Team
Shared credential for production and unattended runs.
Connect Harvest with Hookshot™ and your stack
Harvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments
Tools and triggers
What Agents can do in Harvest
Available tools and events after Harvest is connected.
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Create Client
Tool to create a new client. Use after gathering client details to register a new client in Harvest.
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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.
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Create Estimate
Tool to create a new estimate. Use after gathering client and line item details.
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Create Estimate Item Category
Tool to create a new estimate item category in Harvest. Use after deciding to categorize line items within an estimate.
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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.
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Create Expense
Tool to create a new expense entry. Use when recording costs against projects. Ensure either units or total_cost is provided.
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Create Invoice
Tool to create a new invoice. Use when you have gathered all invoice details and need to bill a client in Harvest.
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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.
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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…
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Create Invoice Payment
Tool to create a new payment on an invoice. Use when recording a payment against an existing invoice.
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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…
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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…
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Create Time Entry
Tool to create a new time entry. Use when logging hours for a project by specifying start/end times or duration.
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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…
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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.
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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…
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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.
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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.
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Delete Invoice
Delete an invoice from Harvest. Removes the specified invoice permanently. Requires Administrator or Manager permissions with invoice editing access.
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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…
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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.
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Delete Invoice Payment
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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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.
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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.
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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.
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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.
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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…
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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) -…
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Get Estimate
Tool to retrieve a specific estimate by ID. Use after confirming the estimate ID. Example: "Get estimate with ID 123456".
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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.'
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Get Project
Tool to retrieve a specific Harvest project by ID. Use when you have a project ID and need its details.
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Get Task
Tool to retrieve a specific task by ID. Use when you have a task ID and need its detailed information.
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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.
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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".
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List Client Contacts
Tool to list client contacts. Use when you need to retrieve contacts with optional filtering and pagination.
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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.
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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…
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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.
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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.
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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.
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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…
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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.'
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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. Results span multiple pages; check total_pages in the…
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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. Response includes `total_pages` to iterate all pages when task…
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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".
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List Users
Tool to list users. Use when you need to retrieve a paginated list of users from Harvest.
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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.
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Update Client Contact
Tool to update a client contact. Use when you have a contact_id and need to modify its details.
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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…
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
Setup
Connect Harvest in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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