Harvest for AI agents

Agents read Harvest at once. Changes and sends are held for a person's approval by default.

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About Harvest

Harvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments

What an agent can do in Harvest

Every Harvest action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Harvest without asking first. 20 actions.

Get ClientRetrieves a specific client by ID from Harvest. Use this to get detailed information about a client including their name, active status, address, currency, and timestamps. Returns complete client deta
Get Company InfoRetrieves detailed information about the company associated with the authenticated Harvest account. This endpoint returns comprehensive company settings including: - Basic information (name, domain, a
Get EstimateTool to retrieve a specific estimate by ID. Use after confirming the estimate ID. Example: "Get estimate with ID 123456".
Get InvoiceTool to retrieve a specific invoice by ID. Use when you need the full details of an invoice after selecting or creating it. Example: 'Get invoice with ID 13150378.'
Get ProjectTool to retrieve a specific Harvest project by ID. Use when you have a project ID and need its details.
Get TaskTool to retrieve a specific task by ID. Use when you have a task ID and need its detailed information.
Get Time EntryTool to retrieve a single time entry by ID. Use when you have a specific time entry ID and need its full details.
Get UserTool to retrieve a specific user by ID. Use after obtaining a valid user ID (for example via List Users). Example: "Get details of user 3230547".
List Client ContactsTool to list client contacts. Use when you need to retrieve contacts with optional filtering and pagination.
List ClientsTool to list clients. Use when you need to retrieve a paginated list of clients from Harvest. Ensure you have a valid access token in metadata before calling.
List Estimate MessagesLists all messages associated with a specific estimate in Harvest. Returns messages sorted by creation date (most recent first). Use this tool when you need to: - View communication history for an est
List Expense CategoriesTool to list expense categories. Use when you need to retrieve a paginated list of expense categories, optionally filtering by active status or last update timestamp.

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List Invoice Item CategoriesTool to retrieve invoice item categories. Use when you need to fetch a paginated list of invoice item categories in Harvest.
List Invoice MessagesTool to list messages associated with a given invoice. Use when you need to retrieve invoice messages with optional filtering by update time and pagination.
List Invoice PaymentsList all payments recorded for a specific invoice. Returns payment details including amounts, dates, payment gateway information, and who recorded each payment. Supports filtering by updated_since dat
List InvoicesTool to list invoices. Use when you need to retrieve invoices filtered by client, project, date range, or state. Example: 'List invoices for client 5735776 from 2023-01-01 to 2023-01-31.'
List projectsTool to list projects. Use when you need to retrieve a paginated list of projects from Harvest. Ensure a valid access token is present in metadata before calling. Results span multiple pages; check to
List TasksTool to list tasks. Use when you need to retrieve a paginated list of tasks from Harvest. Ensure you have a valid access token in metadata before calling. Response includes `total_pages` to iterate al
List Time EntriesTool to retrieve a list of time entries. Use when you need to fetch tracked hours with filters or date ranges for reporting or invoicing. Example: "List time entries for project 123 between 2023-01-01
List UsersTool to list users. Use when you need to retrieve a paginated list of users from Harvest.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 37 actions.

Create ClientTool to create a new client. Use after gathering client details to register a new client in Harvest.
Create Client ContactTool to create a new client contact. Use when you need to add a contact under an existing client. Call after you've retrieved or confirmed the client_id.
Create EstimateTool to create a new estimate. Use after gathering client and line item details.
Create Estimate Item CategoryTool to create a new estimate item category in Harvest. Use after deciding to categorize line items within an estimate.
Create Estimate MessageTool to create a new message for an estimate. Use when you have an estimate ID and want to send a message or run an event (send, accept, decline, re-open) on the estimate.
Create ExpenseTool to create a new expense entry. Use when recording costs against projects. Ensure either units or total_cost is provided.
Create InvoiceTool to create a new invoice. Use when you have gathered all invoice details and need to bill a client in Harvest.
Create Invoice Item CategoryTool to create a new invoice item category. Use after you have decided on the category name to register it in Harvest.
Create Invoice MessageCreates a new message for an invoice in Harvest. Use this to send invoice notifications to clients, create draft messages, or change invoice states (close/reopen). Requires a valid invoice ID. The inv
Create Invoice PaymentTool to create a new payment on an invoice. Use when recording a payment against an existing invoice.
Create ProjectCreate a new project in Harvest. A project is a container for tracking time, expenses, and invoices for a specific client engagement. Required: You must provide a valid client_id (use list_clients or
Create TaskCreates a new task in Harvest. Tasks are reusable activity types (e.g., "Development", "Design", "Consulting") that can be assigned to projects for time tracking. Use this to define billable or non-bi

