--- name: harvest-automation-4b5613564e3d description: "Automate time tracking, project management, and invoicing workflows in Harvest -- log hours, manage projects, clients, and tasks through natural language commands." requires: mcp: - rube --- # Harvest Automation Automate your Harvest time tracking operations directly from Claude Code. Log time entries, manage projects and clients, create tasks, and pull reporting data -- all without leaving your terminal. **Toolkit docs:** [composio.dev/toolkits/harvest](https://composio.dev/toolkits/harvest) --- ## Setup 1. Add the Rube MCP server to your Claude Code config with URL: `https://rube.app/mcp` 2. When prompted, authenticate your Harvest account through the connection link provided 3. Start automating your time tracking workflows with natural language --- ## Core Workflows ### 1. Log and Manage Time Entries Create, list, update, and retrieve time entries for accurate billing and reporting. **Tools:** `HARVEST_CREATE_TIME_ENTRY`, `HARVEST_LIST_TIME_ENTRIES`, `HARVEST_GET_TIME_ENTRY`, `HARVEST_UPDATE_TIME_ENTRY` ``` Log 3.5 hours of development work on project 12345, task 67890 for today ``` Key parameters for `HARVEST_CREATE_TIME_ENTRY`: - `project_id` (required) -- the project to log against - `task_id` (required) -- the task must be assigned to the project - `spent_date` (required) -- date in YYYY-MM-DD format - `hours` -- total hours (for duration-based accounts) - `started_time` / `ended_time` -- for timestamp-based accounts - `notes` -- description of work performed Key parameters for `HARVEST_LIST_TIME_ENTRIES`: - `from_date` / `to` -- date range filters (YYYY-MM-DD) - `project_id`, `client_id`, `task_id`, `user_id` -- entity filters - `is_billed` / `is_running` -- status filters - `page` / `per_page` (max 2000) -- pagination ### 2. Manage Projects Create new projects and list existing ones with client and billing configuration. **Tools:** `HARVEST_CREATE_PROJECT`, `HARVEST_LIST_PROJECTS`, `HARVEST_GET_PROJECT` ``` Create a billable project called "Website Redesign" for client 456 with Tasks billing and project budget ``` Key parameters for `HARVEST_CREATE_PROJECT`: - `name`, `client_id`, `is_billable`, `bill_by`, `budget_by` (all required) - `bill_by` options: `"Project"`, `"Tasks"`, `"People"`, `"none"` - `budget_by` options: `"project"`, `"project_cost"`, `"task"`, `"task_fees"`, `"person"`, `"none"` - Optional: `budget`, `hourly_rate`, `starts_on`, `ends_on`, `is_fixed_fee` ### 3. Manage Clients Create and list clients that projects are organized under. **Tools:** `HARVEST_CREATE_CLIENT`, `HARVEST_LIST_CLIENTS` ``` List all active clients in our Harvest account ``` - `HARVEST_CREATE_CLIENT` requires `name`; accepts `address`, `currency`, `is_active` - `HARVEST_LIST_CLIENTS` supports `is_active` filter and pagination (`per_page` max 2000) ### 4. Manage Tasks Create and list reusable task types for time tracking. **Tools:** `HARVEST_CREATE_TASK`, `HARVEST_LIST_TASKS` ``` Create a new billable task called "Code Review" with a default rate of $150/hr ``` - `HARVEST_CREATE_TASK` requires `name`; accepts `billable_by_default`, `default_hourly_rate`, `is_active`, `is_default` - `HARVEST_LIST_TASKS` supports `is_active`, `is_default` filters and pagination (`per_page` max 100) - Task names must be unique across all tasks (active and archived) ### 5. Time Entry Reporting Pull time entries with date ranges and filters for billing summaries and utilization reports. **Tools:** `HARVEST_LIST_TIME_ENTRIES`, `HARVEST_GET_TIME_ENTRY` ``` Show me all unbilled time entries for project 789 from January 2026 ``` - Use `from_date` and `to` for date windowing - Filter with `is_billed: false` for unbilled entries - Combine `project_id`, `user_id`, `client_id` for cross-dimensional reporting - Paginate with `page` and `per_page` to gather complete datasets ### 6. Update and Correct Time Entries Modify existing time entries to fix hours, reassign projects, or update notes. **Tools:** `HARVEST_UPDATE_TIME_ENTRY` ``` Update time entry 123456 to change the hours to 4.0 and add the note "Completed API integration" ``` - Requires `time_entry_id` - Supports partial updates -- only include fields you want to change - Can update `hours`, `notes`, `project_id`, `task_id`, `spent_date`, `started_time`, `ended_time` --- ## Known Pitfalls - **Task assignment matters:** When creating time entries, the `task_id` must correspond to a task that is actually assigned to the specified `project_id`. Use project task assignments endpoint to verify, not just `HARVEST_LIST_TASKS` (which returns global tasks). - **Duration vs. timestamp tracking:** Harvest accounts are configured for either duration-based or timestamp-based tracking. `hours` is ignored on timestamp accounts; `started_time`/`ended_time` are ignored on duration accounts. - **Pagination limits vary:** `HARVEST_LIST_TIME_ENTRIES` and `HARVEST_LIST_CLIENTS` support up to 2000 per page, but `HARVEST_LIST_PROJECTS` and `HARVEST_LIST_TASKS` cap at 100 per page. - **Date format consistency:** All date parameters must use `YYYY-MM-DD` format. ISO 8601 with timezone is used for `updated_since` filters. - **Required fields for projects:** `HARVEST_CREATE_PROJECT` requires five fields: `name`, `client_id`, `is_billable`, `bill_by`, and `budget_by`. Missing any will cause a validation error. --- ## Quick Reference | Tool Slug | Description | |---|---| | `HARVEST_LIST_TIME_ENTRIES` | List time entries with date, project, client, user filters | | `HARVEST_CREATE_TIME_ENTRY` | Log a new time entry (requires `project_id`, `task_id`, `spent_date`) | | `HARVEST_GET_TIME_ENTRY` | Retrieve a specific time entry by ID | | `HARVEST_UPDATE_TIME_ENTRY` | Update an existing time entry (requires `time_entry_id`) | | `HARVEST_LIST_PROJECTS` | List projects with optional client filter | | `HARVEST_CREATE_PROJECT` | Create a new project with billing config | | `HARVEST_GET_PROJECT` | Retrieve a specific project by ID | | `HARVEST_LIST_CLIENTS` | List clients with active/inactive filter | | `HARVEST_CREATE_CLIENT` | Create a new client (requires `name`) | | `HARVEST_LIST_TASKS` | List reusable task types | | `HARVEST_CREATE_TASK` | Create a new task type (requires `name`) | --- *Powered by [Composio](https://composio.dev)* --- Source attribution: EricGrill Original project: https://github.com/EricGrill/agents-skills-plugins/blob/43a037fd7952cc5205bafe146f33369e518e528b/plugins/awesome-claude-skills/composio-skills/harvest-automation/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Dave AI. ## Upstream license notice MIT License Copyright (c) 2025 EricGrill Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Dave AI resource metadata Creator / publisher: EricGrill Original project: https://github.com/EricGrill/agents-skills-plugins/blob/43a037fd7952cc5205bafe146f33369e518e528b/plugins/awesome-claude-skills/composio-skills/harvest-automation/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Operations, Project & Program Management, Sales Roles: Accountant, Business Development, Customer Success Manager, Operations Manager, Project Manager Specialties: API Tools: Harvest, Rube Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 2ad9534370c9684dfa48029837cc288cfcea44d85104e0d7f9da5680922c55c2