Reference

Create Client

Register a new client in Harvest to track billable work and manage projects associated with that client. This helps you organize your customer information and set up proper accounting records.

List Clients

Retrieve all your clients from Harvest in a paginated list, allowing you to view and manage your customer base. This helps you quickly access client information for invoicing, project assignment, or business reporting.

Delete Client

Permanently remove a client from your Harvest account when they're no longer needed and have no active projects or financial records tied to them.

Get Client

Retrieve detailed information about a specific client from Harvest, including their contact details, currency settings, and account status for invoicing and reporting purposes.

Update Client

Modify an existing client's information such as name, contact details, or billing address without affecting other client data.

Get Company Info

Retrieves your company's core configuration details including time tracking preferences, localization settings, and feature availability. Use this to understand your account setup before syncing with other business tools or configuring automated workflows.

Update Company Info

Configure your Harvest account's time tracking preferences, such as whether to track time by duration or start/end timestamps and set your team's expected weekly working hours.

Create Client Contact

Add a new contact person to an existing client in your Harvest account, such as a manager, billing representative, or project stakeholder. This helps you maintain accurate contact information for communication and project coordination.

Delete Client Contact

Permanently removes a contact associated with a client from your Harvest account. Use this when a contact is no longer active or relevant to maintain clean client records.

List Client Contacts

Retrieve a list of contacts associated with your clients, with options to filter and navigate through results. This helps you maintain organized contact information and reach out to the right people for project communication or invoicing.

Update Client Contact

Modify contact information for your clients, such as email, phone number, or name, to keep your client records current and accurate.

Create Estimate

Create a formal estimate to send to clients for approval before starting work, helping you lock in project scope and pricing upfront.

Create Estimate Item Category

Creates a new category to organize and classify line items within your estimates, helping you standardize how you group services or products for clients.

Create Estimate Message

Add messages or notes to an estimate and trigger actions like sending it to clients, marking it as accepted, or reopening it for revisions. This helps you communicate changes and track estimate status throughout the approval process.

Delete Estimate

Remove an estimate from your Harvest account when it's no longer needed or is outdated. This helps keep your financial records clean and prevents confusion with obsolete pricing proposals.

Delete Estimate Message

Remove a message that was previously added to an estimate, helping you maintain accurate and professional client communications without having to recreate the entire estimate.

Get Estimate

Retrieve detailed information about a specific estimate including amounts, line items, and current status to review client proposals before sending or following up.

List Estimate Messages

Retrieve all messages and communication history associated with a specific estimate, helping you track client interactions and estimate status updates in one place.

Update Estimate

Modify an existing estimate by updating specific fields such as client details, line items, tax rates, or project information without affecting unchanged data.

Create Expense

Record and track project-related expenses by creating new expense entries in your accounting system. Use this to log costs like materials, travel, or vendor payments against specific projects for accurate financial tracking.

List Expense Categories

Retrieve a list of all available expense categories in your Harvest account to understand what types of business expenses you can track and categorize.

Create Invoice

Create a new invoice in Harvest to bill your clients for completed work or services. This generates an official invoice record that you can send to customers for payment.

List Invoices

Retrieve a filtered list of your invoices by client, project, date range, or payment status to track billing activity and cash flow.

Create Invoice Item Category

Organize and categorize invoice items in Harvest to streamline billing and track different types of services or products you bill your clients for. This helps you maintain consistent invoicing structures and makes financial reporting more organized.

Create Invoice Message

Send notifications and manage invoice states by creating messages attached to invoices in Harvest. Use this to notify clients about unpaid invoices, close invoices after payment, or reopen them if needed.

Delete Invoice

Remove an invoice from your Harvest account when it's no longer needed, such as when it was created by mistake or is no longer applicable to your business.

Delete Invoice Item Category

Removes an unused invoice item category from your Harvest account to keep your billing structure clean and organized. This helps eliminate clutter when you no longer need certain service or expense categories for invoicing.

