Can I limit what agents can do in Harvest?

Yes, twice over. The connection itself has an access level (Standard access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one Harvest account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect Harvest?

Open Integrations, choose the account under Harvest, and revoke it. Agents lose access immediately; nothing keeps working in the background.

Finance & Time

⏱️ Harvest integration

Verified July 15, 2026

Connect Harvest once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Harvest

Look things up, get client; get company info; get estimate, and more.
Do real work, create client; create client contact; create estimate; create estimate item category, and more.
Run it on a schedule: any of the 57 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find Harvest.
Click Connect.
Sign in to Harvest in the window that opens and approve. You land back on the Integrations page with the account live.

If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

This app connects with standard access. Every agent can still be individually allowed, scoped, or denied from the Integrations page.

Every tool, in plain terms

The 57 tools agents use in Harvest through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Create client `HARVEST_CREATE_CLIENT`	Create a new client. Use after gathering client details to register a new client in Harvest.	All levels
Create client contact `HARVEST_CREATE_CLIENT_CONTACT`	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.	All levels
Create estimate `HARVEST_CREATE_ESTIMATE`	Create a new estimate. Use after gathering client and line item details.	All levels
Create estimate item category `HARVEST_CREATE_ESTIMATE_ITEM_CATEGORY`	Create a new estimate item category in Harvest.	All levels
Create estimate message `HARVEST_CREATE_ESTIMATE_MESSAGE`	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.	All levels
Create expense `HARVEST_CREATE_EXPENSE`	Create a new expense entry. Use when recording costs against projects. Ensure either units or total_cost is provided.	All levels
Create invoice `HARVEST_CREATE_INVOICE`	Create a new invoice. Use when you have gathered all invoice details and need to bill a client in Harvest.	All levels
Create invoice item category `HARVEST_CREATE_INVOICE_ITEM_CATEGORY`	Create a new invoice item category. Use after you have decided on the category name to register it in Harvest.	All levels
Create invoice message `HARVEST_CREATE_INVOICE_MESSAGE`	Creates a new message for an invoice in Harvest.	All levels
Create invoice payment `HARVEST_CREATE_INVOICE_PAYMENT`	Create a new payment on an invoice. Use when recording a payment against an existing invoice.	All levels
Create project `HARVEST_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…	All levels
Create task `HARVEST_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 categor…	All levels
Create time entry `HARVEST_CREATE_TIME_ENTRY`	Create a new time entry. Use when logging hours for a project by specifying start/end times or duration.	All levels
Create user `HARVEST_CREATE_USER`	Creates a new user in Harvest and sends an invitation email to the specified address.	All levels
Delete client `HARVEST_DELETE_CLIENT`	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.	All levels
Delete client contact `HARVEST_DELETE_CLIENT_CONTACT`	Permanently deletes a client contact from Harvest.	All levels
Delete estimate `HARVEST_DELETE_ESTIMATE`	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.	All levels
Delete estimate message `HARVEST_DELETE_ESTIMATE_MESSAGE`	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.	All levels
Delete invoice `HARVEST_DELETE_INVOICE`	Delete an invoice from Harvest. Removes the specified invoice permanently. Requires Administrator or Manager permissions with invoice editing access.	All levels
Delete invoice item category `HARVEST_DELETE_INVOICE_ITEM_CATEGORY`	Delete an invoice item category from Harvest.	All levels
Delete invoice message `HARVEST_DELETE_INVOICE_MESSAGE`	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.	All levels
Delete invoice payment `HARVEST_DELETE_INVOICE_PAYMENT`	Delete an invoice payment. Use when you need to remove a payment from an invoice after confirming payment details.	All levels
Delete project `HARVEST_DELETE_PROJECT`	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.	All levels
Delete task `HARVEST_DELETE_TASK`	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.	All levels
Delete time entry `HARVEST_DELETE_TIME_ENTRY`	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.	All levels
Delete user `HARVEST_DELETE_USER`	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.	All levels
Get client `HARVEST_GET_CLIENT`	Retrieves a specific client by ID from Harvest.	All levels
