Connect Harvest to Definable AI

Harvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments

About Harvest

Harvest is a productivity tool. Connect it to Definable AI with one-click OAuth2 — no API keys or custom code required.

What you can automate with Harvest

Use Definable AI's agent platform to trigger workflows from Harvest, process results with 50+ AI models, and sync data across 900+ connected apps.

Tools & Actions (58 available)

  • 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). 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"
  • 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.
  • Create Time Entry: Tool to create a new time entry. Use when logging hours for a project by specifying start/end times or duration.
  • Create User: 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.
  • Delete Client: 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.
  • Delete Client Contact: 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.
  • Delete Estimate: 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.
  • Delete Estimate Message: 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 Invoice: Delete an invoice from Harvest. Removes the specified invoice permanently. Requires Administrator or Manager permissions with invoice editing access.
  • Delete Invoice Item Category: 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.
  • Delete Invoice Message: 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.
  • Delete Invoice Payment: Tool to delete an invoice payment. Use when you need to remove a payment from an invoice after confirming payment details.
  • Delete Project: 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.
  • Delete Task: 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.
  • Delete Time Entry: 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.
  • Delete User: 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.
  • Get Client: 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.
  • 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: 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.
  • 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: 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).
  • List Expense Categories: 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.
  • List Invoice Item Categories: Tool to retrieve invoice item categories. Use when you need to fetch a paginated list of invoice item categories in Harvest.
  • List Invoice Messages: 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 Invoice Payments: 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.
  • List Invoices: 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.'
  • List Tasks: 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.
  • List Time Entries: 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".
  • List Users: Tool to list users. Use when you need to retrieve a paginated list of users from Harvest.
  • List projects: 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.
  • Update Client: Tool to update an existing client. Use after retrieving client details to modify its properties. Supports partial updates; omit fields to leave them unchanged.
  • Update Client Contact: Tool to update a client contact. Use when you have a contact_id and need to modify its details.
  • Update Company Info: 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.
  • Update Estimate: Tool to update an existing estimate. Use when you need to modify specific fields of an estimate; omit parameters to leave other fields unchanged.
  • Update Estimate Item Category: 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.
  • Update Expense: 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.
  • Update Invoice: Tool to update an existing invoice. Use after retrieving invoice details to modify its fields. Supports partial updates; omit fields to leave unchanged.
  • Update Project: 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.
  • Update Task: 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.
  • Update Time Entry: 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.
  • Update User: Tool to update an existing user. Use when you need to modify a user's profile or settings after confirming the user ID.

How to connect Harvest

  1. Sign in to Definable AI and go to Apps
  2. Search for Harvest and click Connect
  3. Authorize via OAuth2 — takes under 30 seconds
  4. Use Harvest actions in your AI agents and workflows