Integration
Connect Callingly and Harvest
When Call Completed fires in Callingly, your agent runs Create Contact in Harvest, or New Client in Harvest to Update or Tag Lead in Callingly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Callingly and Harvest to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Callingly and Harvest can do together
From Callingly to Harvest
When Call Completed in Callingly
then Create Contact in Harvest
From Harvest to Callingly
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 Callingly and Harvest
Triggers and actions 20 triggers · 24 actions
- Call Completed
Triggers when a call to a lead is made and completes in Callingly.
- Lead Created
Triggers when a new lead is added to Callingly.
- Lead Updated or Tagged
Triggers when a Callingly lead is tagged or its status, stage or result changes.
- New SMS
Triggers when a text message is sent or received in Callingly.
- Call Lead
Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
- Delete Lead
Deletes a Callingly lead.
- Find Lead
Finds a Callingly lead by phone number and returns the first match.
- Get Call
Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.
- Get Lead
Returns one Callingly lead by its ID, with its contact details and status.
- List Sequences
Returns the follow-up sequences in the Callingly account.
- List Teams
Returns the teams in the Callingly account.
- List Users
Returns the users (agents) in the Callingly account.
- Schedule Call
Creates or updates a lead and schedules a call from your team to the lead at the time you choose.
- Schedule SMS
Schedules a text message to an existing Callingly lead for a future time.
- Send SMS
Sends a text message from one of your Callingly numbers to a lead.
- Update or Tag Lead
Updates a Callingly lead's details, status, stage or tags.
- Invoice Paid
Triggers when an invoice is fully paid.
- Invoice Sent
Triggers when an invoice is sent or marked as sent.
- New Client
Triggers when a new client is added.
- New Contact
Triggers when new contact is added.
- New Expense
Triggers when a new expense is added.
- New Invoice
Triggers when an invoice is created.
- New Project
Triggers when a project is created.
- New Task
Triggers when a new task is added.
- New Time Entry
Triggers when a time entry is created.
- New User
Triggers when a new User is added.
- New User Assignment
Triggers when a user is assigned to a project.
- Timer Started
Triggers when a timer is started.
- Timer Stopped
Triggers when a timer is stopped.
- Updated Client
Triggers when a client is updated.
- Updated Invoice
Triggers when an invoice is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Create Client
Creates a Client
- Create Contact
Creates a Contact
- Create Project
Creates a Project
- Create Task
Creates a Task and optionally assigns it to a project
- Create Time Entry
Creates a Time Entry with duration
- Create Time Entry (Start & End Times)
Creates a Time Entry with start and end times
- Find Client
Finds a client by name or ID
- Find Invoice
Finds an invoice by ID
- Find Project
Finds a project by name
- Find Task
Finds a task by name
- Start Timer
Creates and starts a timer for a given date
- Stop Timer
Stops any running timers
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Callingly and Harvest, answered
What can start an automation from Callingly?
Any of Callingly's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Updated or Tagged and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Harvest when something happens in Callingly?
Any of Harvest's 12 actions, including Create Client, Create Contact, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Harvest to Callingly?
Yes. When something happens in Harvest, your agent can act in Callingly too. This page covers both directions: Harvest's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or Harvest?
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 Callingly and Harvest 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.