Get company info `HARVEST_GET_COMPANY_INFO`	Retrieves detailed information about the company associated with the authenticated Harvest account.	All levels
Get estimate `HARVEST_GET_ESTIMATE`	Retrieve a specific estimate by ID. Use after confirming the estimate ID. Example: "Get estimate with ID 123456".	All levels
Get invoice `HARVEST_GET_INVOICE`	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.'	All levels
Get project `HARVEST_GET_PROJECT`	Retrieve a specific Harvest project by ID.	All levels
Get task `HARVEST_GET_TASK`	Retrieve a specific task by ID. Use when you have a task ID and need its detailed information.	All levels
Get time entry `HARVEST_GET_TIME_ENTRY`	Retrieve a single time entry by ID. Use when you have a specific time entry ID and need its full details.	All levels
Get user `HARVEST_GET_USER`	Retrieve a specific user by ID. Use after obtaining a valid user ID (for example via List Users). Example: "Get details of user 3230547".	All levels
List clients `HARVEST_LIST_CLIENTS`	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.	All levels
List client contacts `HARVEST_LIST_CLIENT_CONTACTS`	List client contacts. Use when you need to retrieve contacts with optional filtering and pagination.	All levels
List estimate messages `HARVEST_LIST_ESTIMATE_MESSAGES`	Lists all messages associated with a specific estimate in Harvest.	All levels
List expense categories `HARVEST_LIST_EXPENSE_CATEGORIES`	List expense categories. Use when you need to retrieve a paginated list of expense categories, optionally filtering by active status or last update timestamp.	All levels
List invoices `HARVEST_LIST_INVOICES`	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.'	All levels
List invoice item categories `HARVEST_LIST_INVOICE_ITEM_CATEGORIES`	Retrieve invoice item categories. Use when you need to fetch a paginated list of invoice item categories in Harvest.	All levels
List invoice messages `HARVEST_LIST_INVOICE_MESSAGES`	List messages associated with a given invoice.	All levels
List invoice payments `HARVEST_LIST_INVOICE_PAYMENTS`	List all payments recorded for a specific invoice.	All levels
List projects `HARVEST_LIST_PROJECTS`	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 response a…	All levels
List tasks `HARVEST_LIST_TASKS`	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 count exc…	All levels
List time entries `HARVEST_LIST_TIME_ENTRIES`	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".	All levels
List users `HARVEST_LIST_USERS`	List users. Use when you need to retrieve a paginated list of users from Harvest.	All levels
Update client `HARVEST_UPDATE_CLIENT`	Update an existing client. Use after retrieving client details to modify its properties. Supports partial updates; omit fields to leave them unchanged.	All levels
Update client contact `HARVEST_UPDATE_CLIENT_CONTACT`	Update a client contact. Use when you have a contact_id and need to modify its details.	All levels
Update company info `HARVEST_UPDATE_COMPANY_INFO`	Updates company time tracking settings in Harvest.	All levels
Update estimate `HARVEST_UPDATE_ESTIMATE`	Update an existing estimate. Use when you need to modify specific fields of an estimate; omit parameters to leave other fields unchanged.	All levels
Update estimate item category `HARVEST_UPDATE_ESTIMATE_ITEM_CATEGORY`	Updates an existing estimate item category's name in Harvest.	All levels
Update expense `HARVEST_UPDATE_EXPENSE`	Update an existing expense. Use after retrieving an expense to modify project, category, date, cost, or delete a receipt; omit fields to leave unchanged.	All levels
Update invoice `HARVEST_UPDATE_INVOICE`	Update an existing invoice. Use after retrieving invoice details to modify its fields. Supports partial updates; omit fields to leave unchanged.	All levels
Update project `HARVEST_UPDATE_PROJECT`	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.	All levels
Update task `HARVEST_UPDATE_TASK`	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.	All levels
Update time entry `HARVEST_UPDATE_TIME_ENTRY`	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.	All levels
Update user `HARVEST_UPDATE_USER`	Update an existing user. Use when you need to modify a user's profile or settings after confirming the user ID.	All levels

What agents can't do in Harvest (yet)

Anything not in the table above. The tools mirror what Harvest makes available to connected apps. If Harvest doesn't expose an operation, agents can't perform it either.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Harvest for …”, “create … in Harvest”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"Harvest isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	Harvest ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant

How to connect

In your dashboard, open Integrations and find Harvest.

Click Connect.