Connect Harvest to AI agents

Connect Harvest to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools21Triggers4

send_invoice

Send Invoice

Send an invoice to recipients via email, or mark it with a specific event (e.g., send, close, re-open, draft). Can include a PDF attachment and a link to the client invoice portal.

manage_user

Manage User

Create, update, or delete a user in Harvest. Users can be administrators, managers, or regular members. Supports setting roles, rates, and project access.

record_invoice_payment

Record Invoice Payment

Record a payment against an invoice in Harvest. Optionally specify the payment date and add notes.

list_invoices

List Invoices

Retrieve invoices with optional filtering by client, project, state, and date range. Returns invoice details including amounts, status, and dates.

manage_contact

Manage Contact

Create, update, or delete a client contact in Harvest. Contacts belong to clients and include name, email, phone, and title information.

list_users

List Users

Retrieve users with optional filtering by active status. Includes the authenticated user's own information. Returns user details including roles, rates, and access levels.

list_expenses

List Expenses

Retrieve expenses with optional filtering by user, client, project, billing status, and date range.

manage_client

Manage Client

Create, update, or delete a client in Harvest. Clients are associated with projects and invoices.

list_time_entries

List Time Entries

Search and retrieve time entries with flexible filtering by user, client, project, task, date range, billing status, and running status. Returns paginated results.

manage_task

Manage Task

Create, update, or delete a task type in Harvest. Tasks are reusable categories that can be assigned to projects. They can have default hourly rates and billable settings.

manage_estimate

Manage Estimate

Create, update, or delete an estimate in Harvest. Estimates include line items and can be sent to clients for approval.

list_clients

List Clients

Retrieve clients with optional filtering by active status. Returns client details including name, address, and currency.

manage_invoice

Manage Invoice

Create, update, or delete an invoice in Harvest. Invoices can include line items for services and products, and can be associated with clients and projects. Supports tax, discount, and payment terms configuration.

start_stop_timer

Start or Stop Timer

Start or stop a running timer on an existing time entry. Use "restart" to resume tracking time on an entry, and "stop" to pause it.

get_company

Get Company

Retrieve company-level settings from Harvest including timezone, currency, time tracking preferences, and plan details.

manage_expense

Manage Expense

Create, update, or delete an expense in Harvest. Expenses are associated with projects and expense categories, and can be marked as billable.

generate_report

Generate Report

Generate various Harvest reports: time tracked by project, expenses by project, uninvoiced time and expenses, or project budget consumption. Requires a date range for time, expense, and uninvoiced reports.

list_projects

List Projects

Retrieve projects with optional filtering by active status and client. Returns project details including billing configuration, budget, and team information.

manage_time_entry

Manage Time Entry

Create, update, or delete a time entry in Harvest. Time entries can be created via duration (hours) or via start/end time. Supports associating entries with projects, tasks, and users. Can also link to external references like Trello cards or Basecamp to-dos.

manage_project

Manage Project

Create, update, or delete a project in Harvest. Projects are associated with clients and can be configured with billing methods, budget types, and team assignments.

list_tasks

List Tasks

Retrieve task types with optional filtering by active status. Tasks are reusable categories that can be assigned to projects for time tracking.

More integrations teams use with Harvest

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

GitLab

Manage GitLab projects, repositories, issues, merge requests, releases, and CI/CD workflows from one provider. Includes pipeline, job, variable, environment, schedule, trigger, runner, deployment, CI lint, and test report tools.

Technical notes for Harvest

Track time, manage projects, and handle invoicing for businesses and freelancers. Create and manage time entries with duration or start/stop timers, log expenses with receipt attachments, and create invoices and estimates. Manage clients, projects, tasks, users, and roles. Configure project billing methods, budgets, and assignments. Generate reports on time tracked, expenses, uninvoiced amounts, and project budgets. Send invoices and estimates to clients via email.

Connect Harvest to production AI agents

See how Metorial gives Harvest access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Harvest to AI agents with Metorial.

  1. Can Metorial connect Harvest to AI agents?
    Yes. Metorial connects AI agents to Harvest through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.