Integrations
Connect Operating with your time tracking, CRM, and people & HR tools to keep data up to date across systems, build your own integrations with our REST API, and let your AI agents connect to our MCP server.
If you don’t see your platform on the list, send us a message. We’re always looking to integrate with new CRMs, ERPs, HR systems, and finance platforms.
AI Assistants
Use Operating as your staffing co-pilot for resource planning andbuild custom automations by accessing Operating in your AI assistant tool of choice using our MCP server.
Ask Claude about availability, utilization and project margin, and act on the answer in Operating. Works in Claude Desktop, Claude on the web, Claude Code and Claude for Excel.
Log time, record expenses, check billing readiness and ask about staffing from inside ChatGPT. Added once as a connector, enabled in the chats you choose.
Sana and any other MCP-capable assistant reach Operating through one server. What to check before connecting one, and how each person's permissions carry across.
Accounting & ERP
Send invoices from Operating to your accounting platform and get payment status back automatically. Budgeted, planned, actuals, invoiced: one connected chain.
Send invoices and credit notes from Operating to Xero, and get payments, status and tax rates back in real time. Connect each company to its own Xero organization.
Send invoices and credit memos from Operating to QuickBooks Online, and get payments and status back. Customers, items and tax codes come from your books.
Keep clients, projects, time entries and invoicing in step between Operating and NetSuite through the Operating REST API. A native connector is on the roadmap.
Time Tracking
Connect your time tracking system and Operating to keep clients, projects, and people in sync and to get reports for planned and actual hours spen
Track time in Harvest and plan it in Operating. Clients, projects, people and hours sync both ways, and you can import your full Harvest history.
CRM
Connect your CRM to see deals in Operating as tentative projects, match the right consultants with the right cases, and forecast tentative availability.
Let Salesforce opportunities create tentative projects in Operating, chosen per record type and stage, and staff and price the work before it closes.
Bring HubSpot deals into Operating as tentative projects, with amount, owner, probability and close date already mapped, and staff them before they close.
Turn the Pipedrive pipeline into a staffing plan. Deals become tentative projects in Operating, including the Won and Lost stages Pipedrive does not expose.
Meltlake, an Operating partner and customer, can connect your Dynamics 365 CRM to Operating. You can also build it yourself on the Operating REST API.
People & HR
Connect systems related to people & HR to manage your company's people, leaves, and skill profiles.
Import people and their skills from Flowcase, with the categories and levels your CVs already use, then staff projects by skill.
Bring people, working patterns and time off from HiBob into Operating, so the resource plan always matches the team you actually have.
Developer Tools
Use our REST API to connect Operating with your existing systems, or plug in our MCP Server to let AI agents read, analyze, and act on your resource and project data in real time.
Build the connection we do not ship. About 55 resources over a bearer-authenticated REST API, covering projects, people, allocations, time, invoices and reports.
Connect an AI agent to Operating over MCP. It reads and changes people, projects, allocations, time, invoices and reports, scoped to what the signed-in person may see.
Single Sign-On (SSO)
Connect Single Sign-On (SSO) tools to make logging into Operating simple and secure.
Entra ID (formerly Azure AD) is Microsoft’s cloud-based identity and access management solution, enabling secure Single Sign-On (SSO) for streamlined access to your apps.
Google Workspace provides secure Single Sign-On (SSO), managing identities through your Google account for seamless access.
Okta is a leading SSO platform enabling secure, seamless access to apps with identity management.
Any other generic SAML compatible Single Sign-On tool
Connect the rest of your tools using our REST API
API Docs
How Operating works alongside your other tools
"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."
Shawn St Mart
Delivery Lead
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Furo
"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"
James Shaw
COO
•
Inventive.io
"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."
Perttu Paarma
VP of Professional Services
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Sievo
"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."
Ville Loppinen
General Manager
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Columbia Road
"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."
Jacqueline Enoch
CFO
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Founder + Lightning
"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."
Adam Grønbeck Andersen
Partner
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Intellishore
"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."
Alisha David
COO
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Supreme Optimization
"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."
Timo Hyväoja
CEO & Founder
•
Meltlake
"It's great to have one place to plan all the projects and teams."
John Kavaleff
COO
•
Iona
Get the Operating Routine for resource planning
A weekly routine for staffing and capacity, written by people who ran it in their own firms. It gives your resource planning meeting a fixed agenda and a short list of numbers to check. Get the guide.
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