The Operating REST API

Build custom integrations and automations on top of Operating with our REST API. Sync clients, projects, people, allocations, and time-tracking data with your own systems, or power internal tools and reporting.

The API uses standard authentication and predictable JSON endpoints. Get in touch to start building — or use the Operating MCP server if you'd rather connect through an AI assistant.

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Join the group of happy customers using 

REST API

 and Operating together

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Operating horizon screenshot
Operating Timeline screenshot

Allocate & Forecast

Allocate resources to meet the budget from CRM, and forecast tentative capacity

  • A project and people timeline for different points-of-view
  • Allocate work with hourly rates and project budgets
  • Visualize your deal stages on the project timeline
  • Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
HubSpot marketplace
Planned vs. actual hours comparison
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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! Find the Staffing Routine guide here.
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