ceven

Harvest

Syncs billable hours and project expenses into your accounting software, automates client invoicing from tracked time, and monitors project budgets in real time.

Try Harvest in Ceven

Ask Ceven anything
Standard

Why use Ceven?

  1. AI native Harvest integration

    • Describe the outcome and Ceven picks the right Harvest calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Harvest data, across all 57 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Harvest access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Harvest, when, and on whose behalf.
    • The agent pauses and asks when Harvest is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Harvest.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Harvest action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Harvest, and when to use it.

Create client
Use this to register a new client in Harvest after gathering their business details.
Create project
Use this to start a new project for an existing client to begin tracking time.
Create time entry
Log hours for a project by specifying the duration or start and end times.
Create invoice
Generate a new invoice to bill a client for tracked time or fixed fees.
Create expense
Record a project cost or reimbursable expense against a specific project.
Create invoice payment
Record a payment received against an existing invoice to update its status.
Get invoice
Pull full details of a specific invoice using its ID for auditing or reporting.
Get project
Retrieve project settings, budget limits, and current status by project ID.
List clients
Pull a paginated list of all clients to find IDs or check account status.
List client contacts
Retrieve all contacts associated with a client to find the right billing person.
Create estimate
Draft a new project estimate with line items for client approval.
Get time entry
Pull the full details of a single time log to verify a specific charge.
Delete time entry
Remove a time entry that is not yet closed or part of an archived project.
List expense categories
Pull available expense categories to ensure costs are mapped correctly.
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 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 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
Tool to create a new message for an invoice. use after confirming the invoice id when you need to notify a client with invoice details.
Create Task
Tool to create a new task. use after identifying task details to register it in harvest.
Create User
Tool to create a new user. use after gathering user details to invite them to harvest.
Delete Client
Tool to delete a client. use when you need to remove a client that has no associated projects, invoices, or estimates. call after confirming the client id exists and has no dependent resources.
Delete Client Contact
Tool to delete a client contact. use when you need to remove a contact that is no longer relevant. call after confirming the contact id exists.
Delete Estimate
Tool to delete an estimate. use when you need to remove an estimate that is no longer needed. call after confirming the estimate id exists and has no dependent resources.
Delete Estimate Message
Tool to delete an estimate message. use when you need to remove a message from an estimate. call after confirming estimate id and message id are correct.
Delete Invoice
Tool to delete an invoice. use when you need to remove an invoice that has no associated payments. call after confirming the invoice id exists.
Delete Invoice Item Category
Tool to delete an invoice item category. use when you need to remove an obsolete or incorrect invoice item category. call after confirming the invoice item category id exists.
Delete Invoice Message
Tool to delete a message from an invoice. use when you need to remove a specific message that is no longer relevant. call after confirming the invoice id and message id.
Delete Invoice Payment
Tool to delete an invoice payment. use when you need to remove a payment from an invoice after confirming payment details.
Delete Project
Tool to delete a project. use when you need to remove a project and all its associated time entries and expenses; invoices remain intact. call after confirming the project id exists.

30 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to your Harvest account. When you initiate the connection, you are redirected to the Harvest authorization page where you grant Ceven permission to access your data. Harvest then provides an encrypted access token and a refresh token. We store these securely and use them to make API requests on your behalf. You never have to share your password with us, and you can revoke access instantly from the Harvest app settings. This ensures that your financial data remains protected while allowing the agent to perform necessary automation tasks across your projects and invoices.
Yes. The agent can monitor the state of a Harvest estimate and, once the client accepts it, trigger the creation of a corresponding project and a first deposit invoice. This removes the manual step of duplicating line items from an estimate into a project budget. The agent pulls the approved items from the estimate, maps them to the new project tasks, and generates the invoice for the initial billing amount. This ensures that the scope agreed upon during the sales process is exactly what appears on the first bill sent to the client.
Ceven respects the Harvest API rate limits to prevent account throttling. Harvest typically limits requests to a specific number per minute depending on the account tier. If a workflow attempts to upload hundreds of time entries at once, Ceven automatically implements a back off and retry logic. This means the workflow will not fail; it will simply pace the requests to stay within the allowed limits. For very large data migrations, we recommend scheduling the agent to run in batches during off peak hours to ensure maximum stability and speed.
Absolutely. You can set up internal projects in Harvest and instruct the agent to categorize specific activities as non billable. For example, you can create a workflow where any time logged to a project named Internal Admin is automatically excluded from client facing reports but included in employee utilization metrics. The agent can then provide a daily summary of how much time the team spent on billable work versus internal overhead, helping you calculate your effective hourly rate and overall agency efficiency.
Harvest stores time entries in UTC, and Ceven is designed to handle the conversion based on your company settings. When you ask the agent to log time for today, it checks your company time zone in Harvest to determine the correct UTC window. This prevents entries from appearing on the wrong date when your team is distributed across different regions. If you provide a specific time and date in your prompt, the agent ensures the timestamp is normalized before sending the request to the Harvest API.
No. The Harvest API prevents the deletion of invoices that have associated payments to maintain financial integrity. If you need to remove a paid invoice, you must first delete the payment records associated with it. Ceven can automate this sequence if instructed, but it will always alert you before deleting financial records. This safeguard prevents the accidental loss of payment history and ensures that your books remain reconciled with your bank deposits and internal accounting records.
Yes. The agent can create expense entries and map them to specific projects or clients. You can set up a workflow where a receipt uploaded to a specific folder triggers the agent to extract the amount and vendor, then create a corresponding expense in Harvest. It can also list all unbilled expenses for a project so that they can be added to the next monthly invoice, ensuring that you never forget to bill a client for travel or software costs incurred during the project.
Ceven can create new users and invite them to your Harvest account via the API. However, the API has limitations regarding the modification of fine grained user permissions and roles. While the agent can add a user to the system, you will still need to go into the Harvest dashboard to assign specific roles like Project Manager or Admin. This is a security restriction imposed by Harvest to ensure that only top level administrators can change access levels for the entire organization.

Alternatives to Harvest

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Toggl Track logoToggl TrackFreshBooks logoFreshBooksClockify logoClockify

Try Ceven on your stack

Plug Ceven on top of the tools you already run. Connect Harvest and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

Get started for free