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Connect Claude CodeEverything your agent can do with Harpoon and TaxJar
Triggers and actions 9 triggers · 65 actions
Trigger
New ClientTriggered when a new client is created in Harpoon.
Trigger
New ContactTriggered when a new contact is created in Harpoon.
Trigger
New ExpenseTriggered when a new expense is created in your Harpoon account.
Trigger
New Expense CategoryTriggered when a new expense category is created in Harpoon.
Trigger
New InvoiceTriggered when a new invoice is created in Harpoon.
Trigger
New PaymentTriggered when a new payment is recorded in your Harpoon account.
Trigger
New ProjectTriggered when a new project is created in Harpoon.
Trigger
New Task CategoryTriggered when a new task category is added in your Harpoon account.
Trigger
New Time EntryTriggered when a new time entry is logged in Harpoon.
Action
Add Credit EntryCreates 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 InvoiceCreates 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 SourceCreates 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 NoteAdds a note to a client, project or invoice in Harpoon. Returns the note that was created.
Action
Add TeamCreates 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 EntryCreates 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 ContactCreates a contact person under a Harpoon client, with their name, email address, and phone number. Returns the contact that was created.
Action
Create ExpenseRecords 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 CategoryCreates a new expense category in your Harpoon account so expenses can be grouped under it.
Action
Create ProjectCreates 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 EntryLogs 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 ClientDeletes a client from your Harpoon account.
Action
Delete ExpensePermanently deletes an expense from your Harpoon account.
Action
Delete InvoicePermanently removes an invoice from Harpoon. Returns Harpoon's confirmation that the invoice was deleted.
Action
Delete NoteDeletes a note from your Harpoon account.
Action
Delete Recurring ExpenseDeletes a recurring expense template from Harpoon by its id, so it stops generating new expenses.
Action
Delete Recurring InvoiceStops 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 EntryDeletes a time entry from your Harpoon account.
Action
Get ClientReturns a single client from your Harpoon account, including its name, contact details and other stored attributes.
Action
Get Client CreditsReturns a client's credit entries in Harpoon, along with the credit still available on the account.
Action
Get ContactReturns a single Harpoon contact, including their name, email address, phone number, and the client they belong to.
Action
Get EstimateReturns a single estimate from your Harpoon account, including its client, line items, totals and status.
Action
Get ExpenseReturns 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 CategoryReturns a single Harpoon expense category with every detail it carries, including its name and budget settings.
Action
Get InvoiceFetches 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 SourceReturns a single lead source from your Harpoon account.
Action
Get ProjectReturns a single project from your Harpoon account, including its client, budget and status.
Action
Get Recurring ExpenseFetches 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 InvoiceReturns a single recurring invoice schedule from Harpoon, including its client, frequency, dates, and line items.
Action
Get TaskReturns a single task category from your Harpoon account, including its name and hourly rate.
Action
Get TeamReturns a single team from your Harpoon account, including its name, email address, phone, address, owner and whether it is active.
Action
Get Time EntryReturns a single tracked time entry from your Harpoon account, including its date, hours, client, project and notes.
Action
List ContactsReturns the contacts in your Harpoon account, including each contact's name, email address and phone number.
Action
List EstimatesReturns the estimates in a Harpoon account, optionally narrowed to a year, client, project, status, or search text.
Action
List Expense CategoriesReturns the expense categories set up in Harpoon, each with its budget settings.
Action
List ExpensesReturns the expenses in your Harpoon account, optionally narrowed by date range, client, project, category, billing status or search text.
Action
List ProjectsReturns the projects in a Harpoon account, with their client, budget, rate, and dates.
Action
List TeamsReturns the teams in your Harpoon account, along with the total number of teams found.
Action
List Time EntriesReturns 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 ExpenseUpdates an existing expense in your Harpoon account. Only the values you supply are changed.
Action
Update InvoiceUpdates an existing invoice in your Harpoon account. Only the values you supply are changed.
Action
Update ProjectUpdates an existing project in Harpoon — its name, client, billing type, status, dates, budget and task rates. Returns the updated project.
Action
Update Recurring ExpenseUpdates 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 InvoiceUpdates an existing recurring invoice template in your Harpoon account. Only the values you supply are changed.
Action
Update Time EntryUpdates an existing time entry in Harpoon — its date, hours, description, project, task or billing state.
Action
Calculate Sales Tax for an OrderWorks out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
Action
Create a CustomerCreates a customer in TaxJar with their exemption type and the regions the exemption applies to.
Action
Create an Order TransactionRecords a completed order in TaxJar so it counts towards your sales tax reporting.
Action
Create a Refund TransactionRecords a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
Action
Get Two-Letter ISO Code for RegionLooks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
Action
List CategoriesReturns TaxJar's product categories and the tax code to use for each one.
Action
List CustomersReturns the IDs of every customer in your TaxJar account.
Action
List Nexus RegionsReturns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
Action
List OrdersReturns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
Action
List RefundsReturns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
Action
Rates for LocationReturns the sales tax rates that apply at a location, broken down by state, county and city.
Action
Show a CustomerReturns one customer from TaxJar, including their exemption type and exempt regions.
Action
Show OrderReturns one order recorded in TaxJar, including its addresses, totals and line items.
Action
Show RefundReturns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
Action
Summarize Tax Rates for All RegionsReturns the minimum and average sales tax rate for every state, province and country TaxJar covers.
Action
Update a CustomerUpdates a customer in TaxJar. Only the fields you supply are changed.
Action
Update an Order TransactionUpdates an order already recorded in TaxJar. Only the fields you supply are changed.
Action
Update a Refund TransactionUpdates a refund already recorded in TaxJar. Only the fields you supply are changed.
Action
Validate an AddressChecks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
Action
Validate a VAT NumberChecks whether a VAT number is valid and returns the business name and address registered against it.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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