# Harvest MCP

> Harvest MCP lets you manage all your time tracking, client records, and invoicing directly through any AI agent. Forget switching between dashboards to track billable hours or create invoices. This connector gives your AI assistant full control over your entire billing cycle—from listing active projects to generating new draft invoices for clients.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** time-tracking, invoicing, project-billing, expense-tracking, timesheets, client-management

## Description

Instead of navigating multiple tabs in a web dashboard and manually exporting spreadsheets, your AI agent handles the whole billing process conversationally. You can ask it to pull up a list of all active clients and then immediately request time logs associated with that group. Need an invoice? Just tell it which client needs billing; it drafts the invoice or updates its status. It manages everything: checking user profiles, updating company details, listing projects, and compiling detailed reports on logged time for your team. This capability makes your agent act like a dedicated operations manager who never forgets a detail. By connecting this MCP through Vinkius, you get access to the entire catalog of professional tools from one place, keeping complex billing workflows entirely within your chat window.

## Tools

### delete_client
Permanently removes a client record from your account.

### create_client
Adds a new client entry into Harvest for tracking purposes.

### create_invoice
Generates and records a brand-new invoice in the system.

### get_client
Retrieves specific, detailed information about one client by name or ID.

### get_invoice
Fetches all necessary details for a single invoice record.

### get_my_profile
Pulls account information about the user who is currently logged in.

### list_clients
Provides a list of every client associated with your Harvest account.

### list_invoices
Shows a history listing of all invoices, including drafts and sent records.

### list_projects
Retrieves a list of every active or closed project in the system.

### list_time_entries
Gathers all recorded time entries, allowing you to check team productivity.

### update_client
Modifies existing details, like the name, for a client record.

## Prompt Examples

**Prompt:** 
```
List all time entries from last week.
```

**Response:** 
```
I've retrieved your time entries. Last week, your team logged a total of 120 hours across 5 projects. The most active project was 'Cloud Migration' with 45 hours. Would you like a detailed breakdown by user?
```

**Prompt:** 
```
Create a new client named 'Acme Corp'.
```

**Response:** 
```
Client created! I've successfully added 'Acme Corp' (ID: 8821) to your Harvest account. Should I associate a new project with this client now?
```

**Prompt:** 
```
Show me all active projects.
```

**Response:** 
```
Accessing projects... You have 4 active projects: 'Website Redesign', 'Mobile App Support', 'Internal Ops', and 'Q2 Marketing'. Which one would you like to see time summaries for?
```

## Capabilities

### List client accounts
The tool retrieves a comprehensive list of every client currently in your Harvest account.

### Create new clients
You can add entirely new client records to the system using this function.

### Generate invoices
The agent creates a new invoice draft for a specified client, ready for review or sending.

### Track and list time entries
It retrieves detailed records of all hours logged against clients and projects by your team.

### Retrieve project details
The system pulls up a summary of information for any active or past project.

### Review user profiles
This function fetches basic account and profile information about the currently authenticated user.

## Use Cases

### The End-of-Month Billing Blitz
A small agency owner needs to reconcile time logs for three different clients before sending out invoices. Instead of logging into Harvest, filtering by client, and manually running multiple reports, they prompt their agent: 'List all time entries from the last 30 days.' The agent then compiles the data and prompts: 'Now create a draft invoice for Client X based on those hours,' using `create_invoice`.

### The Status Meeting Recap
A project manager needs to quickly confirm the status of every active client during a call. They ask their agent to run through all projects and list associated clients. The agent uses `list_projects` and `list_clients`, giving the PM an instant, comprehensive overview without pulling up any dashboards.

### Onboarding a New Account
An operations leader is adding a brand new retainer client. Instead of navigating to the account setup page, they simply tell their agent: 'Add Acme Corp.' The agent uses `create_client`, ensuring the record is immediately available for time tracking and future invoicing.

### Auditing Client Records
A finance employee needs to verify a client's current status or check if their details are up-to-date. They ask the agent, 'What are the latest records for Acme Corp?' The agent uses `get_client` to retrieve all necessary detailed information instantly.

## Benefits

- Eliminate manual data fetching. Instead of opening up ten different tabs to gather time logs, client lists, and project summaries, your agent pulls all the necessary data in a single conversation thread using `list_time_entries` or `list_projects`.
- Streamline billing creation. You can request that the system create an invoice for any client and track its status—all without navigating to the invoicing section of Harvest. Use the `create_invoice` tool when you’re ready to bill.
- Improve client data accuracy. Need to update a company address or name? Instead of logging into the web portal, simply tell your agent; it uses `update_client` to handle the change instantly.
- Get project status on demand. You can ask for an overview of all active projects and their associated time logs immediately using `list_projects` combined with `list_time_entries`. Perfect for quick check-ins.
- Never lose track of who you are billing. The agent can retrieve specific client information using `get_client`, ensuring your conversation always has the correct account details in front of you.

## How It Works

The bottom line is you stop switching contexts. You talk to your agent about time or clients, and it handles the complex data retrieval from Harvest for you.

1. Subscribe to this MCP on Vinkius.
2. Enter your Harvest Access Token and Account ID into the connection settings.
3. Start giving commands to your AI client, treating it like a dedicated billing coordinator.

## Frequently Asked Questions

**Can Harvest MCP help me list all my clients?**
Yes, you can use `list_clients` to pull up every client record in your account. This lets you review who needs billing or who requires a profile update.

**How do I create an invoice using the Harvest MCP?**
To generate an invoice, simply ask your agent to use the `create_invoice` tool. You'll need to specify which client the new bill should be for and if it’s a draft or final status.

**Does Harvest MCP help with time tracking? What tools are available?**
Yes, you can view all tracked hours using `list_time_entries`. You can also see which projects are active by calling `list_projects` to provide context for your billing.

**What if I need to change a client's details?**
You use the `update_client` tool. Just tell your agent what needs changing (e.g., 'Update Acme Corp's phone number') and it handles the modification.

**Is Harvest MCP only for new clients?**
No, it manages the full lifecycle. You can retrieve details on existing accounts using `get_client`, as well as create brand-new ones with `create_client`.