Harvest MCP integration
Logs hours to the right project, sends estimates from a scoping conversation, raises invoices and records payments, and sets new clients up to bill.
57actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create invoice payment
Lyro records a new payment against an invoice. Agents document customer payments and update billing status.
Update invoice
Lyro modifies an invoice's details and amounts. Support teams adjust billing when corrections are needed.
Get invoice
Lyro retrieves the full details of a specific invoice. Agents answer customer billing questions accurately.
How businesses use Harvest + Lyro
Each card is one request a support team gets, and the Harvest actions Lyro runs to close it.
Log the hours without opening a timer
Lyro creates the time entry against the right project and task from what someone describes in chat, corrects an entry whose hours or notes were wrong, and reads back what has been logged this week.
Create Time EntryUpdate Time EntryList Time EntriesTurn a scoping conversation into an estimate
Lyro builds the estimate from the client and line items just agreed, sends it to the client as an estimate message, and reopens it later when the scope moves.
Create EstimateCreate Estimate MessageGet EstimateRaise the invoice and record what came back
Lyro creates the invoice from tracked time and expenses, sends the notification that puts it in front of the client, and records the payment against it once it clears.
Create InvoiceCreate Invoice MessageCreate Invoice PaymentStand up a new client ready to bill
Lyro registers the client, adds the contact who will receive the paperwork, and creates the project that time and expenses will be tracked against, so nothing is logged against the wrong container.
Create ClientCreate Client ContactCreate Project
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Harvest actions it has and picks the ones a request needs.
Connect Harvest
Authorize the Harvest account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Harvest actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Harvest · Lyro
What can you do in Harvest without me setting anything up?
These, right away:
- Create client
- Get client
- Delete client
Great, let's start with the first one.
FAQ
Everything else about Harvest
Setup, permissions, and the limits of what Lyro can do inside Harvest.
More than you might expect, and deliberately so. Delete Client only works on a client with no projects, invoices, or estimates attached; Delete Task only on a task with no time entries; Delete User only on a user with no time entries; and Delete Time Entry only on an entry that is not locked. Delete Invoice additionally requires administrator permissions.
Every action available in Harvest
All 57 actions your agent can call on Harvest, straight from the live MCP connection.
Create client
Create a new client.
Create client contact
Create a new client contact.
Create estimate
Create a new estimate.
Create estimate item category
Create a new estimate item category in Harvest.
Create estimate message
Create a new message for an estimate.
Create expense
Create a new expense entry.
Create invoice
Create a new invoice.
Create invoice item category
Create a new invoice item category.
Create invoice message
Creates a new message for an invoice in Harvest.
Create invoice payment
Create a new payment on an invoice.
Create project
Create a new project in Harvest.
Create task
Creates a new task in Harvest.
Create time entry
Create a new time entry.
Create user
Creates a new user in Harvest and sends an invitation email to the specified address.
Delete client
Delete a client.
Delete client contact
Permanently deletes a client contact from Harvest.
Delete estimate
Delete an estimate.
Delete estimate message
Delete an estimate message.
Delete invoice
Delete an invoice from Harvest.
Delete invoice item category
Delete an invoice item category from Harvest.
Delete invoice message
Delete a message from an invoice.
Delete invoice payment
Delete an invoice payment.
Delete project
Delete a project.
Delete task
Delete a task.
Delete time entry
Delete a time entry.
Delete user
Delete a user.
Get client
Retrieves a specific client by ID from Harvest.
Get company info
Retrieves detailed information about the company associated with the authenticated Harvest account.
Get estimate
Retrieve a specific estimate by ID.
Get invoice
Retrieve a specific invoice by ID.
The tools Harvest sits next to
Same connection, same setup. Pick the next one your team already uses.
Breeze
Opens projects and stages, files cards with due dates and assignees, moves them between stages, and invites people to a board by email.
Fathom
Pulls what a connected Fathom account holds into the conversation and triggers the update a request calls for.
Linear
Searches issues, files new ones with attachments, updates state, labels, and assignees, and maintains projects and milestones.
Oksign
Uploads a document, lays its signature fields on it, sends signing links by email or SMS, and reports which documents are still waiting.
Simplekpi
Logs KPI entries as the numbers arrive, batch-loads a whole period at once, returns processed report figures, and assigns KPIs to their owners.
Typeform
Reads form responses with timestamps, creates forms with questions and logic, patches wording and settings in place, and wires submission webhooks.
Ready to connect Harvest?
Authorize the account and your agent has all 57 actions from the first conversation.