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Create Time EntryTool to create a new time entry. Use when logging hours for a project by specifying start/end times or duration.
Create UserCreates a new user in Harvest and sends an invitation email to the specified address. Use this action to add team members to your Harvest account. You can specify their role, permissions, rates, and w
Delete ClientTool to delete a client. Use when you need to remove a client that has no associated projects, invoices, or estimates. Call after confirming the client_id exists and has no dependent resources.
Delete Client ContactPermanently deletes a client contact from Harvest. Use when you need to remove a contact that is no longer relevant. Requires Administrator or Manager permissions. The deletion cannot be undone, so ve
Delete EstimateTool to delete an estimate. Use when you need to remove an estimate that is no longer needed. Call after confirming the estimate_id exists and has no dependent resources.
Delete Estimate MessageTool to delete an estimate message. Use when you need to remove a message from an estimate. Call after confirming estimate_id and message_id are correct.
Delete InvoiceDelete an invoice from Harvest. Removes the specified invoice permanently. Requires Administrator or Manager permissions with invoice editing access.
Delete Invoice Item CategoryTool to delete an invoice item category from Harvest. Returns 200 OK on success with no response body. Important: Deletion is only possible if both use_as_service and use_as_expense are false. Categor
Delete Invoice MessageTool to delete a message from an invoice. Use when you need to remove a specific message that is no longer relevant. Call after confirming the invoice_id and message_id.
Delete Invoice PaymentTool to delete an invoice payment. Use when you need to remove a payment from an invoice after confirming payment details.
Delete ProjectTool to delete a project. Use when you need to remove a project and all its associated time entries and expenses; invoices remain intact. Call after confirming the project_id exists.
Delete TaskTool to delete a task. Use when you need to remove a task that has no associated time entries. Call after confirming the task_id exists and has no dependent time entries.
Delete Time EntryTool to delete a time entry. Use when removing an existing time entry that is deletable (not closed or on archived projects/tasks). Call after confirming the time_entry_id exists.
Delete UserTool to delete a user. Use when you need to remove a user that has no associated time entries or expenses. Call after confirming the user_id exists and has no dependent time entries or expenses.
Update ClientTool to update an existing client. Use after retrieving client details to modify its properties. Supports partial updates; omit fields to leave them unchanged.
Update Client ContactTool to update a client contact. Use when you have a contact_id and need to modify its details.
Update Company InfoUpdates company time tracking settings in Harvest. This endpoint allows modification of two company settings: 1. wants_timestamp_timers - Controls whether time is tracked via duration or start/end tim
Update EstimateTool to update an existing estimate. Use when you need to modify specific fields of an estimate; omit parameters to leave other fields unchanged.
Update Estimate Item CategoryUpdates an existing estimate item category's name in Harvest. Estimate item categories are used to organize line items within estimates. Provide the category ID and the new name you want to set.
Update ExpenseTool to update an existing expense. Use after retrieving an expense to modify project, category, date, cost, or delete a receipt; omit fields to leave unchanged.
Update InvoiceTool to update an existing invoice. Use after retrieving invoice details to modify its fields. Supports partial updates; omit fields to leave unchanged.
Update ProjectTool to update an existing project. Use when you need to modify one or more fields of a project by its ID. Invoke after confirming the project ID and desired changes.
Update TaskTool to update an existing task. Use after retrieving task details to modify its attributes such as name, billing defaults, or status. Supports partial updates; omit fields to leave them unchanged.
Update Time EntryTool to update an existing time entry. Use after retrieving the entry to adjust hours, notes, project, or task details. Supports partial updates; omit fields to leave unchanged.
Update UserTool to update an existing user. Use when you need to modify a user's profile or settings after confirming the user ID.

Changes wait in Needs you

Changes and sends in Harvest are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Harvest questions

Can an agent change data in Harvest on its own?

Not by default. Changes and sends in Harvest are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Harvest?

This connector lists 20 read actions. Reads run at once, without waiting for approval.

How does Harvest connect?

It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Harvest to your agents.

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