--- title: "Connect Harpoon to Zoho Inventory - APIANT.ai" description: "When \"New Client\" fires in Harpoon, your agent runs \"Add Invoice Attachment\" in Zoho Inventory." canonical: "https://apiant.ai/connect/harpoon-to-zoho-inventory" --- # Connect Harpoon to Zoho Inventory When **New Client** fires in [Harpoon](https://apiant.ai/connections/harpoon), your agent runs **Add Invoice Attachment** in [Zoho Inventory](https://apiant.ai/connections/zoho-inventory). Describe the whole flow and it is built, tested on every scenario and kept running. Harpoon **9** triggers Harpoon **46** actions Zoho Inventory **64** 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 Zoho Inventory 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 Zoho Inventory - When **New Client** in Harpoon then **Add Invoice Attachment** in Zoho Inventory - When **New Contact** in Harpoon then **Create Contact** in Zoho Inventory 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 Zoho Inventory ## Triggers and actions 9 triggers · 110 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 Credit Note Comment** Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes. - Action **Add Invoice Attachment** Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice. - Action **Add Invoice Comment** Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice. - Action **Apply Credits To Invoices** Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances. - Action **Bulk Delete Sales Orders** Tool to bulk delete sales orders. Use this to remove multiple sales orders at once. - Action **Bulk Email Invoices** Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact. - Action **Bulk Export Invoices** Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing. - Action **Bulk Print Invoices** Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers. - Action **Bulk Print Packages** Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving. - Action **Create Bill** Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed. - Action **Create Contact** Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization. - Action **Create Contact Person** Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory. - Action **Create Credit Note** Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments. - Action **Create Customer Payment** Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices. - Action **Create Invoice** Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold. - Action **Create Item** Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog. - Action **Create Item Group** Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations. - Action **Create Package** Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping. - Action **Create Purchase Order** Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor. - Action **Create Sales Order** Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing. - Action **Deactivate Contact** Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it. - Action **Deactivate Item** Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it. - Action **Deactivate Item Group** Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them. - Action **Delete Contact** Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed. - Action **Delete Contact Person** Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed. - Action **Delete Invoice** Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied. - Action **Delete Invoice Attachment** Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice. - Action **Delete Invoice Comment** Delete a specific comment from an invoice in Zoho Inventory. - Action **Delete Item** Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions. - Action **Delete Item Group** Tool to delete an item group. Use to remove an existing item group that is no longer needed. - Action **Delete Item Image** Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required. - Action **Delete Package** Tool to delete a package. Use when you need to remove an existing package created for a sales order. - Action **Delete Sales Order** Tool to delete a sales order. Use when you need to remove an existing sales order. - Action **Disable Payment Reminder** Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued. - Action **Email Contact** Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body. - Action **Email Contact Statement** Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors. - Action **Email Credit Note** Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients. - Action **Email Invoice** Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments. - Action **Enable Invoice Payment Reminder** Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued. - Action **Get Contact** Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact. - Action **Get Contact Address** Tool to get contact address. Use when you need to retrieve address information for a specific contact. - Action **Get Credit Note** Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note. - Action **Get Credit Note Email Content** Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it. - Action **Get Current User** Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user. - Action **Get Invoice** Retrieve the complete details of one existing invoice by invoice ID. - Action **Get Item** Retrieve the complete details of one existing inventory item by item ID. - Action **Get Package** Retrieve complete details for one existing package by ID. - Action **Get Purchase Order** Retrieve complete details for one existing purchase order by ID. - Action **Get Sales Order** Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status. - Action **Get Variant Opening Stock** Retrieve opening-stock configuration for one item variant. - Action **List Bills** Tool to list bills. Use when needing to fetch bills for an organization. - Action **List Contacts** Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization. - Action **List Credit Notes** Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria. - Action **List Currencies** Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization. - Action **List Customer Payments** List customer payments for a Zoho Inventory organization. - Action **List Invoice Payments** Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice. - Action **List Invoices** Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization. - Action **List Items** Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization. - Action **List Organizations** Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter. - Action **List Purchase Orders** Tool to list purchase orders. Use when needing to fetch purchase orders for an organization. - Action **List Sales Orders** Tool to list sales orders. Use when needing to fetch sales orders for an organization. - Action **Update Contact** Update editable details for one customer or vendor contact. - Action **Update Item** Update editable catalog details for one existing Zoho Inventory item. - Action **Update Variant Opening Stock** Update organization-level or location-level opening stock for one variant. ## Each app on its own - [ **Harpoon** Harpoon is a financial planning, scheduling, time-tracking, invoicing, and budgeting platform for...](https://apiant.ai/connections/harpoon) - [ **Zoho Inventory** Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales...](https://apiant.ai/connections/zoho-inventory) 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](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 Zoho Inventory - [ **HubSpot to Zoho Inventory** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-inventory) - [ **Salesforce to Zoho Inventory** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-inventory) - [ **Slack to Zoho Inventory** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-inventory) - [ **Google Sheets to Zoho Inventory** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-inventory) - [ **Gmail to Zoho Inventory** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-inventory) - [ **Google Calendar to Zoho Inventory** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-inventory) Questions ## Harpoon and Zoho Inventory, 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 Zoho Inventory when something happens in Harpoon? Any of Zoho Inventory's 64 actions, including Create Bill, Create Contact, Create Contact Person and Create Credit Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Inventory to Harpoon? Zoho Inventory has no triggers in the catalog today, so automations start in Harpoon. If you need the other direction, ask: your agent reads Zoho Inventory's API documentation and adds it. ### ### Do I have to build a connector for Harpoon or Zoho Inventory? 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 Zoho Inventory 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.