Harvest

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

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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: - Ti…

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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…

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

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

Untrusted display-only summary

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 i…

Untrusted display-only summary

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.

Untrusted display-only summary

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

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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.

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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.

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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.

Untrusted display-only summary

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.

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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.

Untrusted display-only summary

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 forma…

Untrusted display-only summary

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

Untrusted display-only summary

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.'

Untrusted display-only summary