Harvest

Time tracking and invoicing platform for projects, clients, time entries, invoices, expenses, and reports.

Supports time and expense work across clients, projects, tasks, invoices, expenses, and time entries.

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Example Use Cases

These are example ways Snow can use Harvest when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

Create Client

Tool to create a new client. Use after gathering client details to register a new client in 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.

Create Estimate

Tool to create a new estimate. Use after gathering client and line item details.

Create Estimate Item Category

Tool to create a new estimate item category in Harvest. Use after deciding to categorize line items within an estimate.

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.

Create Expense

Tool to create a new expense entry. Use when recording costs against projects. Ensure either units or total_cost is provided.

Create Invoice

Tool to create a new invoice. Use when you have gathered all invoice details and need to bill a client in Harvest.

Create Invoice Item Category

Tool to create a new invoice item category. Use after you have decided on the category name to register it in Harvest.

Create Invoice Message

Creates a new message for an invoice in Harvest. Use this to send invoice notifications to clients, create draft messages, or change invoice states (close/reopen). Requires a valid invoice ID. The invoice must be in the appropriate state for the requested event_type.

Create Invoice Payment

Tool to create a new payment on an invoice. Use when recording a payment against an existing invoice.