Harvest integration

Create Client

Tool to create a new client. Use after gathering client details to register a new client in Harvest.

Create Client Contact

Tool 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 Estimate

Tool to create a new estimate. Use after gathering client and line item details.

Create Estimate Item Category

Tool to create a new estimate item category in Harvest. Use after deciding to categorize line items within an estimate.

Create Estimate Message

Tool 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 Expense

Tool to create a new expense entry. Use when recording costs against projects. Ensure either units or total_cost is provided.

Create Invoice

Tool to create a new invoice. Use when you have gathered all invoice details and need to bill a client in Harvest.

Create Invoice Item Category

Tool to create a new invoice item category. Use after you have decided on the category name to register it in Harvest.

Create Invoice Message

Creates 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 invoice must be in the appropriate state for the requested event_type.

Create Invoice Payment

Tool to create a new payment on an invoice. Use when recording a payment against an existing invoice.

Create Project

Create 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_client first), project name, and billing configuration (is_billable, bill_by, budget_by). Co…

Create Task

Creates 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-billable work categories that your team will track time against.