--- title: "Connect EspoCRM and Harvest - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Create Contact\" in Harvest, or \"New Client\" in Harvest to \"Add contact\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-harvest" --- # Connect EspoCRM and Harvest When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Create Contact** in [Harvest](https://apiant.ai/connections/harvest), or **New Client** in Harvest to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Harvest **16** triggers Harvest **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and Harvest 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 EspoCRM and Harvest can do together ### From EspoCRM to Harvest - When **New contact** in EspoCRM then **Create Contact** in Harvest - When **New Lead** in EspoCRM then **Create Task** in Harvest ### From Harvest to EspoCRM - When **New Client** in Harvest then **Add contact** in EspoCRM - When **New Contact** in Harvest then **Update contact** in EspoCRM 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 EspoCRM and Harvest ## Triggers and actions 19 triggers · 28 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - Trigger **Invoice Paid** Triggers when an invoice is fully paid. - Trigger **Invoice Sent** Triggers when an invoice is sent or marked as sent. - Trigger **New Client** Triggers when a new client is added. - Trigger **New Contact** Triggers when new contact is added. - Trigger **New Expense** Triggers when a new expense is added. - Trigger **New Invoice** Triggers when an invoice is created. - Trigger **New Project** Triggers when a project is created. - Trigger **New Task** Triggers when a new task is added. - Trigger **New Time Entry** Triggers when a time entry is created. - Trigger **New User** Triggers when a new User is added. - Trigger **New User Assignment** Triggers when a user is assigned to a project. - Trigger **Timer Started** Triggers when a timer is started. - Trigger **Timer Stopped** Triggers when a timer is stopped. - Trigger **Updated Client** Triggers when a client is updated. - Trigger **Updated Invoice** Triggers when an invoice is updated. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Create Client** Creates a Client - Action **Create Contact** Creates a Contact - Action **Create Project** Creates a Project - Action **Create Task** Creates a Task and optionally assigns it to a project - Action **Create Time Entry** Creates a Time Entry with duration - Action **Create Time Entry (Start & End Times)** Creates a Time Entry with start and end times - Action **Find Client** Finds a client by name or ID - Action **Find Invoice** Finds an invoice by ID - Action **Find Project** Finds a project by name - Action **Find Task** Finds a task by name - Action **Start Timer** Creates and starts a timer for a given date - Action **Stop Timer** Stops any running timers ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Harvest** Simple time tracking software and powerful reporting that helps your team thrive.](https://apiant.ai/connections/harvest) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into Harvest - [ **Google Sheets to Harvest** Google Sheets](https://apiant.ai/connect/google-sheets-to-harvest) - [ **Google Calendar to Harvest** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-harvest) - [ **Google Drive to Harvest** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-harvest) - [ **QuickBooks Online to Harvest** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-harvest) - [ **ActiveCampaign to Harvest** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-harvest) - [ **Airtable to Harvest** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-harvest) Questions ## EspoCRM and Harvest, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Harvest when something happens in EspoCRM? 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 EspoCRM? Yes. When something happens in Harvest, your agent can act in EspoCRM too. This page covers both directions: Harvest's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM 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 EspoCRM 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.