--- title: "Connect Harvest to ActiveMerge - APIANT.ai" description: "When \"New Client\" fires in Harvest, your agent runs \"Generate Document\" in ActiveMerge." canonical: "https://apiant.ai/connect/harvest-to-activemerge" --- # Connect Harvest to ActiveMerge When **New Client** fires in [Harvest](https://apiant.ai/connections/harvest), your agent runs **Generate Document** in [ActiveMerge](https://apiant.ai/connections/activemerge). Describe the whole flow and it is built, tested on every scenario and kept running. Harvest **16** triggers Harvest **12** actions ActiveMerge **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Harvest and ActiveMerge 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 Harvest can start in ActiveMerge - When **New Client** in Harvest then **Generate Document** in ActiveMerge - When **New Contact** in Harvest then **Merge documents** in ActiveMerge 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 Harvest and ActiveMerge ## Triggers and actions 16 triggers · 18 actions - 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 - Action **Add signature request** /api/signature-requests. Sends an existing document for signing. - Action **Generate Document** Generate a document based on the provided data - Action **Get document generation job** /api/document-generation/status/{job_id}. Returns job status and temporary download URL. - Action **Get template placeholders** /api/templates/{id}/placeholders. Returns placeholders of a template. - Action **List templates** /api/templates. Lists all templates for the authenticated user. - Action **Merge documents** /api/document-merge/merge. Merges multiple documents into one file; returns temporary URL (72h). ## Each app on its own - [ **Harvest** Simple time tracking software and powerful reporting that helps your team thrive.](https://apiant.ai/connections/harvest) - [ **ActiveMerge** ActiveMerge is a service that allows users to generate different types of documents from data sources and...](https://apiant.ai/connections/activemerge) Reviews ## What our customers say ## More from Harvest - [ **Harvest to Timeero** Timeero is a mileage and GPS time tracking app for mobile teams.](https://apiant.ai/connect/harvest-to-timeero) - [ **Harvest to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/harvest-to-hubspot) - [ **Harvest to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/harvest-to-salesforce) - [ **Harvest to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/harvest-to-slack) - [ **Harvest to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/harvest-to-gmail) - [ **Harvest to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/harvest-to-mailchimp) ## More into ActiveMerge - [ **Google Calendar to ActiveMerge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-activemerge) - [ **HubSpot to ActiveMerge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-activemerge) - [ **Salesforce to ActiveMerge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-activemerge) - [ **Slack to ActiveMerge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-activemerge) - [ **Google Sheets to ActiveMerge** Google Sheets](https://apiant.ai/connect/google-sheets-to-activemerge) - [ **Gmail to ActiveMerge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-activemerge) Questions ## Harvest and ActiveMerge, answered ### ### What can start an automation from Harvest? Any of Harvest's 16 triggers in the catalog, including New Client, New Contact, New Expense and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ActiveMerge when something happens in Harvest? Any of ActiveMerge's 6 actions, including Add signature request, Generate Document, Get document generation job and Get template placeholders. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ActiveMerge to Harvest? ActiveMerge has no triggers in the catalog today, so automations start in Harvest. If you need the other direction, ask: your agent reads ActiveMerge's API documentation and adds it. ### ### Do I have to build a connector for Harvest or ActiveMerge? 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 Harvest and ActiveMerge 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.