--- title: "Connect Harpoon to ServiceTrade - APIANT.ai" description: "When \"New Client\" fires in Harpoon, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/harpoon-to-servicetrade" --- # Connect Harpoon to ServiceTrade When **New Client** fires in [Harpoon](https://apiant.ai/connections/harpoon), your agent runs **Create Contact** in [ServiceTrade](https://apiant.ai/connections/servicetrade). Describe the whole flow and it is built, tested on every scenario and kept running. Harpoon **9** triggers Harpoon **46** actions ServiceTrade **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Harpoon and ServiceTrade 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 Harpoon can start in ServiceTrade - When **New Client** in Harpoon then **Create Contact** in ServiceTrade - When **New Contact** in Harpoon then **Create Invoice** in ServiceTrade 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 Harpoon and ServiceTrade ## Triggers and actions 9 triggers · 76 actions - 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. - Action **Add Asset to Location** Creates a new asset (equipment or system) at a ServiceTrade location. - Action **Add Attachment to Job** Uploads a file from a URL and attaches it to a ServiceTrade job. - Action **Add Comment to Job** Adds a comment to a ServiceTrade job, with optional visibility, author and pinning. - Action **Add Comment to Location** Adds a comment to a ServiceTrade location. - Action **Add Tag** Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company. - Action **Create Appointment** Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians. - Action **Create Contact** Creates a contact in ServiceTrade and optionally assigns it to companies and locations. - Action **Create Invoice** Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items. - Action **Create Job** Creates a new job (work order) at a ServiceTrade location. - Action **Create Job Item** Adds a part, labor, service or other item to an existing ServiceTrade job. - Action **Create Location** Creates a new location (a site where work is performed) for a ServiceTrade company. - Action **Create Quote** Creates a new quote in ServiceTrade for work at a location, covering one or more services. - Action **Find Asset by Search** Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates. - Action **Find Company** Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies. - Action **Find Company by External ID** Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record. - Action **Find Contact** Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates. - Action **Find Contract by Name** Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates. - Action **Find Deficiency by Deficiency Number** Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters. - Action **Find Job by Job ID** Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments. - Action **Find Job by Job Number** Finds jobs by their job number and returns the first match plus all matching jobs. - Action **Find Location** Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags. - Action **Find Location by External ID** Finds a ServiceTrade location by its ID in an external system and returns the full location record. - Action **Find Quote by Quote Number** Finds a quote by its exact quote number (reference number) and returns the matching quote. - Action **Remove Tag** Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given. - Action **Update Appointment** Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state. - Action **Update Contact** Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments. - Action **Update Invoice** Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment. - Action **Update Job Item** Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed. - Action **Update Location** Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings. - Action **Upload File to Bulk Import** Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import. ## Each app on its own - [ **Harpoon** Harpoon is a financial planning, scheduling, time-tracking, invoicing, and budgeting platform for...](https://apiant.ai/connections/harpoon) - [ **ServiceTrade** ServiceTrade is a customer service and sales application for commercial service contractors.](https://apiant.ai/connections/servicetrade) Reviews ## What our customers say ## More from Harpoon - [ **Harpoon to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/harpoon-to-bugcrowd) - [ **Harpoon to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/harpoon-to-hubspot) - [ **Harpoon to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/harpoon-to-salesforce) - [ **Harpoon to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/harpoon-to-slack) - [ **Harpoon to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/harpoon-to-google-sheets) - [ **Harpoon to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/harpoon-to-gmail) ## More into ServiceTrade - [ **HubSpot to ServiceTrade** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-servicetrade) - [ **Salesforce to ServiceTrade** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-servicetrade) - [ **Slack to ServiceTrade** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-servicetrade) - [ **Google Sheets to ServiceTrade** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-servicetrade) - [ **Gmail to ServiceTrade** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-servicetrade) - [ **Google Calendar to ServiceTrade** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-servicetrade) Questions ## Harpoon and ServiceTrade, answered ### ### What can start an automation from Harpoon? Any of Harpoon's 9 triggers in the catalog, including New Client, New Contact, New Expense and New Expense Category. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in Harpoon? Any of ServiceTrade's 30 actions, including Create Appointment, Create Contact, Create Invoice and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ServiceTrade to Harpoon? ServiceTrade has no triggers in the catalog today, so automations start in Harpoon. If you need the other direction, ask: your agent reads ServiceTrade's API documentation and adds it. ### ### Do I have to build a connector for Harpoon or ServiceTrade? 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 Harpoon and ServiceTrade 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.