Harvest integration

Get client

Tool to retrieve a specific client by id. use when you need details of a client before invoicing or reporting.

Get client contact

Tool to retrieve a specific client contact. use when you have client id and contact id to fetch and verify contact details.

Get company info

Tool to retrieve information about the authenticated user's company. use after authentication to fetch company settings for display or configuration.

Get estimate

Tool to retrieve a specific estimate by id. use after confirming the estimate id. example: "get estimate with id 123456".

Get invoice

Tool 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 project

Tool to retrieve a specific harvest project by id. use when you have a project id and need its details.

Get task

Tool to retrieve a specific task by id. use when you have a task id and need its detailed information.

Get time entry

Tool to retrieve a single time entry by id. use when you have a specific time entry id and need its full details.

Get user

Tool 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 contacts

Tool to list client contacts. use when you need to retrieve contacts with optional filtering and pagination.

List clients

Tool 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 messages

Tool to list messages for an estimate. use after obtaining an estimate id to retrieve associated messages, supports pagination and filtering by update time.

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

Tool to create a new message for an invoice. use after confirming the invoice id when you need to notify a client with invoice details.

Create invoice payment

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

Create project

Tool to create a new project. use after confirming the client exists.

Create task

Tool to create a new task. use after identifying task details to register it in harvest.