invoice Ninja** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-invoice-ninja) Questions ## Hub Planner and Invoice Ninja, answered ### ### What can start an automation from Hub Planner? Any of Hub Planner's 4 triggers in the catalog, including New Booking, New or Updated Project, New or Updated Resource and New or Updated Time Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Invoice Ninja when something happens in Hub Planner? Any of Invoice Ninja's 10 actions, including Email Invoice, Email Quote, Find Client and Find Credit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Invoice Ninja to Hub Planner? Yes. When something happens in Invoice Ninja, your agent can act in Hub Planner too. This page covers both directions: Invoice Ninja's triggers and Hub Planner's actions are listed here as well. ### ### Do I have to build a connector for Hub Planner or Invoice Ninja? 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 Hub Planner and Invoice Ninja 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.