--- title: "Connect Attio and Harpoon - APIANT.ai" description: "When \"List Entry Created\" fires in Attio, your agent runs \"Add Credit Entry\" in Harpoon." canonical: "https://apiant.ai/connect/attio-to-harpoon" --- # Connect Attio and Harpoon When **List Entry Created** fires in [Attio](https://apiant.ai/connections/attio), your agent runs **Add Credit Entry** in [Harpoon](https://apiant.ai/connections/harpoon), or **New Client** in Harpoon to **Create or Update List Entry by Parent Record** in Attio. Describe the whole flow and it is built, tested on every scenario and kept running. Attio **7** triggers Attio **13** actions Harpoon **9** triggers Harpoon **46** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Attio and Harpoon to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Attio and Harpoon can do together ### From Attio to Harpoon - When **List Entry Created** in Attio then **Add Credit Entry** in Harpoon - When **List Entry Updated** in Attio then **Add Invoice** in Harpoon ### From Harpoon to Attio - When **New Client** in Harpoon then **Create or Update List Entry by Parent Record** in Attio - When **New Contact** in Harpoon then **Create or Update Record** in Attio Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Attio and Harpoon ## Triggers and actions 16 triggers · 59 actions - Trigger **List Entry Created** Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off. - Trigger **List Entry Deleted** Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at. - Trigger **List Entry Updated** Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed. - Trigger **Record Created** Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to. - Trigger **Record Deleted** Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to. - Trigger **Record Updated** Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed. - Trigger **Task Created** Triggers when a new task is created in Attio, giving you the new task's ID and who created it. - Action **Create List Entry** Adds a record to an Attio list as a new list entry and returns the entry. - Action **Create Note** Creates a note on an Attio record and returns the new note. - Action **Create or Update List Entry by Parent Record** Adds a record to an Attio list, or updates its existing entry if it is already on the list. - Action **Create or Update Record** Creates a record in Attio, or updates the existing record that matches on the chosen field. - Action **Create Record** Creates a new record on the chosen Attio object and returns it. - Action **Create Storage Location** Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive. - Action **Create Task** Creates a task in Attio, optionally linked to a record and assigned to a workspace member. - Action **Delete List Entry** Removes an entry from an Attio list. - Action **Find List Entries** Returns the entries on an Attio list. - Action **Find Records** Searches records on the chosen Attio object and returns the matches. - Action **Update List Entry** Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched. - Action **Update Record** Updates the field values on an existing Attio record. Fields you leave blank are left untouched. - Action **Update Task** Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed. - Trigger **New Client** Triggered when a new client is created in Harpoon. - Trigger **New Contact** Triggered when a new contact is created in Harpoon. - Trigger **New Expense** Triggered when a new expense is created in your Harpoon account. - Trigger **New Expense Category** Triggered when a new expense category is created in Harpoon. - Trigger **New Invoice** Triggered when a new invoice is created in Harpoon. - Trigger **New Payment** Triggered when a new payment is recorded in your Harpoon account. - Trigger **New Project** Triggered when a new project is created in Harpoon. - Trigger **New Task Category** Triggered when a new task category is added in your Harpoon account. - Trigger **New Time Entry** Triggered when a new time entry is logged in Harpoon. - Action **Add Credit Entry** Creates a new credit entry on a client's account in Harpoon, recording an amount, a date and an optional note or originating invoice. Returns the credit entry that was created. - Action **Add Invoice** Creates a new invoice in Harpoon for a client or project, with an invoice number, issue date, and optional line items. Returns the invoice that was created. - Action **Add Lead Source** Creates a new lead source in Harpoon, so new clients can be tagged with where they came from. Returns the lead source that was created. - Action **Add Note** Adds a note to a client, project or invoice in Harpoon. Returns the note that was created. - Action **Add Team** Creates a new team in your Harpoon account. Harpoon populates the new team from your account details; the API accepts no team attributes on creation. - Action **Clone Time Entry** Creates a copy of an existing time entry in Harpoon. The copy keeps the original's project, task and description, and starts with today's date and zero hours logged. - Action **Create Contact** Creates a contact person under a Harpoon client, with their name, email address, and phone number. Returns the contact that was created. - Action **Create Expense** Records a one-off expense in Harpoon with its date, amount, and vendor, optionally attributed to a client, project, or expense category. Returns the expense that was created. - Action **Create Expense Category** Creates a new expense category in your Harpoon account so expenses can be grouped under it. - Action **Create Project** Creates a project in Harpoon for a client, with its budget, rate, and start and end dates. Returns the project that was created. - Action **Create Time Entry** Logs hours worked in Harpoon for a team member on a given date, optionally against a client or project. Returns the time entry that was created. - Action **Delete Client** Deletes a client from your Harpoon account. - Action **Delete Expense** Permanently deletes an expense from your Harpoon account. - Action **Delete Invoice** Permanently removes an invoice from Harpoon. Returns Harpoon's confirmation that the invoice was deleted. - Action **Delete Note** Deletes a note from your Harpoon account. - Action **Delete Recurring Expense** Deletes a recurring expense template from Harpoon by its id, so it stops generating new expenses. - Action **Delete Recurring Invoice** Stops and removes a recurring invoice schedule in Harpoon so it no longer generates invoices. Returns Harpoon's confirmation that it was