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Resource Planner integration for AI agents

Insiro connects AI agents to Resource Planner so they can act in it under your rules. Resource Planner is a scheduling and resource management service for teams. Use it to assign people, track project time, and balance workloads. Every Resource Planner action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Resource Planner?

With Insiro, agents can create and update tasks from requests, summarise progress and blockers for a weekly update, move work between stages when conditions are met and assign owners and due dates, all inside the permissions you set for Resource Planner.

  • Create and update tasks from requests.
  • Summarise progress and blockers for a weekly update.
  • Move work between stages when conditions are met.
  • Assign owners and due dates.

A journey through Insiro

Resource Planner logo Resource PlannerInsiroSlack

Example: Resource Planner → Insiro → Slack to post a weekly progress digest to the team channel. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Resource Planner

Can Insiro AI agents use Resource Planner?

Yes. Insiro connects AI agents to Resource Planner through its governed MCP gateway. Agents can create and update tasks from requests and summarise progress and blockers for a weekly update using each person's own Resource Planner access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Resource Planner?

Resource Planner connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Resource Planner read-only for agents?

Yes. In Insiro Governance, set Resource Planner to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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