Connect Hub Planner to Copilot
Send Hub Planner projects, billing rates, bookings and 4 more data types to Copilot on a schedule. Refresh as often as every 15 minutes.
Copilot
Which Hub Planner projects have the most overdue tasks, and who owns them?
Querying the Hub Planner data set in Coupler.io
How to connect Hub Planner and Copilot
4 steps. You can preview the Hub Planner data in Coupler.io before anything reaches Copilot.
Step 1 of 4
Connect Hub Planner
Enter your Hub Planner API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Hub Planner data you want in Copilot.
Step 3 of 4
Connect Copilot
In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.
Step 4 of 4
Set a schedule
Copilot sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Hub Planner integrations with these destinations
Get the most of Hub Planner to Copilot integration
Gather data
Understand data
Automate data
Act on data
7 data types, including Projects, Billing rates, Bookings, Clients and Events.
With your Hub Planner API key, entered once when you add the connection.
No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete Hub Planner rows.
Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your Hub Planner data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches Copilot.
