Integration
Connect Harvest to Folderit Dms
When something happens in Harvest, your agent does the next thing in Folderit Dms. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Harvest and Folderit Dms to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Harvest can start in Folderit Dms
When New Client in Harvest
then Add entity tasks in Folderit Dms
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 Folderit Dms
Triggers and actions 16 triggers · 33 actions
- Invoice Paid
Triggers when an invoice is fully paid.
- Invoice Sent
Triggers when an invoice is sent or marked as sent.
- New Client
Triggers when a new client is added.
- New Contact
Triggers when new contact is added.
- New Expense
Triggers when a new expense is added.
- New Invoice
Triggers when an invoice is created.
- New Project
Triggers when a project is created.
- New Task
Triggers when a new task is added.
- New Time Entry
Triggers when a time entry is created.
- New User
Triggers when a new User is added.
- New User Assignment
Triggers when a user is assigned to a project.
- Timer Started
Triggers when a timer is started.
- Timer Stopped
Triggers when a timer is stopped.
- Updated Client
Triggers when a client is updated.
- Updated Invoice
Triggers when an invoice is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Create Client
Creates a Client
- Create Contact
Creates a Contact
- Create Project
Creates a Project
- Create Task
Creates a Task and optionally assigns it to a project
- Create Time Entry
Creates a Time Entry with duration
- Create Time Entry (Start & End Times)
Creates a Time Entry with start and end times
- Find Client
Finds a client by name or ID
- Find Invoice
Finds an invoice by ID
- Find Project
Finds a project by name
- Find Task
Finds a task by name
- Start Timer
Creates and starts a timer for a given date
- Stop Timer
Stops any running timers
- Add entity tasks
Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.
- Add file
/v2/accounts/{accountUid}/files/upload - upload new file/version.
- Add folder
/v2/accounts/{accountUid}/folders - create a folder/section.
- Add group
Creates a new user group in a Folderit account.
- Add share
Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link.
- Add tag
Creates a new tag in a Folderit account, optionally nested under an existing parent tag.
- Add tags to file
/v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.
- Add team user
Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.
- Delete file
Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.
- Delete folder
/v2/accounts/{accountUid}/folders/{folderUid}.
- Find files
Searches the files of a Folderit account by text and optional filters, returning the matching files.
- Get entity tasks
Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.
- Get file download link
/v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.
- Get folder
/v2/accounts/{accountUid}/folders/{folderUid} - folder info.
- List files
Lists the files directly inside a Folderit folder or section.
- List folders
Lists the subfolders directly inside a Folderit folder or section.
- List groups
Lists the user groups in a Folderit account.
- List tags
Lists all tags in a Folderit account.
- List team users
Lists the team users of a Folderit account, optionally filtered by email address.
- Update file
Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.
- Update folder
/v2/accounts/{accountUid}/folders/{folderUid} - update folder.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Harvest and Folderit Dms, 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 Folderit Dms when something happens in Harvest?
Any of Folderit Dms's 21 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Folderit Dms to Harvest?
Folderit Dms has no triggers in the catalog today, so automations start in Harvest. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it.
Do I have to build a connector for Harvest or Folderit Dms?
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.
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.