Integration
Connect DocumentPro and Harvest
When something happens in DocumentPro or Harvest, your agent does the next thing in the other. Describe it 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 DocumentPro and Harvest to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 DocumentPro and Harvest can do together
From DocumentPro to Harvest
When New Document in DocumentPro
then Create Client in Harvest
From Harvest to DocumentPro
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 DocumentPro and Harvest
Triggers and actions 17 triggers · 26 actions
- New Document
Triggers when a document is uploaded.
- Add classifier
create a new Classifier.
- Add workflow
create a new Workflow (extraction template).
- Classify document
classify a document inline without a saved Classifier.
- Delete classifier
delete a Classifier.
- Delete workflow
delete a Workflow.
- Get classifier
fetch a single Classifier by id.
- Get document
fetch a single document by id.
- Get workflow
fetch a single Workflow by id.
- List classifiers
list saved Classifiers.
- Run classifier against document
run a saved Classifier against a document.
- Run workflow against document
Start an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes.
- Update classifier
update an existing Classifier.
- Update workflow
update an existing Workflow.
- Upload Document
Upload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow.
- 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
DocumentPro and Harvest, answered
What can start an automation from DocumentPro?
Any of DocumentPro's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Harvest when something happens in DocumentPro?
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 DocumentPro?
Yes. When something happens in Harvest, your agent can act in DocumentPro too. This page covers both directions: Harvest's triggers and DocumentPro's actions are listed here as well.
Do I have to build a connector for DocumentPro 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.
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.