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.
Use Operating in Claude Desktop to run your professional services operations directly in Claude using. Claude connects to Operating using the Operating MCP server.
Connect Operating to ChatGPT and use Operating directly within the ChatGPT web interface.
To run your operations securely securely with AI using Operating, connect our platform to your Microsoft Copilot using the Operating MCP server.
Connect Operating directly to your Google Workspace and Gemini using our MCP server and run your operations with AI.
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 from Operating to Xero and get payment status back automatically. Budgeted, planned, actuals, invoiced: one connected chain.
Send invoices from Operating to your QuickBooks Online and get payment status back automatically. Budgeted, planned, actuals, invoiced: one connected chain.
Keep clients, projects, time entries, and invoicing in sync with Operating and NetSuite via our 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
An easy way to track time across projects. Instant reports, seamless invoicing and payments, and integrations with the tools your team loves.
Intelligent time registration and expense management that complies with the new legal requirements in Denmark.
CRM
Connect your CRM to see deals in Operating as tentative projects, match the right consultants with the right cases, and forecast tentative availability.
integrate Operating with your Salesforce CRM to keep your deal pipeline and project planning in sync.
HubSpot CRM let's your team run their sales operations with ease. Integrate with other HubSpot tools like Marketing Hub and HubSpot CMS.
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.
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
Connect systems related to people & HR to manage your company's people, leaves, and skill profiles.
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.
The HR platform that powers productivity, engagement, and retention. Connect Operating with HiBob to integrate leaves and people form HiBob.
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.
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.
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)
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.
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
•
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
•
Sievo
"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."
Ville Loppinen
General Manager
•
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
•
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
•
Intellishore
"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."
Alisha David
COO
•
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
Access our Operating Routine for Resource Planning
Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Resource Planning Routine and a solid agenda for your weekly meeting. Get the guide.
Thank you!
Get the Staffing Routine by clicking below.
Download guide