deleted. - Action **Delete Time Entry** Deletes a time entry from your Harpoon account. - Action **Get Client** Returns a single client from your Harpoon account, including its name, contact details and other stored attributes. - Action **Get Client Credits** Returns a client's credit entries in Harpoon, along with the credit still available on the account. - Action **Get Contact** Returns a single Harpoon contact, including their name, email address, phone number, and the client they belong to. - Action **Get Estimate** Returns a single estimate from your Harpoon account, including its client, line items, totals and status. - Action **Get Expense** Returns a single expense from your Harpoon account, including its amount, date, vendor, category and the client or project it is attached to. - Action **Get Expense Category** Returns a single Harpoon expense category with every detail it carries, including its name and budget settings. - Action **Get Invoice** Fetches one invoice from Harpoon by its id, with its client, line items and payment totals. An error occurs if the invoice is not found. - Action **Get Lead Source** Returns a single lead source from your Harpoon account. - Action **Get Project** Returns a single project from your Harpoon account, including its client, budget and status. - Action **Get Recurring Expense** Fetches one recurring expense template from Harpoon by its id, with its vendor, amount, frequency and schedule. An error occurs if it is not found. - Action **Get Recurring Invoice** Returns a single recurring invoice schedule from Harpoon, including its client, frequency, dates, and line items. - Action **Get Task** Returns a single task category from your Harpoon account, including its name and hourly rate. - Action **Get Team** Returns a single team from your Harpoon account, including its name, email address, phone, address, owner and whether it is active. - Action **Get Time Entry** Returns a single tracked time entry from your Harpoon account, including its date, hours, client, project and notes. - Action **List Contacts** Returns the contacts in your Harpoon account, including each contact's name, email address and phone number. - Action **List Estimates** Returns the estimates in a Harpoon account, optionally narrowed to a year, client, project, status, or search text. - Action **List Expense Categories** Returns the expense categories set up in Harpoon, each with its budget settings. - Action **List Expenses** Returns the expenses in your Harpoon account, optionally narrowed by date range, client, project, category, billing status or search text. - Action **List Invoices** Returns the invoices in your Harpoon account, optionally narrowed by year, client, project, status or a search term. - Action **List Projects** Returns the projects in a Harpoon account, with their client, budget, rate, and dates. - Action **List Teams** Returns the teams in your Harpoon account, along with the total number of teams found. - Action **List Time Entries** Returns time entries from your Harpoon account — either the timers running now or logged history for a date range — optionally narrowed by client, project, task, team member or billing status. - Action **Update Expense** Updates an existing expense in your Harpoon account. Only the values you supply are changed. - Action **Update Invoice** Updates an existing invoice in your Harpoon account. Only the values you supply are changed. - Action **Update Project** Updates an existing project in Harpoon — its name, client, billing type, status, dates, budget and task rates. Returns the updated project. - Action **Update Recurring Expense** Updates a recurring expense in Harpoon — its vendor, amount, frequency, category, dates, and status. Anything left blank keeps its current value. Returns the updated recurring expense. - Action **Update Recurring Invoice** Updates an existing recurring invoice template in your Harpoon account. Only the values you supply are changed. - Action **Update Time Entry** Updates an existing time entry in Harpoon — its date, hours, description, project, task or billing state. ## Each app on its own - [ **Attio** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connections/attio) - [ **Harpoon** Harpoon is a financial planning, scheduling, time-tracking, invoicing, and budgeting platform for...](https://apiant.ai/connections/harpoon) Reviews ## What our customers say ## More from Attio - [ **Attio to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/attio-to-linkedin) - [ **Attio to Amplitude** Amplitude is a product analytics service that makes it easier for companies to understand user behavior...](https://apiant.ai/connect/attio-to-amplitude) - [ **Attio to Chargebee** Chargebee is a subscription management and recurring billing solution used by businesses to customize...](https://apiant.ai/connect/attio-to-chargebee) - [ **Attio to Dreamdata** Dreamdata is a B2B revenue attribution platform.](https://apiant.ai/connect/attio-to-dreamdata) - [ **Attio to Fibery** Fibery is the first work management software that fits and grows with your company.](https://apiant.ai/connect/attio-to-fibery) - [ **Attio to Myphoner** Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...](https://apiant.ai/connect/attio-to-myphoner) ## More into Harpoon - [ **Google Calendar to Harpoon** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-harpoon) - [ **ActiveCampaign to Harpoon** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-harpoon) - [ **Notion to Harpoon** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-harpoon) - [ **Airtable to Harpoon** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-harpoon) - [ **Asana to Harpoon** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-harpoon) - [ **ClickUp to Harpoon** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-harpoon) Questions ## Attio and Harpoon, answered ### ### What can start an automation from Attio? Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Harpoon when something happens in Attio? Any of Harpoon's 46 actions, including Create Contact, Create Expense, Create Expense Category and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Harpoon to Attio? Yes. When something happens in Harpoon, your agent can act in Attio too. This page covers both directions: Harpoon's triggers and Attio's actions are listed here as well. ### ### Do I have to build a connector for Attio or Harpoon? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Attio and Harpoon without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.