• DATA
  • CLIENTS
  • INVOICES
  • HUMAN

How to automate weekly billing with your AI

Connect Harvest to your agent once. After that, you just tell your AI which hours to bill and which clients to invoice.

Ask AI about this page

Short answer

Can I automate my Harvest invoicing with an AI agent?

Yes. Your agent pulls your logged time entries and generates new invoices for your clients in Harvest. You'll see exactly how the agent handles the data and builds the bills.

The billing outcomes

Where your billing lands

What happens when your agent runs the task.

DATA

Clean time logs

The agent pulls your recent work logs. You get a clear view of the hours ready for billing.

CLIENTS

Matched billing

The agent identifies the right client for each set of hours. This ensures every entry goes to the correct account.

INVOICES

New invoices created

The agent builds the invoices in Harvest. You'll have a full set of bills ready to go.

HUMAN

Final review

The agent stops before sending anything. You check the invoices in Harvest to make sure they're perfect before you send them.

The workflow

What your AI does when you request billing.

The agent handles the data retrieval and record creation.

  1. Gather time logs

    The agent looks through your recent work logs to find the hours you want to bill.

    list_time_entries

  2. Identify clients

    It checks your client list to match the time entries to the right accounts.

    list_clients

  3. Generate invoices

    The agent builds the new invoices using the gathered time and client data.

    create_invoice

  4. Confirm details

    The agent reports back with a summary of what it prepared for you to check.

    list_time_entries

Try it

Copy these to start.

Use these prompts to trigger the billing workflow.

Starting points

These are opening lines. Swap out the client names or date ranges to match your actual work.

Harvest Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9ZceUzjpsGe2vuLka4VTRAovXZLfDxLUaCcxKJpn/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Harvest capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "harvest-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9ZceUzjpsGe2vuLka4VTRAovXZLfDxLUaCcxKJpn/mcp"
    }
  }
}
Copy into chat04

  • Find all my time entries from last week and prepare invoices for Acme Corp.

  • List my clients and tell me which ones have unbilled time entries from this month.

  • Create an invoice for Globex based on my time entries from the last seven days.

  • Check my Harvest time entries for any entries assigned to the Smith account.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Harvest once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can start running these tasks immediately.

Connect Harvest to your AI

FAQ

How this task behaves

  • 01

    Will the AI send the invoices to my clients automatically?

    No. The agent creates the invoices in Harvest, but you must review and send them yourself.

  • 02

    Can the AI delete my existing time entries?

    No. The agent only has tools to list entries and create invoices. It cannot delete or modify your logs.

  • 03

    Does the AI know which client to bill?

    Yes, it uses your client list to match time entries to the correct person or company.

  • 04

    Can I ask the AI to change the price of an invoice?

    No. The agent creates invoices based on the time entries it finds. It does not have a tool to edit invoice totals or rates.

  • 05

    How does the AI find the right time entries?

    It uses the time entry tool to pull the specific logs you ask for, such as those from a certain date range.

  • More questions about Harvest? The Connector page answers them. See everything the Harvest Connector can do

Connect Harvest to Claude, Cursor, ChatGPT & more