--- title: "Connect Harvest to Docupanda - APIANT.ai" description: "When \"New Client\" fires in Harvest, your agent runs \"Add document\" in Docupanda." canonical: "https://apiant.ai/connect/harvest-to-docupanda" --- # Connect Harvest to Docupanda When **New Client** fires in [Harvest](https://apiant.ai/connections/harvest), your agent runs **Add document** in [Docupanda](https://apiant.ai/connections/docupanda). Describe the whole flow and it is built, tested on every scenario and kept running. Harvest **16** triggers Harvest **12** actions Docupanda **14** 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 Docupanda 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 Docupanda - When **New Client** in Harvest then **Add document** in Docupanda - When **New Contact** in Harvest then **Classify documents** in Docupanda 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 Docupanda ## Triggers and actions 16 triggers · 26 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 class** Adds a new document class, with a name and description, to your classification taxonomy. - Action **Add document** Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id. - Action **Add schema** Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents. - Action **Classify documents** Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status. - Action **Delete document** Deletes a document previously submitted to DocuPanda for processing. - Action **Find documents** Finds documents whose filename or document ID matches the search text, optionally within one dataset. - Action **Get document** Returns a processed document, including its processing status, extracted text, pages and metadata. - Action **Get job** Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details. - Action **Get schema** Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines. - Action **Get standardization** Returns a standardization's extracted JSON data along with its document, schema, job and metadata details. - Action **List classes** Returns every document class defined in your DocuPipe classification taxonomy. - Action **List documents** Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range. - Action **List schemas** Returns the extraction schemas in your DocuPanda account. - Action **Standardize documents** Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids. ## Each app on its own - [ **Harvest** Simple time tracking software and powerful reporting that helps your team thrive.](https://apiant.ai/connections/harvest) - [ **Docupanda** AI document extraction API that converts unstructured PDFs and scans into structured JSON data.](https://apiant.ai/connections/docupanda) 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 Docupanda - [ **HubSpot to Docupanda** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docupanda) - [ **Salesforce to Docupanda** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docupanda) - [ **Slack to Docupanda** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupanda) - [ **Google Sheets to Docupanda** Google Sheets](https://apiant.ai/connect/google-sheets-to-docupanda) - [ **Gmail to Docupanda** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docupanda) - [ **Google Calendar to Docupanda** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docupanda) Questions ## Harvest and Docupanda, 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 Docupanda when something happens in Harvest? Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docupanda to Harvest? Docupanda has no triggers in the catalog today, so automations start in Harvest. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it. ### ### Do I have to build a connector for Harvest or Docupanda? 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 Docupanda 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.