Integration
Connect Harvest to Trustmary
When something happens in Harvest, your agent does the next thing in Trustmary. 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 Trustmary 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 Trustmary
When New Client in Harvest
then Add Custom field in Trustmary
When New Contact in Harvest
then Create/Update Contact in Trustmary
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 Trustmary
Triggers and actions 16 triggers · 24 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
Add Custom fieldCreate a new custom field with type, code, label, options and entities.
Action
Add Review connectionAdds a new review connection so third-party reviews are imported into Trustmary, either from the review page URL or from a review service and its page ID.
Action
Create/Update ContactCreates a Contact
Action
Delete ContactDeletes a Trustmary contact identified by email address.
Action
Delete Custom fieldDeletes a custom field from your Trustmary organization.
Action
Delete Review connectionDeletes a Trustmary review connection by its ID or slug.
Action
Get Custom fieldRetrieves a single Trustmary custom field definition by its ID.
Action
Get Review connectionRetrieve a review connection by its ID or slug.
Action
List ContactsList contacts, optionally filtered by email.
Action
List Review connectionsLists the review connections (connected review sources such as Google Maps) in your Trustmary organization, latest first.
Action
Update Custom fieldUpdates an existing Trustmary custom field definition.
Action
Update Review connectionUpdates the slug and/or title of a Trustmary review connection, identified by its ID or slug.
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 Trustmary, 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 Trustmary when something happens in Harvest?
Any of Trustmary's 12 actions, including Create/Update Contact, Update Custom field, Update Review connection and Add Custom field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trustmary to Harvest?
Trustmary has no triggers in the catalog today, so automations start in Harvest. If you need the other direction, ask: your agent reads Trustmary's API documentation and adds it.
Do I have to build a connector for Harvest or Trustmary?
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.