Delete Invoice Message

Remove messages from invoices to keep your invoice communication clean and accurate. Use this when you need to delete outdated notes, incorrect information, or messages that are no longer relevant to clients.

Get Invoice

Retrieve detailed information about a specific invoice including amount, status, client details, and payment terms. Use this to access complete invoice data for tracking, reporting, or payment verification purposes.

List Invoice Item Categories

Retrieves all available invoice item categories in your Harvest account to understand what product or service types you can assign to invoices. This helps you standardize and organize line items across your invoicing system.

List Invoice Messages

Retrieve all messages and communications associated with a specific invoice, including client notes and internal updates. This helps you track the complete communication history for any invoice to understand payment status, client questions, or billing issues.

Create Invoice Payment

Records a payment received against an existing invoice to update its payment status and balance. This helps you track cash flow and keep your financial records current as clients pay their invoices.

Delete Invoice Payment

Remove a recorded payment from an invoice in your Harvest account. Use this when you need to correct a payment entry, reverse an erroneous transaction, or update invoice payment status.

List Invoice Payments

Retrieve all payments associated with a specific invoice to track payment history and amounts received. This helps you verify payment status and maintain accurate financial records.

Create Project

Create a new project in Harvest to organize and track time, expenses, and invoices for a client engagement. This sets up the billing structure and budget parameters for your project work.

Delete Project

Remove a project from your Harvest account along with its associated time entries and expenses when you no longer need to track work for that client or engagement. This is useful for cleaning up completed or cancelled projects while keeping your invoice history intact.

Get Project

Retrieve detailed information about a specific Harvest project including budget, rates, and team assignments using its project ID. Use this to access project details for reporting, billing, or team coordination purposes.

List projects

Retrieve all your active projects from Harvest to see what you're working on and organize your time tracking. This helps you understand your project portfolio and ensure clients are properly set up in your system.

Create Task

Creates a new task in Harvest to define work categories like Development, Design, or Consulting that you can assign to projects for tracking billable hours. This helps you organize and categorize different types of work your clients are paying for.

Delete Task

Remove a task from your Harvest project when it's no longer needed or was created by mistake. This helps keep your project task list clean and organized.

Get Task

Retrieve detailed information about a specific task using its ID, including status, assigned team members, and time estimates. Use this when you need to check task details for project planning or progress tracking.

List Tasks

Retrieve a paginated list of all tasks available in your Harvest workspace, making it easy to see what work you can assign to projects or time entries.

Create Time Entry

Log billable or non-billable hours for a project by recording the time spent on specific tasks, either as a duration or by start/end times. This helps you track actual work completed for accurate invoicing and project profitability analysis.

List Time Entries

Retrieve tracked time entries from your Harvest account, optionally filtered by project, date range, or team member to analyze billable hours and productivity.

Delete Time Entry

Remove a time entry from your Harvest account when you need to correct mistakes or delete accidentally logged hours. This is useful for cleaning up your time tracking records before invoicing clients.

Get Time Entry

Retrieve detailed information about a specific time entry, including hours logged, project assignment, and task description. Use this when you need to verify billing details, confirm hours worked, or pull data for a specific work session.

Create User

Adds a new team member to your Harvest account by creating a user profile and sending them an invitation email to activate their account. Use this to onboard contractors, employees, or team members with customized roles and permissions.

Delete User

Remove a user account from your Harvest workspace when they no longer need access to time tracking and project management features.

Get User

Retrieve detailed information about a specific team member in your Harvest account by their user ID, such as email, role, and access level. Use this to verify user details or pull information needed for administrative tasks.

List Users

Retrieve all users in your Harvest account with pagination support, allowing you to see who has access to your time tracking and project management system.

Update Estimate Item Category

Updates an existing estimate item category's name in Harvest.

Update Expense

Tool to update an existing expense.

Update Invoice

Tool to update an existing invoice.

Update Project

Tool to update an existing project.

Update Task

Tool to update an existing task.

Update Time Entry

Tool to update an existing time entry.

Update User

Tool to update an existing user.