Integration
Connect Harvest to Surefire Local Platform
When New Client fires in Harvest, your agent runs Add client in Surefire Local Platform. 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 Surefire Local Platform 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 Surefire Local Platform
When New Client in Harvest
then Add client in Surefire Local Platform
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 Surefire Local Platform
Triggers and actions 16 triggers · 27 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 backlink
Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced.
- Add client
Creates a new client in Surefire Local with its business contact details and enabled services.
- Add group
Creates a new group in Surefire from an existing client, recording the user who created it.
- Add message
Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft.
- Add order
Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing.
- Create Lead
Creates a lead (customer contact) for a client location in Surefire Local.
- Get message
Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as.
- List backlinks
Returns all the saved backlinks of a client, with each backlink's source, link and referenced date.
- List groups
Returns the client groups in the account, optionally filtered by national client or group client.
- List orders
Returns the orders placed for a client.
- List tags
Returns all tags defined for a Surefire location.
- List users
Returns the list of active users, optionally filtered to one client.
- List Yext reviews
Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range.
- Update client
Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed.
- Update message
Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire.
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 Surefire Local Platform, 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 Surefire Local Platform when something happens in Harvest?
Any of Surefire Local Platform's 15 actions, including Create Lead, Update client, Update message and Add backlink. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Surefire Local Platform to Harvest?
Surefire Local Platform has no triggers in the catalog today, so automations start in Harvest. If you need the other direction, ask: your agent reads Surefire Local Platform's API documentation and adds it.
Do I have to build a connector for Harvest or Surefire Local Platform?
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 Surefire Local Platform 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.