57 available actions

What your AI agent can do in Harvest

Harvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get InvoiceTool to retrieve a specific invoice by ID.
Get TaskTool to retrieve a specific task by ID.
Create Client ContactTool to create a new client contact.
Create Estimate MessageTool to create a new message for an estimate.
Update Client ContactTool to update a client contact.
Update InvoiceTool to update an existing invoice.

Browse all 57 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 20 actionsHide actions

Get ClientRetrieves a specific client by ID from Harvest.
Get Company InfoRetrieves detailed information about the company associated with the authenticated Harvest account.
Get EstimateTool to retrieve a specific estimate by ID.
Get InvoiceTool to retrieve a specific invoice by ID.
Get ProjectTool to retrieve a specific Harvest project by ID.
Get TaskTool to retrieve a specific task by ID.
Get Time EntryTool to retrieve a single time entry by ID.
Get UserTool to retrieve a specific user by ID.
List Client ContactsTool to list client contacts.
List ClientsTool to list clients.
List Estimate MessagesLists all messages associated with a specific estimate in Harvest.
List Expense CategoriesTool to list expense categories.
List Invoice Item CategoriesTool to retrieve invoice item categories.
List Invoice MessagesTool to list messages associated with a given invoice.
List Invoice PaymentsList all payments recorded for a specific invoice.
List InvoicesTool to list invoices.
List projectsTool to list projects.
List TasksTool to list tasks.
List Time EntriesTool to retrieve a list of time entries.
List UsersTool to list users.

Create & communicateCreate records or send supported messagesView 14 actionsHide actions

Create ClientTool to create a new client.
Create Client ContactTool to create a new client contact.
Create EstimateTool to create a new estimate.
Create Estimate Item CategoryTool to create a new estimate item category in Harvest.
Create Estimate MessageTool to create a new message for an estimate.
Create ExpenseTool to create a new expense entry.
Create InvoiceTool to create a new invoice.
Create Invoice Item CategoryTool to create a new invoice item category.
Create Invoice MessageCreates a new message for an invoice in Harvest.
Create Invoice PaymentTool to create a new payment on an invoice.
Create ProjectCreate a new project in Harvest.
Create TaskCreates a new task in Harvest.
Create Time EntryTool to create a new time entry.
Create UserCreates a new user in Harvest and sends an invitation email to the specified address.

Update & manageChange and manage existing recordsView 11 actionsHide actions

Update ClientTool to update an existing client.
Update Client ContactTool to update a client contact.
Update Company InfoUpdates company time tracking settings in Harvest.
Update EstimateTool to update an existing estimate.
Update Estimate Item CategoryUpdates an existing estimate item category's name in Harvest.
Update ExpenseTool to update an existing expense.
Update InvoiceTool to update an existing invoice.
Update ProjectTool to update an existing project.
Update TaskTool to update an existing task.
Update Time EntryTool to update an existing time entry.
Update UserTool to update an existing user.

Remove & cancelRemove records or cancel supported workView 12 actionsHide actions

Delete ClientTool to delete a client.
Delete Client ContactPermanently deletes a client contact from Harvest.
Delete EstimateTool to delete an estimate.
Delete Estimate MessageTool to delete an estimate message.
Delete InvoiceDelete an invoice from Harvest.
Delete Invoice Item CategoryTool to delete an invoice item category from Harvest.
Delete Invoice MessageTool to delete a message from an invoice.
Delete Invoice PaymentTool to delete an invoice payment.
Delete ProjectTool to delete a project.
Delete TaskTool to delete a task.
Delete Time EntryTool to delete a time entry.
Delete UserTool to delete a user.

Connection record

A connection you can control.

Sign-in: OAuth sign-in
Setup: Sign in with your own Harvest account. Access is limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Harvest

How does the agent connect to Harvest?

You sign in with your own Harvest account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Harvest at any time.

What can the agent actually do in Harvest?

The page above lists the 57 actions currently available through the Harvest connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Harvest included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Harvest is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Harvest to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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