Harvest

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

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.

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

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

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.

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

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

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

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.

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

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). Common use cases: - Time & Materials: is_billable=true, bill_by="Tasks", budget_by="project" - Fixed Fee: is_billable=true, bill_by="Project", budget_by="none", is_fixed_fee=true - Internal/Non-billable: is_billable=false, bill_by="none", budget_by="none"

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.

Tool to create a new time entry. Use when logging hours for a project by specifying start/end times or duration.

Creates 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 whether they are employees or contractors. The user will receive an invitation email to activate their account. Required: first_name, last_name, and email. Optional: timezone, access roles, rates, weekly capacity, and business roles.

Tool 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.

Permanently 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 verify the contact_id before calling.

Tool 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.

Tool 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 an invoice from Harvest. Removes the specified invoice permanently. Requires Administrator or Manager permissions with invoice editing access.

Tool 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. Categories actively used for billable hours or expenses cannot be deleted. Use when you need to remove an obsolete or unused invoice item category. Requires Admin or Project Manager permissions.

Tool 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.

Tool to delete an invoice payment. Use when you need to remove a payment from an invoice after confirming payment details.

Tool 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.

Tool 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.

Tool 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.

Tool 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.

Retrieves 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 details needed for invoicing, reporting, or verifying client information.

Retrieves detailed information about the company associated with the authenticated Harvest account. This endpoint returns comprehensive company settings including: - Basic information (name, domain, active status) - Time tracking preferences (format, week start day, timer type) - Localization settings (date/time format, currency, separators) - Feature flags (expenses, invoices, estimates, approvals, team scheduling) - Weekly capacity and other operational settings No parameters required. Use this to understand company configuration before performing other operations.

Tool to retrieve a specific estimate by ID. Use after confirming the estimate ID. Example: "Get estimate with ID 123456".

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.'

Tool to retrieve a specific Harvest project by ID. Use when you have a project ID and need its details.

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

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

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".

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

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.

Lists 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 estimate - Check what messages have been sent to clients regarding an estimate - Track events that occurred on an estimate (send, accept, decline, re-open) - Filter messages by update time to find recent communications Requires a valid estimate_id. Supports pagination via per_page parameter (default 2000, max 2000).

Tool 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.

Tool to retrieve invoice item categories. Use when you need to fetch a paginated list of invoice item categories in Harvest.

Tool 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 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 date and pagination. Returns an empty list if the invoice has no payments.

Tool 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.'

Tool 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 total_pages in the response and increment page to retrieve all projects. Large result sets may be returned as remote files rather than inline JSON; use structure_info to parse the response correctly.

Tool 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 all pages when task count exceeds `per_page`.

Tool 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 and 2023-01-31".

Tool to list users. Use when you need to retrieve a paginated list of users from Harvest.

Tool to update an existing client. Use after retrieving client details to modify its properties. Supports partial updates; omit fields to leave them unchanged.

Tool to update a client contact. Use when you have a contact_id and need to modify its details.

Updates 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 times 2. weekly_capacity - Sets the expected working hours per week (in seconds) Returns the complete updated company object. Requires admin permissions. Note: Other company settings (name, timezone, currency, date/time formats, color scheme, etc.) cannot be modified via the API and must be changed through the Harvest web interface.

Tool to update an existing estimate. Use when you need to modify specific fields of an estimate; omit parameters to leave other fields unchanged.

Updates 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.

Tool 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.

Tool to update an existing invoice. Use after retrieving invoice details to modify its fields. Supports partial updates; omit fields to leave unchanged.

Tool 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.

Tool 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.

Tool 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.

Tool to update an existing user. Use when you need to modify a user's profile or settings after confirming the user ID.