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Integrations
Connect Operating with your Time Tracking, CRM, and people & HR tools to keep data up-to-date accross systems, or build you 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
Claude
Use Operating in Claude Desktop to run your professional services operations directly in Claude using. Claude connects to Operating using the Operating MCP server.
ChatGPT
Connect Operating to ChatGPT and use Operating directly within the ChatGPT web interface.
Microsoft Copilot
To run your operations securely securely with AI using Operating, connect our platform to your Microsoft Copilot using the Operating MCP server.
Gemini
Connect Operating directly to your Google Workspace and Gemini using our MCP server and run your operations with AI.
Accounting & ERP
Xero
In development. Coming in Q3 2026. Send invoices from Operating to Xero and get payment status back automatically. Budgeted, planned, actuals, invoiced: one connected chain.
QuickBooks Online
In development. Coming in Q3. Send invoices from Operating to your QuickBooks Online and get payment status back automatically. Budgeted, planned, actuals, invoiced: one connected chain.
NetSuite
Coming in 2026 - Keep clients, projects, time entries, and invoicing in sync with Operating and NetSuite.
Time Tracking
Harvest
An easy way to track time across projects. Instant reports, seamless invoicing and payments, and integrations with the tools your team loves.
Intempus
Intelligent time registration and expense management that complies with the new legal requirements in Denmark.
CRM
Salesforce
integrate Operating with your Salesforce CRM to keep your deal pipeline and project planning in sync.
HubSpot
HubSpot CRM let's your team run their sales operations with ease. Integrate with other HubSpot tools like Marketing Hub and HubSpot CMS.
Pipedrive
The easy and effective CRM for closing deals. Pipedrive lets you track your sales pipeline, manage leads and automate your entire sales process in one place so you can focus on selling.
Microsoft Dynamics 365
Our integration partner Meltlake (www.meltlake.com) can integrate your MS Dynamics CRM to Operating. You can also do yourself utilizing our REST API.
People & HR
Flowcase
The automated proposal solution for professional services firms looking to manage resumes, CVs, and case studies more effectively. Integrate people, and their skills from CV Partner to Operating.
HiBob
The HR platform that powers productivity, engagement, and retention. Connect Operating with HiBob to integrate leaves and people form HiBob.
Developer Tools
REST API
Connect the rest of your tools using our REST API. Feed your reporting tool with capacity data, or use Operating alongside your ERP as the operations planning layer. Our customers have connected Operating to Workday, MS Dynamics, Monday.com, BambooHR, and built their custom reporting on top of Operating.
MCP Server
Let AI agents work directly with your Operating data. Ask questions in plain language: flag overallocated consultants, match people to projects by skills and availability, surface project margin insights, or build custom dashboards and apps on top of Operating using tools like Claude or Cursor. OAuth-based authentication, so AI agents only access what the user is permitted to see.
Single-Sign-On (SSO)
Microsoft Entra ID
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 SSO
Google Workspace provides secure Single Sign-On (SSO), managing identities through your Google account for seamless access.
Okta
Okta is a leading SSO platform enabling secure, seamless access to apps with identity management.
Connect the rest of your tools using our REST API
- Feed your reporting tool with capacity-related data
- Use Operating side-by-side with your ERP as the operations planning layer
- Book a free call to explore the possibilities. Our customers have connected Operating to various ERPs, HR systems, and CRMs like Monday.com, NetSuite, MS Dynamics, and BambooHR.
Off-the-shelf integrations with
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+ integrations to other CRMs possible via our REST API
How Operating is used integrated to other tools
We used to jump between HubSpot and Harvest all the time, but with Operating, it’s all just there, working together.
Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!
We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems.
Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems
We replaced our complex finance projection spreadsheet with HiBob leaves visible in Operating, keeping our calculations up-to-date.
Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking.
Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads.
We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI.
It's great to have one place to plan all the projects and teams.