• NEW
  • EDIT
  • REMOVE
  • MANUAL

How to manage client profiles with your AI

Connect Harvest to your agent once. After that, you can handle all your client data through simple chat commands.

Ask AI about this page

Short answer

How can I manage client profiles with my AI?

You can create new profiles, update existing info, or delete clients using natural language. Your agent executes these changes in Harvest based on your instructions. You'll see how the data moves in the breakdown below.

Data outcomes

Where your data lands.

What happens when you give your agent a command.

NEW

Fresh profiles

The AI builds a new client record from the details you provide in chat. It populates the necessary fields immediately.

EDIT

Updated info

When client details change, just tell your agent. It finds the right profile and applies your edits.

REMOVE

Cleaned data

If a client is no longer active, your agent removes their profile from the system on your command.

MANUAL

Human oversight

The AI performs the technical work, but you remain in control of which specific clients get modified or deleted.

The workflow

What your AI does when the request arrives.

Your agent acts as the bridge between your conversation and the Harvest database.

  1. Identify the client

    The agent looks up the specific person or company you are talking about to ensure it targets the right record.

    get_client

  2. Add new data

    If you are introducing a new contact, the agent builds the profile from scratch.

    create_client

  3. Modify records

    The agent changes existing contact information, addresses, or status levels based on your text.

    update_client

  4. Clear profiles

    When you decide a profile is no longer needed, the agent wipes the record from the system.

    delete_client

Try it

Copy these to start.

Use these prompts to trigger actions in Harvest.

Starting points

These are basic templates. Swap out the names and details with your actual client info.

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

  • Create a new client named Acme Corp with the email contact@acme.com.

  • Update the contact email for Acme Corp to sales@acme.com.

  • Get the details for the client Acme Corp.

  • Delete the client profile for Acme Corp.

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

Start here

Connect Harvest once, then ask.

Follow the link to link your account. Your credentials stay encrypted, and you can start chatting with your agent immediately.

Connect Harvest to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create clients without me giving details?

    No. The AI needs specific information like a name or email to successfully create a profile.

  • 02

    Will the AI delete my entire database?

    No. The AI only deletes the specific client you explicitly name in your command.

  • 03

    Can I change client billing settings through the chat?

    No. This connector only handles basic client profile information.

  • 04

    Does the AI confirm deletions?

    The AI executes the command you give it. You should be specific about which client you want to remove.

  • 05

    Can the AI see my other Harvest data?

    The AI can only access the client information required to perform the tools you trigger.

  • More questions about Harvest? See everything the Harvest Connector can do

Connect Harvest to Claude, Cursor, ChatGPT & more