Harvest AI Integration
Use Harvest with Pickaxe to turn AI-assisted planning into cleaner time tracking and billing operations.
Capabilities
58 capabilities
HARVEST_CREATE_CLIENT
Tool to create a new client. Use after gathering client details to register a new client in Harvest.
HARVEST_CREATE_CLIENT_CONTACT
Tool to 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.
HARVEST_CREATE_ESTIMATE
Tool to create a new estimate. Use after gathering client and line item details.
HARVEST_CREATE_ESTIMATE_ITEM_CATEGORY
Tool to create a new estimate item category in Harvest. Use after deciding to categorize line items within an estimate.
HARVEST_CREATE_ESTIMATE_MESSAGE
Tool to 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.
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