Integration
Connect Harvest to Kartra
When New Client fires in Harvest, your agent runs Create New Lead in Kartra. Describe the whole flow 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 Kartra to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Kartra
When New Client in Harvest
then Create New Lead in Kartra
When New Contact in Harvest
then Assign Tag to Lead in Kartra
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 Kartra
Triggers and actions 16 triggers · 35 actions
Trigger
Invoice PaidTriggers when an invoice is fully paid.
Trigger
Invoice SentTriggers when an invoice is sent or marked as sent.
Trigger
New ClientTriggers when a new client is added.
Trigger
New ContactTriggers when new contact is added.
Trigger
New ExpenseTriggers when a new expense is added.
Trigger
New InvoiceTriggers when an invoice is created.
Trigger
New ProjectTriggers when a project is created.
Trigger
New TaskTriggers when a new task is added.
Trigger
New Time EntryTriggers when a time entry is created.
Trigger
New UserTriggers when a new User is added.
Trigger
New User AssignmentTriggers when a user is assigned to a project.
Trigger
Timer StartedTriggers when a timer is started.
Trigger
Timer StoppedTriggers when a timer is stopped.
Trigger
Updated ClientTriggers when a client is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Create ClientCreates a Client
Action
Create ContactCreates a Contact
Action
Create ProjectCreates a Project
Action
Create TaskCreates a Task and optionally assigns it to a project
Action
Create Time EntryCreates a Time Entry with duration
Action
Create Time Entry (Start & End Times)Creates a Time Entry with start and end times
Action
Find ClientFinds a client by name or ID
Action
Find InvoiceFinds an invoice by ID
Action
Find ProjectFinds a project by name
Action
Find TaskFinds a task by name
Action
Start TimerCreates and starts a timer for a given date
Action
Stop TimerStops any running timers
Action
Assign Tag to LeadAssigns an existing tag to a lead, identified by email address.
Action
Cancel a SubscriptionCancels a recurring payment subscription, found by transaction ID or subscription ID.
Action
Cancel Lead Subscription to CalendarCancels a lead's booking in a calendar class.
Action
Create New LeadCreates a new lead. Fails if a lead with that email already exists.
Action
Edit LeadUpdates an existing lead, found by lead ID or email address.
Action
Edit SubscriptionChanges the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
Action
Modify Subscription StatusPauses, resumes or cancels a recurring payment subscription.
Action
Refund a TransactionRefunds a payment transaction, in full or in part.
Action
Remove Points From a LeadDeducts points from a lead's score.
Action
Retrieve All the Custom Fields in Your AccountReturns every custom field in the account, with its type and options.
Action
Retrieve All the Lists in Your AccountReturns the names of every list in the account.
Action
Retrieve All the Sequences in Your AccountReturns the names of every sequence in the account.
Action
Retrieve All the Tags in Your AccountReturns the names of every tag in the account.
Action
Retrieve Lead DetailsReturns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
Action
Retrieve Subscription DetailsReturns the details of one recurring payment subscription.
Action
Retrieve Transaction DetailsReturns the details of one payment transaction.
Action
Search LeadFinds a lead by lead ID or email address and returns the lead's profile.
Action
Subscribe Lead to CalendarBooks a lead into a class on a Kartra calendar.
Action
Subscribe Lead to ListSubscribes a lead to an existing mailing list.
Action
Subscribe Lead to SequenceAdds a lead to a sequence, starting at the given step.
Action
Unassign Tag From LeadRemoves a tag from a lead, identified by email address.
Action
Unsubscribe Lead From ListUnsubscribes a lead from a mailing list.
Action
Unsubscribe Lead From SequenceRemoves a lead from a sequence.
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
Reviews
What our customers say
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Questions
Harvest and Kartra, 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 Kartra when something happens in Harvest?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Harvest?
Kartra has no triggers in the catalog today, so automations start in Harvest. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Harvest or Kartra?
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 Kartra 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.